News Analysis - Ray Le Maistre - Post a comment March 31, 2006 : Carriers with next-generation network aspirations are concerned about their back-office capabilities, and OSS firms are ready and willing to help them meet their IMS and SDP requirements
News Analysis - Ray Le Maistre - Post a comment March 30, 2006 : Ericsson and Lucent have helped beef up VOIP system vendor BroadSoft, which is expanding its Euro presence and IMS portfolio
News Analysis - Ray Le Maistre - Comments (2) March 30, 2006 : French media reports suggest today's Alcatel board meeting is one of the final steps before an Alcatel/Lucent deal is signed. More than 75 percent of LR readers believe the two will merge
News Analysis - Ray Le Maistre - Comment (1) March 29, 2006 : As NetCentrex gears up an IPO and Siemens addresses M&A issues, executives at a London telecom event are full of ideas about who might buy whom
News Analysis - Ray Le Maistre - Comments (4) March 28, 2006 : Paul Reynolds, the man at the helm of BT's $17.5B next-gen networks project, says BT is learning from Google and others about Web-based software-defined services, and gives an update on the 21CN process
News Analysis - Ray Le Maistre - Post a comment March 28, 2006 : Tough choices at London show: Matt Bross, BT's CTO, in fancy dress, or some 'orgasmic chocolates'
News Analysis - Ray Le Maistre - Comments (36) March 27, 2006 : Optical transport vendor sees much love in London this week as it demos its 1.6-Tbit/s chip and talks revenues, and BT's CTO says there's room for the company in 21CN plans
News Analysis - Ray Le Maistre - Post a comment March 27, 2006 : Alcatel's board to discuss potential Lucent merger on Thursday, while fellow French vendor Thomson is also the subject of takeover talk
News Analysis - Ray Le Maistre - Comments (2) March 24, 2006 : It may have lost out in the bid to buy Riverstone, but it's not short of carrier Ethernet equipment partners, and those ties will become even more important now, says analyst
News Analysis - Ray Le Maistre - Comments (30) March 24, 2006 : Should the two giants get wed, other mega-mergers could follow close behind, says Heavy Reading analyst
News Analysis - Ray Le Maistre - Comments (34) March 24, 2006 : Should Alcatel and Lucent tie the knot, one of the key decisions will be choosing the CEO – Pat Russo or Mike Quigley? They both have cases to put forward, but ultimately someone wouldn't be happy...
News Analysis - Ray Le Maistre - Comments (7) March 23, 2006 : Indian operator gives vendors about five weeks to submit bids for its monster GSM/UMTS network equipment contract worth up to $4 billion, but not everyone's invited. Analysts see Ericsson, Nokia, and Siemens as the favorites
News Analysis - Ray Le Maistre - Post a comment March 23, 2006 : Pan-European cable operator Liberty Global is selling its French business for $1.5 billion to private equity firm Cinven, which will completely dominate the French cable market if the deal goes through
News Analysis - Ray Le Maistre - Comments (2) March 22, 2006 : Siemens Communications, currently under the M&A spotlight, gets a new president as German giant Siemens AG revamps its management lineup
News Analysis - Ray Le Maistre - Comments (3) March 22, 2006 : Yahoo takes on Skype with the launch of its pre-paid 'Phone Out' and 'Phone In' services for users of its instant messenger application. Will Google be next?
News Analysis - Ray Le Maistre - Comments (7) March 21, 2006 : Its press release, filename 'foundery,' cites a secret OEM partner for its Ethernet gear. Who could it be? BATM's shareprice gets a bit of a boost
News Analysis - Ray Le Maistre - Comments (15) March 21, 2006 : Deutsche Telekom is the latest major carrier to choose Microsoft's IPTV platform for its telco TV service, but technical issues continue to dog the software giant's deployment at Swisscom
News Analysis - Ray Le Maistre - Comments (3) March 21, 2006 : In its first few hours of trading on London's AIM market IP traffic management vendor Sandvine's share price leaps 33%, valuing the loss-making company at nearly $200 million
News Analysis - Ray Le Maistre - Comments (8) March 20, 2006 : A string of big vendors have expressed an interest in acquiring all or part of Siemens' black sheep Communications division, according to industry sources
LR Mobile News Analysis - Ray Le Maistre - Post a comment March 17, 2006 : Sells its Japanese operations to Softbank in a deal worth $13.9B, with $10.5B in cash set to flow back to shareholders
News Analysis - Ray Le Maistre - Comments (3) March 17, 2006 : Sells its Japanese operations to Softbank in a deal worth $13.9 billion, with $10.5 billion in cash set to flow back to shareholders. CEO Sarin holds firm on Verizon Wireless stake
News Analysis - Ray Le Maistre - Comments (3) March 17, 2006 : Not surprisingly, IMS has been the acronym du jour at this week's Spring VON show in San Jose, with test firms and session controllers prominent
LR Mobile News Analysis - Ray Le Maistre - Post a comment March 16, 2006 : Spanish giant to buy up the 7.5% of Telefónica Móviles it doesn't own to execute a full merger of its fixed and mobile assets
News Analysis - Ray Le Maistre - Post a comment March 16, 2006 : Spanish carrier to buy up the 7.5% of Telefónica Móviles it doesn't own to execute a full merger of its fixed and mobile assets, as other European giants have done
News Analysis - Ray Le Maistre - Comment (1) March 15, 2006 : One thing stuck out at this year's CeBIT – but for legal and medical reasons, we didn't take a photo of that. Instead, we found a lot of very big balls... Is the World Cup in Germany, by any chance?
News Analysis - Ray Le Maistre - Comments (3) March 15, 2006 : French alternative operator shows that triple play can be a money-spinner, posting 2005 profits and ramping up subscriber base. Investors see a 300% share price rise in the 2 years since Iliad's IPO
News Analysis - Ray Le Maistre - Comment (1) March 14, 2006 : Cable operators are starting to eat into the customer bases of Europe's incumbent operators, with regional player Liberty Global citing VOIP uptake as a significant growth driver
News Analysis - Ray Le Maistre - Comment (1) March 13, 2006 : Softswitch vendor digs deeper into Japanese carrier market with new KDDI deal. After being a customer for four years, KDDI commits to building what Sonus calls the largest VOIP network in Japan
News Analysis - Ray Le Maistre - Comments (7) March 13, 2006 : Vodafone's CEO Arun Sarin is under increasing pressure to unite the company and appease investors as his international strategy remains in the spotlight and the operator's president quits
News Analysis - Ray Le Maistre - Comment (1) March 10, 2006 : Alcatel, with its IP service router, and ECI, with its VDSL2-enabled multiservice access gateway, are delivering key elements of Deutsche Telekom's broadband network upgrade
News Analysis - Ray Le Maistre - Comments (5) March 10, 2006 : Nortel's financial travails aren't over yet, as the company delays its Q4 and full-year 2005 reports until late April and restates 2003, 2004, and first nine months of 2005 because of revenue recognition problems
News Analysis - Ray Le Maistre - Comments (4) March 9, 2006 : There are some things missing at this year's show in Germany – Cisco and Nortel, to be exact. Find out why, plus other CeBit schnippets
News Analysis - Ray Le Maistre - Comment (1) March 9, 2006 : Swedish access vendor lands $27 million FTTH equipment deal in Denmark with partner Siemens, and looks towards an IPO in 2007, says CEO, as the fiber-based broadband access market heats up
News Analysis - Ray Le Maistre - Comment (1) March 8, 2006 : Lucent has announced a slew of new European deals at CeBIT potentially worth hundreds of millions of dollars, including the optical network for the US Army we told you about last month
News Analysis - Ray Le Maistre - Comments (2) March 8, 2006 : Italian triple-play pioneer gives IPTV hopefuls the lowdown on how to market triple-play services, reveals how much revenue its pay TV and VOD services deliver, and how kids and teens drive content demand
News Analysis - Ray Le Maistre - Comments (3) March 7, 2006 : Traffic management specialist prepares for IPO on London's Alternative Investment Market (AIM) in the coming weeks, potentially valuing company at more than $150 million
News Analysis - Ray Le Maistre - Comments (4) March 6, 2006 : British incumbent has finalized the four remaining major vendor partner deals for its 21CN project with Alcatel, Cisco, Ericsson, and Fujitsu – it's also got the gear it needs for its IPTV launch
News Analysis - Ray Le Maistre - Comments (3) March 6, 2006 : Level 3 is the most connected IP service provider in North America and Europe, according to data from Renesys, but it only just makes the Top 10 in the major growth region, Asia/Pacific
News Analysis - Ray Le Maistre - Post a comment March 3, 2006 : Vodafone is in talks with Softbank to offload its troublesome Japanese operations, a move that one analyst believes would be beneficial to both parties
News Analysis - Ray Le Maistre - Comments (3) March 3, 2006 : Share price is up 4 percent on a report that a group of private equity companies are lining up a £20 billion bid for the UK incumbent
News Analysis - Ray Le Maistre - Comment (1) March 2, 2006 : Release 7.0 of Cisco's ONS 15454 includes hardware and software upgrades that deliver 40-Gbit/s support and enhanced aggregation, but analyst says it won't allay user concerns about the platform's future
News Analysis - Ray Le Maistre - Comments (4) March 2, 2006 : Quarterly loss trimmed to just $6 million as Ciena meets market expectations and predicts second-quarter growth, but its stock still slides 5% in pre-market trading
News Analysis - Ray Le Maistre - Comments (2) March 1, 2006 : UK alternative operator likes the look of the 27,000 customers Cable & Wireless wants to dump, while analyst reckons C&W might be throwing away too much
News Analysis - Ray Le Maistre - Comments (3) March 1, 2006 : OSS firm Cramer Systems has abandoned its IPO plans and is expanding into new telecom software markets, says new CEO, starting with acquisition of discovery system specialist T-Soft
News Analysis - Ray Le Maistre - Post a comment March 31, 2006 : Carriers with next-generation network aspirations are concerned about their back-office capabilities, and OSS firms are ready and willing to help them meet their IMS and SDP requirements
News Analysis - Ray Le Maistre - Post a comment March 30, 2006 : Ericsson and Lucent have helped beef up VOIP system vendor BroadSoft, which is expanding its Euro presence and IMS portfolio
News Analysis - Ray Le Maistre - Comments (2) March 30, 2006 : French media reports suggest today's Alcatel board meeting is one of the final steps before an Alcatel/Lucent deal is signed. More than 75 percent of LR readers believe the two will merge
News Analysis - Ray Le Maistre - Comment (1) March 29, 2006 : As NetCentrex gears up an IPO and Siemens addresses M&A issues, executives at a London telecom event are full of ideas about who might buy whom
News Analysis - Ray Le Maistre - Comments (4) March 28, 2006 : Paul Reynolds, the man at the helm of BT's $17.5B next-gen networks project, says BT is learning from Google and others about Web-based software-defined services, and gives an update on the 21CN process
News Analysis - Ray Le Maistre - Post a comment March 28, 2006 : Tough choices at London show: Matt Bross, BT's CTO, in fancy dress, or some 'orgasmic chocolates'
News Analysis - Ray Le Maistre - Comments (36) March 27, 2006 : Optical transport vendor sees much love in London this week as it demos its 1.6-Tbit/s chip and talks revenues, and BT's CTO says there's room for the company in 21CN plans
News Analysis - Ray Le Maistre - Post a comment March 27, 2006 : Alcatel's board to discuss potential Lucent merger on Thursday, while fellow French vendor Thomson is also the subject of takeover talk
News Analysis - Ray Le Maistre - Comments (2) March 24, 2006 : It may have lost out in the bid to buy Riverstone, but it's not short of carrier Ethernet equipment partners, and those ties will become even more important now, says analyst
News Analysis - Ray Le Maistre - Comments (30) March 24, 2006 : Should the two giants get wed, other mega-mergers could follow close behind, says Heavy Reading analyst
News Analysis - Ray Le Maistre - Comments (34) March 24, 2006 : Should Alcatel and Lucent tie the knot, one of the key decisions will be choosing the CEO – Pat Russo or Mike Quigley? They both have cases to put forward, but ultimately someone wouldn't be happy...
News Analysis - Ray Le Maistre - Comments (7) March 23, 2006 : Indian operator gives vendors about five weeks to submit bids for its monster GSM/UMTS network equipment contract worth up to $4 billion, but not everyone's invited. Analysts see Ericsson, Nokia, and Siemens as the favorites
News Analysis - Ray Le Maistre - Post a comment March 23, 2006 : Pan-European cable operator Liberty Global is selling its French business for $1.5 billion to private equity firm Cinven, which will completely dominate the French cable market if the deal goes through
News Analysis - Ray Le Maistre - Comments (2) March 22, 2006 : Siemens Communications, currently under the M&A spotlight, gets a new president as German giant Siemens AG revamps its management lineup
News Analysis - Ray Le Maistre - Comments (3) March 22, 2006 : Yahoo takes on Skype with the launch of its pre-paid 'Phone Out' and 'Phone In' services for users of its instant messenger application. Will Google be next?
News Analysis - Ray Le Maistre - Comments (7) March 21, 2006 : Its press release, filename 'foundery,' cites a secret OEM partner for its Ethernet gear. Who could it be? BATM's shareprice gets a bit of a boost
News Analysis - Ray Le Maistre - Comments (15) March 21, 2006 : Deutsche Telekom is the latest major carrier to choose Microsoft's IPTV platform for its telco TV service, but technical issues continue to dog the software giant's deployment at Swisscom
News Analysis - Ray Le Maistre - Comments (3) March 21, 2006 : In its first few hours of trading on London's AIM market IP traffic management vendor Sandvine's share price leaps 33%, valuing the loss-making company at nearly $200 million
News Analysis - Ray Le Maistre - Comments (8) March 20, 2006 : A string of big vendors have expressed an interest in acquiring all or part of Siemens' black sheep Communications division, according to industry sources
LR Mobile News Analysis - Ray Le Maistre - Post a comment March 17, 2006 : Sells its Japanese operations to Softbank in a deal worth $13.9B, with $10.5B in cash set to flow back to shareholders
News Analysis - Ray Le Maistre - Comments (3) March 17, 2006 : Sells its Japanese operations to Softbank in a deal worth $13.9 billion, with $10.5 billion in cash set to flow back to shareholders. CEO Sarin holds firm on Verizon Wireless stake
News Analysis - Ray Le Maistre - Comments (3) March 17, 2006 : Not surprisingly, IMS has been the acronym du jour at this week's Spring VON show in San Jose, with test firms and session controllers prominent
LR Mobile News Analysis - Ray Le Maistre - Post a comment March 16, 2006 : Spanish giant to buy up the 7.5% of Telefónica Móviles it doesn't own to execute a full merger of its fixed and mobile assets
News Analysis - Ray Le Maistre - Post a comment March 16, 2006 : Spanish carrier to buy up the 7.5% of Telefónica Móviles it doesn't own to execute a full merger of its fixed and mobile assets, as other European giants have done
News Analysis - Ray Le Maistre - Comment (1) March 15, 2006 : One thing stuck out at this year's CeBIT – but for legal and medical reasons, we didn't take a photo of that. Instead, we found a lot of very big balls... Is the World Cup in Germany, by any chance?
News Analysis - Ray Le Maistre - Comments (3) March 15, 2006 : French alternative operator shows that triple play can be a money-spinner, posting 2005 profits and ramping up subscriber base. Investors see a 300% share price rise in the 2 years since Iliad's IPO
News Analysis - Ray Le Maistre - Comment (1) March 14, 2006 : Cable operators are starting to eat into the customer bases of Europe's incumbent operators, with regional player Liberty Global citing VOIP uptake as a significant growth driver
News Analysis - Ray Le Maistre - Comment (1) March 13, 2006 : Softswitch vendor digs deeper into Japanese carrier market with new KDDI deal. After being a customer for four years, KDDI commits to building what Sonus calls the largest VOIP network in Japan
News Analysis - Ray Le Maistre - Comments (7) March 13, 2006 : Vodafone's CEO Arun Sarin is under increasing pressure to unite the company and appease investors as his international strategy remains in the spotlight and the operator's president quits
News Analysis - Ray Le Maistre - Comment (1) March 10, 2006 : Alcatel, with its IP service router, and ECI, with its VDSL2-enabled multiservice access gateway, are delivering key elements of Deutsche Telekom's broadband network upgrade
News Analysis - Ray Le Maistre - Comments (5) March 10, 2006 : Nortel's financial travails aren't over yet, as the company delays its Q4 and full-year 2005 reports until late April and restates 2003, 2004, and first nine months of 2005 because of revenue recognition problems
News Analysis - Ray Le Maistre - Comments (4) March 9, 2006 : There are some things missing at this year's show in Germany – Cisco and Nortel, to be exact. Find out why, plus other CeBit schnippets
News Analysis - Ray Le Maistre - Comment (1) March 9, 2006 : Swedish access vendor lands $27 million FTTH equipment deal in Denmark with partner Siemens, and looks towards an IPO in 2007, says CEO, as the fiber-based broadband access market heats up
News Analysis - Ray Le Maistre - Comment (1) March 8, 2006 : Lucent has announced a slew of new European deals at CeBIT potentially worth hundreds of millions of dollars, including the optical network for the US Army we told you about last month
News Analysis - Ray Le Maistre - Comments (2) March 8, 2006 : Italian triple-play pioneer gives IPTV hopefuls the lowdown on how to market triple-play services, reveals how much revenue its pay TV and VOD services deliver, and how kids and teens drive content demand
News Analysis - Ray Le Maistre - Comments (3) March 7, 2006 : Traffic management specialist prepares for IPO on London's Alternative Investment Market (AIM) in the coming weeks, potentially valuing company at more than $150 million
News Analysis - Ray Le Maistre - Comments (4) March 6, 2006 : British incumbent has finalized the four remaining major vendor partner deals for its 21CN project with Alcatel, Cisco, Ericsson, and Fujitsu – it's also got the gear it needs for its IPTV launch
News Analysis - Ray Le Maistre - Comments (3) March 6, 2006 : Level 3 is the most connected IP service provider in North America and Europe, according to data from Renesys, but it only just makes the Top 10 in the major growth region, Asia/Pacific
News Analysis - Ray Le Maistre - Post a comment March 3, 2006 : Vodafone is in talks with Softbank to offload its troublesome Japanese operations, a move that one analyst believes would be beneficial to both parties
News Analysis - Ray Le Maistre - Comments (3) March 3, 2006 : Share price is up 4 percent on a report that a group of private equity companies are lining up a £20 billion bid for the UK incumbent
News Analysis - Ray Le Maistre - Comment (1) March 2, 2006 : Release 7.0 of Cisco's ONS 15454 includes hardware and software upgrades that deliver 40-Gbit/s support and enhanced aggregation, but analyst says it won't allay user concerns about the platform's future
News Analysis - Ray Le Maistre - Comments (4) March 2, 2006 : Quarterly loss trimmed to just $6 million as Ciena meets market expectations and predicts second-quarter growth, but its stock still slides 5% in pre-market trading
News Analysis - Ray Le Maistre - Comments (2) March 1, 2006 : UK alternative operator likes the look of the 27,000 customers Cable & Wireless wants to dump, while analyst reckons C&W might be throwing away too much
News Analysis - Ray Le Maistre - Comments (3) March 1, 2006 : OSS firm Cramer Systems has abandoned its IPO plans and is expanding into new telecom software markets, says new CEO, starting with acquisition of discovery system specialist T-Soft
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