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Tuesday, April 1, 2014

Telecom Ramblings: "Data Centers Work Out a New Renewable Energy Source" plus 2 more

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Date: Apr 1, 2014 4:03 AM
Subject: Telecom Ramblings: “Data Centers Work Out a New Renewable Energy Source” plus 2 more
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Telecom Ramblings: “Data Centers Work Out a New Renewable Energy Source” plus 2 more

Link to Telecom Ramblings

Data Centers Work Out a New Renewable Energy Source

Posted: 01 Apr 2014 12:58 AM PDT

A new trend is poised to emerge in meeting the power needs of the ever-expanding global data center footprint while meeting new green energy standards. Sources say the next big merger deal in the sector will probably be between an unnamed national colocation operator and either Bally’s or Gold’s Gym. … [visit site to read more]

AT&T: Who Needs Vodafone, There’s Stock to Buy Back!

Posted: 31 Mar 2014 07:51 AM PDT

This morning, industry giant AT&T unveiled a new use for its cash and it isn’t European M&A.  Rather than do anything rash, the company’s board of directors has authorized a new stock buyback of up to another 300M shares with no expiry. That’s up to 6% of the total and represents a not insubstantial $10B or so in cash at today’s stock price. … [visit site to read more]

On Transit and Middlemen

Posted: 31 Mar 2014 05:23 AM PDT

In a Forbes piece yesterday, Hal Singer took the role of transit backbones in the world’s internet infrastructure and reduced it all the way down to the status of ‘middlemen’.  And of course, middlemen are undeserving of protection from the FCC when it comes to ensuring a healthy marketplace since they don’t actually do much of anything anyway, right?   Be careful what you wish for. … [visit site to read more]

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