Juniper’s Q1 revenues drop to $1.1B on weak service provider, enterprise results

Juniper saw the effects of a slower telecom spending environment in the first quarter, a factor that cut into its revenues. The company saw mixed results across its routing, switching, and security portfolios.

The rest is here:
Juniper’s Q1 revenues drop to $1.1B on weak service provider, enterprise results

tw telecom’s Margins Dip As It Invests For Higher Growth Rates

For the fourth quarter, TW Telecom (NASDAQ: TWTC , news , filings ) posted higher than expected revenues but came in lower than I had expected for both EBITDA and earnings per share.  Mostly this was due to some hiring they have been doing to put in place the personnel necessary to drive a higher growth rate, plus the effects of October’s balance sheet move.  The company boosted its sales force by 5.7% and added other support staff rather faster than I expected they might.

See original here:
tw telecom’s Margins Dip As It Invests For Higher Growth Rates

Use of Raman for 100-Gbps coherent may make dispersion testing necessary

One of the oft-cited benefits of coherent receivers for 100-Gbps networks is that the receivers are so good at mitigating the effects of dispersion that they render dispersion testing irrelevant. However, test equipment vendor EXFO Inc. (NASDAQ: EXFO) (TSX: EXF) believes there’s at least one coherent 100G application where chromatic dispersion (CD) testing remains useful: brownfield long-haul routes using Raman amplification.

See the article here:
Use of Raman for 100-Gbps coherent may make dispersion testing necessary

Google Faces Antitrust Scrutiny, Will Apple Be Next?

AT&T isn’t the only major player facing a direct limitation on its ability to grow much bigger in its core markets. Google might be next. Google CEO Eric Schmidt will face a U.S. Senate hearing on Sept. 21, 2011 looking at whether the company is now so large and dominant that it now constitutes a monopoly.

Continue reading here:
Google Faces Antitrust Scrutiny, Will Apple Be Next?

"Consumer Welfare" Will be Front and Center in DoJ Lawsuit

There are many possible “losers” and potential “winners” from the U.S. Department of Justice lawsuit challenging the proposed AT&T purchase of T-Mobile USA. But Jerry Ellig of the Technology Liberation Front thinks one actual upside, from a consumer welfare angle, is the centrality of “consumer welfare” as the central issue. “For once, the high-profile action everyone pays attention to will occur in an antitrust forum where the decision criterion is the effects of the merger on consumer welfare, period,” says Ellis.

Excerpt from:
"Consumer Welfare" Will be Front and Center in DoJ Lawsuit

Google’s planned purchase of Motorola has created no shortage of speculation as to the winners and losers in the deal

Apple and Motorola have been fingered as likely to benefit from Google’s Motorola purchase. HTC, Samsung, LG, Nokia, HP, Microsoft and RIM are also expected to feel the effects.

Continue reading here:
Google’s planned purchase of Motorola has created no shortage of speculation as to the winners and losers in the deal

Another Quarter of Solid Growth for Cogent

Cogent Communications (CCOI: chart , news ) followed up on its great second quarter with a very respectable third quarter earnings report .  Revenues of $60.2M were up 3.9% sequentially – they were up 5% last quarter.  EBITDA was $17.0M, up 2% from the prior quarter, and the loss per share was $0.07.  Analysts were expecting a bit better on the revenue side, and a bit worse on the earnings side.   Last quarter Cogent stopped giving forward guidance, so this was the first quarter the street had to make their guesses blind.  The company was one of the first in the sector to feel the effects of the economic downturn, although some of their issues at the time were self … [ visit site to read more ]

More here:
Another Quarter of Solid Growth for Cogent

Get Adobe Flash player