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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

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More Big M&A Deals Announced

May 19, 2014

TWC is being bought by Comcast - with Charter taking some pieces of that $45 Billion deal. This would make Comcast - already the biggest ISP and TV provider - even bigger and more powerful. While TWC is not really a competitor to Comcast (in fact, the cable guys collude like no other business sector), it would concentrate a lot of power into one entity that also owns a lot of content under its NBC-Universal.

Before this deal was announced, FCC Chair Wheeler told Softbank that they would not look friendly to a T-Mobile acquisition by Sprint.

M&A Merger Rumors Abound

May 1, 2014

Sprint is getting set to offer a bid to buy T-Mobile, which is funny since the FCC already told Softbank Sprint that they would say no. But on the heals of the Comcast-TWC deal (that now involves Charter getting some TWC leftovers), Sprint thinks that it will be okay.

Then there is the AT&T buying DirecTV rumor. Never hear the rumor about DISH being bought, huh?

Things That May Interest You

April 24, 2014

There are a bunch of things that I want to comment on but just don't have the time. Yet they may be of interest to you. I did get to comment on the FCC's net neutrality ruling and the Cbeyond-Birch merger.

For one thing, I hope that the CBEY-Birch deal doesn't become the Fairpoint-VZ deal.

VADs, VARs and Cable: How Does That Work?

April 2, 2014

Tech Data and Ingram Micro have partnerships to sell network services. Ingram Micro has a deal with CenturyLink and TW Cable. Tech Data has deals with XO and Microcorp (a master agency).

I want to know how the TWC-Ingram deal works.

The Fight Between Verizon and Netflix

February 23, 2014

It seems to be all over the news (like here) that Verizon (and Comcast) aren't happy with Netflix. Netflix has too many users and eats up too much bandwidth.

Users buy bigger pipes and FiOS just to get faster (they think better) Internet access to enjoy Netflix or Hulu without buffering. Surprise!

Seriously? Comcast Wants TWC

February 13, 2014

The FCC just finished telling Softbank that buying T-Mobile would not be likely. So Comcast outbids Charter for TWC. This will mean that the Top 2 MSO's will combine.

Comcast is already more than twice the size of TWC with 22 million subs and the NBCU division.

Just Plain Craziness - and Charter-TWC

January 14, 2014

I reside in Tampa, where a retired police office shot a man to death in a movie theater at a matinee over the man texting during the movie. Then a Georgia sheriff holds a kid at gunpoint because the line was moving too slow at McDonalds. The world is going crazy.

I expect the DC circuit to side with Corporations like Comcast (in 2010) and Verizon (today).

Short Week Musings

November 26, 2013

Thanksgiving and Hanukkah this week mixed with winter weather in many parts of the US has made for a slow week, but a busy travel week. Soon, thanks to the new FCC Chair Wheeler, that passenger barely squeezed into the ever shrinking airline seat next you will soon be able to use his cell phone on the flight - further annoying already annoyed people.

Blackberry has a new CEO, John Chen, who is making $88 million to sell them off, because if his tenure at Sybase is any indication, he isn't a turn around exec.

After 34 years as chairman of Level3, Walter Scott is retiring.

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

Why Our Duopoly Doesn't Work

November 8, 2013

The FCC starting with Chairman Powell did everything it could to get to a Duopoly. There were some crumbs given to alternatives but mainly just crushing blows (Brand-X, DSL, etc.). Granted, WISPA won the 3650 MHz battle and many non-ILECs won BTOP and BIB money, but we are stuck with a Duopoly for most services. It is cable or ILEC.

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