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  • Deutsche Telekom Likely Wants Sprint's Wireline Business, Not the Whole Company [View article]
    Any guess on how much Sprint would ask for its wireline? Q was asking for several billion for its wireline.

    However, you may forget XO has a lot of bandwidth and it owns THE nation’s largest LMDS spectrum portfolio with best use for backhaul. More obviously, the Deutsche Bank is a 3.64% XOHO shareholder, and T-System has been a partner of XOHO (T-Systems Selects XO To Expand U.S. Presence: www.xchangemag.com/hot... )

    The entire XO is currently worth only $800 million and Carl Icahn has been struggling with the endless legal war with R2 and all the minority shareholders.

    Should we feel surprised if a deal strikes?
    Sep 15 20:38 pm |Rating: 0 0 |Link to Comment
  • XO's Top Line May Grow Faster with Latest Network Upgrade [View article]
    XO has its own national backbone in addition to million miles of metro fiber. That's where most of the CRS-1 are installed so in most cases, no transit is paid at all.

    Then, indeed, "they have numerous revenue-neutral peering agreements" in places. Apparently, with the newly added CRS-1, they increase the numbers of agreements to do more revenue-neutral peering.

    XO is also increasingly working with international carriers that need terminating connections in the States.

    XO, like the popular economical airline JetBlue, always make big killings when they see where they have end-to-end connection with unparellel advantage.
    Mar 11 19:54 pm |Rating: 0 0 |Link to Comment
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