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From: "Telecom Ramblings" <webmaster@telecomramblings.com>
Date: Apr 3, 2014 4:03 AM
Subject: Telecom Ramblings: “What Might an Independent IP Backbone Buy With $200M?” plus 2 more
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Telecom Ramblings: “What Might an Independent IP Backbone Buy With $200M?” plus 2 more

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• What Might an Independent IP Backbone Buy With $200M?
• Int’l Roundup: Orange, Vodafone, GTT, Equinix
• Zayo’s Latest Big Expansion: Northern California

What Might an Independent IP Backbone Buy With $200M? Posted: 03 Apr 2014 01:56 AM PDT In the last few days two large IP backbones, each otherwise not yet a big player in the rest of the telecommunications world as a whole, made quiet moves that give them an extra $200M or so to play with. GTT filed a shelf with the SEC in that amount, while Cogent Communications has tapped the debt markets. And while it’s probable that there’s nothing relating the two moves (I certainly don’t have any information about either company’s plans), it still got me thinking. What sort of inorganic move would make sense for an independent IP backbone right now? … [visit site to read more]

Int’l Roundup: Orange, Vodafone, GTT, Equinix Posted: 02 Apr 2014 07:04 AM PDT Here’s four interesting items from the international front: … [visit site to read more]

Zayo’s Latest Big Expansion: Northern California Posted: 02 Apr 2014 04:26 AM PDT Zayo is at it again. No, they didn’t buy anyone yet today, I mean on the organic front. For all the fanfare of M&A and consolidation, Zayo’s more enduring legacy will be all the fiber they are putting in the ground. The new project is in and around the heart of the tech world: Silicon Valley. … [visit site to read more]

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