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

mergers

EarthLink Wins One

December 20, 2010

It looks like EarthLink won the auction for ONE Communications, the CLEC with a HQ in New England and network in Mid-Atlantic, Midwest and New England. EarthLink will pay $370M for ONE including $285M of debt.

EarthLink Business will end up as the combined operations and network of New Edge Networks, Deltacom and ONE.

This acquisition is good for EarthLink because there isn't that much overlap. Deltacom gave them the Southeast; ONE gives them the Northeast.



Did EarthLink Goof on Branding?

December 14, 2010

Yesterday when I was speaking to a client, I mentioned that new Edge Networks merged with Deltacom to become EarthLink Business. The confused look on his face was not unexpected. Again this morning when discussing the new name, EarthLink is linked to consumer dial-up in the marketplace. How does that translate into a B2B Brand?

3 New Acquisitions

December 14, 2010

PAETEC subsidiary Paetec Software Corporation, bought Formula Telecom Solutions Inc. for $13 million in cash, according to this release. PAETEC is just buying the billing platform it has used for over ten years. Makes sense. And $13M for a BSS system is nothing.

J2 Buys Competition (and other M&A)

December 8, 2010

So Salesforce bought a Ruby based cloud platform company called Heroku for $212M, which my RubyonRails geeks say is a steal. Why? Marc Benioff, chairman and CEO, salesforce.com, says: "Ruby is the language of Cloud 2, and Heroku is the leading Ruby application platform-as-a-service for Cloud 2 that is fueling this growing community.

DISH Bought a CLEC

November 30, 2010

Per an FCC filing (WC Docket No. 10-231) DISH Media is acquiring Liberty-Bell Telecom, a Colorado limited liability company, which provides competitive local exchange carrier (CLEC) and long distance services in Colorado and has limited operations in New Mexico and Utah. DISH Media, a Colorado corporation, is a wholly owned subsidiary of DISH Network Corporation, a U.S.-based publicly traded holding company that provides pay-TV services nationwide but does not provide telecommunications services. Charles W. Ergen, CEO of DISH, owns 53.6% and Goldman Sachs Asset Management, L.P. and GS Investment Strategies, LLC (together, Goldman Sachs Asset Management), Delaware-based investment entities, own 13.4% of DISH Network.

Novell?

November 22, 2010

After a long tenure as a chemist for such companies as Oil of Olay, BIC Corp., Bayer and Glaxo, my shift into IT was through a friend who owned a Novell VAR. At the time, Novell 3.12 was as rock solid as Linux is. (Novell tried to use Linux as a lever against Microsoft. In 1993, Novell acquired Unix System Laboratories from AT&T, securing rights to UNIX.

Cloudy With a Chance of Rain

November 17, 2010

The news is filled with Cloud and mergers. Will it Rain?

Rain is revenue. Will all these acquisitions turn into revenue? We'll wait and see, but most big mergers do not see the synergies that were predicted.

Rural ILEC Strategy

November 12, 2010

You have probably read about the unemployment rate. I would love to know how many jobs that the ILEC's have shed in the last 3 years. 75,000? Probably more.

My Take on Stocks

November 10, 2010

So "BroadSoft Inc.(BSFT) shares climbed 43% after the voice-enabling software company reported third-quarter earnings that exceeded estimates," according to MarketWatch. Total revenue increased 22% year-to-year to $22.3 million; up 13% from the second quarter of 2010. License revenue increased 27% year-to-year to $12.9 million; up 22% growth from Q2 2010.

The Buzz around Hosted UC is certainly up, driven by such companies as Polycom and its PR machine.

Not a Cloud in the Sky - Clear Sailing for M&A

November 4, 2010

The headline is goofy. I know. But another acquisition happened. Windstream grabbed some hosting.

We saw Cbeyond's purchase of both Aretta Communications and MaximumASP for what appears to be 3.5x anual revenue today.

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