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

cloud computing

Blockbuster Still Chasing Netflix

September 6, 2011

There's a lesson to be learned from Blockbuster. Blockbuster was the last standing national chain of video rental shops. It was purchased by DISH Network out of bankruptcy. Blockbuster was an example of a company that couldn't keep up with changes in its sector - and let rivals dictate the playing field.

3 Weatherman and an Agent

August 26, 2011

At the CPExpo last night I was a panelist for the CPZ, an experiment in doing a talk show at the expo. It was 100 invitees, an open bar and 5 panelists in front of the camera - Khali Henderson, Dave Stewart of Simple Signal, Larry Walsh of the 2112 Group, John Siefert (CEO of Virgo), and me. It turns out that Siefert is a VAR (?) or works with VARs, so it was 3 cloud guys and me.

We started with the theme of the show: Is this the end of Transactional Agents?  The truth is that while the runway may appear to be running out, telecom is mainly an arbitrage business made up of me-too providers, who will extend that runway for a while longer.

Take the case that Bells no longer pay commissions on POTS lines.



Does HP Have it Right?

August 18, 2011

So HP made some, what I might call crazy, moves today. Reports are in that HP is going to spin off its PC business. Other reports are in about them killing off webOS products like Palm phones and tablets (here and here).

HP just bought Palm last year for $1.2B -- but it may license the software or put it in other products.

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.

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.

InterNAP Sweeps the Legs of Agents

July 20, 2011

In March, InterNAP notified agents that it would be making changes to the Agent program. It was going Master-centric.  According to the phone call I just received, 400+ agents that have agreements with InterNAP were given the boot. With 30 days notice, most carrier agreements allow for cancellation.

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.

Tidbits This Week 7-12-11

July 12, 2011

Masery was bought by ABRY Partners. No word on AboveNet yet.

A group of tech companies - including RIM, Google, Microsoft, EMC, Sony, Ericcson - bought the Nortel patents for $4.5B.

Top ISP's - AT&T, Verizon, Comcast, TWC and others - have joined together to fight piracy by monitoring your online activities. This comes after the announcement that metered bandwidth is coming to both terrestrial and wireless broadband. Can you say DPI?



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.

Dimension Data Makes a Move

June 30, 2011

I learned about Dimension Data a VoiceCon event. They had an interesting booth. They are a South African company doing more than $4B in revenue as a global VAR for Cisco, Microsoft, McAfee, TEM, HP, EMC, VMWare, Blue Coat and more. I didn't know that NTT bought the company outright in 2010 for GBP 2.1B.
Featured Events