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Cbeyond M&A Happens Two at a Time

November 4, 2010

Peter Radizeski has been the intrepid M&A reporter as of late sand he says in a recent post he is having trouble keeping up with all the activity. Cbeyond for example today announced it has purchased companies MaximumASP and its affiliated companies as well as Aretta Communications. These moves allow the company to provide a variety of services such as managed virtual servers, cloud services, cloud communications in the form of hosted PBX solutions and SIP trunking.

The prices for the transactions was $40M and 2010 revenue of the two companies in 2010 is expected to be about $12M.

New Editorial Additions to TMC

November 3, 2010

Tehrani on Future of Broadband

November 2, 2010

Alcatel-Lucent: Mobile Data to be Sold at a Loss

October 27, 2010

Alcatel-Lucent has a dire warning for wireless carriers and investors… You just aren’t going to make money from wireless broadband. The timing couldn’t be better <sarcasm> to get the news as global carriers are pouring billions into their 4G networks.

What leads the company to this conclusion? The challenge is operators are starting to tier their pricing which means users can get on broadband networks less expensively – moreover, voice revenue is paying much of the carrier bill and as it declines in lockstep with the cost of data plans – carriers could be losing money for years to come.

Thrane & Thrane Update

October 27, 2010

I recently had a chance to sit with Ron Lockerby of Thrane & Thrane to learn about what was new with the company’s satellite product line which serves a diverse set of markets such as maritime, aeronautical and land mobile. With a total of 600 people in the company and 60% of those being engineers you can expect engineering to be a strong-suit of the organization.

Thrane & Thrane’s maritime products consist of the SAILOR line which is OEMed by Northrop Grumman’s Sperry Marine unit and the product line consists of VHF, MF/HF, Inmarsat C terminals, complete GMDSS systems including LRIT and SSAS solutions, and a full range of maritime satcom products including Iridium, Mini-M, Fleet, FleetBroadBand, VSAT and satellite TV.

Lockerby spent some time focusing on the company’s Explorer 325 which is a compact voice and broadband solution for vehicles.

Astricon 2010 Kicks off to Standing Room Only Crowd

October 26, 2010

Anana Enables Social Networking Dial-Tone

October 25, 2010

It was only a matter of time – social networking has permeated so many aspects of our lives that almost one-in-five divorces cite Facebook as part of the reason for the split! Moreover, in some countries a single text message is legal grounds for divorce. But wait, how did I get on this tangent? This was supposed to be a happy story about how social networking has integrated with telephone service like never before, enabling carriers to generate revenue by tapping into one of the most popular phenomenons on the planet.

Astricon: All Things Asterisk

October 25, 2010

BroadSoft BroadCloud a Smart Move

October 25, 2010

Moving from equipment to the cloud is very smart move and something I noticed many vendors at the recent ITEXPO in Los Angeles were focused on doing. Just as VARs and channel partner/MSPs have shifted from once selling hardware to services for the recurring revenue and to offset shrinking margins, I expect many hardware providers to follow suit.

As the trend continues expect prices for services to drop in response to greater supply in the market. Why?

Broadvox Buys Cypress - Advice to Acquirers

October 17, 2010

TMC blogger, Peter Radizeski may have set two records in breaking news of two acquisitions in one day. If that isn't a record, certainly the fact that both acquiring companies start with the same five letters has to make it into the Guinness Book.

First there was Broadsoft acquiring Casabi which I commented on last week. Next there was Broadvox acquiring Cypress Communications which Peter broke here and follwed up on here. TMC's Paula Bernier added her opinions to the mix and further reminds us of a slew of other acquisitions taking place in the market.

My thoughts on the matter are fairly simple and straightforward.



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