Level 3 Communications (NYSE:LVLT, news, filings) has taken its dispute with Comcast (NASDAQ:CMCSA, news, filings) over interconnection fees to the next level. They have directly asked both the FCC and DOJ to attach conditions to the cable giant’s proposed acquisition of NBC Universal. Those conditions would require Comcast to interconnect with internet backbone providers via [Read more →]
euNetworks Adds Stockholm to Low Latency Offerings
December 16th, 2010
Western European metro operator euNetworks (news) has added a new low latency arrow to its quiver, expanding its potential in the financial vertical. But this time it’s not within or between the familiar London and Frankfurt haunts nor even involving other nearby hubs mentioned of late in Paris and Amsterdam. This time, it’s a lightning-quick London-to-Stockholm route, bringing Scandinavia into the low latency picture. [Read more →]
Time Warner Wires LA in a Big Way
December 16th, 2010
We don’t hear very much about the fiber activities of the largest cable companies, so it was nice to see Time Warner Cable Business Class offer details on its recent buildout in Southern California. They have put $120M into their network in the greater LA metro area, building some 16 fiber rings containing 360,000 fiber miles. By anyone’s measure that is a major investment, and Time Warner says it will allow them to serve an additional 125,000 businesses. Where do those rings go? [Read more →]
What’s With the Cupcakes?
December 16th, 2010
I’m sorry, but did we really need to coin the term “Cupcake-Gate”… Apparently AT&T (NYSE:T, news, filings) went and gave gourmet cupcakes to the FCC, and I don’t mean just to a few commissioners. 127 dozen, or 1,524 cupcakes, worth about $3,700 in all landed on desks all over the agency. This was immediately seized upon by the interest group Public Knowledge, which apparently saw this as an opportunity to put on the Grinch suit that [Read more →]
Google Fiber Behind Schedule
December 15th, 2010
Apparently, entering the dark fiber business isn’t so easy after all. Today on its official blog, Google announced that it needs another few months to choose in which community it will build that fabled 1Gbps fiber network that was the buzz of the internet so long ago. Well, 9 months ago anyway – seems like longer than that, doesn’t it? So what’s taking so long? Too many entrants – 1100 communities was far more than Google anticipated. But what did they expect?
[Read more →]
M&A Journal: Putting Them All Together
December 15th, 2010
It has been quite a year for consolidation in the fiber/CLEC space, with more than twenty deals of various types taking place. But with the exception of the CenturyLink/Qwest deal, nearly everything that has been bought has been in the $500M range or smaller – usually much smaller. Back in September, I put together a tally of the deals that had happened until then. Of course, there’s still room for a few more before the end of the year, but let’s dare fate and update that list here with the various deals that have been announced since. [Read more →]
Tuesday Roundup 12-14: Reliance Globalcom, AboveNet, 360Networks, Cbeyond, TelePacific
December 14th, 2010
Time to catch up some recent news of interest.
Metro fiber operator abvt announced another strategic expansion, but this time it isn’t into a new market but rather deeper into a more familiar space. They are expanding their sales efforts within carrier neutral datacenters across their footprint, both those they are currently connected to and new ones which they will bring on-net. Sounds like a no-brainer to me. But actually, word has it that Abovenet has [Read more →]
Sprint Hedges On Clearwire
December 14th, 2010
In what was one of the less definitive notes of December, Sprint Nextel (NYSE:S, news, filings) offered the markets an update on its relationship with WiMAX protagonist clwr. I say ‘less definitive’, because their update was mainly to tell us what they might or might not do: [Read more →]
Zayo Expands FTT Effort Into Mississippi
December 14th, 2010
I don’t know how I missed it at the time, but last week Zayo Group (news, filings) unveiled yet another investment into its Fiber-to-the-tower program. While the supra-regional fiber operator had already put money into FTT projects around Memphis, this new deployment will add another 34 cell sites both in Memphis and now across the southern border into northern Mississippi, including such towns as Southaven and Olive Branch (see map snippet below). [Read more →]
Telecom Ramblings Jobs: Two New Listings for Zayo
December 13th, 2010
Over on the Ramblings’ jobs board, we have two new listings from Zayo Bandwidth. Zayo always seems to be expanding on multiple fronts, and it’s nice to see a bit of hiring just a few months after closing the AFS purchase and as winter is about to officially begin (someone remind Minneapolis that winter hasn’t started yet!). First, Zayo is looking for a Sales Engineer, responsible for providing coaching and development to Carrier Account Executives, and providing technical support throughout the sales process. Second, Zayo is looking for [Read more →]
More Fiber M&A: Lightower Strikes Again, Buys Open Access
December 13th, 2010
I had thought the fiber M&A frenzy would ebb for the holidays, but no. Following closely on the heels of Sidera’s purchase of LIFE, Lightower Fiber Networks has struck again, making its third acquisition this year. This morning the northeastern regional and metro fiber operator announced the acquisition of Open Access Inc. Open Access is based in Farmingdale, NY, and operates a fiber network across Long Island and into Manhattan, with over 400 route miles and 230 fiber-fed buildings as well as a tier-2 colocation facility at their headquarters. [Read more →]
Industry Spotlight: A Q&A With AboveNet’s Bill LaPerch
December 12th, 2010
Not long ago, I had the opportunity to talk once again with AboveNet’s Chief Executive Officer, Bill LaPerch, who today makes a return visit to Telecom Ramblings’ Industry Spotlight series. Few companies have weathered the economic storms of the last several years better than AboveNet, which resurfaced from near oblivion about two years ago and has been one of the best turnaround stories in the sector ever since. This year, they have eschewed (thus far) the spasm of M&A that has engulfed the metro fiber sector in favor of expansion into new markets, very solid organic growth, and a recently announced special dividend. With no further ado: [Read more →]
More Fiber M&A: Sidera Networks Takes Out LIFE
December 10th, 2010
sidera announced today that it has agreed to purchase the Long Island Fiber Exchange (LIFE). In doing so, they and their new owners, ABRY Partners, have made a down payment on their promise to use the former RCN Metro assets as a platform for consolidation in the metro fiber space. [Read more →]
Exactly What Are European Wireless Carriers Seeking?
December 10th, 2010
Earlier this week, Bloomberg and others reported that a group of European wireless operators are renewing their call for Google, Apple, and others like them to help pay for network upgrades. France Telecom, Telecom Italia, and Vodafone say that they need content providers to pay fees based on usage, lest the cost of upgrades outstrip revenue growth. That’s the general concept, but what exactly are they asking for? Because the details are everything. [Read more →]
Datacenter Roundup 12-10: Equinix, Digital Realty, Telecity, NaviSite, Savvis
December 10th, 2010
Time to catch up on a few of the goings-on with clouds and data centers this week:
Yesterday saw two cloud wins for Equinix (NASDAQ:EQIX, news, filings) from opposite sides of the globe. In Amsterdam, the longtime Dutch ISP Cyso has moved into Equinix’s brand new AM2 facility in Amsterdam. From there Cyso will [Read more →]
As Ciena Closes FY2010, the Integration Keeps Chugging Along
December 9th, 2010
Telecommunications equipment maker Ciena (NASDAQ:CIEN, news, filings) reported fiscal Q4 and 2010 earnings this morning, bringing what they correctly call transformative year to an end. Revenue of $417.6M were up 7% from the prior quarter and were solidly above expectations for the period ending on Oct 31. Of that, some $255.6M came from the Nortel MEN assets, meaning that the original Ciena business managed $161M or so, down sequentially from $168M in the prior quarter. In other words, the Nortel assets outperformed, while Ciena’s original business lagged somewhat. However, from here on out it’s the aggregate [Read more →]
M&A Journal: One Communications’ Auction Enters Final Phase
December 9th, 2010
Back in September, privately held CLEC One Communications threw its hat into the M&A ring, hiring Blackstone to help it explore strategic alternatives following its sale of its FiberNet business. According to a Reuters article, final bids were due on Tuesday (Dec 7), exactly ninety days later. The sale process is described as lukewarm, however the sellers appear motivated and hence I [Read more →]
NTELOS Plans To Split Up
December 8th, 2010
Following closely on the closing of its acquisition of FiberNet from One Communications, nTelos (NASDAQ:NTLS, news, filings) has revealed just what it plans to do with the assets. They plan to split the combined entity into two independent companies, separating the wireless and wireline businesses into two public companies. The transaction will be structured as a tax free distribution of shares in the new, still un-named [Read more →]
Wednesday Roundup 12-8: IPC Systems, Juniper, TelePacific, PAETEC, Level 3
December 8th, 2010
Several other items came out yesterday that are worthy of a quick look:
IPC Systems has expanded its presence in the UK, moving into Telecity’s Sovereign House in the Docklands area of London. IPC specializes in communications services for the financial sector, which means they are very involved in the low [Read more →]
AT&T Balances Low Ratings, Big Contracts
December 8th, 2010
AT&T (NYSE:T, news, filings) has had a bit of an up and down week in the press. Their wireless network got very low marks in a satisfaction survey put out by Consumer Reports. While US Cellular earned top honors and Verizon and Sprint earned some bragging rights, AT&T’s iPhone owners remain decidedly unimpressed with their network service. I suspect some of this is perception – if you’ve got the phone of your dreams, then the thing holding you back from the full bandwidth nirvana experience must be [Read more →]
Cisco Stretches Into Orbit With Space Router
December 7th, 2010
Ok, I’m a sucker for data stories in outer space, luckily they don’t come around all that often. Cisco Systems (NASDAQ:CSCO, news, filings) offered an update on its Internet Routing in Space (IRIS) testing. They achieved two goals, First, they remotely upgraded an IP router aboard a commercial satellite while in orbit. And second, they completed the first VoIP call made without any terrestrial help – no ground based hubs along the way. [Read more →]
Sprint Unveils Network Vision, While Clearwire Focuses on Funds
December 7th, 2010
The whole Sprint/Clearwire thing has been a complicated dance for years now, and while it never gets any simpler the future of both seem to be gaining a bit of clarity this week. For its part, Sprint unveiled its upgrade plans for its wireless business, awarding no less than three equipment contracts for their plans to consolidate their many separate networks onto one platform, the heart of which is a multi-mode base station supporting CDMA, iDEN, and WiMAX. The new gear also keeps the option of LTE available, while the iDEN portion will be phased [Read more →]
Fiber to the South Pole?
December 6th, 2010
SubtelForum reports that WFN Strategies has won a subcontract from ARINC for continued development of a terrestrial broadband network between McMurdo Station and Amundsen-Scott South Pole Station, which sits, as its name suggests, directly on the geographical south pole. Specifically, the plans are for a broadband link following a recently developed 1600km overland traverse. They didn’t say so explicitly, but I think they mean the one pictured to the left here, which points to a wikipedia image. [Read more →]