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

mergers

What's Up With the Data Center?

August 26, 2015

This morning there is an article that "RDG Capital Fund Management, the investment vehicle of Russell Glass and a significant shareholder of Internap, put out a public call today citing shareholder support for a sale of the company," InterNAP.

On top of that, rumors say that Verizon is shopping its data center business, formerly known as Terremark, owners and operators of the NAPs.

Windstream got a banker to shop its data center business, Hosting Solutions, which it bought in 4Q2010 for $310 Million.

Other recent deals include vXchnge buying 8 data centers from Sungard AS; and Digital Realty Trust, Inc.plunking down $1.886 Billion to private equity firms ABRY Partners and Berkshire Partners for TELx.

Vonage Picks Up Another One

August 20, 2015

Broadsoft is losing customers steadily. Vonage bought its third Broadsoft shop today with the announcement it is acquiring iCore for $92M. "The purchase price represents approximately 1.3 times estimated 2015 iCore revenues." [pr]

"iCore sells its solutions primarily through its large, direct field sales force, adding significant scale and a national footprint to Vonage's existing sales force.

Integra Expands With Fiber Buy

August 18, 2015

Integra is in the process of re-invention. Integra re-organized and revived the Electric Lightwave brand. CEO Kevin O'Hara was replaced by a board member and the HQ moved to Vancouver. But it looks like it will stick with its fiber first focus.

Fiber Play: NTELOS Bought by Shentel

August 13, 2015

It is all about fiber. Whether it is fiber-to-the-home or fiber lit buildings, the bankers love the word fiber. (I will refrain from jokes about constipated personalities here.)

CenturyLink keeps announcing fiber-to-the-home plans.

An Afternoon of VoIP News

August 5, 2015

Vitelity, a VoIP, SMS and Fax-over-IP provider, got bought by Onvoy. Onvoy got bought by Zayo. Zayo spun it off as a part of another Zayo entity (CII or Communications Infrastructure Investments).

Onvoy provides tandem and transit, wholesale VoIP, hosted PBX, long distance, SS7/database services, and call management solutions, including directory assistance and operator services. [TMC]

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.

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