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

mergers

The Fall of the CLECs

October 4, 2012

With the T1 market being overrun by the cable companies, CLEC's are struggling to find footing. They need to go cloud, but are struggling. It is times like this when they wish they had a brand.

Branding would help them with the next step - or a Vision.

Sprint Missed the Boat

October 3, 2012

MetroPCS was in a hurry to get hitched. With 30 fast approaching, MetroPCS dated Sprint then got engaged to T-Mobile USA. Gary Kim has a nice graph of how T-Mobile will still be 4th after this acquisition, but a closer 4th.

No one is bemoaning the GSM-CDMA issues that lie ahead - and they do.

Buying or Being Bought: Sprint

October 2, 2012

In March, Craig Moffett of Bernstein Research announced that Sprint would end up in bankruptcy. MSN reports, "After assigning a 50% likelihood in March that Sprint would end up in bankruptcy as it raced to build a national wireless network to handle smartphones like the iPhone 5 and compete with stronger carriers -- and citing bond trading prices -- telecom sector bear Craig Moffett of Bernstein Research now says that readily available financing makes that prospect remote. However, amid a 100%-plus stock rise for Sprint in 2012, Moffett says that even if bankruptcy is not a near-term risk for Sprint shareholders, significant risks remain."

Bloomberg writes, "Sprint's stock surged 136 percent for the second-biggest gain in the Standard & Poor's 500 Index as the wireless provider boosted sales with Apple Inc.'s iPhone and began rolling out a faster network.

Some Moves That May Seem Like News

October 2, 2012

Who is going 100G? Both XO and Spread Networks announced its deployment of 100G technology. The surprise? Bright House Networks announced that it will extend its relationship with Fujitsu and utilize that vendor for 100G in its metro network.

The CLEC Space is Changing

September 21, 2012

The FCC has removed its rules against CLEC-Cable mergers. Right now the M&A department at Comcast, flush with cash, is picking out its next target. "Hey, Guys! Call me if you need help with valuations or choices!"

Cloud Will Be About Integration

September 21, 2012

John Zanni, Vice President of Service Provider Marketing and Alliances at Parallels, spoke at the 6th TCA Channel Chief Summit in Orlando. Zanni presented on studies that Parallels has conducted globally about the SMB space and cloud services. That data is extensive.

Parallels sells through a wide range of partners - LEC, ISV, VAR, MSP, Cable, VAD (see diagram).

The Renaming of Things

September 11, 2012

M5 Networks, the Hosted UC company that Shoretel bought, was renamed Shoretel Sky.

Smoothstone was renamed West IP Communications.

"The Rural Cellular Association has rebranded its organization as the Competitive Carrier Association to help all competitive carriers compete more effectively against the two biggest carriers in the market" - the former RBOCs, VZW and ATT.

Compuquip Technologies Divests Managed IT Services Division to All Covered, Continues to Operate Internet Security, Cabling and Software Businesses.

Equinix Sells Off Data Centers

September 7, 2012

"Equinix today announced plans to sell 16 International Business Exchange™ (IBX®) data centers located throughout the United States to an investment group consisting of 365 Main, Crosslink Capital and Housatonic Partners in a transaction valued at approximately $75 million. After the close of the transaction, 365 Main will own and manage the 16 data centers, led by industry veterans Chris Dolan, CEO, and Jamie McGrath, COO."

"Nine of the 16 data centers are in markets Equinix will exit with the close of the sale. Those markets include Buffalo, Cleveland, Detroit, Indianapolis, Nashville, Phoenix, Pittsburg, St. Louis and Tampa.

Another Unpopular Decision is the Tale of the FCC

August 16, 2012

don't think the FCC has ever had a popular decision. As far as I have seen, every decision they make ends up in court. TELRIC, Brand-X (DSL and Cable access for ISP's), CBS Nipplegate, Tennis Channel versus Comcast, AT&T-T-Mobile decision, cell phone radiation (which is back in the news), USF Reform and the list just goes on.

Today, the DOJ and the FCC announced that they will approve the VZW-SpectrumCo deal.

CenturyLink Merger Mania Does Add Up

August 15, 2012

"CenturyLink Inc.'s (CTL) second-quarter earnings fell 36% amid early-debt extinguishment and weaker margins, though the telecom company's revenue was boosted by an acquisition," writes the WSJ. "Revenue increased 4.7% to $4.61 billion, mostly as its Savvis acquisition added $278 million, as well as growth in demand for digital services."

What amazes me is that these giants keep getting bigger and the only metric growing is debt.

It is going to take some big CAPEX to beef up cloud, data center, EoC, broadband and TV services for CLT.

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