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

Posted in November 2005

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All
Comment: Nirvana or hype? - Ray Le Maistre November 30, 2005
Comment: Asset strip? - Ray Le Maistre November 30, 2005

Crunch Time for IMS


News Analysis - Ray Le Maistre - Comments (9)
November 30, 2005 : Ahead of timely London conference, analyst says next 12 months will be critical to the credibility and true potential of IMS as part of next-generation carrier strategies

Crunch Time for IMS


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 30, 2005 : Analyst says next 12 months will be critical to the credibility and true potential of IMS

TDC Unveils $12B Offer


News Analysis - Ray Le Maistre - Comment (1)
November 30, 2005 : Danish incumbent TDC to recommend $12 billion takeover offer by private equity group to its shareholders, but the current agreement leaves the door open for competitive bids

TDC Close to $12B Sale?


News Analysis - Ray Le Maistre - Post a comment
November 29, 2005 : Private equity consortium close to $12 billion acquisition of Danish incumbent operator TDC, according to reports

Sycamore Ticker Shock II


News Analysis - Ray Le Maistre - Post a comment
November 29, 2005 : For the second quarter in a row, Sycamore's revenues and earnings are ahead of analysts' expectations, sending its share price up by nearly 13 percent in pre-market trading
Comment: Big box SBCs - Ray Le Maistre November 28, 2005
Comment: Learning curve - Ray Le Maistre November 28, 2005
Comment: Making a difference... - Ray Le Maistre November 28, 2005
Comment: Is Ericsson overpaying? - Ray Le Maistre November 28, 2005
Comment: Your vote? - Ray Le Maistre November 28, 2005

Optical, Access Help Marconi


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 25, 2005 : British vendor turns a small profit as optical and access divisions make gains, but analysts are undecided whether numbers are positive for prospective new owner Ericsson

Optical, Access Help Marconi


News Analysis - Ray Le Maistre - Comments (2)
November 25, 2005 : British vendor turns a small profit as optical and access divisions make gains, but analysts are undecided whether numbers are positive for prospective new owner Ericsson

Hong Kong: An IPTV Hotbed?


News Analysis - Ray Le Maistre - Comments (7)
November 25, 2005 : Hong Kong operator PCCW wants to exploit its telco TV experience, while ZTE forges ahead with another China Telecom telco TV service trial deployment, this time in Guangdong province

Newport Edges Towards Target


News Analysis - Ray Le Maistre - Comments (2)
November 25, 2005 : Session border controller vendor Newport Networks has landed another small deal, and needs to pick up the pace to hit revenue expectations and shore up its stock
Comment: Freudian potential - Ray Le Maistre November 24, 2005

BATM Rises On Major Deal


News Analysis - Ray Le Maistre - Comments (6)
November 24, 2005 : A major new deal with a mystery vendor partner has given BATM's share price a boost, but the Ethernet and VOIP vendor's CEO says Alcatel's not involved

Strip-Club Scandal CEO Quits


News Analysis - Ray Le Maistre - Comments (2)
November 24, 2005 : Bob McCormick quits as Savvis CEO following strip-club scandal as litigation over unpaid bill lingers. LR poll shows strip club entertaining is commonplace in the telecom sector

China Expands IPTV Coverage


News Analysis - Ray Le Maistre - Comments (3)
November 23, 2005 : Huawei, UTStarcom and ZTE are all picking up IPTV system deals from Chinese carriers as service trials gather pace, while PCCW in Hong Kong reaches customer milestone and heads for HDTV launch

OSS Firms Shake Up Market


News Analysis - Ray Le Maistre - Post a comment
November 22, 2005 : Market leaders Cramer and Telcordia aren't having things their own way any more in the hot inventory management market. Plus, other OSS news

BT Guru Picks Holes in NGNs


News Analysis - Ray Le Maistre - Comments (8)
November 18, 2005 : Key 21CN figure Mick Reeve praises global agreement on NGN standards, but identifies major hurdles in broadband wireless, interconnect, MPLS, and Ethernet that need to be overcome

Telefónica Boosts Chinese Ties


News Analysis - Ray Le Maistre - Post a comment
November 16, 2005 : Spanish incumbent details services and cooperation alliance with China Netcom, and plans to double its stake in the Chinese carrier to nearly 10%. Also strikes partnership to resell Huawei goods

Telstra Unveils Switch to IP


News Analysis - Ray Le Maistre - Comments (7)
November 15, 2005 : Australian incumbent lays out all IP next-generation network plans, with Alcatel and Ericsson the main vendor beneficiaries

Siemens Spawns a Problem Child


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November 11, 2005 : But the vendor's CEO knows what needs to be addressed: 'It's clear even to the brain dead that convergence is very real...'
Comment: Convergence challenge - Ray Le Maistre November 11, 2005

Siemens Spawns a Problem Child


News Analysis - Ray Le Maistre - Comments (3)
November 11, 2005 : But the vendor's CEO, who is unsatisfied with the group's performance, knows what needs to be addressed: 'It's clear even to the brain dead that convergence is very real.' Someone call George Romero…

Revenues Ramp at Test Vendors


News Analysis - Ray Le Maistre - Post a comment
November 10, 2005 : Test and measurement firms are seeing the benefit of increased capex and the deployment of new systems and services, with JDSU's Acterna unit and Sunrise the latest to shine

'New Wave' Drives BT


News Analysis - Ray Le Maistre - Post a comment
November 10, 2005 : Demand for BT's 'new wave' services are driving revenue growth, and all's going well with 21CN, says the carrier's management, but not everything's as it could be with broadband and mobility

DT, TI Set to Spend Big


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 9, 2005 : German and Italian incumbents prepare to spend billions as they deploy new technologies, expand wireless coverage
Comment: Complaining to Sonus IR - Ray Le Maistre November 9, 2005

DT, TI Set to Spend Big on Broadband


News Analysis - Ray Le Maistre - Comments (5)
November 9, 2005 : Deutsche Telekom and Telecom Italia are planning intensive investment campaigns as they look to ramp up customer numbers and introduce the latest fixed and mobile broadband technologies
Comment: Old swingers - Ray Le Maistre November 9, 2005

Lucent Lands BellSouth IMS Deal


News Analysis - Ray Le Maistre - Comments (3)
November 8, 2005 : Another feather in Lucent's IMS cap as it adds BellSouth to its collection of major IP Multimedia Subsystem deals. But with revenues a long way off, the news does nothing for the vendor's stock

Amsterdam Commits to FTTH


News Analysis - Ray Le Maistre - Comments (14)
November 4, 2005 : Dutch capital to connect 40,000 homes in project that could expand to a €300 million citywide rollout connecting 420,000 homes with fiber. Incumbents need to sit up and take note, say analysts

ECI Posts 26 Percent Growth


News Analysis - Ray Le Maistre - Comments (4)
November 3, 2005 : ECI posts 26 percent year-over-year revenue growth, but takes a hit on earnings from the Laurel acquisition – it says its edge-router unit is key to future growth

Deutsche Telekom to Cut 32,000 Jobs


News Analysis - Ray Le Maistre - Post a comment
November 3, 2005 : German incumbent operator will take $4 billion charge as it cuts its workforce dramatically during the next three years, sends cloaked warning to regulator about new hiring

Nortel: Krazy About Korea


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 2, 2005 : China, India, and Korea were hot topics on Bill Owens's last Nortel quarterly call as CEO, with a loss-making deal in India hurting margins
Comment: Loss-leading deals - Ray Le Maistre November 2, 2005

Nortel's Owens: Krazy About Korea


News Analysis - Ray Le Maistre - Comments (2)
November 2, 2005 : China, India, and Korea were hot topics on Bill Owens's last Nortel quarterly call as CEO, with a loss-making deal in India hurting margins

Cable Firms, Sprint In FMC Deal


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 2, 2005 : Comcast, Time Warner Cable, Cox, and Advance/Newhouse form $200M fixed/mobile convergence (FMC) joint venture with Sprint Nextel

Cable Firms, Sprint in Fixed/Mobile Deal


News Analysis - Ray Le Maistre - Comments (4)
November 2, 2005 : Comcast, Time Warner Cable, Cox, and Advance/Newhouse strike $200M joint venture deal with Sprint Nextel to develop fixed/mobile convergence (FMC) services, taking 'quadruple play' to the masses

Nortel, Moto Settle on Zafirovski


LR Mobile News Analysis - Ray Le Maistre - Post a comment
November 1, 2005 : Nortel and Motorola settle their differences over appointment of Mike Zafirovski as Nortel CEO, but there are conditions, and a $11.5 million tab

Nortel, Moto Settle on Zafirovski


News Analysis - Ray Le Maistre - Comment (1)
November 1, 2005 : Nortel and Motorola settle their differences over appointment of Mike Zafirovski as Nortel CEO, but there are conditions, and a $11.5 million tab