July, 2009

Qwest to go for delivery conduit, not content broker

Qwest suggested during its second-quarter earnings call that the company would be pursuing a video strategy that would make it less a content broker and more a delivery conduit. Just what the technology...

Velocix purchase positions Alcatel-Lucent in CDN market

The growing interest of telcos in content delivery networks (CDNs) is the driver behind the acquisition of CDN specialist Velocix by Alcatel-Lucent. We’ve noted both here and in...

Verizon’s Q2 earnings indicate difficult voice migration

Verizon reported earnings and the results were in some ways alarming. The company’s net income fell 21%. Neglecting the Alltel acquisition, revenues grew less than 2%, about a third of prior-year levels. While wireless and FiOS were...

Ericsson’s Nortel wireless win linked to carrier buying trend

Ericsson came from behind to win the Nortel wireless auction, beating out both NSN (the original straw-man bidder) and a private equity bidder for the deal. There’s still a step of court and regulatory approval,...

Content trends include emphasis on revenue-sharing

Over a thousand publishers have banded together in an organization aimed at insuring they receive reasonable returns on their publishing investment, particularly from news and editorial content creation. The Fair...

Mobile broadband growth has upside and problems

Mobile broadband traffic, primarily to smartphones, is growing primarily due to increased use of video content.

Juniper and IBM Ethernet OEM deal focuses on data center

Juniper and IBM have announced an OEM arrangement that will allow IBM to label and sell Juniper’s Ethernet products designed for the data center. The pact covers selected models in the EX and MX lines and is similar to the deal already signed by IBM with Brocade.

The news is very good...

Broadband stimulus details signals coming regulatory trends

The details of the funding policy statement for the broadband stimulus...

BT CTO’s departure spotlights IT-centric carrier changes

There may never be a clearer indicator of the change in the carrier market than the departure of BT’s Matt Bross, and the fact that there will no longer be a CTO at BT. The role is being absorbed into the CIO role as the activity merges into a new IT-centric division. The CIO, Al-Noor Ramji,...

Tier 2 and 3 carriers spend in 2nd quarters

Tier 2 and 3 providers apparently spent more in 2Q than expected, according to a UBS survey. We noted that this class of provider generally did their strategic review earlier this spring than the Tier One carriers did. Tier 2 and 3 companies also tend to have less administrative inertia in...