Telecom Earnings Roundup

This article, by Ike Elliott, is a kind of follow up to Rob Powell Telecom Rumblings' "Earnings Summary for Internet Infrastructure", quoted a few days ago.

Some highlights related to the stocks covered here:

>>Rob Powell has an excellent summary of the winners and losers, here. He concludes that colocation is hot, owning your own fiber is good, the slow economy is not having broad effect in telecom, and that competition among CDNs is heating up.

Here are a few additional observations: Focus counts for a lot in telecom strategy. Internap lost focus with its Vitalstream CDN acquisition, and it is showing in the company's financial reports.

Winners:

• Time Warner Telecom
• Global Crossing
• Equinix
• Savvis
• Switch and Data
• Comcast

Losers:

• Internap
• Paetec
• Akamai
• Cogent
• Vonage
• Time Warner Inc.