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

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TWC Surprises Everyone by Buying DukeNet

October 7, 2013

TW Cable surprised everyone by buying DukeNet for $600 million in cash to gain access to the 8,700 mile fiber network which will help TWC hit more businesses.

All cablecos realize that growth will come from the business market. The consumer side - long the hallmark of cable - is declining. Cord cutting has reached 9% of households.

RingCentral IPO and Other Activity

October 2, 2013

The US dollar isn't worth what it used to be. Twitter has an IPO filed that estimates the value at almost $13B. Twitter is still growing and on target for $1B in revenue but is losing about $110-$150 million per year. Co-founders Evan Stone and Noah Glass do not own any stock in the company.

The FCC is Busy (Part 2)

September 25, 2013

Top stories at the FCC, where there seems to be a lot of activity lately.

The FCC's Wireline Competition Bureau clarified the rules for data collection for Special Access circuits. WC Docket No. 05-25 Report and Order is out.

Susan Crawford writes, "The giant companies that sell access to the Internet are working on multiple fronts to ensure that no regulator has any real authority over them." She is talking about the last 2 RBOCs - AT&T and Verizon, although VZ is the one making the most noise with its lawsuit against the FCC.

"The Obama administration has filed a petition with the Federal Communications Commission asking that all wireless carriers be required to unlock all mobile devices," reports many sources.

Broadvox Sells Cloud Business to Fusion

September 16, 2013

According to a Broadvox press release, Fusion Telecom (OTC:FSNN) signed an Asset Purchase Agreement to acquire the "Broadvox retail business services' assets and operations. Under the terms of this Agreement, Fusion will be integrating key staff, platforms and network employed in the current delivery of the Broadvox retail services into its NBS cloud communications division."

This transaction comes at a funny time, because at the show I was told that Broadvox's SIP trunking business was up for sale. Either Broadvox is selling itself off in pieces after churning through two sets of management (including Speakeasy) or the SIP business is staying and the retail stuff is going.

A Laborious Weekend for Bankers

September 3, 2013

A weekend of labor by bankers and telecom execs resulted in two purchases. Verizon finally was able to rest full control of VZW out of Vodafone. However, it cost VZ $130 Billion to do that. Vodafone's 45% ownership of VZW was purchased "for $58.9 billion cash, $60.2 billion stock and $10 billion in other consideration," according to WSJ.

AT&T Taking a Leap

July 15, 2013

Bloomberg reported over the weekend that AT&T was going to buy Leap Wireless - for the spectrum of course - for about $1.2B.

"San Diego-based Leap also has $2.8 billion in net debt." Which will be added to AT&T's already massive debt load of $74 Billion in debt

VZW and AT&T are in spectrum hording mode. Most of the postpaid crowd (contracts) buy smartphones and use tablets on family plans.

Birch is Buying Ernest

June 10, 2013

CloudTC and N-Able Acquired

May 22, 2013

"Australian-owned IP PBX systems company, Vixtel, has completed the acquisition of Silicon Valley based glass phone developer, CloudTC, for an undisclosed figure," according to news reports. I really liked this phone when it came out. It was ahead of the curve. CloudTC was a Startup Camp Comms candidate.

M&A: 3 UC Deals and a Cable

May 16, 2013

Well, it was quiet, but now M&A is heating up with the weather.

"Private equity firm GTCR has acquired NewWave Communications from Pamlico Capital." NewWave is a cable company in the Midwest with 90,000 subs.

Iotum acquired FreeConference.com when it bought the assets of GCP. Calliflower is a conferencing service owned by iotum.

One Deal And One Bullhorn

May 9, 2013

UNSI has been in the news lately. It was originally American Broadband, reselling DSL nationally. Then it changed its name to United Network Services, Inc. and became a facilities-based carrier, with 18 Points of Presence (PoPs) and interconnections (and NNIs) to over 150 carriers in the US (including cable, DSL, wireless, CLEC and ILEC). "UNSi's partners are able to leverage the relationships with these carriers, paired with the cost savings and convenience of working with a single partner, under one invoice."

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