Telecom Ramblings

Data Bytes: IO, QTS, 365Main, CoreSite, Cologix

Robert Powell — Mon, 20 May 2013 07:15:48 +0000

Let’s start off the week by finishing off last week, with a look five news items from the data center sector: more money for IO and QTS, and customer wins at CoreSite, Cologix, and 365Main. … [visit site to read more]

Ramblings Jobs: UPN

Robert Powell — Mon, 20 May 2013 03:25:26 +0000

We have a new job listing this week from the midwestern-based fiber builder Unite Private Networks, giving them two active listings, while MegaPath still has one on the books. … [visit site to read more]

Int’l Roundup: euNetworks, VTLWaveNet, Infinera, GlobeNet, Teliasonera

Robert Powell — Fri, 17 May 2013 13:11:27 +0000

With ITW going on, it’s been a busy week for international telecommunications on the PR front. Here’s a quick roundup of some articles of interest from overseas: … [visit site to read more]

M&A Journal: Handicapping DukeNet’s Likely Suitors

Robert Powell — Fri, 17 May 2013 09:07:11 +0000

Over the past few days, word has come out that in fact DukeNet does have a book out and may very well become the next metro fiber consolidatee. DukeNet has a deep footprint in the Carolinas with a few thousand towers on-net, with additional regional/metro connectivity stretching to the north, south, and west. It’s one of a dwindling number of mid-sized regional fiber operators still independent, So who might be the most likely buyers? Here’s a quick survey: … [visit site to read more]

How to keep Big Data (theoretically) anonymous

Telecom Asia — Fri, 17 May 2013 05:39:30 +0000

This article was authored by John C. Tanner, and was originally posted on telecomasia.net.

ITEM: Researchers claim to have developed a model for crunching the Big Data generated from cellular networks without revealing the identities of mobile users. … [visit site to read more]

Prediction: tw telecom Will Buy, Not Sell

Robert Powell — Thu, 16 May 2013 11:53:35 +0000

Speculation on who will step up and buy tw telecom has been spreading, with the latest being a Bloomberg article quoting various analysts bullish about the potential of a deal. The candidates cast in the role of buyer are TW Cable, Comcast, and CenturyLink, and I agree they are the most likely if one accepts the hypothesis that tw telecom is preparing to sell. But I’m going to go out on a contrarian limb and say that not only will they not sell, this time they’re going to buy. … [visit site to read more]

Metro Bytes: Alpheus, DukeNet, Comcast, MetTel, UNSi, Zayo

Robert Powell — Thu, 16 May 2013 06:14:49 +0000

Here’s a set of quick-takes looking at news from the metro sector this week from Alpheus, DukeNet, Comcast Business, UNSi, MetTel, and Zayo. … [visit site to read more]

Zayo Boasts 58% EBITDA Margins in Q1

Robert Powell — Wed, 15 May 2013 12:30:53 +0000

As it continues to integrate last year’s acquisitions into its business, Zayo is redefining the possible EBITDA margin potential for the fiber sector. In today’s quarterly earnings numbers, they saw sequential growth in EBITDA that exceeded that of revenue in gross terms, bringing margins up to 58.1%. Here’s a quick table of their numbers in context: … [visit site to read more]

M&A: Birch Buys Lightyear’s Assets

Robert Powell — Wed, 15 May 2013 11:59:56 +0000

Making its 18th acquisition of the recent era, Birch Communications today announced that it has signed an agreement to purchase substantially all of the assets of Lightyear Network Solutions. … [visit site to read more]

Euro Fiber M&A: Viatel Finds a Home at Digiweb

Robert Powell — Wed, 15 May 2013 02:06:56 +0000

Europe’s networking community got a bit of consolidation today, as one of the last fiber orphans of the dot com era found a new home at last. Viatel and its VTLWaveNet division have joined the Digiweb Group. … [visit site to read more]

Windstream Poaches XO’s CTO

Robert Powell — Tue, 14 May 2013 16:05:28 +0000

Yesterday rumors emerged that XO’s CTO Randy Nicklas had left the company, and indeed his picture disappeared from the company website’s management team. But it was clearly voluntary, as Nicklas has already resurfaced over at Windstream (NYSE:WIN, news, filings). … [visit site to read more]

Earthlink Gets Its Refinancing

Robert Powell — Tue, 14 May 2013 12:19:29 +0000

After discontinuing its efforts back in March, Earthlink (NASDAQ:ELNK, news, filings) appears to have finally landed the refinancing it was looking for. This morning they kicked off the private offering of $300M in senior secured notes due 2020. And simultaneously they commenced a tender offer and consent solicitation for the $292.3M in 10.5% notes due 2016 that they inherited from the purchase of Deltacom two years ago. No doubt we will hear what the new pricing will be later today or tomorrow. … [visit site to read more]