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From: FUBHO9/27/2017 3:12:10 PM
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Stock got strong around the time Scott Jackson was due to speak at that subsea conference. He must have had good stuff to say.

EDIT: Maybe someone put out a positive note on the sector. I see all optical stocks are doing well.

Submarine Networks World 2017
Event website
See confirmed speakers and topics
09/25/2017 - 09/27/2017
NFV & Carrier SDN
Denver, Colorado
Event website
See confirmed speakers and topics
09/26/2017 - 09/28/2

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From: FUBHO9/27/2017 6:44:33 PM
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ON2020 Readout Identifies New Optical Challenges
( sounds like they are dreaming about Infinera's sweet spots )


The survey conducted by ON2020 during 2017 included substantial responses from individuals at 10 major global telecom and datacom network operators as well as a number of other industry experts. The survey covered four topic areas: capacity and granularity, connectivity and flexibility, management and operations, and open networking and disaggregation. The initial analysis by ON2020 suggests that many operators are not looking beyond the next network deployment and are not planning for continued network capacity growth in line with recent trends. This is a challenge that ON2020 hopes to help the industry overcome.

Webscale and large telecom carriers frequently need more than 10 Tbit/s per link today and will need 40 Tbit/s per link soon. Most carriers are planning for 30 to 50 percent annual traffic growth per year. This capacity growth will require more than a single C-band and many carriers are expecting to deploy both multiple C-bands and combined C+L-bands depending on the fibers available. Backbone granularity needs to be 100G, 200G, 400G with service granularity down to 10M, 100M or 1G for telecom operators and 25G for Web-scale operators. Super-channels are consistently favored for interface rates above 400G. Based on current capacity growth, a router blade in 2024 will need to support 20 Terabit Ethernet interfaces, which is considered to be a challenge for system developers. Respondents ranked reducing 100G cost and power consumption above cost-effective 400G and developing white-box optical modules.

The number of network nodes varies widely depending on the operator and subnetwork, with a desire to consolidate nodes where possible. For some nodes, the number of degrees needs to be more than six. The deployment of CDC ROADMs is being held up by cost, reliability and management concerns. Dynamic network reconfiguration is desired with changes completing within a few minutes. There was no desire expressed to transparently bridge domains other than submarine/terrestrial-LH and terrestrial-LH/metro-regional. In particular there was no desire to bridge metro-PON and inter-intra-DC. Respondents ranked reducing ROADM/OXC cost and power consumption ahead of improving fiber links and increasing system flexibility.

SDN is universally seen as an important ingredient in optical networking for faster service innovation and OAM. Respondents expressed frustration at SDN solutions requiring operators to partner with companies to develop their own SDN solution. Disaggregation and white boxes are seen as important developments to reduce cost and avoid vendor lock-in, but performance and reliability are major concerns; many are not willing to compromise on overall system reliability. Respondents ranked faster network deployments ahead of Transport SDN (T-SDN) interoperability and faster bandwidth-on-demand (BoD). Management, operations and disaggregation are overwhelming several telecom operators and presenting significant operational and organizational challenges.

Looking to the future, ON2020 is continuing to receive inputs from operators and industry experts, developing white papers and evaluating future projects for next-generation ROADM/OXC, transport SDN, 5G-oriented optical networks, and next-generation WDM and optical link technologies. ON2020 is working on a formal association with a standards organization and is planning an ON2020 Summit during OFC 2018 in San Diego.

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From: Tartuffe9/28/2017 9:09:27 AM
   of 3804
After 3 consecutive hit-pieces, they offer up a positive one. INFN can not afford any delays with the rest of ICE4 as the spend cylcle approaches- Thankfully they have been on time with CX-2 and XTS 3300, 3600-

Meanwhile, Infinera shares are trading at attractive price-to-sales and price-to-book ratios, even in the context of other depressed optical networking stocks. Looking ahead, analysts have pinned a sector-leading earnings growth rate of 20% per year on the company for the next five years.

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From: FUBHO9/28/2017 3:51:39 PM
   of 3804
Virtus unveils plans for London’s largest data centre campus

28 September 2017 | Jason Mcgee-Abe

Virtus Data Centres continues its rapid expansion announcing plans for two new adjacent facilities on a single campus near Stockley Park, west London.

The new site will be amongst the most advanced in the UK and create London’s largest data centre campus. Establishing this new mega campus further strengthens Virtus as a large hybrid colocation provider in the London metro area.

The two buildings, on the secure eight acre campus, total 34,475m2. Known as Virtus LONDON5 and LONDON6, they are designed to deliver 40MW of IT load and have the secured power capacity to increase to 110MVA of incoming power from diverse grid connection points, future proofing expansion for customers.

"With the hunger for connectivity and data growing exponentially, our data centres continue to play a vital role in enabling the UK and Europe’s digital economy. We work with clients across all industries, all with unique audiences and IT landscapes, but with the common need to deliver the highest levels of availability, performance and security of digital experiences,” said Neil Cresswell, CEO of Virtus Data Centres.

“As we move with our customers into an increasingly digital future, we help them deliver high performing applications and content. We provide fast, seamless connectivity to networks and public clouds, along with the capacity for vast data storage and compute processing power - all for lower costs. This investment in LONDON5 and LONDON6 means we can grow with our customers and help them achieve their ambitions.”

The campus is situated 16 miles from central London on the main fibre routes from London to Slough and 7 miles from Slough. The company says that this provides “unrivalled hyper efficient, limitless metro fibre connected, flexible and massively scalable data centre space, within the M25”.

Work in LONDON5 has started and general availability is expected in early 2018. These two new data centres will provide an additional 17,000 net technical metres (NTM) of IT space and will increase Virtus’ portfolio in London to approximately 100MW across their six facilities in Slough, Hayes and Enfield, with the power to expand to circa 150MW on the various campuses.

Virtus is part of the ST Telemedia Global Data Centres (STT GDC) group, a carrier-neutral and advanced data centre platform with over 50 data centres in India, China, Singapore and the UK.

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From: FUBHO9/30/2017 12:51:09 PM
   of 3804
Data Center Investment in the US This Year Already Beats All Records

It’s only the end of September, but the year has already seen more capital invested in data center assets in the US than any previous year.
Sep 29, 2017

Total value of entire data center companies, asset portfolios, and individual facilities that changed hands this year so far was $18.2 billion, according to a tally by the commercial real estate firm CBRE. That’s more than double the amount of investment in 2016; it also puts 2017 on track to “eclipse” all data center investment in the last three years combined, CBRE Research said in a recent market report:

Over the past five years, more than $45 billion of investment capital has flowed into the data center sector, with more than 50% of the total occurring since Q4 2015

This year owes its outsize level of data center investment largely to three mega-deals: Equinix’s $3.6 billion acquisition of a 24-data center portfolio from Verizon, the $2.8 billion acquisition of CenturyLink’s data center portfolio by BC Partners and Medina Capital (to form Cyxtera Technologies), and the $7.6 billion acquisition of DuPont Fabros Technology by Digital Realty Trust.

Those were three of 21 M&A deals in the sector that closed this year. There were two other billion-plus-dollar deals on

the list: the $1.68 billion acquisition of ViaWest by Peak 10 and the $1.2 billion acquisition of Vantage Data Centers by a Digital Bridge-led consortium.

Many of the deals on the list are acquisitions of individual properties, such as GI Partners’ $276 million acquisition of KOMO Plaza in Seattle and CentralColo’s $96 million acquisition of Tysons Technology Center in Northern Virginia.

Looking at the list, it’s hard not to notice one particularly active buyer: Carter Validus, a non-publicly traded REIT that primarily buys fully occupied data centers and medical facilities; in many cases they are sale-leaseback transactions, where the occupant sells the facility but stays there as the buyer’s tenant. Carter Validus has bought five data center assets so far this year, spending close to $300 million.

Here’s how US data center investment levels have trended since early 2011, according to CBRE:


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From: FUBHO10/2/2017 11:27:07 PM
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To: FUBHO who wrote (3243)10/2/2017 11:30:40 PM
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Seaborn Networks, Aqua Comms join for submarine network connection between South America and Europe

October 2, 2017
Author Stephen Hardy
Editorial Director and Associate Publisher

Seaborn Networks, which owns and operates the newly open for service Seabras-1 submarine network between São Paulo and New York, and Aqua Comms DAC, which operates America-Europe Interconnect-1 (AEConnect), have agreed to link their submarine cable infrastructures. The result will be the offering of undersea fiber connections between South America and Europe.

The two networks will link in Secaucus, NJ, where Seaborn's primary network operations center resides. The two submarine network operators will then offer geographically diverse backhaul and points of presence (PoPs) in the metropolitan areas around their respective landing stations. The agreement covers other infrastructure the two companies might deploy in the future.

Seaborn and Aqua Comms say they will offer consolidated capacity contracts and billing, Seaborn's SeaSpeed low-latency service for financial institutions (see "Seaborn Networks offers SeaSpeed service between Carteret, NJ, and São Paulo"), as well as a high level of service overall.

"We are extremely pleased to partner with Aqua Comms to offer this precedent-setting Europe to South America route," said Larry Schwartz, CEO of Seaborn Networks. "Our organizations are like-minded operators with a shared view of how to offer best-in-class solutions for telecommunications companies, content providers, ISPs, governments, and enterprises."

Infinera and Seaborn Set Subsea Industry Benchmark for Capacity-Reach with XTS-3300 on Seabras-1

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To: FUBHO who wrote (3244)10/2/2017 11:32:52 PM
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CenturyLink/Level3 Agree to Divest Some Fiber, Gain Approval

October 2nd, 2017

The U.S. Department of Justice has given CenturyLink and Level 3 Communications the green light for their merger, but not without some pretty significant conditions. The combined company will be divesting a substantial pile of fiber assets to pass regulatory muster. [Read more ?]

On the metro fiber front, they will be divesting the Level 3 metro network assets in Albuquerque, Boise, and Tucson. All three are not exactly Level 3's biggest metro markets, but they aren't particularly big metro markets for anyone but CenturyLink. The combined company will keep the customers who want to stay, and possibly lease capacity in the divested assets to do it where necessary.

But the bigger divestment is in the intercity fiber department. The combined company will have to divest an IRU for 24 strands of dark fiber connecting 30 city pairs nationwide. We haven't really seen that sort of asset hit the market in a long while. The list of buyers could be quite interesting and very long.

Big consolidators like Zayo, Crown Castle, Uniti Group, Windstream, and even GTT are each fairly light on intercity fiber at least somewhere in or adjacent to their footprints. Any number of big content and cloud providers could easily find a use for that much fiber, so you can't leave Google, Microsoft, Facebook, or Amazon off the list. Various private equity groups would certainly take a look at it as well. You might even see an international interest, whether it be someone like Teliasonera or NTT or Altice. And of course with 5G looming, there are always Verizon and AT&T if they decide it's worth it. But it's rather unclear what any potential buyer would have to pay for the IRU at this stage.

Regardless, CenturyLink and Level 3 have cleared one more hurdle on their year-long journey toward this merger. They have nearly all the regulatory approvals they need, although California is still missing from the list. They still anticipate the actual closing by mid to late October.

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From: FUBHO10/3/2017 12:09:00 AM
   of 3804
XTM II announcement/deal soon? ...

5G Asia 2017
Event website
See confirmed speakers and topics
Sten Nordell, Infinera Chief Technology Officer, Metro Business Group, to speak on "Building the 5G-Ready Mobile Transport Network of the Future, Today" on Tuesday, October 3, at 2:00 p.m.
10/02/2017 - 10/04/2017
SDN NFV World Congress 2017
The Hague, Netherlands
Event website
See confirmed speakers and topics
Sten Nordell, Infinera Chief Technology Officer, Metro Business Group, to speak on "Opening Up Optical Transport Networks" on Tuesday, October 10, at 3:05 p.m.
Geoff Bennett, Infinera Director, Solutions and Technology, Metro Business Group, to speak on panel on "Open Line Systems" on Tuesday, October 10, at 5:20 p.m.
10/09/2017 - 10/13/2017

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From: FUBHO10/3/2017 3:22:08 PM
   of 3804
34bn CenturyLink-Level 3 merger cleared by US Justice Department

03 October 2017 | Jason Mcgee-Abe

The US Department of Justice has agreed to clear CenturyLink’s pending acquisition of Level 3 Communications, subject to conditions outlined in a consent decree, including court approval of certain provisions, and other customary closing conditions.

Last month, CenturyLink pushed back the deadline to close the takeover in mid-to-late October. The acquisition is another step closer to completing but the deal remains subject to regulatory approval from the Federal Communications Commission (FCC) and the California Public Utilities Commission, the latter of which is set to vote on the deal at its next general meeting on 12 October. The California Administrative Law Judge has already advised state regulators to approve the deal, saying it is in the public interest.

"We are pleased that the Department of Justice has conditionally cleared CenturyLink's acquisition of Level 3. It is an important milestone in our overall approval process," said John F. Jones, senior vice president for public policy and government relations at CenturyLink.

"We anticipate court approval of our agreed resolution with the Department of Justice as early as this week. We are focussed on meeting our targeted transaction closing timeframe of mid-to-late October."

Both companies filed applications on 21 December 2016 with the FCCseeking the Commission’s approval to transfer control of various licences and authorisations held by Level 3’s operating subsidiaries to CenturyLink. However, the application has been paused since 9 June 2017 on “170 days”. The FCC has an informal timeline of 180 days which is a benchmark to help the FCC reach a decision on most applications relating to complex mergers. It has been 115 days since the clock was paused.

The 9 June 2017 saw CenturyLink submit a letter to the FCC stating that it intended to file additional data to supplement its previous responses.

In response that day, Kris Monteith, chief of the Wireline Competition Bureau, said in a letter to the companies’ respective counsels: “We appreciate your cooperation in providing this material, which we believe is necessary to allow us to complete our review of your applications, and we look forward to receiving it. Once we have had an adequate opportunity to review the new information, including engaging in any discussions with the Department of Justice, as permitted under our rules, and determining whether we need additional information, we will restart the clock.”

Although the FCC "endeavours to meet its 180-day goal in all cases, several factors could cause the Commission’s review of a particular application to exceed 180 days". However, with the Department of Justice agreeing to clear the deal and with CenturyLink estimating the approval to come “as early as this week”, we could see the FCC restart the clock this week with 10 days left.

CONSENT DECREEThe consent decree requires the combined company to divest certain Level 3 metro network assets and certain dark fibre assets. These divestitures are not expected to have a material impact on the pro-forma operating revenue and operating cash flows of the combined company.

Metro network asset divestitureUnder the consent decree, the combined company is required to divest Level 3 metro network assets in three metro areas: Albuquerque, N.M.; Boise, Idaho; and Tucson, Ariz. The combined company will continue to serve all current Level 3 customers unless they choose to be served by the buyer of divested assets in each metro area. Where needed to provide uninterrupted service to customers, CenturyLink may purchase some network services from the buyer of divested assets in each metro area. CenturyLink retains all of its existing networks and business operations in these three metro areas and will continue to provide a full suite of telecommunications and data services to residential and business customers.

Dark fibre asset divestitureThe consent decree also provides that the combined company will divest 24 strands of dark fibre connecting 30 specified city-pairs across the US in the form of an Indefeasible Right of Use, a customary structure for such transactions. Because the fibres are not currently in commercial use, this divestiture will not affect any current customers or services.

So far, 24 states and territories have approved or regulatory cleared the acquisition. The following states have already approved the acquisition: Alaska, Colorado, Delaware, Georgia, Hawaii, Maryland, Minnesota, Mississippi, New Jersey, New York, Ohio, Pennsylvania, Utah, Virginia, Washington, West Virginia and the District of Columbia. The transaction has received regulatory clearance from Connecticut, Indiana, Louisiana, Montana, Nevada, Texas and Puerto Rico.

The combined company will offer customers a broader and more complementary range of services and solutions, and enable the advanced technology and growing bandwidth needs of its business, government and consumer customers.

The proposed deal will increase CenturyLink's network by 200,000 route miles of fibre, including 64,000 route miles in 350 metropolitan areas, and 33,000 subsea route miles connecting multiple continents. CenturyLink's on-net buildings are expected to increase by nearly 75% to approximately 75,000.

CenturyLink CEO Glen Post, who is set to lead the combined company, said the "slight delay" is viewed by the company as "manageable", and does not affect the company’s integration plan.

"We are working to obtain the remaining approvals, including the State of California, the Department of Justice, and the Federal Communications Commission, and want to give the regulators time to complete their review process."

CenturyLink CTO Aamir Hussain recently told Capacity that the company had identified almost $1 billion worth of potential synergies from the merger, most of it coming from operational costs around its network. Hussain also said the deal will make CenturyLink "a worldwide player" and "number two in the world in enterprise".

To read the full interview with Aamir Hussain, in which he discusses how CenturyLink will merge its network with Level 3, click here.

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