News Analysis - Ray Le Maistre - Comment (1) January 31, 2007 : Session border controller vendor Newport Networks is losing key executives, is nearly out of cash, and still doesn't have the big win it craves
News Analysis - Ray Le Maistre - Post a comment January 31, 2007 : Mobile giant now has more than 200 million subscribers, but says it won't overpay for a controlling stake in Hutchison Essar to add the Indian carrier's 23 million users to its customer base
LR Cable News Analysis - Ray Le Maistre - Post a comment January 30, 2007 : Alcatel-Lucent benches its internal developments, including Lucent's MiViewTV platform, and is sticking with Microsoft's technology as its go-to-market IPTV service delivery package
News Analysis - Ray Le Maistre - Post a comment January 30, 2007 : Public listing on Nasdaq set to value profitable optical components vendor at up to $930 million
News Analysis - Ray Le Maistre - Post a comment January 29, 2007 : Tough domestic market forces German giant Deutsche Telekom to scale back its earnings forecast for 2007
News Analysis - Ray Le Maistre - Comments (2) January 26, 2007 : French incumbent, with 600,000 telco TV users, wants other carriers to join with large IPTV deployments to increase selection of vendors
News Analysis - Ray Le Maistre - Post a comment January 25, 2007 : Slovenian vendor has licensed some IPTV middleware assets and assembled a set of partners to take a complete IPTV package to carriers in Central and Eastern Europe
News Analysis - Ray Le Maistre - Comment (1) January 25, 2007 : One of Lucent's most charismatic senior executives, former VP of broadband solutions Rob Piconi, is out the door at Alcatel-Lucent and is now warming a presidential seat at test vendor Spirent
News Analysis - Ray Le Maistre - Comments (5) January 24, 2007 : Industry sources say Nortel is shifting its IPTV strategy away from partnerships and more towards technology ownership, with acquisitions to come soon
LR Mobile News Analysis - Ray Le Maistre - Post a comment January 23, 2007 : Preliminary Q4 numbers send the newly formed company's stock into a Tuesday morning tumble of nearly 11%
News Analysis - Ray Le Maistre - Comments (4) January 23, 2007 : Preliminary fourth-quarter numbers send the newly formed company's stock into a Tuesday morning tumble of nearly 11%. Now the giant vendor plans more cutbacks in 2007
News Analysis - Ray Le Maistre - Comments (4) January 22, 2007 : As Nortel and Siemens trumpet their contract awards at BT, other vendors are joining throwing their weight behind disruptive new Ethernet technology PBT
News Analysis - Ray Le Maistre - Comments (4) January 19, 2007 : Word on the street is that Nortel and Alcatel-Lucent, fresh from their UMTS access deal, are planning to exchange wireless and enterprise assets
News Analysis - Ray Le Maistre - Comments (2) January 19, 2007 : Upheaval at TeliaSonera, Russia's Sistema Eyes Telecom Italia, mobile assets change hands, and the EC is worried about a telecom infrastructure disaster
News Analysis - Ray Le Maistre - Post a comment January 18, 2007 : With the Syndesis takeover in motion, Subex Azure's CEO is raising $200 million to fund the acquisition and is confident of clipping the wings of the OSS giants
News Analysis - Ray Le Maistre - Post a comment January 18, 2007 : Indian revenue assurance specialist Subex Azure has agreed to a $164.5M deal to buy OSS firm Syndesis as a way to broaden its telecom software appeal to carriers
News Analysis - Ray Le Maistre - Comments (2) January 17, 2007 : They turned voice communications on its head, and now Skype's founders are set to do the same in the TV world with a P2P video service that's got some of the interactive features telcos crave
News Analysis - Ray Le Maistre - Post a comment January 17, 2007 : Spanish giant says revenue growth and capex for 2006 will be even higher than expected, driven by broadband and mobile demand. It has also passed the 300,000 subscriber mark for its Spanish IPTV service
News Analysis - Ray Le Maistre - Comments (2) January 16, 2007 : Nortel says more PBT business will follow its ground-breaking 21CN contract with BT, and that it can make Ethernet as easy to manage and operate as legacy DS1 lines
News Analysis - Ray Le Maistre - Comment (1) January 16, 2007 : IPTV middleware player says it's in the early stages of acquisition talks with a number of companies. Industry speculation has partner Comverse as the leading interested party UPDATED 2:20 PM
LR Cable News Analysis - Ray Le Maistre - Comments (2) January 15, 2007 : Cable systems vendor finally makes its move into the video processing world, offering $1.2 billion for encoding specialist Tandberg TV. The takeover, if completed, would give Arris triple-play bragging rights
News Analysis - Ray Le Maistre - Comments (6) January 15, 2007 : BT commits to controversial Ethernet technology PBT (Provider Backbone Transport) by awarding contracts to Nortel and Siemens. The move confers elite 21CN vendor partner status on the Canadian vendor
News Analysis - Ray Le Maistre - Post a comment January 12, 2007 : Ubiquity's share price shoots up more than 80 percent as IP PBX vendor offers $145 million for the SIP application server specialist. But why does enterprise-focused Avaya want a carrier SIP box vendor?
News Analysis - Ray Le Maistre - Post a comment January 11, 2007 : After a fruitful 2006, Amdocs revises its revenue outlook and sees more than 10 percent sliced off its share price. New report suggests more than 600 staff are in the firing line
News Analysis - Ray Le Maistre - Post a comment January 10, 2007 : The OSS giant is revamping its internal structure based around new business units and has extended major contracts with two RBOCs. It's keeping mum on M&A talk, though
News Analysis - Ray Le Maistre - Comment (1) January 9, 2007 : Sitronics, which owns Easterm European vendors Strom and Intracom, aims to raise more than $500 million from an IPO in London and Moscow to fund growth
News Analysis - Ray Le Maistre - Post a comment January 8, 2007 : Vendor's fourth-quarter suffers from AT&T/BellSouth merger kickback and other thrifty carriers, sending the company's stock down 5 percent this morning
News Analysis - Ray Le Maistre - Comments (2) January 4, 2007 : JDSU finally gets into the wireless network performance market by buying Casabyte, while Symmetricom buys its way into the hot IPTV test market with the acquisition of QosMetrics
News Analysis - Ray Le Maistre - Comments (2) January 4, 2007 : Taiwan's incumbent isn't restricting its spending to its undersea cable – it's spending $4 billion in the next five years, including $1.8 billion on FTTH build-outs
News Analysis - Ray Le Maistre - Comment (1) January 3, 2007 : Forks out $54M to buy out its fellow investors in SigValue, a specialist billing and service creation vendor focused on mobile carriers in developing markets
News Analysis - Ray Le Maistre - Post a comment January 3, 2007 : VOIP systems vendor's stock jumps 6% after trading update boasts of record orders and Nasdaq gives it more time to file following stock options probe
News Analysis - Ray Le Maistre - Post a comment January 2, 2007 : 2007 looks like another year that'll be dominated by mergers and acquisitions in Europe, with Portugal a hotbed of early activity. Plus, other European news from BT, KPN, and others
News Analysis - Ray Le Maistre - Comment (1) January 31, 2007 : Session border controller vendor Newport Networks is losing key executives, is nearly out of cash, and still doesn't have the big win it craves
News Analysis - Ray Le Maistre - Post a comment January 31, 2007 : Mobile giant now has more than 200 million subscribers, but says it won't overpay for a controlling stake in Hutchison Essar to add the Indian carrier's 23 million users to its customer base
LR Cable News Analysis - Ray Le Maistre - Post a comment January 30, 2007 : Alcatel-Lucent benches its internal developments, including Lucent's MiViewTV platform, and is sticking with Microsoft's technology as its go-to-market IPTV service delivery package
News Analysis - Ray Le Maistre - Post a comment January 30, 2007 : Public listing on Nasdaq set to value profitable optical components vendor at up to $930 million
News Analysis - Ray Le Maistre - Post a comment January 29, 2007 : Tough domestic market forces German giant Deutsche Telekom to scale back its earnings forecast for 2007
News Analysis - Ray Le Maistre - Comments (2) January 26, 2007 : French incumbent, with 600,000 telco TV users, wants other carriers to join with large IPTV deployments to increase selection of vendors
News Analysis - Ray Le Maistre - Post a comment January 25, 2007 : Slovenian vendor has licensed some IPTV middleware assets and assembled a set of partners to take a complete IPTV package to carriers in Central and Eastern Europe
News Analysis - Ray Le Maistre - Comment (1) January 25, 2007 : One of Lucent's most charismatic senior executives, former VP of broadband solutions Rob Piconi, is out the door at Alcatel-Lucent and is now warming a presidential seat at test vendor Spirent
News Analysis - Ray Le Maistre - Comments (5) January 24, 2007 : Industry sources say Nortel is shifting its IPTV strategy away from partnerships and more towards technology ownership, with acquisitions to come soon
LR Mobile News Analysis - Ray Le Maistre - Post a comment January 23, 2007 : Preliminary Q4 numbers send the newly formed company's stock into a Tuesday morning tumble of nearly 11%
News Analysis - Ray Le Maistre - Comments (4) January 23, 2007 : Preliminary fourth-quarter numbers send the newly formed company's stock into a Tuesday morning tumble of nearly 11%. Now the giant vendor plans more cutbacks in 2007
News Analysis - Ray Le Maistre - Comments (4) January 22, 2007 : As Nortel and Siemens trumpet their contract awards at BT, other vendors are joining throwing their weight behind disruptive new Ethernet technology PBT
News Analysis - Ray Le Maistre - Comments (4) January 19, 2007 : Word on the street is that Nortel and Alcatel-Lucent, fresh from their UMTS access deal, are planning to exchange wireless and enterprise assets
News Analysis - Ray Le Maistre - Comments (2) January 19, 2007 : Upheaval at TeliaSonera, Russia's Sistema Eyes Telecom Italia, mobile assets change hands, and the EC is worried about a telecom infrastructure disaster
News Analysis - Ray Le Maistre - Post a comment January 18, 2007 : With the Syndesis takeover in motion, Subex Azure's CEO is raising $200 million to fund the acquisition and is confident of clipping the wings of the OSS giants
News Analysis - Ray Le Maistre - Post a comment January 18, 2007 : Indian revenue assurance specialist Subex Azure has agreed to a $164.5M deal to buy OSS firm Syndesis as a way to broaden its telecom software appeal to carriers
News Analysis - Ray Le Maistre - Comments (2) January 17, 2007 : They turned voice communications on its head, and now Skype's founders are set to do the same in the TV world with a P2P video service that's got some of the interactive features telcos crave
News Analysis - Ray Le Maistre - Post a comment January 17, 2007 : Spanish giant says revenue growth and capex for 2006 will be even higher than expected, driven by broadband and mobile demand. It has also passed the 300,000 subscriber mark for its Spanish IPTV service
News Analysis - Ray Le Maistre - Comments (2) January 16, 2007 : Nortel says more PBT business will follow its ground-breaking 21CN contract with BT, and that it can make Ethernet as easy to manage and operate as legacy DS1 lines
News Analysis - Ray Le Maistre - Comment (1) January 16, 2007 : IPTV middleware player says it's in the early stages of acquisition talks with a number of companies. Industry speculation has partner Comverse as the leading interested party UPDATED 2:20 PM
LR Cable News Analysis - Ray Le Maistre - Comments (2) January 15, 2007 : Cable systems vendor finally makes its move into the video processing world, offering $1.2 billion for encoding specialist Tandberg TV. The takeover, if completed, would give Arris triple-play bragging rights
News Analysis - Ray Le Maistre - Comments (6) January 15, 2007 : BT commits to controversial Ethernet technology PBT (Provider Backbone Transport) by awarding contracts to Nortel and Siemens. The move confers elite 21CN vendor partner status on the Canadian vendor
News Analysis - Ray Le Maistre - Post a comment January 12, 2007 : Ubiquity's share price shoots up more than 80 percent as IP PBX vendor offers $145 million for the SIP application server specialist. But why does enterprise-focused Avaya want a carrier SIP box vendor?
News Analysis - Ray Le Maistre - Post a comment January 11, 2007 : After a fruitful 2006, Amdocs revises its revenue outlook and sees more than 10 percent sliced off its share price. New report suggests more than 600 staff are in the firing line
News Analysis - Ray Le Maistre - Post a comment January 10, 2007 : The OSS giant is revamping its internal structure based around new business units and has extended major contracts with two RBOCs. It's keeping mum on M&A talk, though
News Analysis - Ray Le Maistre - Comment (1) January 9, 2007 : Sitronics, which owns Easterm European vendors Strom and Intracom, aims to raise more than $500 million from an IPO in London and Moscow to fund growth
News Analysis - Ray Le Maistre - Post a comment January 8, 2007 : Vendor's fourth-quarter suffers from AT&T/BellSouth merger kickback and other thrifty carriers, sending the company's stock down 5 percent this morning
News Analysis - Ray Le Maistre - Comments (2) January 4, 2007 : JDSU finally gets into the wireless network performance market by buying Casabyte, while Symmetricom buys its way into the hot IPTV test market with the acquisition of QosMetrics
News Analysis - Ray Le Maistre - Comments (2) January 4, 2007 : Taiwan's incumbent isn't restricting its spending to its undersea cable – it's spending $4 billion in the next five years, including $1.8 billion on FTTH build-outs
News Analysis - Ray Le Maistre - Comment (1) January 3, 2007 : Forks out $54M to buy out its fellow investors in SigValue, a specialist billing and service creation vendor focused on mobile carriers in developing markets
News Analysis - Ray Le Maistre - Post a comment January 3, 2007 : VOIP systems vendor's stock jumps 6% after trading update boasts of record orders and Nasdaq gives it more time to file following stock options probe
News Analysis - Ray Le Maistre - Post a comment January 2, 2007 : 2007 looks like another year that'll be dominated by mergers and acquisitions in Europe, with Portugal a hotbed of early activity. Plus, other European news from BT, KPN, and others
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