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

mergers

My EarthLink Strategy

March 4, 2011

When I analyze the four CLEC components of the new EarthLink Business, I wonder what Atlanta will do with it.

Deltacom had a huge fiber network (IFN) that essentially went under-utilized. In my experience, many employees did not know about IFN. Assets like lit buildings, collocations, colo gear, and the fiber maps are crucial to revenue generation from those hard cost assets.

Dash CS to Bandwidth.com

February 28, 2011

Image via Wikipedia

DASH Carrier Services, a provider of E-911 and other services to the ITSP sector, was acquired by Bandwidth.com. Interestingly, Bandwidth.com used to be the provider of VoIP origination and termination services for many VoIP providers, but since gaining the Google Voice contract has lost many customers due to a lack of support. To be fair, if you have one ivory whale like GV, and get another (Verizon), the rest of the pack are just minnows. Now they will get those minnows back with the purchase of DASH.

Already my phone is ringing with questions about replacements for DASH, since providers that left BW don't want to go back.

Andy thinks this means an IPO coming for Bandwidth.com.



VoIP Consolidation Well Underway

February 22, 2011

There's been some M&A among VoIP Providers this year but there is more on the horizon. CLEC's are looking to get in the game with an acquisition. Indeed EarthLink did just that with its quiet acquisition of STS Telecom, a former UNE-P then Sylantro shop in South Florida (to go with its purchase of Deltacom).

Other ITSP's are actively seeking an acquisition or hoping one will come along.

ILEC News

February 16, 2011

CenturyLink will be reselling VZW as an authorized agent.

Why AT&T will not be buying Echostar: Echostar has been on a tear buying up bankrupt assets of BDSD and Terrestar; then Move Networks; and now Hughes. It's too big to merge with Ma Bell. And Ma can't afford to wait over a year for that merger to be approved. Much better to strengthen the partnership to market cell/satellite bundles.

Minnesota postponed granting access to CenturyLink/Qwest merger.

National Broadband Map comes out tomorrow (2/17/2011)

Masergy, a network reseller specializing in MPLS, filed its IPO.

early Bird Special! ITEXPO Austin for just $99!

Keyon Marches On

February 16, 2011

Keyon Communications Holdings was the stalking horse for the CommPartner assets, but they lost that bid. (Probably for the better, because by all the noise I hear from service providers CommP is having issues.)

Keyon bought WREC of Nevada for integration into the rural Nevada WiMax network that Keyon is building with stimulus funds. [Details here.]Then Keyon bought ERF Wireless of Texas for $3M plus 100K of stock.

Keyon also sold its Colorado wireless network, Grand Junction, to Skybeam for $261K, according to a SEC filing.

Satellite Merger

February 14, 2011

Gary Kim writes that Echostar is buying Hughes Communications Inc. A majority of Hughes is owned by investment firm, Apollo Management IV, which, according to the BizJournal already approved the deal. Of course, the FCC has to approve the deal too.

BTW, already there is a hungry lawyer in Florida ready to sue Hughes over the deal for not getting a better deal.

Echostar is in a bidding war with Phillip Falcone's Lightsquared over two bankrupt companies, BDSD and Terrestar. These three wins would give Echostar a dominant place in satellite TV, broadband and manages services associated with its primary business of set-top boxes and Satellite Services.

This news comes right after Echostar acquired Move Networks, an adaptive streaming company for OTT Video.





Two More Acquisitions

February 9, 2011

According to a letter to PAETEC employees, "Earlier today, we announced plans to acquire XETA Technologies, Inc. which will dramatically expand our capabilities to serve customers with unique, equipment-based solutions nationwide. XETA is very similar to Quagga (or what we used to call PAETEC ISG), providing innovative solutions to enterprise customers while delivering exceptional customer service."

PAETEC is using this $61M acquisition to boost its Managed Services business to the enterprise space. But at the same time they are worrying the Channel.

TWC Snags Navisite

February 2, 2011

Image via Wikipedia

When I first heard the news last night, I thought that TWT (tw telecom) had scoooped up Navisite. Instead, it's TWC (Time Warner Cable) that is paying $230M for the hosting company. The MSO gets 1200 clients and 10 data centers including 2 SAS 70 Type II centers.

Since TWC (and Comcast) compete with VZ, perhaps the VZ acquisition of Terremark sparked this move. VZ is also breaking ground on a data center near Niagra Falls in NY. Windstream bought a hosting solution and CenturyLink is merging with Qwest and its chain of CyberCentres. It's the best guess for the future as more and more data and apps move into The Cloud.

VZ Buys Terremark for $1.4B

January 28, 2011

I was shocked last night when I read that VZ had purchased Terremark for $1.4B. It reminded me of MCI Worldcom buying Intermedia just to acquire the Digex assets. It really is all about Cloud these days! Rackspace and Savvis are home counting out the stock options.

Bits and Pieces

January 24, 2011

The TCA has over 370 agent members now. Certification is underway. Are you becoming a Certified Telecom Professional?  

STS Telecom and Saturn Telecommunications became part of Deltacom today, which is now EarthLink Business, according to an FCC filing.

Featured Events