So Zayo is buying AboveNet for $2.2B.
Avaya bought RADVision for $230M. Conferencing is making a lot of noise. As David Byrd points out, "It is clear that video conferencing is growing in importance in the market.... is the market big enough to support them and others attempting to stake out market share. Vidyo, ooVoo, Skype, Polycom, ShoreTel and others are all battling it out to deliver video conferencing either as a desktop offering or major telepresence in conference rooms." Byrd forgot Google, who has made video chat with G+ Hangouts stupid easy. Easier than Skype, since there isn't any software to download.
AT&T quietly settles the iPhone data cap case. Quietly because they don't want a rash of these lawsuits, even if it only costs $900 to settle. Will there be a rush to the small claims courts?
This headline killed it this morning: "Bernstein Downgrades Sprint, Notes Bankruptcy Risk". It being Sprint's stock, which dropped. Is Sprint in risk of BK? Not in the near term (2012 or 2013). Maybe in 2014 if it has to pay Apple for unused iPhones. See Bernstein thinks that the iPhone 5 which will utilize the 4G network will hurt Sprint who doesn't yet have a nationwide 4G network. Why not? Sprint just opted out of the LightSquared deal that the federal government all but kaboshed. Clearwire can't get it's act together. (Even with a deal with NetZero for free 4G data!) Bernstein stated that Sprint didn't have spectrum for 4G, which isn't true, since Clearwire has Sprint's spectrum combined with others to have a big chunk in most markets. Also, with roaming agreements in place, Sprint can use AT&T or other 4G carriers, although that will be costly. Sprint has a Brand isuue. Not to mention an under-utilized fiber network. BTW, CNET has a story about the 4G spectrum issues.
LightSquared has chosen to yell at the FCC and demand replacement spectrum. LightSquared said that the FCC action violates its constitutional property rights. What a bunch of BS!! The DOD said you can't use the spectrum. Period. You don't OWN the spectrum. You have a license to USE the spectrum - as it was deemed in said license. The LightSquared spectrum was licensed for satellite usage, not terrestrial broadband usage. "LightSquared's spectrum holdings (between 1525MHz and 1660.5 MHz) are close to the GPS satellite signals," reported ARS. And even more about the challenge that LightSquared faces from the Laws of Physics. LightSquared has offered to swap spectrum with the Dept. of Defense.. Corporate welfare clowns annoy me.