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

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Zayo Buys AboveNet

March 19, 2012

It was a big surprise this morning to hear that Zayo bought AboveNet for $2.2B. My first thought was "Where did Zayo get the money?" I mean, the Dealbook writes, "As of Dec. 31, Zayo had about $25.9 million in cash and short-term investments, along with $682.7 million in long-term debt. It currently has a credit rating of B2." Apparently, Zayo backers and bankers went into their reserves to buy AboveNet. I guess the heady days of Bain LBO is back, thanks Mitt! (LBO is leveraged buy out).

EarthLink's Sweet Spot

March 14, 2012

I learned a few things at the EarthLink training today in Tampa. EarthLink has 175K business customers and about 3 Million consumers, most of them dial-up customers, providing $20M in free cash flow per month. So of the $1.3B in annual revenue, about $500M is dial-up. ELNK has 4 data centers - Columbia, SC; Rochester, NY; Marlborough, MA; and 55 Marietta.)

The first (or 70+ slides) shows that Pipe is the foundation for Managed Security and other services.

A Brief View of Integra Telecom

February 21, 2012



I interviewed Integra in Austin last year. Like quite a few interviews I do, I just can't find the time to write up the blog. It may seem like I do this blogging thing full time, but my bills still get paid doing consulting to ISP-CLEC-VOIP-MSO companies and being a telecom agent. It makes for a lot of juggling and long hours.

Has Verizon Stopped Repairing Copper?

February 17, 2012

Over and over, I am hearing that Verizon has given up on copper. From repair issues to DSL to stripping copper out when FiOS is installed, the story seems to point to VZ looking to forget its copper plant.

in a discussion on LinkedIn about SLA's, one agent had this to say, "The absolute WORST cases I have seen have all been in the northeast where Verizon's copper is concerned. Verizon seems to have made the decision to put all efforts and funds behind their fiber build out (a good thing) but have completely sacrificed the quality behind their copper services such as T1.

L3 Sells Coal Mine

November 28, 2011

Not many people knew that Level3 owned a coal mining operation. It was sold off last week. I do not know if L3 still owns the software integration business. (I can't find any indications in the earnings reports.)

According to the earnings, it looks like L3 is bringing less than $4B in revenue at $927M in 3Q2011 and $913M in 2Q2011.

So Who is Going to Buy XO?

November 3, 2011

I got asked this question again today: Who is going to buy XO? I think we can almost all agree that Carl Icahn would like to sell his company.

XO had 2010 revenue of $1.5 billion, only $8 million more than 2009. So that's flat.

360, OpenRange and Hosting.com

October 11, 2011

It looks like Zayo Group is going to buy 360 Networks. Back in May, Zayo and 360 entered into a long-term dark fiber deal that must have set off talks of an acquisition. (It explains why 360 was too busy to keynote this week.) Zayo, backed by M/C Ventures,  reported sales of $77.8 million and a profit of $11 million in 4Q11.  Instead of being acquired, Zayo is grabbing its 17th sale.

Hosting.com acquired Neospire, a Dallas based mission critical, managed hosting provider.

MVNO and Name Changes

October 3, 2011

Here at COMPTEL there have been some announcements. The big one is that Sprint has signed up two new MVNO's - XO and Easton Telecom. Easton Telecom is a reseller CLEC that has contracts with 100+ carriers (according to its PR). The interesting move comes from XO whose interim CEO inked an MVNO deal with Sprint.

A Couple of M&A Items

September 9, 2011

It seems that Apple put in a bid for Dropbox for $800M (for $100M in revenue). But Dropbox decided to get another round of funds and think IPO instead. [BusinessInsider]

Cablevision will resell Sprint wireless service through its Optimum Business unit. Quad play for SMB.

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.

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