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From: "Telecom Ramblings" <webmaster@telecomramblings.com>
Date: May 9, 2014 4:10 AM
Subject: Telecom Ramblings: "Battle Lines on Fast Lanes, Interconnections, and Mergers Are Blurring" plus 2 more
To: <aquarianm@gmail.com>
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Telecom Ramblings: "Battle Lines on Fast Lanes, Interconnections, and Mergers Are Blurring" plus 2 more

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• Battle Lines on Fast Lanes, Interconnections, and Mergers Are Blurring
• euNetworks Sees Growing Sales Momentum
• Cogent Boosts Dividend, Beats on Revs, Light on EPS

Battle Lines on Fast Lanes, Interconnections, and Mergers Are Blurring Posted: 09 May 2014 01:54 AM PDT After the leak of Tom Wheeler's proposed FCC net neutrality replacement and the commercially reasonable fast lanes it would supposedly allow, it was only a matter of time before the opposition overcame its initial stunned reaction.  It has become hard to separate the debates about interconnection/peering, the Comcast/TWC merger, and the proposed new rules.  The players overlap so much and it's all the same infrastructure, so whatever the logical overlap the battlefield is becoming a shared one. … [visit site to read more]

euNetworks Sees Growing Sales Momentum Posted: 08 May 2014 05:07 AM PDT After a year of offsetting revenue trends with rising EBITDA, euNetworks is looking forward to some growth in 2014.  They've added some new metrics to their reporting and are now offering some forward revenue guidance as well.  Here are their first quarter numbers in some context: … [visit site to read more]

Cogent Boosts Dividend, Beats on Revs, Light on EPS Posted: 08 May 2014 03:55 AM PDT Cogent rescheduled its earnings call to earlier than usual so its CEO can make his date with Congress to talk about internet traffic.  The short version: revenues were strong, earnings per share was not as much, and yes they raised the dividend by another penny and bought back a pile of stock.  Here are Cogent's Q1 numbers in some context. … [visit site to read more]

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