Peter : On Rad's Radar?
Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

cellular

There's Disruption Everywhere

September 28, 2011

As folks move to VoIP and cell, the PSTN has to come down. Meanwhile, since fees are lower on VoIP and cell servcies, 911 centers can't afford to operate. As we move away from regulation - especially in Florida - phone calls stop being connected. Call termination issues increase.

Tech Data Becomes a Master

September 19, 2011

Tech Data announced a joint venture with Brightstar called ActivateIT, branded as TDMobility. In this case, TD will become a master agent for its VARs to offer not just cellular service from the likes of Sprint, ATT and T-Mobile, but M2M, devices and the works.

It will be interesting to see how TD transforms from hardware distributor, which has a very different financial model, to a cloud provider and a master agent.

The Master Agent has to deal with telcos. Cellcos are notorious for commission issues, moreso than other carriers.



A Couple of M&A Items

September 9, 2011

It seems that Apple put in a bid for Dropbox for $800M (for $100M in revenue). But Dropbox decided to get another round of funds and think IPO instead. [BusinessInsider]

Cablevision will resell Sprint wireless service through its Optimum Business unit. Quad play for SMB.

A Little Merger Opposition

August 31, 2011

Rep. John Conyers (D-Mich.) and Rep. Ed Markey (D-Mass.) held a news conference to oppose the AT&T/T-Mobile merger. According to this report, "At the news conference, Conyers said, "I've never seen a merger that didn't lose jobs." .... At the hearing the next day, Conyers went further, stating, "I have never met a merger that I liked. They always cost jobs, and they create less competition, and they hurt consumers.""

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)]











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