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

mergers

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.



Domain-ers M&A

August 4, 2011

Are They Reading from the Same Playbook?

August 1, 2011

Are Windstream and CenturyLink reading from the same script?

CenturyTel built up a wireline base from Embarq, Verizon (2001-2002), and Madison River. In 2003 to 2005, C-Tel bought fiber networks - Digital Teleport (which became LightCore), MFON and KMC. Then in 2010 announced it was buying Qwest - federal government contracts, fiber, international, data centers and more wireline.

A Strange Way to Start Monday

August 1, 2011

The party might be over at the PAETEC, as they announced today an $891M stock only sale to WINDSTREAM. USLEC, AllWorx, CavTel, McLeodUSA, Quagga, Xeta, US Energy Partners - all acquired by PAETEC to create a billion dollar CLEC. As if hitting the billion dollar mark was meaningful. Intermedia was the first billion dollar CLEC and HAD to sell itslef to MCI, as short-term debt became due.

Hosted VoIP Valuations

July 25, 2011

NPRG Insights suggests that hosted VoIP valuations are rising. I don't think so. I privvy to some info that points me to the fact that many valuations are based on not revenue, but what the investors want to cash out. Sometimes that looks good.

Alteva Acquired by WVT

July 14, 2011

Warwick Valley Telephone announced that it is acquiring Hosted UC firm out of Philadelphis, Alteva for cash and stock valued at $17 million - $10M upfront. "At closing the Company will enter into employment agreements with certain of Alteva's key employees." WVT is going to integrate Alteva into its CLEC operation, US Datanet. Alteva is the second Broadsoft client in M&A activity announced this month.

"Pursuant to the Agreement, upon closing, the Company will purchase substantially all of the assets of Alteva, except for Alteva's employee benefit plans, organizational documents and insurance policies.

XO Comments on L3-GC but not T-T

July 13, 2011

XO Communications filed comments with the FCC that some media outlets said ripped the merger of Level3 and Global Crossing. Rodrego A. Byerly tweeted that it smacked of a spurned suitor. Maybe it was. XO issued a statement that the L3-GC merger was not in the public interest.

Tidbits This Week 7-12-11

July 12, 2011

Masery was bought by ABRY Partners. No word on AboveNet yet.

A group of tech companies - including RIM, Google, Microsoft, EMC, Sony, Ericcson - bought the Nortel patents for $4.5B.

Top ISP's - AT&T, Verizon, Comcast, TWC and others - have joined together to fight piracy by monitoring your online activities. This comes after the announcement that metered bandwidth is coming to both terrestrial and wireless broadband. Can you say DPI?



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