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

mergers

MSP Tidbits (#2437)

May 25, 2016

The MSP (managed service provider) sector is set for growth as IT becomes more vital to a business - and the vastness of the IT umbrella overwhelms both the IT department and business owners.

Last year, HP broke up into 2 units. Now one of those units is in a mega-merger. USA Today reports that, "Hewlett Packard Enterprise (HPE), run by Meg Whitman, late Tuesday said it was spinning off its enterprise services business, and merging it with Computer Sciences Corp. (CSC), to create an IT services firm with $26 billion in annual sales." This will create the world's third largest SI with 5000 clients.

Windstream Complains About XO-VZ Deal

May 19, 2016

Windstream (and a couple other telcos) is complaining about the acquisition of XO by Verizon.

"About 50 percent of the Ethernet circuits Windstream buys from XO, or about 32 percent of its Ethernet expense with XO is provisioned as EoC. By using XO's EoC services, Windstream can provide symmetrical bandwidth of up to 100 Mbps to business customers." So XO is a vendor for Windstream for EoC. They want to preserve the supply of EoC, not something that VZ cares about.

It is Nice that Acquires inContact

May 19, 2016

Israeli software company Nice Systems said it would acquire inContact on Wednesday morning for about $940 million. Another Billion dollar deal in the UC&C space. (PGi got picked off by private equity for a billion late last year.)

inContact is a cloud contact center platform that is the partner for Siemens Enterprise Communications (which re-branded as Unify, later acquired by Atos for $400M).

GoDaddy Buys Some Voice

May 18, 2016

In a surprise move, GoDaddy is acquiring FreedomVoice of Greater San Diego, a former client and employer, for $42M plus $5M more for milestones. The CEO and his wife have been building it to sell since 2012. GoDaddy is getting a cloud phone product much like Grasshopper or Google Voice to upsell to its small business customers.

The cloud phone service is a good fit for selling domains, hosting and email to VSB (very small business with 1-5 employees).

Telecom Tidbits #2435

May 16, 2016

A lot going on (especially with M&A). The FCC approved the Charter-TWC-BHN merger, despite being fined for blocking third-party modems.

Frontier says that the 30K people affected by the transition (and who still have issues) will get credits and should get over it as 30K represents less than 1% of their customers. The Florida Attorney General jumped on the PR bandwagon to wag her finger at Frontier.

Food for Thought (Tidbits #2434)

May 2, 2016

Tidbits today but not all of them are about telecom.

From James Altucher: "Automation is eating the world. Every time a line of software is written, a job is lost." VR, 3D printing, AI and robotics will make us all unemployed soon. what then?

Telecom Tidbits (Part 2433)

April 25, 2016

You work in Tech. Everyday is a front row seat to amazing. Right?

A pretty good primer on SDN from BI in 2012!

Charter Bid Approved! Only condition, NewCharterCo can't have data caps for 7 years.

Musings on the Polycom Deal

April 18, 2016

So MITEL is getting bigger by buying Polycom. It had been rumored for weeks and now finally hits the news.

I wonder if Polycom saw the writing on the wall that the battle is going to come down to Microsoft versus Cisco? Motley Fool thinks that is why the OTT ITSP 3Some - 8x8, RC and Vonage - all had a bad day at the stock market.

Rural Acquisitions Happen Too

April 18, 2016

What if you were a company that long ago was created to be a volume buying group for RLECs and owned by a bunch of IOCs? Then time passes and long distance minutes are declining. The FCC mandates that even RLECs have to transition from TDM to IP for voice. Oh, and that RLEC funding through the Universal Service fund was going to transition from voice lines to broadband lines.

This Might Be Big

April 15, 2016

As I mentioned after Vegas, MITEL is buying Polycom for almost $2B according to Reuters.

Polycom brand to be retained, but the execs at Polycom lost this battle. CEO and CFO of MITEL stay in roles and the combined org is headquartered in Canada, much to the delight of Canada and the tax burdens.

MITEL bought Aastra in 2014 for $400M.

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