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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 April 2007

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FiOS, Wireless Help Verizon's Healthy Q1


News Analysis - Ray Le Maistre - Post a comment
April 30, 2007 : First-quarter revenues are up more than 6 percent, boosted by gains in high-speed fixed access (including FiOS additions), wireless, and corporate services

Telefónica Takes Stake in Telecom Italia


News Analysis - Ray Le Maistre - Post a comment
April 30, 2007 : Spanish giant to spend $3.1B on an indirect 10% stake in Telecom Italia after forming a consortium with Italian companies. Telefónica is also engaged in other M&A discussions

Carriers Plan $500M Transpacific Link


News Analysis - Ray Le Maistre - Post a comment
April 27, 2007 : What, another transpacific cable? A consortium is sinking $500 million into a new submarine network to beef up the connectivity between Southeast Asia and North America

Spirent Makes Deeper Cuts


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April 27, 2007 : Stock jumps more than 8 percent as test vendor plans to implement new restructuring program that will save $43 million a year in opex. Now the OSS division's future is uncertain

Eurobites: Mobile and M&A


Eurobites - Ray Le Maistre - Post a comment
April 26, 2007 : Mobile matters and the usual splurge of acquisition activity have been dominating the European scene, including the promise of a $2B+ investment in Russian 3G networks

Ericsson Delivers in Q1


News Analysis - Ray Le Maistre - Post a comment
April 26, 2007 : As other vendors suffer, the Swedish juggernaut kicks it up another gear with growth in revenues and profits. Now, with the Tandberg TV deal completed, it says it's ready to tackle the US triple-play market

Siemens CEO Quits


EuroBlog - Ray Le Maistre - Post a comment
April 26, 2007 : 8:00 AM -- Board indecision led to resignation

Mobile Weakness Marks AlcaLu Malaise


LR Mobile News Analysis - Ray Le Maistre - Post a comment
April 25, 2007 : Weakness in the giant vendor's GSM and WCDMA business is at the heart of its current revenues problems, analysts say

BT Revamps, Creates New Units


News Analysis - Ray Le Maistre - Comment (1)
April 24, 2007 : BT Global Services chief Andy Green put in charge of two new business units focused on development and deployment of services. Carrier says this isn't about creating a successor for current CEO Ben Verwaayen

Alcatel-Lucent Suffers Q1 Slump


News Analysis - Ray Le Maistre - Comments (2)
April 24, 2007 : Alcatel-Lucent's first-quarter preliminary results show revenues down 8% and an operating loss of around $350 million. Vendor says product portfolio decisions have been made and that business is picking up

Neuf Lines Up IPTV Acquisition


News Analysis - Ray Le Maistre - Comment (1)
April 23, 2007 : Microsoft has a shot of more IPTV dominance in France as French carrier Neuf Cegetel is closing in on IPTV service provider Club Internet. If the acquisition goes through, Neuf will have nearly 3 million broadband customers to target with video services

Motorola to Buy Terayon for $140M


LR Cable News Analysis - Ray Le Maistre - Comment (1)
April 23, 2007 : As expected, Motorola seals the deal to buy video processing vendor Terayon, but at a lower price, $1.80 per share, than expected

Skype: Revenue Doubles, Growth Slows


News Analysis - Ray Le Maistre - Post a comment
April 20, 2007 : Service provider best known for its free VOIP offer hits quarterly revenues of $77 million, but there are signs of increasing competitive pressure in its usage statistics

More PBT at 21CN


EuroBlog - Ray Le Maistre - Post a comment
April 20, 2007 : 8:00 AM -- More support for Ethernet's new poster child

Nokia's Network Margins Take a Hit


LR Mobile News Analysis - Ray Le Maistre - Post a comment
April 19, 2007 : Operating profits in Nokia's networking division have slumped due to pricing pressure in emerging markets. Analysts say size matters when wringing margins out of wireless infrastructure

Avici Abandons Routing, Targets PBT


News Analysis - Ray Le Maistre - Comments (16)
April 19, 2007 : Avici's stock tanks as it throws in the towel in the IP core router market and decides to focus on developing its Soapstone control plane technology, with an initial focus on Ethernet technology PBT

Telekom Austria Makes Greek U-Turn


News Analysis - Ray Le Maistre - Post a comment
April 19, 2007 : Austrian incumbent no longer interested in buying a stake in Greek national carrier OTE as part of its expansion drive into Eastern Europe. It's an opportunity missed, reckon analysts
Comment: Calix + $$$ = M&A - Ray Le Maistre April 19, 2007

ZTE Profits Fall 40 Percent


News Analysis - Ray Le Maistre - Post a comment
April 18, 2007 : Chinese vendor reports net income down 40 percent for 2006, due in part to much higher R&D costs, but 2007 is already looking brighter as the vendor lands domestic deals

BT Builds Monster 21CN Test Bed


News Analysis - Ray Le Maistre - Post a comment
April 18, 2007 : British incumbent has spent tens of millions building a 21CN test bed to help with customer migration and NGN training as it gears up to move hundreds of thousands of customers to its new network

Enck Joins Lynch Mob


EuroBlog - Ray Le Maistre - Post a comment
April 18, 2007 : 7:00 AM -- Fiber-friendly Euro analyst joins Merrill Lynch

Pipex Plans Urban WiMax Rollout


LR Mobile News Analysis - Ray Le Maistre - Post a comment
April 17, 2007 : British ISP unveils plans to cover 50 UK towns and cities with WiMax, starting with Manchester in 4Q07

AT&T Abandons Italian Bid


News Analysis - Ray Le Maistre - Post a comment
April 17, 2007 : AT&T has pulled out of talks to take a stake in Olimpia, the firm that holds a controlling interest in Telecom Italia. But that still leaves Slim picking…

EU's Roaming Kickback


EuroBlog - Ray Le Maistre - Post a comment
April 17, 2007 : 10:30 AM -- EU carriers could target overseas roamers to claw back revenues

Kasenna Leads IPTV Test Charge


News Analysis - Ray Le Maistre - Comments (3)
April 16, 2007 : The start of NAB has fueled an IPTV test-and-measurement news surge, with middleware vendor Kasenna leading the way. IneoQuest and Pixelmetrix make up the following pack

Pas Vrai, Says Neuf


EuroBlog - Ray Le Maistre - Post a comment
April 16, 2007 : 8:30 AM -- Denies it has bought triple-play ISP Club Internet

BT Pressures Vendors Over PBT


News Analysis - Ray Le Maistre - Comments (17)
April 13, 2007 : BT wants its 21CN vendors to support its Provider Backbone Transport strategy, and is putting its less keen vendor partners under pressure to support the emerging tech with the offer of better margins

Joost's Got Balls


EuroBlog - Ray Le Maistre - Post a comment
April 13, 2007 : A welcome addition to the Joost lineup: soccer!

Microsoft IPTV Hits Spain


EuroBlog - Ray Le Maistre - Post a comment
April 12, 2007 : 3:50 PM -- Another notch in Microsoft's European IPTV bedpost

BT Aims to Finish 21CN in Late 2011


News Analysis - Ray Le Maistre - Comments (3)
April 12, 2007 : Thank heaven for 2011. The timeline for BT's NGN has stretched out a bit, but the UK incumbent is figuring out better ways to perform its migration process. Its executives say the business case remains intact

A New View of Europe


EuroBlog - Ray Le Maistre - Post a comment
April 11, 2007 : 3:00 PM -- Welcome to Light Reading Europe

Eurobites: M&A Hotbed


Eurobites - Ray Le Maistre - Post a comment
April 11, 2007 : Political intrigue surrounds Telecom Italia's future, the Greeks want a new partner for the incumbent telco, and there's 'muchas' interest in some tasty ISP morsels that are on the Euro table

EuroProfile: PacketFront


EuroProfiles - Ray Le Maistre - Comments (3)
April 11, 2007 : * They're Swedish
* They Do FTTx Gear
* They Like Meatballs

Moto to Resell ECI DSLAMs


News Analysis - Ray Le Maistre - Comments (6)
April 11, 2007 : ECI breaks into the North American broadband access market through an OEM deal with Motorola to sell DSL access multiplexers
Comment: Early setback - Ray Le Maistre April 11, 2007

China Mobile 3G Contracts Awarded


News Analysis - Ray Le Maistre - Post a comment
April 10, 2007 : ZTE and the Datang/Alcatel Shanghai Bell partnership are the first confirmed beneficiaries of a China Mobile pilot 3G network that will put the Chinese 3G technology, TD-SCDMA, through its paces

WiMax Startup Telsima Pockets $50M


News Analysis - Ray Le Maistre - Comment (1)
April 10, 2007 : Indian WiMax specialist lands a further $50 million as it capitalizes on broadband wireless interest in India, where the deployment prospects are very strong for local players

The Latest Italian Job


EuroBlog - Ray Le Maistre - Post a comment
April 5, 2007 : 1:30 PM -- So who's NOT interested in a slice of Telecom Italia?

Veraz IPO Comes in Low


News Analysis - Ray Le Maistre - Comment (1)
April 5, 2007 : Price for shares of softswitch vendor Veraz comes in below the previously stated range, cutting the proceeds from a projected $115M to $72M. That spells bad news for major shareholder ECI Telecom

Pipex Picks Nokia Siemens for WiMax Pilot


News Analysis - Ray Le Maistre - Post a comment
April 5, 2007 : British alternative operator Pipex, which is currently up for sale, picks Nokia Siemens Networks for its WiMax pilot, but one analyst doesn't see much future for wireless broadband technology in the UK

21CN Update


EuroBlog - Ray Le Maistre - Post a comment
April 4, 2007 : 2:10 PM -- BT is preparing an update on 21CN – we have our own

Top Team Changes at BT's 21CN


News Analysis - Ray Le Maistre - Post a comment
April 4, 2007 : Who's in, and who may be going, in 21CN circles at BT, where there's a new role for the program director, a returned prodigal son, and a rumored exit

Report: IP Test Sector Set for More M&A


News Analysis - Ray Le Maistre - Comment (1)
April 4, 2007 : More merger-and-acquisition activity in the IP test-and-measurement sector is on the horizon after a year of notable activity, according to a new Light Reading Insider report

Alcatel-Lucent Gets Tropical


News Analysis - Ray Le Maistre - Comments (7)
April 3, 2007 : Just what Alcatel-Lucent needed – some more optical assets! The giant vendor says Tropic Networks gives it something special in optical management, but industry observers say there's much more to this deal

AlcaLu Breaks Down (in) 2006


News Analysis - Ray Le Maistre - Comment (1)
April 3, 2007 : New numbers show the dramatic dip in Alcatel-Lucent's wireless infrastructure division in the fourth quarter of 2006. The new giant's stock is also having a torrid time

Keep On Keepin' ON


EuroBlog - Ray Le Maistre - Post a comment
April 3, 2007 : 8:40 AM -- Keep an eye on Greek outfit ON Telecoms

Cisco Creates Russian Investment Fund


News Analysis - Ray Le Maistre - Post a comment
April 3, 2007 : The latest emerging market on Cisco's investment radar is Russia, where the IP giant isn't restricting its investments to tech vendors – its first cash injection is in Russia's answer to Amazon.com

AT&T Closes In on Telecom Italia Stake


News Analysis - Ray Le Maistre - Post a comment
April 2, 2007 : AT&T and América Móvil plan to buy a stake in the holding company that controls Telecom Italia. Analyst says the move would confirm AT&T as a major global player, and heat up the European market