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Posted by Ray Le Maistre
Ray Le Maistre
Member Since: May 21, 2002
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Posted in January 2006

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Comment: Ripe for the picking - Ray Le Maistre January 31, 2006

France Telecom Gives CFO Le Boot


News Analysis - Ray Le Maistre - Post a comment
January 31, 2006 : Just a few weeks after its profit warning, France Telecom says au revoir to its CFO – a move that doesn't instill confidence in the CEO, say analysts

C&W Says Ciao to Caio


News Analysis - Ray Le Maistre - Comments (3)
January 31, 2006 : Cable & Wireless splits into two units, issues a profit warning for the UK business, and dumps its CEO of three years, Francesco Caio. The stock crashes nearly 15 percent

Eurobites: Ownership Issues


Column - Ray Le Maistre - Post a comment
January 30, 2006 : Politicians halt Telefónica acquisition, mobile operator 3 Italy gears up for an IPO, shareholders in French carrier Neuf Cegetel eye up a controlling stake, and more from the Old Continent

IPTV: New Signs of Life


News Analysis - Ray Le Maistre - Post a comment
January 27, 2006 : After months of waiting, big incumbents such as France Telecom are finally boosting the European IPTV sector

FT Plans Euro IPTV Assault


News Analysis - Ray Le Maistre - Post a comment
January 26, 2006 : France Telecom is taking its IPTV service into other European markets, with Spain and the UK among its intended targets – Spanish launch will compete with Telefónica, the only other major IPTV operator in the region

Alcatel Lands TDC IPTV Deal


News Analysis - Ray Le Maistre - Post a comment
January 25, 2006 : Danish incumbent TDC becomes the latest European carrier to commit to an IPTV package from Alcatel and its middleware partner Microsoft, plus other news from TVoDSL show in Paris

BT Claims VPN Breakthrough


News Analysis - Ray Le Maistre - Post a comment
January 25, 2006 : Develops system with Tazz that enables class-of-service management of MPLS-based IP VPNs through a policy management system – but a commercial service is a few years away yet, says the carrier

Vodafone Sticks With Verizon


LR Mobile News Analysis - Ray Le Maistre - Post a comment
January 24, 2006 : Mobile giant isn't planning on selling its stake in Verizon Wireless any time soon, says CEO

Vodafone Sticks With Verizon


News Analysis - Ray Le Maistre - Post a comment
January 24, 2006 : Mobile giant isn't planning on selling its stake in Verizon Wireless any time soon, says CEO, as Vodafone releases performance data that exceeded expectations

Spirent Buys Wireless Test Firm


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January 24, 2006 : Splashes up to $72 million on fast-growing Swiss wireless performance management firm SwissQual as demand for mobile service assessment technologies ramps up

Time Warner Invests in UK DSL


News Analysis - Ray Le Maistre - Comments (2)
January 23, 2006 : Pledges up to $214 million in the British broadband market, piling pressure on incumbent BT, which also faces a VOIP challenge from UK retail giant Tesco

Another Euro CEO Quits


News Analysis - Ray Le Maistre - Post a comment
January 20, 2006 : Swisscom's CEO has quit after his international expansion plans were halted by the government. The move comes only days after Telekom Austria's CEO resigned, with political interference again the catalyst

Survey: VOIP Quality Is Breaking Up


News Analysis - Ray Le Maistre - Post a comment
January 20, 2006 : Only one in five VOIP service providers has implemented a service assurance strategy, while more than a third discover service quality problems from customer complaints, finds survey

CMO Shuffle Hits Cisco


News Analysis - Ray Le Maistre - Comments (2)
January 19, 2006 : Another marketing head honcho, Cisco's James Richardson, skips out on the CMO title, with insider Susan Bostrom taking his place
Comment: Incumbents and FTTx - Ray Le Maistre January 19, 2006

Eurobites: Light Me!


Eurobites - Ray Le Maistre - Comments (4)
January 18, 2006 : The latest on Europe's fiber fixation, plus other European carrier news, including broadband developments in Germany and a look at some shiny new rumors
Comment: More on the way - Ray Le Maistre January 17, 2006
Comment: Next up... - Ray Le Maistre January 17, 2006

Moto Buys Swedish Set-Topper


News Analysis - Ray Le Maistre - Comments (3)
January 17, 2006 : Motorola targets European IPTV sector with the acquisition of Swedish set-top box vendor Kreatel, which already has its technology deployed by a number of major European incumbent carriers

France Telecom Plans FTTH


News Analysis - Ray Le Maistre - Comment (1)
January 17, 2006 : Zut alors! Only days after the Mayor of Paris announced plans for a municipal fiber network, the incumbent says it will trial FTTH in the coming months. The news was inevitable, reckons analyst

Convisual Leaps on IPO


News Analysis - Ray Le Maistre - Post a comment
January 16, 2006 : Wholesale mobile messaging and entertainment services firm sees share price leap 60% on first day of trading, and looks to mobile TV as one of its growth drivers
Comment: Financial reporting - Ray Le Maistre January 16, 2006

Huawei Beats 2005 Sales Target


News Analysis - Ray Le Maistre - Comments (11)
January 16, 2006 : Value of signed contracts in 2005, a whopping $8.2 billion, just beats Huawei's own target, but details on international deals and actual revenues are yet to be revealed

Source: NTL Sweetens Virgin Offer


News Analysis - Ray Le Maistre - Post a comment
January 13, 2006 : Keen to add mobile to its existing triple-play package, UK cable operator NTL has increased its takeover offer for Virgin Mobile, according to a source, with the new bid worth $1.7 billion

Lucent Cuts 2006 Outlook


News Analysis - Ray Le Maistre - Comments (21)
January 13, 2006 : Lucent's share price takes a 10 percent hit in pre-market trading as it says revenues for 2006 will be flat or grow only slightly, instead of increasing by mid-single digits as previously forecast

UTStarcom Rolls With New IPTV Name


News Analysis - Ray Le Maistre - Comments (6)
January 13, 2006 : UTStarcom, struggling to make its mark in the telco TV world, decides a name change is as good as a rest for its IPTV system – plus, other (less amusing) news from the world of broadband video

FT Warns, Europe Quakes


News Analysis - Ray Le Maistre - Comments (3)
January 12, 2006 : Major European carriers watched their market values slide this morning following France Telecom's gloomy outlook revision. Expect more of the same from other major operators, says analyst

Wireless May Boost Pseudowire


LR Mobile News Analysis - Ray Le Maistre - Post a comment
January 12, 2006 : Wireless backhaul demands have resulted in new business for some pseudowire vendors, but it's still early days

Wireless May Boost Pseudowire


News Analysis - Ray Le Maistre - Comments (3)
January 12, 2006 : Pseudowire vendors like Axerra and RAD have capitalized on the growing backhaul needs of mobile operators, but there are concerns to overcome before widespread deployments take off, reckons analyst

Euro Incumbents Transform


News Analysis - Ray Le Maistre - Comments (3)
January 11, 2006 : KPN buys airport WiFi provider, Telefonica gets the green light to close its U.K. mobile acquisition, BT's new access business unit comes to life, and more from Euroland
Comment: Should Nortel drop out? - Ray Le Maistre January 10, 2006

Nortel's New Faces Face Tough Task


News Analysis - Ray Le Maistre - Comments (6)
January 10, 2006 : As CEO Mike Zafirovski hires more new blood from former employer GE, analysts examine the tough task facing the turnaround team, and wonder if Nortel might even narrow its focus

Paris Plans FTTH Network


News Analysis - Ray Le Maistre - Comment (1)
January 9, 2006 : Paris follows in Amsterdam's footsteps with plans to launch a bidding process for a citywide fiber-to-the-home network. This should act as a wakeup call to Europe's incumbents, says analyst

Merger Mania Continues in Europe


News Analysis - Ray Le Maistre - Post a comment
January 9, 2006 : Another week, another round of acquisition speculation in the European telecom marketplace, with British carriers the center of attention, while one announced deal faces shareholder opposition

EXFO Buys, Ixia Plummets


News Analysis - Ray Le Maistre - Post a comment
January 6, 2006 : Mixed fortunes in the telecom test market: While EXFO buys its way into the growing DSL test sector, Ixia's stock takes a hammering as it lowers its Q4 guidance
Comment: Buying into TV land... - Ray Le Maistre January 6, 2006

Eurobites: Gossip Galore


Eurobites - Ray Le Maistre - Comments (3)
January 6, 2006 : British carriers are at the center of the latest European M&A speculation, with C&W cited as a target from across the English Channel and BT as the predator for ITV

CA Makes Wily Acquisition


News Analysis - Ray Le Maistre - Post a comment
January 5, 2006 : Strengthens its OSS hand with the $375 million cash acquisition of Wily Technologies, which boasts some big telecom operator customers. But at least one analyst reckons CA isn't cutting it in telecom software

Amsterdam Fires Up Muni Broadband


News Analysis - Ray Le Maistre - Comments (5)
January 5, 2006 : Amsterdam's City Council approves fiber-to-the-home project to initally connect 40,000 homes, while another Dutch project sees high consumer uptake in face of stiff incumbent competition
Comment: Sonus prospects - Ray Le Maistre January 5, 2006

Newport Needs Another $27M


News Analysis - Ray Le Maistre - Comments (5)
January 4, 2006 : Session border controller firm seeks additional £15.5 million as project delays and anticipated orders leave it needing extra cash. But there's a big deal in the pipeline, the vendor claims

Vonage Confirms Sonus Deployment


News Analysis - Ray Le Maistre - Comments (2)
January 4, 2006 : It's hardly the best kept secret in VOIP circles, but word of a Vonage contract gives Sonus shares a lift following a rollercoaster 2005
Comment: What value on mobile? - Ray Le Maistre January 3, 2006

NTL May Offer More to Virgin


News Analysis - Ray Le Maistre - Comments (2)
January 3, 2006 : NTL is set to make a higher bid for Virgin Mobile to create a mammoth British fixed/mobile carrier, a move that would increase the convergence pressure on other players, including Telefónica