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

mergers

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.

AT&T Sneaks One In

November 27, 2011

AT&T sneaks in a note that says they set aside $4B for a break-up fee during the Thanksgiving break. AT&T withdrew its petition from the FCC as they wait to see what happens with the DOJ and the lawsuit.

UPDATE:

AT&T is in a tiff with the FCC over the merger application withdrawal.

3 Things to Watch for in The Channel in 2012

November 21, 2011

2011 has yielded some surprising momentum for the Channel. With the cable industry, cloud providers and so many other companies making more commitments to the Channel. I think that there are 3 things we need to watch for in The Channel in 2012.

In 2012, we will see more M&A.

Presidio, Best Buy Make Acquisitions

November 7, 2011

Big day at Best But as they buy out the stake in Carphone UK and pick up an MSP.

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Bloomberg reports, "Best Buy Co., the world's largest consumer-electronics retailer, agreed to buy Carphone Warehouse Group Plc (CPW)'s stake in their U.S. mobile-phone joint venture for 838 million pounds ($1.34 billion) and close the U.K. stores it opened less than two years ago."

So Best Buy goes deeper into mobile retailing (well, not sharing profits on its Best Buy Mobile stores).

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.

E-Solutions for Sale?

November 3, 2011

EarthLink Buys Some Synergy

November 1, 2011

EarthLink is buying two divisions from Synergy Global Solutions: its IT Solution Center, a 24-7 help desk and network operations center, and its cloud-hosted application business, according to Buffalo News.

EarthLink gets relationships with about 120 VAR's that laready sell the Solution Center and hosted application services. That's probably as valuable as the NOC itself.

"In addition to the Solution Center, EarthLink is acquiring Synergy's cloud-based application service which provides end-to-end hosted IT capabilities for the environmental services vertical market.

So PAETEC is in the WIND

October 31, 2011

Oracle Says RightNow

October 24, 2011

What surprised me about

Will Paetec End up in the Wind

October 11, 2011

PAETEC has a bid on the table from Windstream for a stock swap. The board of PAETEC will vote on it at the end of October. Some shareholders are so not happy with the bid value that lawyers and analysts have been hired to evaluate the deal.

Meanwhile CNBC reports that Level3 will be putting in a competing bid for PAETEC despite the fact that L3 is currently in the process of acquiring Global Crossing.

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