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

mergers

Who Got CommPartners?

May 6, 2011

CenturyLink Buys Savvis

April 27, 2011

It hasn't even finished swallowing Qwest and CenturyLink makes a deal to buy Savvis for $2.5B plus the assumption of $700M in debt. From the press release, "With the addition of Savvis, CenturyLink will achieve global scale as a managed hosting and colocation provider and will accelerate its ability to deliver quality managed hosting and cloud capabilities to its business customers. The combination of CenturyLink's hosting and network assets with Savvis' proven solutions in colocation, managed hosting and cloud services substantially enhances CenturyLink's capabilities and provides the company with a solid platform for future growth." So they want to be global?

"Together, CenturyLink and Savvis will operate 48 data centers located in North America, Europe, and Asia with more than 1.9 million square feet of gross floor space; a robust, national 207,000 route mile fiber network; a 190,000 mile global access network; and have a customer list that includes a majority of the Fortune 500 and Fortune 1000 companies."

Everyone is chasing cloud and global. It's interesting because while there are 1000 companies in the Fortune 1000, there are over 5 million other businesses who are looking for business services.



A Message for Dan Hesse

April 26, 2011

The merger of AT&T and T-Mobile will likely have extreme anti-competitive effects on the mobile industry. Certainly, the DOJ and the two F-Agencies (FTC and FCC) need to take note that mobile is churning the service economy of America right now and this merger could derail that. That being said, I have this to say to the CEO of Sprint, Dan Hesse:

You have lawyers and lobbyists and SVP's. Let them carry this fight for you.

Smoothstone Gets Bought

April 20, 2011

Consolidation continues in the Hosted VoIP space as West Corporation, which owns Intercall, Intrado and other businesses, acquired Smoothstone today for $120M. This is on the heels of InterCall, a subsidiary of West Corporation and the world's largest conferencing and collaboration services provider, acquiring Preferred One Stop Technologies Limited ("POSTcti"), a leading provider of components, systems, professional services and hosted services for Unified Communications ("UC") in Europe on February 1st. [POSTcti provides Unifiied Desktop primarily].

This certainly helps West to become a big player in the Hosted UC space globally. SmoothStone expanded into Europe back in November (on the MPLS network of Masergy).

Cellular Mergers

April 11, 2011

It Finally Happened

April 11, 2011

Level3 finally buys Global Crossing for $3B including assuming $1.1B in GC debt.

This is a merger that the industry has expected for some time. Honestly, I don't see how it works, because it's about synergies. My favorite word, because it means we will fire a lot of people with overlapping job titles, but not overlapping knowledge.

DISHing Up a Blockbuster

April 6, 2011

DISH Networks has bought Blockbuster video from bankruptcy for a bid of $320M, according to USA Today. DISH with 14 million satellite TV subscribers has rolled out Google TV enhancements and TV Everywhere, including on Android tablets. This purchase, if the BK Court approves it, might give DISH brick-and-mortar stores to sell more DISH services and Slingboxes.

This is the second asset purchase for DISH as they bought DBSD North America, Inc., a hybrid satellite and terrestrial communications company, for approximately $1 billion in February.

The Big T

March 21, 2011

AT&T announced yesterday that they were buying T-Mobile from its parent, DT, for $39B.  There are so many losers in this combination I don't know where to begin!

First, generally consumers lose as Ma Bell hordes even more spectrum. T-Mobile has AWS spectrum; Ma Bell is buying Qualcomm's 700 MHz spectrum, which is being contested by consumer groups, because all this spectrum shouldn't be in the hands of 2 companies.

What's Up in Cellular Rumors?

March 10, 2011

First, Clearwire's founder and Chairman Craig McGraw resigned in February. Now CEO Bill Marrow has resigned and the rest of the C-Suite has been re-shuffled. (see story here).  Clearwire is in negotiations with Sprint and out looking for capital before it runs out of cash.

Lightsquared is also in talks with Sprint about a partnership on Lightsquares 4G network build. 

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.

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