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

mergers

The Latest in VoIP Updates

September 19, 2011

There is just so many press releases. I'd say news but much of it is not new (that is to say innovative) or really news worthy other than as tidbits of info to keep up on the sector.

Metaswitch got into the SBC market, because their clients didn't want to buy the market leader, Acme Packet. Level3 jumped into the SBC market with a new service: Managed SBC.

The Banker Speaks

September 16, 2011

At Cloud Communications Summit at ITEXPO this week in Austin, Q Advisors a luncheon keynote. Q Advisors has been involved in quite a few M&A transactions this year with Cloud Comm companies. Micheal Quinn was the speaker. He said a lot of stuff that I have been saying (so I naturally liked the guy, even though he is a banker.)

Point1 Joins Pac-West

September 12, 2011

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.

A Little Merger Opposition

August 31, 2011

Rep. John Conyers (D-Mich.) and Rep. Ed Markey (D-Mass.) held a news conference to oppose the AT&T/T-Mobile merger. According to this report, "At the news conference, Conyers said, "I've never seen a merger that didn't lose jobs." .... At the hearing the next day, Conyers went further, stating, "I have never met a merger that I liked. They always cost jobs, and they create less competition, and they hurt consumers.""

The Leaked AT&T Document

August 26, 2011

I have been sitting on this story for a while because I wanted to do a long piece about it. I'm just not going to get around to that.

The rumored breakup fee for the ATT-T-Mobile merger is like $6B. At that rate, Ma Bell will do anything to have this merger go through.

Does HP Have it Right?

August 18, 2011

So HP made some, what I might call crazy, moves today. Reports are in that HP is going to spin off its PC business. Other reports are in about them killing off webOS products like Palm phones and tablets (here and here).

HP just bought Palm last year for $1.2B -- but it may license the software or put it in other products.

Insight Finds a Buyer

August 15, 2011

Insight cable has been actively looking for a buyer for a while. well, actually, Carlyle Group that owns insight was looking for cash. Carlyle Group is an infamous holding company (backed by powerful politicos in the US and Saudi petrodollars). Carlyle bought Hawaiian Telecom from VZ, but it went BK.

I Guess Mobile is the Future

August 15, 2011

There are many in telecom that think mobile is the golden land of the future. Google, Apple and Microsoft are in a championship scramble match for a large share of the mobile market - Win7 versus Android versus iOS.

Microsoft bought Nokia's handset biz for $19B. [As an aside, HP bought Palm and is rolling out Palm handsets and tablets based on webOS, yet a 4th player in the scramble.] Now in a bold move, Google is going all in by buying Motorola's handset, Motorola Mobility Holdings, for $12.5B today.

Google now owns the entire ecosystem like Apple and Microsoft - hardware, software, apps store. All are just missing the Network, which is probably the choke point for all of them.



ABRY, Telx and other Monday Surprises

August 8, 2011

ABRY Partners in conjunction with Berkshire Partners LLC acquired TELX from GI Partners, which also owns ViaWest. (I have to ask why they didn't merge those two together?)  ABRY Partners has been active in telecom, buying RCN/Sidera, but especially in the data center space: spending almost $1.5B on the likes of CyrusOne, Datapipe, Hosted Solutions, Q9 Networks and Sentrum - and now TELX. (Hosted Solutions was sold to Windstream and Cincinnati Bell acquired CyrusOne.)

TELX has 15 data centers (including 56 Marietta in Atlanta, 60 Hudson in NYC, and 111 Eighth Avenue also in NYC) with 900 customers and about $129M in revenue in 2010. It filed for a $100M IPO in March, 2010. 

This is just a change in private equity holdings.



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