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

mergers

4 Moves in January

January 9, 2014

Colocation provider, FiberMedia Group, combined with Bay Area Internet Services under the new name: vXchnge. BAIC was acquired by the Stephens Group, which also owns FiberMedia.

FYI, a nice chart of the top retail colocation companies. Equinix is at about $2B of annual revenue at the top of this space and Savvis is second at approximately $1 Billion.

WCS Buys Alteva Subsidiary

January 8, 2014

From an email from WCS (Wholesale Carrier Services, Inc.) today. "WCS announced that it acquired substantially all the assets and infrastructure of USADatanet, a subsidiary of Alteva Communications, Inc. in all-cash transaction. This key addition to WCS' network and engineering/IT assets marks a major milestone in WCS' strategic evolution to a true next-generation global facilities-based carrier that delivers converged voice and data communications services through a patented software-as-a-service supply chain platform."

This statement confuses me: "The acquisition brings new capabilities to WCS including state-of-the-art hosted PBX/IP Centrex platform and full ACS/call enter functionality; integrated audio conferencing bridge and voice platform with an integrated T.38 IP Fax platform.

Lots Going On

December 19, 2013

Apparently, all will be better when we switch from QAM to WAM

DISH hasn't given up on wireless. It has done terrestrial LTE trials with nTelos. DISH is still looking to buy LightSquared or T-Mobile.

Frontier Buying SNET

December 19, 2013

The big news is that AT&T is selling off its old SNET division to Frontier. I feel sorry for my friends and family in Connecticut as they went from a local RBOC (SNET) to an ambivalent giant to a stingy ILEC (Frontier). Frontier has more public utility commission complaints than either of the evil RBOC twins.

This isn't the first acquisition for Frontier.

C Spire Nabs Alabama UC Player

December 11, 2013

C Spire, formerly Cellular South, has announced the acquisition of Callis Communications from Mobile Alabama. Callis Comm is a Broadsoft based unified communications provider who recently expanded as a facilities-based CLEC in the greater Mobile region.

C Spire is the nation's largest privately held wireless communications company, is based in Ridgeland, Mississippi and employs nearly 1,200. C Spire Wireless is owned by the holding company Telapex, Inc., which also owns Telepak Networks, a fiber provider in that region.

Short Week Musings

November 26, 2013

Thanksgiving and Hanukkah this week mixed with winter weather in many parts of the US has made for a slow week, but a busy travel week. Soon, thanks to the new FCC Chair Wheeler, that passenger barely squeezed into the ever shrinking airline seat next you will soon be able to use his cell phone on the flight - further annoying already annoyed people.

Blackberry has a new CEO, John Chen, who is making $88 million to sell them off, because if his tenure at Sybase is any indication, he isn't a turn around exec.

After 34 years as chairman of Level3, Walter Scott is retiring.

Is Oracle Coming for Broadsoft?

November 21, 2013

Today, Broadsoft's market cap is about $733M; it would cost Oracle approximately $890M to buy BSFT to complete the Telecom acquisition package of Tekelec, Acme Packet, Oracle's marketing automation (Eloqua) and customer service (RightNow) offering.

Tekelec evolved from a class 4 switch to some kind of mobile policy machine with connections to IMS and LTE. One of the problems facing Hosted PBX providers presently is that mobility is like a patch or add-on. There are limitations for the mobility play due to a bunch of factors, like too many devices in the marketplace, multiple platforms (iOS, Android, Win8, Blackberry), and a separate carrier provides the cell service.

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

The M&A in the Clouds

November 4, 2013

Because so many companies are either flush with cash or have a heavy credit line, the acquisition activity has been robust.

Fist up, a merger of two cloud security companies: Total Defense Acquires iSheriff.

VMWare bought Desktone, a virtual desktop company who owns the Desktop as a Service trademark. This will be a nice add to VMware's own VDI (virtual desktop infrastructure) initiative with vCloud, vSphere and Horizon View. Someday DaaS will be big in North America.

Broadsoft Alum Acquired by Fidelity

October 17, 2013

Now that it is out there I can report that cloud-based video conferencing service, Vidtel, was acquired by Fidelity. Wainhouse, a research house for the telepresence industry, let the news out yesterday.

Vidtel, based in Sunnyvale, CA., was founded by former Broadsoft CMO, Scott Wharton, in 2008. Alex Doyle, another Broadsoft alum, was Vidtel's VP of Marketing.

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