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| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

data center

Telecom Tidbits (Part 2459)

June 13, 2017

Some stats from 451 Research

Enterprises buy a variety of computing services from public to private along with VPS, hosting and everything in between. "It's easier for enterprises to develop, test, operate and migrate workloads across hybrid architectures when the CSP's public and private cloud code base is the same, or at least virtualized and functioning identically." However, they cannot procure this variety from Amazon or Google. They would to go to the likes of IBM, Microsoft and Oracle.

"Consumer tablet demand continues to shrink.

2 Blockbuster Deals

June 9, 2017

The VADs (value added distributors) are feeling the pinch of the growth of cloud, SAAS, SD-WAN, managed services - amid the decline of laptops, PCs, hardware and software licensing.

Last year, Tech Data negotiated to acquire Avnet Technology Solutions for $2.6 billion. Avnet TS brings in $9.65 Billion in revenue and will increase Tech Data's share of data center revenue from just 29 percent to 45 percent. This move also gives Tech Data a presence in Asia-Pacific.

Are They Moving to Cloud?

May 9, 2017

From RC's Channel head, Zane Long, "As organizations continue to migrate their IT infrastructures and applications to the cloud, I've noticed something interesting happening. Initially, the migration was driven by sales and marketing. Yes, some insightful IT and business managers saw the value proposition of the cloud early on--lower costs, the off-loading of hardware ownership and maintenance of equipment, automated software upgrades, responsibility for security, business continuity and more. Until recently, though, education and persuasion were required to give other organizations the confidence to take the leap."

Some Thoughts for the Day (Part 2455)

May 3, 2017

Despite growing 93 percent from a year ago, Microsoft's Azure hasn't made a dent in Amazon's share of the $10 billion cloud market, according to Synergy Research. Amazon's AWS held steady at 33 percent of the worldwide market share of cloud infrastructure service providers in the first quarter, according to Synergy. And though it grew just 43 percent in the first quarter, Amazon's cloud revenue is more than the next five providers combines, Synergy estimates.

It isn't a sprint.

Cloud, IOT and DC Tidbits (Part 2454)

April 28, 2017

Tidbits of surveys from the 451 Research and other studies.

Cloud

Cloud adoption remains strong, with 60% of respondents indicating either Initial Implementation (31%) or Broad Implementation (29%) of production applications. Just over a quarter of the respondents are either Running Trials/Pilot Projects (15%) or Discovery and Evaluation (12%).

Telecom Tidbits (part # 2450)

March 21, 2017

Amazon Using Trojan Horse Approach To Go After Smartphone Voice Market. Amazon is agressively pursuing the voice personal assistant market, focusing primarily on the short-term outlook of market penetration of Amazon Echo and Alexa. Amazon may have failed in the smartphone arena, but its tablets and voice assistants are winning.

In the business market, Alexa is integrated with Skyswitch, a Netsapiens softswitch operator.

M&A Update (#2448)

March 8, 2017

So many transactions. Companies are being bought and sold like a game of Go Fish.

Avaya sold its networking business to Extreme Networks for a paltry $100M (It is about $200M in revenue). That $100M does not make a dent in the billions in debt that Avaya is trying to scrape off in bankruptcy.

Telecom Tidbits #2447

March 3, 2017

CenturyLink sold its data center business (57 sites) to a consortium of PE firms fronted by Medina Capital Advisors for $2.3B end of last year. Details were sketchy for agents who had clients in those data centers. And we are still waiting. At least now we know that the spin-off will do business as Cyxtera.

Cologix and Equinix Make Moves

December 5, 2016

The data center space is fluid right now. Cologix is up for sale according to Ramblings blog and WSJ. Chris Palermo, CEO of master agency Global Communication Networks said, "Cologix is a quality provider that has run an agent friendly channel, for years. Ten acquisitions later, they have grown into an interesting candidate for several data center providers [to buy]." The expected buyer yesterday was Equinix.

Advice for Partners for 2017 [podcast]

December 5, 2016

Jeff Ponts of Datatel; Emmett Tydings of AB&T Telecom; and Chris Palermo of GCN joined the podcast this week to talk about the M&A in the industry and what partners can do to mitigate risk in 2017.

It has been a turbulent year with a lot of mergers and acquisitions. It makes people anxious.

Jon Arnold is a fellow blogger who recently saw Guy Kawasaki keynote Nextiva's event.

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