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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 August 2006

All (32)           Blog Posts (24)           Comments (8)          
All

Ciena: Let's Split!


News Analysis - Ray Le Maistre - Comments (3)
August 31, 2006 : Revenues are up, performance is better than expected, and the 4200 multiservice platform is hot, but Ciena needs a reverse stock split to reach a new breed of investor as its share price dips

Comcast Boosts SeaChange Revenues


News Analysis - Ray Le Maistre - Comment (1)
August 31, 2006 : VOD systems specialist SeaChange soars on record quarter, fueled by a major deal with cable operator Comcast, which is now first in line to buy the vendor's VOD assets
Comment: Could it be derailed? - Ray Le Maistre August 30, 2006

Alcatel Lucent Merger Under Fire


News Analysis - Ray Le Maistre - Comments (4)
August 30, 2006 : As the two vendors' shareholders prepare to vote on the proposed merger, opposition to the marriage emerges on both side of the Atlantic, with Lucent's meeting under threat of postponement
Comment: ZTE in North America - Ray Le Maistre August 30, 2006
Comment: Corrections - Ray Le Maistre August 30, 2006
Comment: Re: Dutch 21CN... - Ray Le Maistre August 29, 2006

ZTE Leans on Credit Crutch


News Analysis - Ray Le Maistre - Comments (3)
August 29, 2006 : As its first-half profit slumps and its balance sheet shows some unhealthy signs, Chinese vendor ZTE applies for $2.6 billion worth of credit facilities

Tech Mahindra Soars on Debut


News Analysis - Ray Le Maistre - Post a comment
August 29, 2006 : Indian telecom software and services firm sees its share price leap more than 50 percent on its first day of trading on the Bombay Stock Exchange

Connie Wong, CEO, Vidiator


LRTV Interviews - Ray Le Maistre - Post a comment
August 16, 2006 : Live TV is coming to your phone

Apertio AIMs for 2007 IPO


News Analysis - Ray Le Maistre - Comments (3)
August 11, 2006 : Hot IMS player Apertio plans to list in London next year after growing its revenues, customer base, and headcount this year. London is about 10 times less costly than New York to IPO, says the firm

Components Crunch Hits Vendors


News Analysis - Ray Le Maistre - Comments (9)
August 10, 2006 : Telecom equipment vendors say they've been struggling to get some of the components they need when they've needed them, due to a number of economic, market, and competitive reasons

Spirent Gets Imperfect


News Analysis - Ray Le Maistre - Post a comment
August 10, 2006 : The purchase of tiny Imperfect Networks continues Spirent's product and business makeover, while some wonder if Spirent itself could become a takeover target

Mangrove Secures New Funding


News Analysis - Ray Le Maistre - Comment (1)
August 10, 2006 : Pseudowire specialist bags $13 million, about two thirds of its planned third round of funding, following its headcount reduction

Andrew Stays Single – For Now


News Analysis - Ray Le Maistre - Post a comment
August 10, 2006 : Andrew has called off its merger with ADC and has rejected the all-cash offer made earlier this week by CommScope. But it has left the door open for more lucrative offers

Telecom Italia: No Murdoch Plans


News Analysis - Ray Le Maistre - Post a comment
August 9, 2006 : Media pressure forces Italian incumbent to deny it's discussing any stock swaps with News Corp.'s Italian operation, Sky Italia

CacheLogic Builds P2P Content Network


News Analysis - Ray Le Maistre - Comment (1)
August 8, 2006 : CacheLogic is building a global network of P2P content nodes that can be used by media companies and service providers to distribute videos, TV shows, and games to broadband customers

CommScope Crashes ADC's Party


News Analysis - Ray Le Maistre - Comments (2)
August 8, 2006 : Cable access gear vendor CommScope has crashed the impending union of ADC and Andrew Corp., tabling a more valuable all cash offer worth $1.7 billion for the wireless equipment vendor

Telstra Abandons FTTN Plan


News Analysis - Ray Le Maistre - Comment (1)
August 7, 2006 : Australian incumbent scraps its $3 billion fiber-to-the-node plans after bust-up with regulator. The biggest losers are Australia's broadband community and Alcatel

Alcatel/Lucent Decide on New Name


News Analysis - Ray Le Maistre - Comments (28)
August 7, 2006 : It's not Lucatel. It's not Alcalu. It's not Alcatelucs Anonymous. It's – wait for it – Alcatel Lucent! What could be catchier?

Shareholders Nix Telent Deal


News Analysis - Ray Le Maistre - Post a comment
August 7, 2006 : The $660 million sale of Telent, the former telecom services arm of Marconi, to a private equity firm has been scuppered by shareholders, with more than 40% voting against the deal

Equity Firms Take On KPN


News Analysis - Ray Le Maistre - Comment (1)
August 4, 2006 : Cinven and Warburg Pincus create a cable powerhouse in the Netherlands with their second acquisition in a number of weeks, putting KPN and rival cable operator UPC under pressure

Wireless Holds Key for Nortel


News Analysis - Ray Le Maistre - Post a comment
August 3, 2006 : Nortel predicts significant growth in the second half of the year, with CDMA infrastructure sales set to soar. But as CEO says there's no room for UMTS

Nortel Puts UMTS On a Limb


News Analysis - Ray Le Maistre - Post a comment
August 3, 2006 : Nortel hangs its UMTS/3G business out to dry as it reports its second quarter results, including a $366 million profit

Euro Carriers Carry on Buying


News Analysis - Ray Le Maistre - Post a comment
August 2, 2006 : The M&A splurge continues, with Norway's Telenor opening its wallet the widest for a $1.9 billion mobile acquisition in Eastern Europe, while FT and BT add to their IT and integration skills

Is Alcatel Moving on Nortel?


LR Mobile News Analysis - Ray Le Maistre - Post a comment
August 2, 2006 : Reports from Paris suggest Alcatel is on the verge of acquiring Nortel's GSM and UMTS business

Is Alcatel Moving on Nortel Mobile Assets?


News Analysis - Ray Le Maistre - Comments (3)
August 2, 2006 : Reports from Paris suggest Alcatel is on the verge of acquiring Nortel's GSM and UMTS business to boost its mobile business. Analyst sees such a move as positive for Nortel

Vodafone Nabs Nortel Exec


News Analysis - Ray Le Maistre - Comments (3)
August 1, 2006 : One of the senior Nortel executives to survive the Zafirovski shake-up has jumped ship to become CTO of mobile giant Vodafone