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

mergers

News Tidbits Part 2919

July 30, 2015

Windstream joins the likes of TelePacific, the old Airband (now UNSi) and numerous WISPs in offering Fixed Wireless. "Windstream's Fixed Wireless is a technology solution for carrier-grade Ethernet and Internet-over-Ethernet connectivity delivered by digital microwave technology, and is currently offered in Chicago, Ill., New York, N.Y., Northern New Jersey, N.J., and Milwaukee, Wis." [source]

Windstream is in battle at the FCC to get IP equivalent wholesale products from AT&T as TDM retires. It is not going well.

Promises Unkept

July 12, 2015

As the mergers (AT&T/DirecTV and Charter-TWC-BrightHouse) are coming under review at both the Dept. of Justice and the FCC, the propaganda machines are full swing - especially by AT&T which has a formula for getting its way at the FCC.

BGR has a headline - AT&T's Latest Promise to FCC in Effort to Win DirecTV Merger Approval Reeks of Desperation - that is interesting, except it isn't desperation. This is the AT&T formula for mergers. Make Promises that you will never keep.

Merger Noise in June

June 9, 2015

BroadSoft gobbled up mPortal, which "designs and develops customer experiences across mobile, web and other connected devices." [Marketing noise for app and portal.] It turns out that BroadSoft Design is actually mPortal. It has something to do with BroadSoft's UC-One.

The IOCs and RLECs are in the midst of a tempest due to USF Reform and other legislative changes taking place. A consortium of (unnamed) Independent telcos bought Codero.

Charter Bulking Up

May 27, 2015

Charter bid on TWC before Comcast. Comcast wasn't going to get past regulators. Charter is hoping that they will with 2 bids in this week. One to buy TWC where Charter will pay $55 billion in cash and stock for Time Warner Cable.

Europe Invades American Cable

May 21, 2015

The French group Altice SA, controlled by Patrick Drahi, made a bid of $9.1 billion for Suddenlink - and is rumored to be looking at TWC. Yesterday, during a lunch discussion with TMC's CEO, Rich Tehrani, I mentioned how over-leveraged most of the Duopoly is. Verizon, AT&T, C-Link, Frontier, Comcast, WIND - all have an overloaded debt to revenue ratio. Rich explained that the name of the game is share price and cheap money.

AOL Gets a Surprise from Verizon

May 12, 2015

Did you know that 2.1 million people still use AOL dial-up - and pay about $20 per month for it?

And Verizon just put in a bid to buy AOL for about $4.4B in cash. (No idea where that cash is coming from. VZ has $121 Billion in debt.

4 Acquisitions Noted (+2)

May 7, 2015

I missed the announcement that BAE was acquiring SilverSky. SilverSky was a combination of Perimeter Internetworking and Silver Sky that was a major cyber security and network security firm used by a number of large service providers. BAE is a large, global defense contractor.

"Metalogix, the premier provider of management software to move, manage and secure content for Office 365, SharePoint, OneDrive for Business, Exchange, Box, Dropbox, Amazon, Google and other leading enterprise content management (ECM) systems, announced today that it has acquired MetaVis Technologies. MetaVis is widely known for its innovative and unified cloud collaboration service management platform." [I would have just said Microsoft Partner, but I guess that doesn't cover it.

A Spotlight on EarthLink

May 7, 2015

EarthLink has come a long way from the days of Mindspring and dial-up. That revenue did allow it to make big mistakes - Helio, Muni Wi-Fi - and make acquisitions to become the company they are today.

From dial-up to muni wi-fi to Clearwire 4G service, EarthLink has tried to stay close to its roots as a consumer ISP. Luckily, they made other moves to become a business servcie provider too.

M&A Rumor Mill

May 4, 2015

One big rumor is that Salesforce is being acquired. Google, Microsoft and even Oracle have all been mentioned. Although Oracle has said they will profit more if someone else buys Salesforce.

By the way, just the rumor made a lot of folks at Salesforce extra money as the stock bumped up 10% on the rumor.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

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