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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 September 2006

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NTT Plans 10-Tbit/s Network


News Analysis - Ray Le Maistre - Post a comment
September 29, 2006 : As Japanese incumbent plans mega-fat optical pipe to cope with the demands of growing FTTH customer base, analyst reckons Cisco and Juniper could have a piece of router expansion

Sonae Closes In on Portugal Telecom


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September 29, 2006 : Portugal's Competition Authority has given a preliminary thumbs up for Sonae's takeover of Portugal Telecom, but there are conditions, shareholders, and potential rival bids for Sonae to overcome

Well, I'll Be Drammed!


EuroBlog - Ray Le Maistre - Post a comment
September 28, 2006 : 3:30 PM -- Gird your loins for SingleMalt.TV

Alcatel/Lucent Wait on W OK


News Analysis - Ray Le Maistre - Comments (2)
September 28, 2006 : As approval for the Alcate/Lucent merger heads towards the office of George W. Bush, Wall Street analyst likes the look of the 'end-to-end equipment supermarket' the vendors will create

Cops Catch 'Most Wanted' Ex-CEO


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September 28, 2006 : Former Comverse CEO Jacob 'Kobi' Alexander, a fugitive who featured on the FBI's Most Wanted list, has been arrested in Africa, and now faces securities fraud charges that could send him down for 25 years

Ethernet Crew Tackles OAM


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September 27, 2006 : Management issues have burdened carrier Ethernet in the past few years, but now vendors, and an independent test lab, say major progress has been made on operations, administration, and maintenance

Who's Your Daddy?


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September 27, 2006 : NOON -- Or, What Hath Metcalfe Wrought?

BT Rethinks 21CN Core Strategy


News Analysis - Ray Le Maistre - Comments (137)
September 26, 2006 : Carrier's NGN core was set to be pure IP/MPLS, but now BT is considering adding a new approach to Ethernet called PBT. And BT isn't the only operator eyeing up PBT

Vendors Unite for IMS Pitch


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September 25, 2006 : Industry sources say Cisco, Nokia, and Siemens have formed a consortium pitching for a massive IMS deal at France Telecom, but there's strong competition from Ericsson, Alcatel/Lucent, and others UPDATED: 9/25, 3:20 PM

Telco Systems Makes Critical Buy


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September 22, 2006 : Telco Systems is building its capabilities with small acquisitions – this time it's a remote IP DSLAM startup. The strategy appears to be paying off as the vendor reports a first-half profit

D.O.A.: Dead On Award


EuroBlog - Ray Le Maistre - Comment (1)
September 22, 2006 : 7:00 AM -- Cablevision admits it awarded stock options to a dead executive

Riverbed Soars on Debut


News Analysis - Ray Le Maistre - Comments (3)
September 21, 2006 : After Riverbed's customer base doubled during the first half of this year, the WAN optimization firm's stock leaps nearly 50 percent on its Nasdaq debut

Operax Scores $15 Million


News Analysis - Ray Le Maistre - Comment (1)
September 21, 2006 : Bandwidth management technology specialist bags a $15 million third round to fund international expansion as carriers ramp up their requests for QOS capabilities

Test Firms Tackle IPTV, VOIP


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September 20, 2006 : VOIP and IPTV are the hot topics in the test-and-measurement sector, where new products and services are emerging, including two new IPTV test beds run by HP and Intel
Comment: Too littlw too late? - Ray Le Maistre September 20, 2006

Acme Profits as Newport Shrinks


News Analysis - Ray Le Maistre - Comment (1)
September 20, 2006 : Mixed fortunes for session border controller vendors: Acme Packet continues to report enviable profit margins, while Newport Networks cuts back again after a dismal half year

Hasta La Pasta


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September 19, 2006 : 12:50 PM -- Today's foodie prize goes to IBM and Telenor

BigBand Reportedly Ready to IPO


News Analysis - Ray Le Maistre - Comment (1)
September 19, 2006 : Reports from Israel suggest that the video processing and VOIP vendor is heading for an IPO in early 2007 that could value the cable equipment company at $500 million

IPTV Delays Could Hurt ROADM Deployment


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September 18, 2006 : As carriers prepare for a significant leap in video traffic volumes, the market for ROADM-based optical equipment is set to boom in the coming five years, according to a new Heavy Reading report

Telecom Italia Upheaval Continues


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September 18, 2006 : What a weekend for the Italian incumbent. First, its chairman quits over a strategy-induced political row, then it buys AOL's German unit for $855 million

Space Oddity


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September 18, 2006 : 8:00 AM -- Former Sonus exec launches new company from spacecraft

BT Plans Further Global Push


News Analysis - Ray Le Maistre - Comments (2)
September 15, 2006 : BT is expanding its international network, has set aggressive revenue growth targets, claims it is winning share from the likes of AT&T and Verizon, and even has plans to make further acquisitions

Carriers Form 4G Pressure Group


News Analysis - Ray Le Maistre - Comments (8)
September 15, 2006 : Seven of the world's biggest operators have formed a new 4G wireless technology group to let vendors know what they need to deliver. Analyst says the carriers will need to be consistent to be effective

Ericsson Revamps


News Analysis - Ray Le Maistre - Comment (1)
September 15, 2006 : Swedish giant is reorganizing itself into three new divisions, including one to concentrate on multimedia applications development; company will hire 500 new R&D staff

BT Cashes In on 21CN


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September 14, 2006 : Carrier has created consultancy to cash in on its 21CN experience and claims it has already signed up one carrier customer. Average consultancy deals will be up to $25 million, says executive

Iliad Gets Active With FTTH


News Analysis - Ray Le Maistre - Comment (1)
September 13, 2006 : French operator will deploy Active Ethernet technology in its €1 billion FTTH network. That's a major boost for a technology battling against PON for the hearts and minds of carriers, says analyst

Butt & Make Up


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September 12, 2006 : NOON -- Who is madder: headbutter Zidane or FIFA boss?

Iliad Plans €1B FTTH Build


News Analysis - Ray Le Maistre - Comment (1)
September 12, 2006 : French broadband player plans to invest $1.27 billion over six years reaching 10 million people with fiber-to-the-home connections. Analyst questions the economics but loves the proposition

Telecom Italia Does the Splits


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September 12, 2006 : Performs a strategy U-turn by creating separate subsidiaries for its mobile business and Italian access network, but denies it plans to sell its wireless assets
Comment: Re: Asia-phobia ==LR - Ray Le Maistre September 11, 2006
Comment: Re: Audits - Ray Le Maistre September 11, 2006
Comment: Investors like broadband - Ray Le Maistre September 11, 2006

Brits Get Cozy


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September 11, 2006 : 11:45 AM -- BT and Vodafone should get a room!
Comment: Has mobile had its day? - Ray Le Maistre September 11, 2006

Telecom Italia to Revamp


News Analysis - Ray Le Maistre - Comment (1)
September 11, 2006 : Carrier's stock is suspended as its board meets to discuss reorganization of its fixed and mobile businesses. Reports suggest TI will offload its mobile business, but analysts are cautious

Neuf Cegetel Heads for IPO


News Analysis - Ray Le Maistre - Comment (1)
September 11, 2006 : French competitive carrier aims for Euronext listing that could raise $1.27 billion as soon as October, as it prepares to acquire AOL's French broadband business

Alcatel, Lucent Need One More Blessing


News Analysis - Ray Le Maistre - Comments (3)
September 8, 2006 : The 'merger of equals' may be closer following shareholder approval from both sides of the Atlantic, but there's still one more major regulatory hurdle to leap before the marriage can be consummated

Fashion Victim


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September 8, 2006 : 11:30 AM -- Lucent's Pat Russo deals with some stylish comments

Huawei's Feeling the Pinch


News Analysis - Ray Le Maistre - Comments (16)
September 8, 2006 : Revenues and contract sales are still ramping up at a fearsome pace, but margins are on the slide, the company confirms at a business summit in China

Investors Say Oui to Alcatel/Lucent


News Analysis - Ray Le Maistre - Comments (2)
September 7, 2006 : Alcatel and Lucent shareholders have voted in favor of their merger

Russia's Sex Drive


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September 7, 2006 : 9:15 AM -- The Russians drive each other to distraction

Pipex Beefs Up With Buys


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September 7, 2006 : Pipex splashes £36 million on two acquisitions and awards monster broadband wholesale deal to C&W as it extends its broadband customer base and gets into mobile

Anyone for Tee?


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September 7, 2006 : 5:00 AM -- Transatlantic relations are about to worsen – the Ryder Cup is back!

Lucent Faces Corruption Charge


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September 6, 2006 : On the eve of its merger shareholder vote, Lucent says it's facing action by the SEC over its operations in China

Riverbed Sets IPO Terms


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September 5, 2006 : After much ruminating, Riverbed has revealed the offer details of its IPO, which could raise $82 million. Its filing also uncovers its massive leap in revenues

The Pastry Factor


EuroBlog - Ray Le Maistre - Comment (1)
September 5, 2006 : 3:15 PM -- Croissants are key to Alcatel's future
Comment: How's the XR OS doing? - Ray Le Maistre September 5, 2006

Cisco Shrinks CRS-1 – Again!


News Analysis - Ray Le Maistre - Comments (11)
September 5, 2006 : Honey, I Shrunk The Router! Cisco unveils a quarter-sized CRS-1 core router in response to carrier demand for a cheaper model to be deployed in distributed architectures

DT Has a Dream…


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September 4, 2006 : 9:00 AM -- Deutsche Telekom's CEO has been working over the weekend to come up with a new überplan

Benvenuto, Bienvenue


EuroBlog - Ray Le Maistre - Post a comment
September 4, 2006 : 7:00 AM -- Just what we all needed - another blog! But this one has a distinctive flavor from the Old Continent

Lucent Pays for Shareholder Peace


News Analysis - Ray Le Maistre - Comment (1)
September 4, 2006 : Lucent brandishes its checkbook and agrees a settlement with combative shareholders, avoiding a court hearing that could have postponed this week's Alcatel merger shareholder vote

Zafirovski: We'll Get 4G Right


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September 1, 2006 : Nortel's CEO explains how Nortel will learn the lessons from its UMTS access history to ensure it has a fighting chance in the 4G arena, following the sale of its 3G unit to Alcatel

Analysts: Alcatel Got a Bargain


News Analysis - Ray Le Maistre - Comments (2)
September 1, 2006 : Industry analysts thought Nortel would get more than $320 million for its UMTS access business, and that Alcatel's various consolidating deals could give it as much as 20 percent of the UMTS access market

Alcatel Snags Nortel 3G Unit


News Analysis - Ray Le Maistre - Comments (38)
September 1, 2006 : Alcatel agrees to pay $320 million for Nortel's UMTS access business, making it the clear number three in the market. But the move could cause confusion, reckons analyst
Comment: First dibs on SEAC gear - Ray Le Maistre September 1, 2006
Comment: Mid-tier vulnerability - Ray Le Maistre September 1, 2006