You know, given the prevailing gloom and doom scenarios offered by so many financial and tech analysts for Clearwire’s future, I would have expected the company to have to work their asses off to raise just $1B at a time like this. But the same street which has so many doubts is practically throwing money [...]
Posted on 00:25, November 25, 2009
After looking at EBITDA Margin, Capex, and EBITDA-Capex across the sector, I’ll finish up this series with a look at Revenue. Everyone wants to grow of course, but in this recession there has been a divergence in the sector’s growth profile. Seen alongside the EBITDA and Capex trends, we get a fuller picture of what [...]
Posted on 19:01, November 24, 2009
Over the weekend, Renesys posted one of its infrequent but highly insightful updates on the IP transit market, I recommend a read. On the menu besides the usual pricing pressure spearheaded by (but not limited to) Cogent Communications (CCOI: chart, news) was the quickly shifting market in eastern Europe, the rising tide of paid peering [...]
Posted on 03:59, November 24, 2009
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