TC2's David Rohde on Telecom

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Bad Merger Watch: Verizon held in check by valuation disagreements, so far

Posted on by David Rohde

With all of the concern about Verizon possibly selling off a chunk of its business to concentrate on wireless, it’s worth noting the ongoing chatter about Verizon buying companies instead. The latest is the idea that Verizon will take poor … Continue reading


Maybe Level 3 should stop thinking of itself as a turnaround story

Posted on by David Rohde

One of the great unsung heroes of the telecom industry is Sunit Patel, chief financial officer of Level 3. Patel has completely revamped the carrier’s financial structure, going from heart-attack levels of near-term debt maturities four years ago to one … Continue reading


Warren Buffett buys $2 billion worth of your Fear, Uncertainty and Doubt

Posted on by David Rohde

Warren Buffett always says that value investors have to be patient and not try to make a killing all at once. Well, he’s not going to make an immediate killing with the latest investment by his Berkshire Hathaway – $1.93 … Continue reading


Is CenturyLink adrift? It’s time for the third big incumbent to step up

Posted on by David Rohde

If Level 3 is the enterprise provider with big momentum whose local sales teams sometimes get ahead of their prospective customers or don’t fully understand the deal environment, then CenturyLink is the legacy industry provider that sometimes seems to be … Continue reading


Account teams and Level 3’s candidacy for major-carrier status

Posted on by David Rohde

If you didn’t know our industry, you might think the obsession with carrier account teams was irrational. Why should enterprises be excessively concerned with whether their local sales executives have the influence within their organizations to get market-based deals done … Continue reading


Verizon says there isn’t any deal on wireline as industry rumblings continue

Posted on by David Rohde

Well that much is settled. Verizon isn’t going to sell out your wide area network for a song. CFO Francis J. Shammo (you’ll see him referred to in the media as Fran) told a New York investment conference yesterday that … Continue reading


What’s a Verizon “asset”? Wall Street would love to play you for a mega-deal

Posted on by David Rohde

I’d rather you hear this from me than your CIO or SVP. So at the risk of amplifying an incomplete and potentially misleading report, yes, a major news outlet reported late last week that Verizon is considering selling its enterprise … Continue reading


Level 3 model will work if they don’t get sidetracked by the wrong advice

Posted on by David Rohde

If carriers were ranked by their executives’ performance on quarterly earnings conference calls, Level 3 would be at the top of the heap. Uniquely among carrier CEOs, Level 3’s Jeff Storey goes back a long way in the true enterprise … Continue reading