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

colocation

VZ Buys Terremark for $1.4B

January 28, 2011

I was shocked last night when I read that VZ had purchased Terremark for $1.4B. It reminded me of MCI Worldcom buying Intermedia just to acquire the Digex assets. It really is all about Cloud these days! Rackspace and Savvis are home counting out the stock options.

The Cloud is For Agents, too

October 28, 2010

Khali Henderson of Phone+ and I are doing a webinar tomorrow for agents at TCA on The Cloud. One of the TCA Board Members, Emmet Tydings, President of AB&T Telecom, sent me this response:

"Voice is just another application in an IP world. Mobility is mandating a large portion of strategic service delivery changes within organizations.

Is the Time Up on Colo?

October 12, 2010

Last week we saw restated guidance from Equinix about revenue for the year. All the sector stocks tanked, even Savvis although it raised its revenue estimate for the year.

One thing that stock pickers don't understand is, um, the business that they trade in. Do any of them even talk to people in the sector?

Equinix is seeing a downgrade in revenue, because they cut off their Channel partners. When they bought Switch & Data, they sliced the indirect channel off.



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