Telecom Ramblings

A few weeks ago, there was speculation that abvt might be shifting toward a buyer’s stance in the M&A arena and I gave some thought to a few possibilities.  But there is one other candidate that I didn’t even look at, but which on second thought may make the most sense of all:  Cogent Communications (NASDAQ:CCOI, news, filings).  No, I’m not kidding – think about it: [Read more →]

TGIF, and Happy Veterans Day for those in the US. Here’s a quick look at other news this week that slipped past my nets the first time around: [Read more →]

European independent metro fiber operator euNetworks (news) reported substantially higher revenues and adjusted EBITDA for the third quarter of 2011, boosted by the company’s inorganic efforts over the summer.  The acquisition of LambdaNet and TeraGate on top of organic growth in the company’s network sales has more than doubled their revenues.  Here’s a quick table of the company’s results in context: [Read more →]

Mitsubishi Electric says that it has signed a contract to upgrade the Asia America Gateway to 40G. The job entails upgrading installing submarine line terminal equipment in eight countries, which will take the total design capacity up to 5.2Tbps. One would think it might take longer to chew through the capacity of a new state of the art cable, but [Read more →]

With their acquisition of 360networks waiting in the wings, Zayo filed their fiscal first quarter earnings today.  They added another 740 route miles and 149 buildings to their network during the quarter.  As usual, most of those buildings were towers, which is still one of the fastest rates around although it has been slowing a bit in the last two quarters as some of their [Read more →]

As if the US wireless market didn’t have enough oddness to go on about, it’s about to have another player, this time from the Far East. None other than China Telecom is planning to take the MVNO route into the country. China Telecom is one of the country’s dominant telecommunications companies of course, but it is the smallest of the [Read more →]

This article was authored by Don Sambandaraksa, and was originally posted on telecomasia.net.

Remember the cold war, the arms race between the United States and the Soviet Union? Each side was amassing and developing more and more powerful nuclear weapons. Not that either side really expected that they would be used as one bomb was enough to destroy humanity. The point was never to [Read more →]

Has it really been 11 years since an undersea cable was built within Europe?  That’s what they’re saying as a new effort raised money today for one between England and Ireland, though perhaps that depends on whether Hibernia Atlantic’s Project Kelvin extension counts.   But regardless, Sea Fibre Networks will hook up landing sites in Dublin and Anglesey, which lies just 131km due east on the Welsh shore.  From there it will connect overland to London and onward from there.  Here’s a snapshot of their map: [Read more →]

Zayo is expanding organically innto Birmingham Alabama, according to a press release today. They will be adding 12 miles of fiber that will be the start of a metro presence in the central business district and out into Homewood and Lakeshore. The expansion should be in place by [Read more →]

It’s easy to get lost during earnings season in who missed what by a penny per share or whatever.  When you step back and take a look at a few competitive fiber operators results side by side, there is a common trend that has been very obvious this year.  Packet-based data products and services have been the source of nearly all the growth, and nothing else is even close.   [Read more →]

The economy may be sluggish, but if you’re in the data center business you probably wonder what all the hubbub is. Here’s another quick rundown of interesting items lately: [Read more →]

Data Foundry’s giant, brand new Texas 1 data center picked up a nice customer win today. Golden Frog will be using their high density colo space in Texas 1 to house a new cloud-based web service entitled ‘Dump Truck’, a personal online storage service for keeping all the media files and such we seem to accumulate these days. It’s not available publicly just yet, but will feature [Read more →]

tndm reported its Q3 earnings this morning, posting revenues slightly above expectations as their per minute voice pricing held steady and pricing pressure in the IP transit stabilized somewhat.  Earnings per share were below expectations, but mainly due to several one time events including a currency loss on an intercompany loan (i.e. Euros to Tinet I presume) else they would have been roughly in line.  Here’s a quick summary of the company’s numbers in context: [Read more →]

We have seen 100G trials all over the world over the past quarter or two, but today saw the first Transatlantic implementation of 100G. Hibernia Atlantic and Huawei successfully demonstrated coherent 100G on the 5,570km cable between Halifax, Nova Scotia and Southport, England. And beyond the successful demonstration, the two intend to move forward on commercial deployment next year. [Read more →]

Two interesting items over the last week or so from hybrid satellite/terrestrial operator Segovia, both in the federal [Read more →]

Bandwidth needs down in the Carribean have been growing steadily, and regional cable operator Columbus Networks has now upgraded the ARCOS-1 cable system.  Columbus has deployed additional Xtera gear to upgrade capacity on the repeatered segments, whereas they had already done so in 2008 for the unrepeatered segments. From the map, I’d guess the repeatered segments would be between [Read more →]

There was no let up in the torrid pace at which TW Telecom (NASDAQ:TWTC, news, filings) has been adding buildings to its network during the third quarter.  According to the company’s  Q3 earnings report today, they added another 561  through September 30, meaning the past twelve months have seen 2,179 buildings brought on-net.  Overall, the company’s financial results went by like clockwork as usual.  Here’s a quick table: [Read more →]

tndm made a major move today, adding a completely new product category to their wholesale lineup. They will be leveraging Cisco’s Hosted Collaboration Solution (HCS) platform to offer a cloud-based unified communications product on a wholesale basis.  That means that alongside those tandem switches they’ll be running a cloud of servers too.  They won’t be targeting [Read more →]

This is a guest post by Paolo Gorgò.  If you might be interested in a guest post, then contact the webmaster.

Today, TeleCity Group, one of Europe’s three main players in the carrier-neutral data center offering, announced its intention to start paying [Read more →]

Since it announced its new DTN-X gear in advance of next year’s commercial sales, Infinera (NASDAQ:INFN, news, filings) has had a steady stream of big name trials and demos. Today it was Swedish telecommunications giant TeliaSonera AB (ETR:TLS, news, filings) taking the gear for a spin, but in California not in Europe. The two announced a Terabit optical transmission based on 500Gbps super-channels on a 1105km route between [Read more →]

The past few months have seen Sprint Nextel (NYSE:S, news, filings) all over the headlines on a weekly basis. It has seemed haphazard, but if one takes a step back and looks at it all as a package it’s really not. They’re playing hearts and they’ve spotted a chance to shoot the moon. Look at all their moves over the past few months as a group: [Read more →]

Japanese telecommunications giant NTT Communications (NYSE:NTT, news, filings) has committed to putting true 100G to use on its PC-1 cable.  It was just last month that their subsidiary Pacific Crossing took Infinera’s 100G DTN-X solution for a successful spin, apparently it went even better than expected.  The upgrade will be in place by mid-2013, and is expected to more than triple the cable’s total capacity to   [Read more →]

Soon-to-be part of Windstream, PAETEC (news, filings) today announced their Q3 earnings report – the last time we will probably hear from CEO Arunas Chesonis in this format.  The company has been busy integrating the assets it purchased last year, including the Cavalier/Intellifiber footprint and its more recent purchase of XETA.  But the story this quarter was actually one of organic growth.  Here’s a quick table: [Read more →]