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Posted by Ray Le Maistre
Ray Le Maistre
Member Since: May 21, 2002
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Articles: 3516
Posts: 1378

Posted in October 2005

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Tdsoft Saves VocalTec


News Analysis - Ray Le Maistre - Comment (1)
October 28, 2005 : VOIP pioneer saved from extinction by merger with media gateway specialist Tdsoft. Analyst says the deal creates commercial and technical opportunities but won't affect the market much

Pension Concerns Hit Lucent


News Analysis - Ray Le Maistre - Comments (2)
October 26, 2005 : Outlook for 2006 is not as bright as expected, partly because Lucent's pensioners are living longer, says CFO – so cost cutting continues, with thousands of jobs on the line

Ericsson/Marconi: The Fallout


News Analysis - Ray Le Maistre - Comment (1)
October 25, 2005 : More than 1,000 are expected to lose their jobs as Ericsson outlines further details of its Marconi asset acquisition

Ericsson Buys Bulk of Marconi


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 25, 2005 : Swedish vendor to pay £1.2 billion for Marconi's hardware and international services unit. Remaining UK services arm gets a new name and becomes Ericsson partner

Ericsson Buys Bulk of Marconi


News Analysis - Ray Le Maistre - Comments (25)
October 25, 2005 : Swedish vendor to pay £1.2 billion for Marconi's hardware and international services unit. Remaining UK services arm gets a new name and becomes Ericsson partner
Comment: Fox's Knob - Ray Le Maistre October 24, 2005
Comment: Re: ho hummmm ... - Ray Le Maistre October 24, 2005
Comment: Re: Lucent?!?!?!? - Ray Le Maistre October 24, 2005

Marconi Rises on Sale Talk


News Analysis - Ray Le Maistre - Comments (2)
October 24, 2005 : Speculation that an acquisition announcement is imminent boosts Marconi's share price, but analysts aren't convinced by some of the names linked to a potential bid

Sky Buy Could Boost Lucent


News Analysis - Ray Le Maistre - Comments (2)
October 21, 2005 : Sky plans to ramp up Easynet's local loop unbundling efforts with a further $100M+ investment, and Lucent is sitting pretty as the incumbent DSLAM provider
Comment: Content know-how - Ray Le Maistre October 21, 2005

Murdoch's Sky Takes on BT


News Analysis - Ray Le Maistre - Comments (2)
October 21, 2005 : Rupert Murdoch's Sky satellite TV operation is going head to head with BT and the UK cable operators as it buys broadband ISP Easynet for $392M and plans hybrid broadband/satellite services

Wild Ride for Redback Shares


News Analysis - Ray Le Maistre - Post a comment
October 20, 2005 : Q3 numbers don't match analysts' expectations, but Redback's revenues are up and stock soars after management explains away the miss
Comment: Valuation an issue - Ray Le Maistre October 20, 2005

ADVA's Still Shopping


News Analysis - Ray Le Maistre - Comments (5)
October 20, 2005 : Covaro acquisition might be giving ADVA a ready-made team and some customers in North America, but that doesn't mean the shopping trip is over

Lucent Unveils Access God Box


News Analysis - Ray Le Maistre - Comments (4)
October 19, 2005 : Lucent's new Multimedia Access Platform is crammed with access technology capabilities, and ticks a lot of convergence boxes, but it doesn't excel in an increasingly crowded market, says analyst
Comment: ADVA diversifies - Ray Le Maistre October 17, 2005
Comment: New CEO, New Hope? - Ray Le Maistre October 17, 2005

Nortel Names Zafirovski New CEO


News Analysis - Ray Le Maistre - Comments (55)
October 17, 2005 : Bill Owens out, former Motorola COO Mike Zafirovski in, as Nortel continues restructuring itself to target the enterprise and other growth markets

Zafirovski New Nortel CEO


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 17, 2005 : Bill Owens out, Mike Zafirovski in as Nortel continues its revamp

ADVA Snaps Up Covaro


News Analysis - Ray Le Maistre - Comments (4)
October 17, 2005 : ADVA strengthens its hand in the Ethernet access market with the proposed acquisition of demarcation device vendor Covaro Networks for up to $24 million in stock and cash

FT Picks Ericsson for IMS


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 14, 2005 : Ericsson has landed a major deal from France Telecom for its IMS-based systems, according to industry sources
Comment: Mobile advantage? - Ray Le Maistre October 14, 2005

FT Picks Ericsson for IMS


News Analysis - Ray Le Maistre - Comments (4)
October 14, 2005 : Ericsson has landed a major deal from France Telecom for its IMS-based systems, according to industry sources, and is taking BroadSoft and Acme Packet along for the ride

Nortel Suffers China 3G Setback


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 13, 2005 : Its JV with China Putian has fallen through, with the Chinese vendor opting to hook up with Nokia instead

Sky May Dabble in DSL


News Analysis - Ray Le Maistre - Post a comment
October 13, 2005 : Having passed on the Skype sweepstakes, Rupert Murdoch is now said to be eyeing broadband and local loop unbundling through his Sky satellite TV operation in the UK

Nokia Invests in China 3G


News Analysis - Ray Le Maistre - Post a comment
October 13, 2005 : Sets up $111 million joint venture with China Putian to develop TD-SCDMA and WCDMA network equipment, following directly in Nortel's footsteps. It's not the last vendor to find a Chinese partner, though

Nokia Invests in China 3G


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 13, 2005 : Sets up $111M joint venture with China Putian to develop 3G network equipment, leaving Nortel out in the cold UPDATED 1:45 PM
Comment: The trend in OSS - Ray Le Maistre October 13, 2005
Comment: What can be learned? - Ray Le Maistre October 13, 2005

Carriers Line Up for IMS Test


News Analysis - Ray Le Maistre - Comments (2)
October 12, 2005 : Fixed and mobile carriers are lining up to take part in a global test of IMS-compatible networking systems, but the applicability of results might be limited, says analyst, though it's still worth doing

MetaSolv Scores at BellSouth


News Analysis - Ray Le Maistre - Comments (2)
October 12, 2005 : OSS firm scores significant IP service activation deal at BellSouth. The news is as bad for incumbent RBOC back-office systems supplier Telcordia as it is good for MetaSolv, says analyst

Sycamore Surprises With Profit


News Analysis - Ray Le Maistre - Comment (1)
October 11, 2005 : Sycamore shares leap 8% in early trading after it surprised Wall Street with its first profit in five years. CEO sees higher demand for network capacity, especially in Asia

Convergence Drives M&A


LR Mobile News Analysis - Ray Le Maistre - Post a comment
October 10, 2005 : Comverse buys former Kenan billing business from CSG to bolster its converged billing and customer care
Comment: True convergence? - Ray Le Maistre October 10, 2005

Convergence Drives Billing M&A


News Analysis - Ray Le Maistre - Comments (2)
October 10, 2005 : Comverse pits itself against the billings sector's big guns with the $251 million acquisition of CSG's Global Software and Services division, formerly Kenan Systems

BellSouth, Sprint Team on MPLS


News Analysis - Ray Le Maistre - Comments (5)
October 10, 2005 : With Verizon and SBC flexing their M&A muscles in the long-distance market, BellSouth has taken an alternative route by striking a commercial deal with Sprint
Comment: Any surprises? - Ray Le Maistre October 7, 2005

Siemens Unveils 21CN Partners


News Analysis - Ray Le Maistre - Comments (9)
October 7, 2005 : Discloses the partners it's taking into BT's 21CN next-generation network project, with Juniper leading the way – but there's room for some startups

BB Forum: Gateway Goals for Carriers


News Analysis - Ray Le Maistre - Comment (1)
October 6, 2005 : Service providers say home gateways are golden, Italtel accepts Accenture, and PacketFront perks up at the Broadband Forum in Madrid
Comment: Bridging the gap - Ray Le Maistre October 6, 2005

Telcos, Vendors Battle Over Gateway


News Analysis - Ray Le Maistre - Comments (10)
October 6, 2005 : Carriers are pouring their energies into a home gateway initiative to get the sophisticated domestic router technology they want, but there's a price to pay

Alcatel Unveils 'Universal' Metro Switch


News Analysis - Ray Le Maistre - Comments (17)
October 4, 2005 : French vendor launches new metro optical transport service switch and says it’s already being put through its paces by Telecom Italia

NTL & Telewest: Together at Last!


News Analysis - Ray Le Maistre - Comment (1)
October 3, 2005 : After one of the industry's most prolonged courtships, ntl and Telewest have announced their nuptials in a deal worth $6 billion. But is it a match made in heaven?

Meriton Buys Mahi Networks


News Analysis - Ray Le Maistre - Comments (33)
October 3, 2005 : Canadian vendor Meriton Networks buys ROADM player Mahi to form a metro 'agile optical networking' vendor. It's a smart move, says a Heavy Reading analyst