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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 July 2007

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AlcaLu's Russo: We're Under Attack!


News Analysis - Ray Le Maistre - Comments (10)
July 31, 2007 : Alcatel-Lucent has incurred extra costs as a result of rivals trying to unseat it from customer accounts, claims CEO Pat Russo, as analysts press for guidance on the vendor's future financials

Alcatel-Lucent Slumps on Q2 Loss


News Analysis - Ray Le Maistre - Comment (1)
July 31, 2007 : There's no respite for Alcatel-Lucent as a second quarter net loss, low gross margins, and continued weakness in mobile systems send its share price down more than 8%

KPN Plans $1B IT Acquisition


News Analysis - Ray Le Maistre - Post a comment
July 30, 2007 : Dutch incumbent joins other major European telcos in targeting the IT services needs of enterprises large and small as it plans to buy Getronics for €766 million

Telefónica Raises Growth Outlook


News Analysis - Ray Le Maistre - Post a comment
July 30, 2007 : Spanish giant is forecasting a better 2007 after a strong first half of the year, but some analysts are cautious about the prospects for continued expansion now that the carrier is relying on organic growth

Virgin Lures Liberty


EuroBlog - Ray Le Maistre - Post a comment
July 30, 2007 : 9:00 AM -- Interest in Virgin Media extends beyond private equity

Bad Start for Nokia Siemens


News Analysis - Ray Le Maistre - Comment (1)
July 27, 2007 : Analysts are predicting worse-than-expected numbers from Nokia Siemens Networks next week after Siemens included an equity investment loss against the venture in its latest earnings

BT Talks Google, IPTV & Collaboration


News Analysis - Ray Le Maistre - Comment (1)
July 26, 2007 : BT announced decent first-quarter results today, but attracted attention with talk of its relationship with Google, its IPTV aspirations, and the importance of partnerships

MSF Offers NGN Seal of Approval


News Analysis - Ray Le Maistre - Comment (1)
July 25, 2007 : The MultiService Forum is implementing an NGN equipment certification scheme to give IP systems a seal of approval. Its a good scheme, but its success will hang on broader carrier backing, reckons analyst

V'fone Investors Reject Efficient Demands


News Analysis - Ray Le Maistre - Post a comment
July 25, 2007 : Vodafone shareholders vote against activist investor John Mayo over the valuable 45 percent stake in Verizon Wireless – but there's still more drama on the Verizon horizon

Italians to Separate


EuroBlog - Ray Le Maistre - Post a comment
July 25, 2007 : 9:15 AM -- Telecom Italia looks set to do the splits

Tellabs Mum on M&A Talks


News Analysis - Ray Le Maistre - Post a comment
July 24, 2007 : Tellabs reported its Q2 earnings Tuesday, but the vendor's conference call provided zip on any potential M&A talk, though it gave some insights into the pressurized world of the Tier 1 supplier

Nokia: It Takes Web 2.0 to Twango


News Analysis - Ray Le Maistre - Comment (1)
July 24, 2007 : Finnish mobile phones giant, which has already acquired a music download firm and invested in Internet TV, adds to its Web 2.0 portfolio with the acquisition of file sharing startup Twango

Is Nokia Siemens Tailing Tellabs?


News Analysis - Ray Le Maistre - Comments (4)
July 23, 2007 : Tellabs' share price is up 8% following talk of a $7 billion takeover bid from Nokia Siemens, but analysts aren't crazy about the financials, even if it would bolster NSN's position in N America

Femtocell Startup Pockets $25M


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 20, 2007 : UbiquiSys has landed $25 million from a group of investors including Google as it prepares for mass production of its 3G femtocell home base stations

Google Invests in 3G Startup


News Analysis - Ray Le Maistre - Comment (1)
July 20, 2007 : Google adds to its broadband access technology investments by joining the $25 million B round funding of femtocell startup Ubiquisys. Is this part of Google's plans to become a wireless service provider?

Vodafone CEO Seeks Cheap Femtos


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 19, 2007 : Vodafone CEO Arun Sarin is excited about femtocells, but he wants them at rock-bottom prices that won't excite vendors
Comment: Re: celona - Ray Le Maistre July 19, 2007

Green Light for Google Rival


EuroBlog - Ray Le Maistre - Comments (2)
July 19, 2007 : 12:15 PM -- EC has OK'd funding for a Google rival
Comment: Stock up 45% - Ray Le Maistre July 19, 2007

Avici: Going Out on a High


News Analysis - Ray Le Maistre - Comment (1)
July 19, 2007 : Avici may be exiting the core router business, but what a way to go! Its stock jumps 28 percent in pre-market trading as it posts its best-ever quarter and raises full-year guidance

BT Sells PBT-Based Backhaul Service


News Analysis - Ray Le Maistre - Comment (1)
July 18, 2007 : BT will use PBT-based Ethernet service to backhaul T-Mobile UK's wireless traffic as part of a major five-year deal. Analysts say Ethernet-based backhaul is the future and that PBT is set for the job

Ericsson Cements IMS Credentials


News Analysis - Ray Le Maistre - Post a comment
July 17, 2007 : Two deals with Vodafone, most notably a single-supplier contract in Germany, solidify Ericsson's position as IMS front runner, say Heavy Reading analysts

Yipes! Here Comes a Spending Spree


News Analysis - Ray Le Maistre - Comments (3)
July 17, 2007 : Yipes CEO John Scanlon is expecting a $200 million investment from Reliance once the Indian carrier completes its acquisition, and has network expansion and potential acquisitions on his 'to do' list

McGinn Alert!


EuroBlog - Ray Le Maistre - Post a comment
July 17, 2007 : 8:15 AM -- Remember Rich McGinn? We do. And he's back

Help the Aged


EuroBlog - Ray Le Maistre - Post a comment
July 16, 2007 : NOON -- Mobile phones for the elderly user. I SAID, MOBILE PHONES... oh never mind...

Reliance Bags Yipes for $300M


News Analysis - Ray Le Maistre - Post a comment
July 16, 2007 : Yikes! Indian giant strikes $300 million deal to buy Ethernet services pioneer Yipes, with plans to beef up US coverage and offer Yipes services globally over FLAG Telecom network

Verizon's Share Price Boomerang


News Analysis - Ray Le Maistre - Post a comment
July 16, 2007 : A report of a potential $160B bid by Vodafone for Verizon added $14B to the US carrier's valuation in early pre-market trading Monday, but the rise was shortlived

EuroBites: Le DSL


Eurobites - Ray Le Maistre - Post a comment
July 13, 2007 : Summer fever has hit Europe as, along with the usual round of acquisition deals and rumors, the crowded French DSL market looks set to welcome another player, and Telekom Austria rearranges its chairs

DoCoMo Tests 'Super 3G'


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 13, 2007 : NTT DoCoMo has begun testing of 'Super 3G' technology, or LTE, in its labs, and has started taking proposals from infrastructure vendors
Comment: Re: EPON - Ray Le Maistre July 12, 2007

French JV Pushes on With WiMax


News Analysis - Ray Le Maistre - Post a comment
July 12, 2007 : A joint venture between French operators Neuf Cegetel and SFR is pushing ahead with plans to deploy WiMax networks in Paris and the wealthy Southeast region using gear from Alcatel-Lucent

FT's Paris Protest


EuroBlog - Ray Le Maistre - Post a comment
July 12, 2007 : 10:20 AM -- Says plans for free WiFi in Paris are illegal

Ericsson Adds to Euro GPON Action


News Analysis - Ray Le Maistre - Comments (5)
July 11, 2007 : Support for GPON is growing in Europe, with Ericsson the latest to land a pilot buildout, but the continent looks likely to adopt multiple fiber access strategies

Megasoft Bids for Boston Comms


News Analysis - Ray Le Maistre - Post a comment
July 11, 2007 : India's Megasoft makes a $65 million play for billing services specialist Boston Comms to add to its growing telecom assets. Some Boston execs are in line for tidy bonuses if the deal goes through

OSS Firm Raises $14M


News Analysis - Ray Le Maistre - Comments (3)
July 10, 2007 : Here's a rare event – an OSS firm with a new injection of funds, with data migration specialist Celona landing £7 million ($14 million) as it ramps up to meet demands for telco-specific data migration system

Google to Buy Security Specialist


News Analysis - Ray Le Maistre - Post a comment
July 10, 2007 : Google has opened its wallet again and laid down $625 million in cash for Postini, a provider of hosted security services, such as email filtering, for large enterprises

Femto Players Gun for Gateways


LR Mobile News Analysis - Ray Le Maistre - Comment (1)
July 9, 2007 : Major vendors such as Nokia Siemens Networks and Alcatel-Lucent are looking to integrate femtocell technology into home gateways

AlcaLu Touts IP Upgrades


News Analysis - Ray Le Maistre - Comments (6)
July 6, 2007 : Fixed-line chief Rahier says that by investing in DPI and policy management features and putting them into edge routers, Alcatel-Lucent will keep the pressure on Cisco and Juniper

Moto to Take $101M Charge


LR Cable News Analysis - Ray Le Maistre - Post a comment
July 6, 2007 : Job reductions in the second quarter lead to a one-time charge of $101 million as 2,100 staff leave the company in the three months to June 30

Spirent Loses on Wireless Unit Sale


News Analysis - Ray Le Maistre - Comment (1)
July 5, 2007 : Only 18 months after buying it for $51 million, Spirent sells loss-making wireless video quality test business SwissQual for just $3 million as it seeks ways to make itself more profitable

Mixed Fortunes for Test Vendors


News Analysis - Ray Le Maistre - Post a comment
July 5, 2007 : Radcom suffers second-quarter slump, EXFO continues to ramp up sales as orders fly, Spirent speaks out on PBT testing, and more

TEF Let Off the Hook


EuroBlog - Ray Le Maistre - Post a comment
July 4, 2007 : 11:30 AM -- EC tickles guilty Telefónica with tiny fine

Google Buys Unified Services Startup


News Analysis - Ray Le Maistre - Comments (4)
July 3, 2007 : Google has acquired California startup GrandCentral Communications. Its technology, still in beta, lets folk integrate all their phone numbers and voicemail boxes into a single account

Nokia Siemens Lands $900M India Deal


News Analysis - Ray Le Maistre - Post a comment
July 3, 2007 : NSN signs contract to expand Bharti Airtel's mobile and fixed networks in a deal worth around $900 million. Analyst sees engagement as 'breakthrough' for newly merged vendor

Neuf Makes Acquisitions Count


News Analysis - Ray Le Maistre - Comment (1)
July 3, 2007 : Neuf's broadband-focused acquisitions have made it second only to France Telecom in its domestic high-speed access market, and now it's focusing on branding and building out its FTTH capabilities
Comment: Virgin Leaps - Ray Le Maistre July 2, 2007

Carlyle Eyes Virgin


LR Cable News Analysis - Ray Le Maistre - Comment (1)
July 2, 2007 : Reports put possible bid for British cable giant by private equity firm Carlyle Partners at up to $11.7 billion, and that's before the operator's debt pile. Analyst thinks Virgin is ripe for a bid