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

CLEC

Are They Reading from the Same Playbook?

August 1, 2011

Are Windstream and CenturyLink reading from the same script?

CenturyTel built up a wireline base from Embarq, Verizon (2001-2002), and Madison River. In 2003 to 2005, C-Tel bought fiber networks - Digital Teleport (which became LightCore), MFON and KMC. Then in 2010 announced it was buying Qwest - federal government contracts, fiber, international, data centers and more wireline.

A Strange Way to Start Monday

August 1, 2011

The party might be over at the PAETEC, as they announced today an $891M stock only sale to WINDSTREAM. USLEC, AllWorx, CavTel, McLeodUSA, Quagga, Xeta, US Energy Partners - all acquired by PAETEC to create a billion dollar CLEC. As if hitting the billion dollar mark was meaningful. Intermedia was the first billion dollar CLEC and HAD to sell itslef to MCI, as short-term debt became due.

CLEC Frustration Part II

July 28, 2011

One reason that the ILEC's have been frustrated with CLEC's and spend so much effort frustrating their orders is due to the Lack of Value that the CLEC's -- in general -- bring to the market place.

Resellers, Rebillers, switchless, UNE-P, and the like add nothing to the ecosystem, except lower rates. And this has been the case before the Telecom Act of 1996.

Along comes VoIP and what's the first thing the Industry decides: Hey! Let's sell it for less than TDM!  SIP trunking, same thing. 



CLEC Frustration with RCF

July 27, 2011

Two weeks. It took 2 weeks for a CLEC to tell me that they would no-bid a quote for RCF. Three phone conversations where I spelled out plainly that the customer wanted two POTS lines (analog phone lines) and RCF (remote call forward service - basically a phone number on the switch that forwards to another number.) Seems simple enough, right? Nope.

Alteva Acquired by WVT

July 14, 2011

Warwick Valley Telephone announced that it is acquiring Hosted UC firm out of Philadelphis, Alteva for cash and stock valued at $17 million - $10M upfront. "At closing the Company will enter into employment agreements with certain of Alteva's key employees." WVT is going to integrate Alteva into its CLEC operation, US Datanet. Alteva is the second Broadsoft client in M&A activity announced this month.

"Pursuant to the Agreement, upon closing, the Company will purchase substantially all of the assets of Alteva, except for Alteva's employee benefit plans, organizational documents and insurance policies.

Another Hosted PBX Merger

July 9, 2011

Tampa-based Telovations acquires North Carolina based FeatureTel, combining two Broadsoft providers. No financial details were released. Could this be a sign about the viability of the US Hosted PBX space?

Many of the Cloud Comm companies haven't grown as fast as their backers would like.

TelePacific Nabs Another

June 28, 2011

TelePacific moves into Texas with the acquisition of facilities-based CLEC, Tel West. Tel West is in Central Texas, serving about 3400 SMB customers. This will add to TelePacific's current 38,000 customers, serving 1.2 million access lines in mainly California and Nevada, according to the Sun Herald.

TelePacific has been on a tear lately picking up Orange County Internet Exchange, Telekenex, Nextweb and pieces of O1 to boost its revenues and add assets that it didn't previously have like a data center, nationwide MPLS network, Hosted UC platform and Managed Servcies division. It certainly makes for an exciting CLEC for agents to sell for.

Tel West, founded in 1998, owns and operates 11,000 fiber miles in Texas with offices in San Antonio, Austin, Dallas, Houston, Fort Worth and Corpus Christi. This will give the VC's invested in TelePacific - Investcorp and Clarity Partners - the push into Texas that they want.



Telecom Debt

June 7, 2011

It's amazing how much debt there is in telecom.

AT&T and its assorted subsidiaries owe $65B.

According to Zacks, "the Debt to Asset ratio shows the proportion of a company's assets that are financed through debt. If the ratio is greater than one, most of the company's assets are financed through debt." Zacks lists a few telecom companies:

Tele-Pacific Buys into Hosted

May 6, 2011

Tele-Pacific is buying its way into Hosted PBX with its acquisition of Telekenex. TelePacific will gain approximately 1,000 business customers and 122 employees along with the hosted PBX platform. Tele-Pacific will run Telekenex as a separate channel, which is a good thing.

This is a good move for Tele-Pacific as it continues to dominate its region with more services plus another data center.

A VAR's View from the Cloud

March 30, 2011

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