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

data center

TWC Snags Navisite

February 2, 2011

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.

Simply Put: The Cloud

January 12, 2011

Expectations in 2011 with Jon Arnold

December 15, 2010

8 Questions for Cloud Providers

November 22, 2010

I've done a couple of webinars lately for VAR's and Agents about the Cloud. I think that between SAAS and Cloud, vendors are forgetting that they are selling applications.

I think the disconnect right now is that Agents aren't comfortable selling apps. They aren't comfortable with many of the SAAS Providers.

Cloudy With a Chance of Rain

November 17, 2010

The news is filled with Cloud and mergers. Will it Rain?

Rain is revenue. Will all these acquisitions turn into revenue? We'll wait and see, but most big mergers do not see the synergies that were predicted.

Not a Cloud in the Sky - Clear Sailing for M&A

November 4, 2010

The headline is goofy. I know. But another acquisition happened. Windstream grabbed some hosting.

We saw Cbeyond's purchase of both Aretta Communications and MaximumASP for what appears to be 3.5x anual revenue today.

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.

What's New to Sell?

October 18, 2010

Besides thinking Cloud, which is really just applications, there have been a few interesting product offerings from carriers. Here are some of them:

Both AboveNet and FiberLight have some new fiber miles to sell.

XO has almost 100 route miles of new metro fiber in Charlotte (with help from AGL and DukeNet).

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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