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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 2008

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Euro Telcos Ramp Up IPTV Subs


News Analysis - Ray Le Maistre - Post a comment
July 31, 2008 : European broadband customers are still signing up to IPTV services in droves, but, as France Telecom, Telefónica, and BT announce their latest financials, the news is not all good

S&P Gets Negative on AlcaLu


EuroBlog - Ray Le Maistre - Post a comment
July 31, 2008 : 2:05 PM -- S&P analysts don't like what they see at Alcatel-Lucent

Siemens Seeks Damages From NSN Vice Chairman


News Analysis - Ray Le Maistre - Post a comment
July 30, 2008 : Siemens is claiming damages from 11 former executives, including the current vice chairman of Nokia Siemens Networks. Separately, Siemens has offloaded its enterprise business

Signs of Stability at AlcaLu?


News Analysis - Ray Le Maistre - Post a comment
July 29, 2008 : Russo's resignation and the impact of CDMA's demise have overshadowed AlcaLu's Q2 results, which show some progress in cost control and margins

Who Will Replace Russo?


EuroBlog - Ray Le Maistre - Post a comment
July 29, 2008 : 3:05 PM -- Farewell Pat, but hello whom?

AlcaLu's Q2 Dragged Down by CDMA


News Analysis - Ray Le Maistre - Post a comment
July 29, 2008 : As Russo announces her departure, Alcatel-Lucent reports its sixth straight quarterly loss, hit hard by worsening conditions in the CDMA market, and sees trouble ahead in Europe

Russo, Tchuruk Out at Alcatel-Lucent


News Analysis - Ray Le Maistre - Comments (12)
July 29, 2008 : Pat Russo will stay on as AlcaLu CEO until a successor is found, while Serge Tchuruk says October 1 will be his last day as the vendor's chairman

China Telecom Unveils CDMA Plans


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 28, 2008 : Incumbent plans to invest heavily in its CDMA network and aims to more than double its current 43 million subscriber base by 2011

Plot Thickens at AlcaLu


EuroBlog - Ray Le Maistre - Post a comment
July 24, 2008 : 1:05 PM -- Who will go next at the vendor giant?

Thomson Nabs AlcaLu Exec for CEO Role


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July 24, 2008 : French video systems vendor Thomson turns to Alcatel again to strengthen its management team as it announces second-quarter results just about as weak as expected

Asia, Europe Still Dominate FTTH


News Analysis - Ray Le Maistre - Comments (3)
July 23, 2008 : As Asian and European nations continue to dominate the FTTH Council's rankings, the US finds itself slipping down despite Verizon's best efforts

VOD's $2B Counter-Punch


EuroBlog - Ray Le Maistre - Post a comment
July 23, 2008 : 11:20 AM -- Vodafone sticks it to investors

Cisco Pays $120M for Pure Play


News Analysis - Ray Le Maistre - Post a comment
July 23, 2008 : Cisco is buying home networking management specialist Pure Networks for $120M

Infinera's Euro Challenge


EuroBlog - Ray Le Maistre - Post a comment
July 23, 2008 : 6:00 AM -- Has to beat optical incumbent AND Huawei

Tellabs Guns for Global Growth


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July 22, 2008 : Tellabs is cooking up a new corporate strategy to become a bigger force beyond North America, but the company says it has no acquisitions in the works

Ericsson Sinks on Q2 Profit Dip


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July 22, 2008 : Swedish giant's valuation drops more than 8% as impact of restructuring costs, bad times at Sony Ericsson, and low margin business in emerging markets hits the bottom line

China Telecom's Big Numbers


News Analysis - Ray Le Maistre - Comments (4)
July 21, 2008 : China Telecom's DSL subscriber base has reached 40M, while reports suggest it's planning a major spending spree on its CDMA wireless network as it becomes a converged fixed-and-mobile carrier

Ceragon Rides Backhaul Wave


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 21, 2008 : Israeli specialist sees sales and earnings grow by about 50% as wireless operators bulk up their backhaul networks

Italians in Spying Denial


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July 21, 2008 : 9:20 AM -- Telecom Italia distances itself from spying scandal

Huawei's Handset Hottie


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July 21, 2008 : 9:00 AM -- The heat is on in the race to buy a stake in Huawei's handset unit

Ericsson Dips On Q2 Concerns


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July 21, 2008 : 8:25 AM -- Market has low expectations for Ericsson's Q2

BT's FTTH Conceit


Eurobites - Ray Le Maistre - Post a comment
July 21, 2008 : BT claims it could take fiber access to 1 million homes by early 2013, but it won't explain how it arrived at that magic, attention-grabbing number

Nokia Siemens Confirms PON Plans


News Analysis - Ray Le Maistre - Comments (2)
July 18, 2008 : NSN goes public with its PON R&D plans that focus on next-generation optical access (NGOA) technologies, which the vendor says will feed high-speed connections to more than 1,000 users per OLT

Transport MPLS Gets a Makeover


News Analysis - Ray Le Maistre - Post a comment
July 18, 2008 : Development of a simplified transport version of MPLS has been handed over from the ITU to the IETF to avoid standards conflict, creating a unified alternative to PBB-TE

NSN's Big Squeeze


News Analysis - Ray Le Maistre - Post a comment
July 17, 2008 : Nokia Siemens is still under pressure to deliver more in a market that's still characterized by intense pricing pressures and a shift to lower-margin emerging markets

BT Exec Exit


EuroBlog - Ray Le Maistre - Post a comment
July 17, 2008 : 11:55 AM -- One of PBT's supporters has left the BT building

Nokia Siemens Posts Blow-Out Q2


News Analysis - Ray Le Maistre - Post a comment
July 17, 2008 : After an initial year of integration headaches, Nokia Siemens Networks shows dramatic sales growth and a major ramp-up in margins in its second-quarter results, helping to lift Nokia's stock by 7.5%

Indian Cable Sector Heads for Shakeup


LR Cable News Analysis - Ray Le Maistre - Post a comment
July 16, 2008 : Regulator sets Indian cable sector on path for a widespread restructuring that will give triple-play hopefuls a boost as competition from satellite and telco players grows
Comment: Re: Colt vs BT - Ray Le Maistre July 16, 2008

More Rides Coming on Colt's NGN


News Analysis - Ray Le Maistre - Comment (1)
July 15, 2008 : Colt's Ethernet-focused CTO says it's early days in the company's network upgrade and that other vendors could still be involved in the $150M rollout

BT's Fiber Diet Fallout, Part II


EuroBlog - Ray Le Maistre - Post a comment
July 15, 2008 : 12:55 PM -- More reaction to BT's $3B FTTx plans

BT's Fiber Diet Fallout


EuroBlog - Ray Le Maistre - Post a comment
July 15, 2008 : 11:40 AM -- Reaction to BT's $3B FTTx investment plans

BT Unveils $3B FTTx Plan


News Analysis - Ray Le Maistre - Comments (5)
July 15, 2008 : BT's new CEO says his company's plan to invest £1.5 billion in a fiber-based broadband access upgrade is 'bold' – but an industry analyst calls it 'cautious'

ECI Touts GPON Advance


News Analysis - Ray Le Maistre - Post a comment
July 14, 2008 : Israeli vendor ECI is making a big play for a slice of the GPON network equipment action, and is hoping its alternative line card design will attract carrier interest

Cisco Chips In at BT


EuroBlog - Ray Le Maistre - Post a comment
July 14, 2008 : 3:00 PM -- BT is deploying Cisco's QuantumFlow-based router

Colt Unveils NGN Vendors


News Analysis - Ray Le Maistre - Comments (2)
July 14, 2008 : Nokia Siemens and Sonus get the call from pan-European operator as it brings years of trials and tests to a close with contract awards

'Run Away!' Nokia Siemens Retreats From GPON


News Analysis - Ray Le Maistre - Comments (30)
July 11, 2008 : Vendor puts GPON on ice, and decides to wait for the next generation of fiber-to-the-home technology to invest its R&D dollars, but says its GPON assets aren't for sale

So, Why Queue for the 3G iPhone?


EuroBlog - Ray Le Maistre - Post a comment
July 11, 2008 : 3:35 PM -- Brits give their reasons for queuing early

Mobile Coup for NSN


EuroBlog - Ray Le Maistre - Post a comment
July 11, 2008 : 2:20 PM -- NSN scores massive mobile deal with China Mobile

Newport Networks up for Sale


News Analysis - Ray Le Maistre - Post a comment
July 11, 2008 : Session border controller vendor is looking for a buyer as its trading and competitive situation worsens, with the router vendors cited as direct rivals to its core product

Crunch Time for Europe


EuroBlog - Ray Le Maistre - Post a comment
July 10, 2008 : 2:00 PM -- It's nearly make or break time for Europe's broadband future

Euro Stock Watch: Thomson Up, Tiscali Down


LR Cable News Analysis - Ray Le Maistre - Post a comment
July 10, 2008 : Share price joy for French IPTV vendor Thomson, while triple play service provider Tiscali's stock heads south as it denies takeover details

Billing Loses Its 'Boring' Tag


Eurobites - Ray Le Maistre - Post a comment
July 9, 2008 : Billing and boring used to be synonymous in the telecom lexicon – but not anymore

Is BT Buying Ribbit?


EuroBlog - Ray Le Maistre - Post a comment
July 9, 2008 : 7:00 AM -- Speculation suggests BT wants to rival Google

Huawei Reports 2007 Revenues of $12.5B


News Analysis - Ray Le Maistre - Comments (7)
July 8, 2008 : Chinese giant releases its annual report detailing financial performance, including revenues of $12.56 billion, a gross margin of 33.9 percent, and net income of $674 million

Patent Fun With AlcaLu


EuroBlog - Ray Le Maistre - Post a comment
July 8, 2008 : 1:50 PM -- AlcaLu's up to its neck in patent disputes

Juniper Nabs Cisco Strategist


News Analysis - Ray Le Maistre - Comments (8)
July 8, 2008 : Juniper has named its new head of strategy – and he's joined from Cisco! Nurse – pass the smelling salts!
Comment: Re: Really! - Ray Le Maistre July 8, 2008

Ericsson Joins Cost-Cutting WDM-PON Team


News Analysis - Ray Le Maistre - Comments (9)
July 7, 2008 : Vendor group gets European Union (EU) funding for three-year project to develop WDM-PON technology that can beat GPON for cost, with Ericsson as the group's big-name partner

Redknee Preps Shopping Spree


News Analysis - Ray Le Maistre - Post a comment
July 7, 2008 : Converged services management specialist believes consolidation in its sector is essential, and it's planning a new share issue to build up an acquisition war chest

Bell Canada Heads for Pre-Christmas Sale


News Analysis - Ray Le Maistre - Post a comment
July 4, 2008 : Bell Canada's C$51.7B privatization deal is all set to close in December, nearly one-and-a-half years after it was first announced

UK Altnet Plans WiMax Blitz


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 4, 2008 : British fixed wireless access specialist On-Communications is planning to deploy hundreds of WiMax base stations in UK cities

FT's Notable New Friend


EuroBlog - Ray Le Maistre - Post a comment
July 3, 2008 : 12:55 PM -- France Telecom has a powerful new ally - Microsoft. Watch out...

Vodafone Buys Into Ghana for $900M


LR Mobile News Analysis - Ray Le Maistre - Post a comment
July 3, 2008 : Mobile giant takes a 70% stake in Ghana Telecom for $900 million, a move that draws fire from the Ghanaian government's opposition

Reliance, MTN Update


EuroBlog - Ray Le Maistre - Post a comment
July 3, 2008 : 7:00 AM -- Speculation suggests a shift in M&A approach

Cisco Ogles Russian Startups


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July 2, 2008 : Cisco's pumping hard cash into a Russian VC fund

PacketFront Takes On AlcaLu, Cisco


News Analysis - Ray Le Maistre - Comments (2)
July 2, 2008 : Swedish FTTH equipment vendor will use new €26 million cash injection to go head-to-head with Cisco and Alcatel-Lucent in the European and Middle East carrier fiber access equipment market

Swedes Slam Snooping Law


EuroBlog - Ray Le Maistre - Post a comment
July 2, 2008 : 9:15 AM -- Swedes protest against new spying law

Siemens Faces More Charges


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July 2, 2008 : 8:45 AM -- Further corruption problems for Siemens

Espial Kops Kasenna


LR Cable News Analysis - Ray Le Maistre - Post a comment
July 1, 2008 : After years of trying to break into the IPTV big time, video server and middleware specialist Kasenna gets snapped up for just $6.5 million by fellow minnow Espial

Orange Vision Lacks IPTV


EuroBlog - Ray Le Maistre - Post a comment
July 1, 2008 : 9:30 AM -- 'Together we can do more' – just not IPTV, yet