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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 February 2006

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C&W Stuns With Job & Customer Cuts


News Analysis - Ray Le Maistre - Comments (6)
February 28, 2006 : New head of UK business John Pluthero goes back to basics, slashing jobs, networks, and disconnecting 90% of the customer base, to turn around what he says is currently a 'bad' business
Comment: IPO Interruptus - Ray Le Maistre February 28, 2006

Italtel Confirms IPO Plan


News Analysis - Ray Le Maistre - Comments (2)
February 28, 2006 : Softswitch vendor ends years of speculation with plans to list shares in Italy in the first half of this year, following a profitable 2005

Cisco Tangos With Tazz


News Analysis - Ray Le Maistre - Comments (15)
February 27, 2006 : Cisco launches into the broadband policy server sector courtesy of an OEM arrangement with specialist Tazz, one of its partners in BT's 21CN project. Deal signals breakthrough for Tazz, which is seeking further funding
Comment: Squeeze those margins... - Ray Le Maistre February 27, 2006

Zafirovski Adds Another GE Exec to Nortel


News Analysis - Ray Le Maistre - Comments (3)
February 27, 2006 : Nortel hires yet another General Electric man to help implement the vendor's cost-cutting strategy, as analyst expects major announcements from the Canadian firm in the coming weeks

Vodafone Rings Warning Bell


News Analysis - Ray Le Maistre - Comment (1)
February 27, 2006 : Warns of growth slowdown and writes down up to $49 billion worth of assets as competition bites. Stock drops and takes other telcos with it as analysts see outlook as negative for the wireless sector
Comment: Re: Moral Victory - Ray Le Maistre February 24, 2006
Comment: Moral Victory - Ray Le Maistre February 24, 2006
Comment: Bigger than Supercomm - Ray Le Maistre February 24, 2006

Nortel CEO Maps Out His Vision


News Analysis - Ray Le Maistre - Comments (19)
February 24, 2006 : Mike Zafirovski wants a 20 percent share in each sector where his company is active. Plans to invest increasing amounts of his $1.9 billion R&D budget in IPTV, IMS, and WiMax

Eurobites: What's Up With Wireless?


Eurobites - Ray Le Maistre - Comment (1)
February 24, 2006 : The annual 3GSM World Congress shifted to Spain this year, so Eurobites, always fond of a siesta, decamped to Barcelona. Here's what we found
Comment: An easier deadline - Ray Le Maistre February 23, 2006
Comment: Didn't see IP coming??? - Ray Le Maistre February 23, 2006

OSS Lapse Hits Spirent


News Analysis - Ray Le Maistre - Comment (1)
February 23, 2006 : Test-and-measurement firm posts 2005 loss on the back of a slump in its service assurance business, but says restructuring and acquisitions will turn things around

BT Deploys Ericsson VOIP Gear


News Analysis - Ray Le Maistre - Comment (1)
February 22, 2006 : As part its 21CN program, BT Global is deploying Ericsson softswitch technology around the world and retiring its Class 4 TDM switches. The move exposed some network capacity issues, admits the carrier

Sycamore Shares Slip on Q2 Profit


News Analysis - Ray Le Maistre - Post a comment
February 21, 2006 : Even though the optical vendor's latest results are better than expected, they aren't as drop-dead gorgeous as they have been in the past few quarters, sending the stock down slightly
Comment: Come and get us!! - Ray Le Maistre February 21, 2006

Nortel Poaches Juniper Strategist


News Analysis - Ray Le Maistre - Comments (2)
February 21, 2006 : The latest in a string of appointments by Mike Zafirovski, Nortel's new CEO, is George Riedel, who leaves Juniper to join as chief strategy officer
Comment: Rich pickings - Ray Le Maistre February 21, 2006

FastWeb: We're Going It Alone


News Analysis - Ray Le Maistre - Comment (1)
February 21, 2006 : The Italian tripleplay pioneer has examined multiple bids and decided to plow on alone with estimated revenue growth of 30 percent per year, says chairman Silvio Scaglia

Breakup Talk Swirls Around Tele2


News Analysis - Ray Le Maistre - Comment (1)
February 20, 2006 : It's worth a lot more broken up than as a single entity, says Lehman. Meanwhile, 3 Italia pushes out IPO and Eircom bid talk hits the presses
Comment: Asset stripping - Ray Le Maistre February 17, 2006

KPN, Siemens Under Scrutiny


News Analysis - Ray Le Maistre - Comment (1)
February 17, 2006 : The latest European speculation is of a potential takeover bid by Telefónica and friends for Dutch incumbent KPN and the breakup of Siemens Communications Group
Comment: Much of an in? - Ray Le Maistre February 17, 2006
Comment: Faith in major vendors - Ray Le Maistre February 17, 2006

3GSM: It's an IMS Thing


News Analysis - Ray Le Maistre - Comments (4)
February 17, 2006 : The IMS bandwagon was hurtling through Barcelona this week at the 3GSM event, where fixed/mobile convergence ruled and everyone staked a market leadership claim

Avici Downsizes to Survive


News Analysis - Ray Le Maistre - Comments (8)
February 16, 2006 : After annual losses of $1.91 per share, core router vendor is cutting 45 percent of its staff and reviewing its strategy, including seeking a trade sale. Analyst calls the move 'pointless'

Oracle Buying Into Service Delivery


News Analysis - Ray Le Maistre - Comments (2)
February 15, 2006 : Oracle is quietly moving into the service delivery platform market with the acquisition of Hotsip – and others. The move is seen as an endorsement for SDPs and SIP technology, says analyst

3GSM: Skype Gets Into 3G


News Analysis - Ray Le Maistre - Comments (2)
February 14, 2006 : Mobile operator Hutchison 3G will offer Skype connectivity to its 3G subscribers in Austria, Australia, Hong Kong, Sweden, the UK, and Italy later this year

Lucent Unveils Mini 3G Router


News Analysis - Ray Le Maistre - Comment (1)
February 14, 2006 : Lucent targets GSM operators with a multifunctional edge IP router that can fill in gaps in high-speed wireless data coverage. Analyst reckons it'll give the vendor a shot at new carrier action

3GSM: Day 1 News Roundup


News Analysis - Ray Le Maistre - Post a comment
February 13, 2006 : Virgin Mobile preps mobile TV service, Microsoft lands China Mobile deal, 3GSM delegates get to see a real demo, plus other day one news from the major vendors

3GSM: Donde Está IMS?


News Analysis - Ray Le Maistre - Post a comment
February 10, 2006 : The 3GSM World Congress is about to kick off in Barcelona, where the status of IMS will be one of the most hotly debated topics

BT Gets a Gateway


News Analysis - Ray Le Maistre - Comments (6)
February 10, 2006 : BT has developed a home gateway with Thomson and 2Wire as it prepares to ramp up its broadband services offerings. Device is designed to reduce churn, say analysts
Comment: Do BT staff use Skype? - Ray Le Maistre February 9, 2006

BT Takes Swype at Skype


News Analysis - Ray Le Maistre - Comments (2)
February 9, 2006 : BT's CEO takes on Skype as he talks about VOIP uptake, IPTV, WiMax, and the Fusion fixed/mobile convergence service during the carrier's third-quarter conference call

Brix Launches Triple Test for Triple Play


News Analysis - Ray Le Maistre - Comment (1)
February 9, 2006 : Puts together an IPTV test package that monitors IP gear, video equipment, and IPTV user experience. A partnership with a big equipment vendor might be in the works

Eurobites: M&A, IPO & KPN


Eurobites - Ray Le Maistre - Post a comment
February 8, 2006 : Industrial group Sonae has launched an audacious takeover bid for Portugal Telecom. Plus, an IPO update from Russia and Italy, and KPN beats expectations but feels the heat

Nortel Takes $2.5B Hit


News Analysis - Ray Le Maistre - Comments (9)
February 8, 2006 : Nortel to pay $575 million in cash and to issue $1.9 billion worth of stock to settle class action lawsuits. Share price starts to edge down in pre-market trading

IMS Firm Raises $30M


News Analysis - Ray Le Maistre - Post a comment
February 6, 2006 : IMS directory developer Apertio raises $30 million on the way to an IPO and scores deal with Vodafone. Analyst says Apertio's sector, the Home Subscriber Server (HSS), is a critical IMS niche

Cramer Cracks at NetCracker


News Analysis - Ray Le Maistre - Post a comment
February 6, 2006 : Things are getting testy in the increasingly hot inventory management sector as OSS rivals Cramer and NetCracker claim to have kicked each other out of carrier accounts
Comment: Smug? Me? - Ray Le Maistre February 6, 2006

BT Nears 21CN Vendor Lockdown


News Analysis - Ray Le Maistre - Comments (4)
February 3, 2006 : As BT completes its 21CN contract negotiations, the carrier is working hard to overcome the shortcomings of its preferred equipment suppliers – and its new processes are paying off, say executives
Comment: Re: My pick - Ray Le Maistre February 3, 2006

ECI: Nortel Didn't Deliver


News Analysis - Ray Le Maistre - Comments (4)
February 2, 2006 : With current North American market partner Nortel jumping into bed with Huawei, ECI is in talks with other players about getting a foot in the RBOC door. Plus, a Laurel update and talk of a new DSLAM

Alcatel Pays Up


News Analysis - Ray Le Maistre - Post a comment
February 2, 2006 : With 2005 profits of €930 million and the wind in its sails, Alcatel announces its first shareholder dividend for four years. Investors snap up the stock and bump up the share price

VOIP Finds Home in Eastern Europe


News Analysis - Ray Le Maistre - Comment (1)
February 1, 2006 : Service providers in Central and Eastern Europe are pushing VOIP to their business and residential customers as broadband uptake grows; Cirpack and NetCentrex are capitalizing
Comment: The JV challenge - Ray Le Maistre February 1, 2006

Nortel & Huawei: Broadband Buddies


News Analysis - Ray Le Maistre - Comments (14)
February 1, 2006 : Nortel and Huawei are forming a joint venture company to develop 'ultra broadband technologies' for the global market; analyst questions how successful such JVs can be