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

data center

ABRY, Telx and other Monday Surprises

August 8, 2011

ABRY Partners in conjunction with Berkshire Partners LLC acquired TELX from GI Partners, which also owns ViaWest. (I have to ask why they didn't merge those two together?)  ABRY Partners has been active in telecom, buying RCN/Sidera, but especially in the data center space: spending almost $1.5B on the likes of CyrusOne, Datapipe, Hosted Solutions, Q9 Networks and Sentrum - and now TELX. (Hosted Solutions was sold to Windstream and Cincinnati Bell acquired CyrusOne.)

TELX has 15 data centers (including 56 Marietta in Atlanta, 60 Hudson in NYC, and 111 Eighth Avenue also in NYC) with 900 customers and about $129M in revenue in 2010. It filed for a $100M IPO in March, 2010. 

This is just a change in private equity holdings.



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.

Ethernet is Spreading

July 18, 2011

So many notices this week about Ethernet. It's the preferred protocol for most businesses. (No one wants to buy a DS3 card and configure it, I guess). Ethernet is becoming more and more available as the delivery protocol for Internet bandwidth, MPLS, IP/VPN, and Private Line.

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.

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.



InterOp 2011 in Vegas

May 11, 2011

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.

Data Center Certs

May 6, 2011

I am working on a data center project for a client. Evaluating data centers is kind of funny, especially the certifications. SAS70, ISO, LEEDS and PCI Compliance.

I don't think people even understand that SAS70 means that a CPA has audited the procedures and processes to ensure that there are indeed written processes in place and that at least some of them are followed. Now some of you will argue you with me about this, but the reality is, my evaluation is pretty accurate.

CenturyLink Buys Savvis

April 27, 2011

It hasn't even finished swallowing Qwest and CenturyLink makes a deal to buy Savvis for $2.5B plus the assumption of $700M in debt. From the press release, "With the addition of Savvis, CenturyLink will achieve global scale as a managed hosting and colocation provider and will accelerate its ability to deliver quality managed hosting and cloud capabilities to its business customers. The combination of CenturyLink's hosting and network assets with Savvis' proven solutions in colocation, managed hosting and cloud services substantially enhances CenturyLink's capabilities and provides the company with a solid platform for future growth." So they want to be global?

"Together, CenturyLink and Savvis will operate 48 data centers located in North America, Europe, and Asia with more than 1.9 million square feet of gross floor space; a robust, national 207,000 route mile fiber network; a 190,000 mile global access network; and have a customer list that includes a majority of the Fortune 500 and Fortune 1000 companies."

Everyone is chasing cloud and global. It's interesting because while there are 1000 companies in the Fortune 1000, there are over 5 million other businesses who are looking for business services.



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