Tuesday, April 28, 2015

Telecom Ramblings: “Lightower to Buy Fibertech” plus 2 more

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Date: Apr 28, 2015 2:07 AM
Subject: Telecom Ramblings: "Lightower to Buy Fibertech" plus 2 more
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Telecom Ramblings: "Lightower to Buy Fibertech" plus 2 more

Link to Telecom Ramblings

Lightower to Buy Fibertech

Posted: 27 Apr 2015 09:06 AM PDT

We have a major M&A move in the metro fiber space, and no it does not involve Zayo. In a transaction announced today, Lightower and Fibertech will be merging in an all cash deal. ... [visit site to read more]

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The logic of telco M&As

Posted: 27 Apr 2015 03:45 AM PDT

This article was authored by Jouko Ahvenainen, and was originally posted on telecomasia.net.

Hutchison acquired O2. BT acquired EE. Years ago Hutchison sold  Orange that is a part of EE, and BT divested O2. Nokia acquires Alcatel-Lucent and becomes the second largest network vendor, i.e. a business it planned to divest for some years. These are just some examples, but what does it tell about telco business and its long term planning? ... [visit site to read more]

Earnings Preview: Level 3's Integration Kicks Into High Gear

Posted: 27 Apr 2015 03:15 AM PDT

On Wednesday morning, Level 3 will report its first quarter earnings.  Hence, as has been our custom on this site, here is a quick preview of what to expect.  This will be Level 3's first full quarter with the tw telecom business added in, and I expect to see significant integration expenses in advance of cost savings that will necessarily follow a bit later.  Also of note, my admittedly limited reading of the currency markets suggests ... [visit site to read more]

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