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

data center

What's Driving Data Center Investment?

March 26, 2014

According to Infonetics Research, there are a number of drivers of data center investment. [see the nice chart here]

Chief among the reasons is that Enterprises need to improve application performance.

Next is improve security, especially in our highly regulated society.

Telx Says They Love the Channel

March 5, 2014

Allen Harmsen, Director of Product Marketing at TELX, spoke with me about the channel strategy at TELX. To clear up the rumors from last week, Harmsen and Mary Fahey explained that Telx was actually still very channel-centric and that no agents had been cut from the program.

At a sales kick-off meeting in Jacksonville in January, the sales team was told that the channel was going to be leaning less on direct sales personnel and more on the channel people, including two newly added channel managers (in the Northwest and NYC). The five channel managers would be responsible for channel sales, not the direct reps, who would focus on Enterprise sales for the 20 data centers in 13 markets as Telx launches its nationwide marketing campaign.

Peak10 For Sale

January 24, 2014

WSJ is reporting that data center company, Peak10, has put itself up for sale. I guess the investors want there money now - and aren't shy about saying so. Even though thre was a "$215 million dividend to its owners, according to Moody's Investors Service" in 2012. The owners include investment firm Welsh, Carson, Anderson & Stowe, which owns 80%.

Where Is the Money in IT

January 15, 2014

Forbes has a great chart that summarizes a survey of CIOs main issues in 2014. Mainly, it is a lack of skills/staff coupled with a fixed budget to handle an expansion of business and of responsibilities. The responsibilities being foisted on the CIO include BYOD, WLAN, security, Big Data, storage, and migration to cloud.

BYOD means supporting a myriad array of devices (laptops, tablets, phones) on a number of platforms (Win7, Win8, iOS, Android, Blackberry) across time zones.

4 Moves in January

January 9, 2014

Colocation provider, FiberMedia Group, combined with Bay Area Internet Services under the new name: vXchnge. BAIC was acquired by the Stephens Group, which also owns FiberMedia.

FYI, a nice chart of the top retail colocation companies. Equinix is at about $2B of annual revenue at the top of this space and Savvis is second at approximately $1 Billion.

The CLEC Cloud Cover

December 30, 2013

Windstream, TDS, EarthLink and Cbeyond made a strategic decision to go cloud a couple of years ago. Acquisitions followed. It seems to be paying off.

CLEC's have a special access circuit problem.

It Has Been an Eventful Year

December 13, 2013

Wanted Windy West Data Center

December 11, 2013

Windstream CEO Jeff Gardner stated during the Bank of America Merrill Lynch 2013 Leveraged Finance conference, "We're really at a time where we can start looking out at acquisitions again to accelerate this transformation focused on the enterprise space obviously." Despite having work to do on the PAETEC integration still, Windstream will be looking for assets to add to its national enterprise system. Likely, this will be a data center on the West Coast. That could prove expensive for the following reasons: data centers are a hot commodity that a number of other CLECs are also looking at for purchase; Windstream's debt load is high and if it weren't for the stock dividend it pays out, the stock would reflect it; and their revenue profile.

Let's look at WIND revenue: 72% comes from broadband.

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

Savvis and Verizon Go Head to Head

October 10, 2013

I read a headline today that Amazon took a CIA contract away from IBM. Hmmm. IBM, Amazon, Verizon, Savvis, AT&T and others are all fighting for the same contracts.

Meanwhile Savvis is rolling out new integrated solutions to go head-to-head against IBM and Verizon. I can't tell the specifics from the press release because it is filled with keywords and buzz terms that mean nothing.

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