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

mergers

Broadsoft Acquires Casabi

October 13, 2010

I received a tip that Broadsoft was buying Casabi and a link to a PR website that had this to say:

"BroadSoft, Inc. (Nasdaq: BSFT), the leading global provider of IP-based communications services to the telecommunications industry, today announced it has acquired substantially all of the assets of Campbell, California-based Casabi, Inc., a privately held provider of innovative, cloud-based personalized content and messaging applications."

"Casabi empowers cable, fixed-line and mobile telecommunications service providers to expand their consumer offerings to include fixed-line SMS, customized information services and tools that keep families organized. Through this hosted application, family members can send text message blasts to any phone number (fixed-line or mobile), access voicemail, make real-time updates to a family calendar, and share a network address book."  [I am waiting word back from Broadsoft.]

This clearly plays into the roadmap at Broadsoft of more MRC based offerings. This acquisition also assists Broadsoft customers in two ways: a tool for SMS messaging and a differentiator for service bundles.



Time For VoIP Consolidation

October 11, 2010

There are over a thousand VoIP Providers in North America. When you talk to many of the sales folks and executives, you can hear about the hyper-competitive marketplace and the lack of positioning. (Positioning is the unique value proposition of the service offering, something lacking from most providers).

As my readers know, Net-Head mentality would certainly solve some of this.

This Week at ITEXPO

October 6, 2010

I have been busy at ITEXPO so have not blogged this week. There are lots of familiar faces that I only get to see at ITEXPO East and West.

There has been a lot of content at ITEXPO: at least 13 sessions going on at any given time. 4G, SmartGrid, ChannelVision Expo, MSP World, Social CRM, and more, including the usual ITEXPO tracks. A lot to take in.

EarthLink Acquires Deltacom

October 1, 2010

I had to check the calendar to make certain it was October 1 and not April 1 when I read the headline that EarthLink bought Deltacom.

Deltacom has a lot of fiber in the Southeast - 35 metro rings and 16,400 total route miles of fiber across 14 states - that generates about $440M in annual revenue. That revenue comes from 32,000 SMB customers. EarthLink will combine this with its New Edge Networks subsidiary.

So We Have These Mergers

September 22, 2010

So we have all these mergers taking place, then I'm reading Consulting magazine to find a book review about John Hagel's The Power of Pull. We are in an era of declining ROA from Big Business, so they have to keep buying assets to stave it off.

"to support that proposition we muster a set of evidence around performance trends over long periods of time for all public companies in the United States. In particular, we show that return on assets (ROA) for all public companies in the U.S. has eroded in a very substantial and sustained rate since 1965.

A Few Days of News

September 20, 2010

The FCC has written a protectic order for Inter-Carrier Compensation finally! "Developing a Unified Inter-Carrier Compensation Regime, establishing just and reasonable rates, Connect America, high-cost universal Service Support and the National broadband Plan for Our Future. Adopted a Protective Order in this proceeding." (Dkt No. 10-90 01-92 05-337 07-135 09-51)  Just means that you can provide data redacted for privacy. But it does mean that the FCC is moving forward.

Knology Buys Sunflower

September 20, 2010

Paetec acquiring Cavalier

September 13, 2010

PAETEC announced that it is merging with Cavalier Telephone this morning. The transaction is worth about $796M if I read between the lines correctly - $336M in debt and $460M in financing. So PAETEC gets about $800M in additional revenue for $796M.

CavTel will be a wholly-owned subsidiary of PAETEC.

What's Up with the New MegaPath

September 7, 2010

MegaPath just completed its three-way merger with Covad and Speakeasy. I had some questions for the company and Rich Sabin, Director of Marketing, was nice enough of answer them.

 

1. Now that Speakeasy, Covad and MegaPath are one organization, how will this affect the Channel (Agents)?

The New MegaPath remains committed to serving our partners, and we are in the process of rolling out an exciting new Channel Partner Program later this year.

I Don't Understand M&A

August 30, 2010

HP and Dell are in a bidding war for 3Par. HP (at this writing) is at $30 per share - 3x the original share price for this stock! That's almost $2B!

One thing is that all these companies - in fact, most American companies - lack R&D. That's right: We don't have R&D in America.

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