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

cellular

The Leaked AT&T Document

August 26, 2011

I have been sitting on this story for a while because I wanted to do a long piece about it. I'm just not going to get around to that.

The rumored breakup fee for the ATT-T-Mobile merger is like $6B. At that rate, Ma Bell will do anything to have this merger go through.

I Guess Mobile is the Future

August 15, 2011

There are many in telecom that think mobile is the golden land of the future. Google, Apple and Microsoft are in a championship scramble match for a large share of the mobile market - Win7 versus Android versus iOS.

Microsoft bought Nokia's handset biz for $19B. [As an aside, HP bought Palm and is rolling out Palm handsets and tablets based on webOS, yet a 4th player in the scramble.] Now in a bold move, Google is going all in by buying Motorola's handset, Motorola Mobility Holdings, for $12.5B today.

Google now owns the entire ecosystem like Apple and Microsoft - hardware, software, apps store. All are just missing the Network, which is probably the choke point for all of them.



Too Much Going On

August 4, 2011

PowerNet Global (PNG) signed a wholesale agreement with LightSquared. This will be PNG's second attempt at cellular. Back in 2005, PNG Mobile was launched as a Sprint MVNO. It didn't pan out.

XO Comments on L3-GC but not T-T

July 13, 2011

XO Communications filed comments with the FCC that some media outlets said ripped the merger of Level3 and Global Crossing. Rodrego A. Byerly tweeted that it smacked of a spurned suitor. Maybe it was. XO issued a statement that the L3-GC merger was not in the public interest.

Sprint/C-Link Talk

June 22, 2011

There have been a bunch of rumors about Sprint being a perfect target for CenturyLink, especially after the T-T merger, when Sprint will become the the Danica Patrick of cellular (pretty, media savvy, but not a real contender).

CenturyLink is currently rolling out VZW products to small business and residential customers, according to news reports. Qwest, recently absorbed by CenturyLink, was partnered with Sprint then switched to being a VZW authorized agent. Since both carriers went with VZW, I don't see them rushing in to buy Sprint.

One reason: why give such a sales boost to VZW to then have to swap everyone over (if you even can get them to switch).

Another reason: Sprint has a convoluted relationship with Clearwire, cablecos and PCS affiliates.





Moving and Shaking the Industry

June 20, 2011

Cbeyond opens up for business in Boston. Agents rejoice as they get to sell a booming brand to the SMB space in Boston.

AboveNet looks to have a private equity buyer.

Another fiber provider is getting an infusion of equity from a new private equity partner.

One of the original Broadsoft providers, CommX, was acquired by Keyon Holdings.

Lightyear Network Solutions has a new Sprint MVNO agreement that will allow it to offer its 60k current customers some new wireless products as well as its agent channel.

88 acquires a cloud company named Zerigo, which offers managed DNS, VPS and Cloud servers and monitoring. This move puts 88 on par with Cbeyond, Intermedia.Net and Parallels -- all companies that are truly treating Hosted VoIP as just another service in the cloud.

TWC is buying cable systems in KY and TN from NewWave for $260M [SOURCE: gulfnews.com ( http://bit.ly/m2Xeqv)]











VZW and the Open Spectrum

June 7, 2011

In the 700 MHz FCC spectrum auction 73, Google 's involvement insured that the spectrum would be Open Access. ATT ducked out of that auction to buy 700 MHz spectrum from Aloha Networks instead. VZW won $9B worth of Googlized spectrum. That is, that the spectrum was supposed to be used for open access.

All Those in Favor

June 3, 2011

The Benton Foundation notes that there are over 10,000 comments to the FCC about the ATT/T-Mobile merger. Unions and relatives are competing against consumer groups for the robo-comments.

Meanwhile, MetroPCS officially opposed it, but wants to buy all the assets that ATT will have to spin off.

"The New Jersey Division of Rate Counsel says the Federal Communications Commission should deny the application of AT&T to acquire T-Mobile USA's assets and operations from Deutsche Telekom AG because the proposed transaction is not in the public interest," according to Benton.

The ATT-T-Mobile Merger Rumors

May 19, 2011

Originally I had heard that the break-up fee was $3B, which meant (to me) that this deal was going to go through. Then there were reports it was $6B, which means there is no stopping it. (And let's not forget that AT&T cooperates nicely with the NSA and other government groups, who will put pressure on to allow this merger to go through.)

The Congressional hearings last week, where Stephenson basically said that although AT&T has a lot of spectrum, they have mismanaged that spectrum. Nice. So the whole industry pays for your mistakes?

Anyway rumor today is that AT&T will offer up wireline divestiture as a merger condition.



Mobile Coupons With Haneke Design

May 6, 2011

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