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

mergers

Should Cisco Buy Level3?

June 27, 2011

Image by Getty Images via @daylife

Is this article today on ARS, the writer, Cameron Kaine, is asking for Cisco CEO Chambers to step down. In the same article, the writer thinks that Cisco should spend its $45B in cash to buy Level3.

Kind of ridiculous for a number of reasons.

One: now you compete against your customers. A move like this would give Juniper and others the perfect opportunity to take market share.

Two: Cisco owned a network provider before.





GoDaddy for $2B?

June 24, 2011

Sprint/C-Link Talk

June 22, 2011

There have been a bunch of rumors about Sprint being a perfect target for CenturyLink, especially after the T-T merger, when Sprint will become the the Danica Patrick of cellular (pretty, media savvy, but not a real contender).

CenturyLink is currently rolling out VZW products to small business and residential customers, according to news reports. Qwest, recently absorbed by CenturyLink, was partnered with Sprint then switched to being a VZW authorized agent. Since both carriers went with VZW, I don't see them rushing in to buy Sprint.

One reason: why give such a sales boost to VZW to then have to swap everyone over (if you even can get them to switch).

Another reason: Sprint has a convoluted relationship with Clearwire, cablecos and PCS affiliates.





Moving and Shaking the Industry

June 20, 2011

Cbeyond opens up for business in Boston. Agents rejoice as they get to sell a booming brand to the SMB space in Boston.

AboveNet looks to have a private equity buyer.

Another fiber provider is getting an infusion of equity from a new private equity partner.

One of the original Broadsoft providers, CommX, was acquired by Keyon Holdings.

Lightyear Network Solutions has a new Sprint MVNO agreement that will allow it to offer its 60k current customers some new wireless products as well as its agent channel.

88 acquires a cloud company named Zerigo, which offers managed DNS, VPS and Cloud servers and monitoring. This move puts 88 on par with Cbeyond, Intermedia.Net and Parallels -- all companies that are truly treating Hosted VoIP as just another service in the cloud.

TWC is buying cable systems in KY and TN from NewWave for $260M [SOURCE: gulfnews.com ( http://bit.ly/m2Xeqv)]











And So the Bankers Cheer

June 14, 2011

Intermedia is a hosted Exchange company that ventured into hosted VoIP. That venture landed them an LOI (letter of intent to buy) from a private equity firm. On the heels of that, Intermedia decided to grab Zlago to bolster the cloud channel push that Oak Hill Capital Partners wants. Combined they reach about 7000 MSP's and VAR's, according to this report.

All Those in Favor

June 3, 2011

The Benton Foundation notes that there are over 10,000 comments to the FCC about the ATT/T-Mobile merger. Unions and relatives are competing against consumer groups for the robo-comments.

Meanwhile, MetroPCS officially opposed it, but wants to buy all the assets that ATT will have to spin off.

"The New Jersey Division of Rate Counsel says the Federal Communications Commission should deny the application of AT&T to acquire T-Mobile USA's assets and operations from Deutsche Telekom AG because the proposed transaction is not in the public interest," according to Benton.

Crazy News Tidbits

May 27, 2011

"The U.S. Postal Service continues to hemorrhage money, posting a net loss of $747 million in April, and an accumulated net loss of $3.3 billion in the first seven months of its fiscal year." [BtoB] That's crazy! It is time to privatize the USPS and maybe people have to go pickup their own mail.

This guy was so mad at TW Cable that he took out full page ads to yell at them!

The ATT-T-Mobile Merger Rumors

May 19, 2011

Originally I had heard that the break-up fee was $3B, which meant (to me) that this deal was going to go through. Then there were reports it was $6B, which means there is no stopping it. (And let's not forget that AT&T cooperates nicely with the NSA and other government groups, who will put pressure on to allow this merger to go through.)

The Congressional hearings last week, where Stephenson basically said that although AT&T has a lot of spectrum, they have mismanaged that spectrum. Nice. So the whole industry pays for your mistakes?

Anyway rumor today is that AT&T will offer up wireline divestiture as a merger condition.



Tele-Pacific Buys into Hosted

May 6, 2011

Tele-Pacific is buying its way into Hosted PBX with its acquisition of Telekenex. TelePacific will gain approximately 1,000 business customers and 122 employees along with the hosted PBX platform. Tele-Pacific will run Telekenex as a separate channel, which is a good thing.

This is a good move for Tele-Pacific as it continues to dominate its region with more services plus another data center.

Who Got CommPartners?

May 6, 2011

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