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Showing Posts From: Bandwidth on Demand

CenturyLink Could be a Sleeper

When a typical industry observer thought of CenturyLink over the past several years, the following aspects probably came to mind: only a handful of major metropolitan areas that are a vast distance apart from each other, a large “independent telco” mindset, longer metro/regional networks that can require costlier equipment outlays, lots of rural customers in…

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AT&T’s “Transformation” Begs Disbelief

In general, AT&T is a competent service provider with the most established brand in the industry, and thus, no manager needs to fear ever getting fired for selecting the company over other competitors. At the same time, no other carrier in the world is close to being as encumbered on such a large scale with…

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Ciena Probably Overpaying for Cyan

A prima facie case can be made that the $400 million price tag on Cyan is out of line. In effect, Ciena should have problems justifying it is worth at almost half as much as Nortel’s Metro Ethernet Networks business (adjusted for inflation) and about four times Cyan’s revenues in 2014 – in an optical…

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Monetizing Older Networks: An Overreach?

Although one of the most thought-provoking panels at OFC 2015 will be on the monetization of optical networks, which will include seasoned experts who are vigorously involved in building new revenue models, it is not easy to imagine the kind of cultural metamorphosis that would be required for incumbent service providers to change their long-standing,…

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Surviving in a 10G World

Given that the lion’s share of the discussion in telecom forums is about vaporware, it is not surprising that a lot people in the industry would probably be amazed to hear that R&D spending on 10G devices is still happening. While the really compelling drama within suppliers is occurring with mature or even declining market…

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Telecom Analytics With Bad Data?

On the landline side, the incumbent service providers have been notoriously lousy at record keeping. There are still in place very antiquated inventory systems along with a high level of ignorance about whether a large number of circuits are either working or connected in networks. At least with wireless technology, it has been around for…

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