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

mergers

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.

Dash CS to Bandwidth.com

February 28, 2011

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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

Keyon Marches On

February 16, 2011

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

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