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

mergers

WOW! to acquire Knology

April 27, 2012

Some Stuff Happened While I Was on Daycation

April 23, 2012

I was taking today and tomorrow off to visit with some pals but the news won't quit.

In the I-can't-stand-it zone, the University of Florida decides that TD's are more important than IT and cuts the Computer Science Department. Just when Florida is playing host to the Rupublican Convention and is looking to make a name for itself, that name becomes DUM or MUD. In a time when we need more science and computer nerds, the state U decides to go a different way.

3 Billion Dollar Deals

April 9, 2012

Apparently, $1B is not a lot of money. Three deals today - all at $1B.

Facebook bought Instagram, a photo-sharing app, for $1B.

Microsoft paid $1B for 800 AOL patents.

Dell Gets WYSE

April 2, 2012

Dell announced that it is acquiring WYSE today. WYSE is known for its dummy terminals, particularly for POS (point-of-sale). WYSE also has gotten into desktop virtualization - not that strong a leap. Wyse has shipped more than 20 million units and has over 180 patents, according to the press release.

What a Crazy Monday

March 19, 2012

So Zayo is buying AboveNet for $2.2B.

Avaya bought RADVision for $230M. Conferencing is making a lot of noise. As David Byrd points out, "It is clear that video conferencing is growing in importance in the market....

Zayo Buys AboveNet

March 19, 2012

It was a big surprise this morning to hear that Zayo bought AboveNet for $2.2B. My first thought was "Where did Zayo get the money?" I mean, the Dealbook writes, "As of Dec. 31, Zayo had about $25.9 million in cash and short-term investments, along with $682.7 million in long-term debt. It currently has a credit rating of B2." Apparently, Zayo backers and bankers went into their reserves to buy AboveNet. I guess the heady days of Bain LBO is back, thanks Mitt! (LBO is leveraged buy out).

iPad, MDM and Other News

March 9, 2012

Bandwidth.com bought DASH Carrier Services and renamed it inetwork. Apparently, inetwork is doing gangbusters in the wholesale VoIP space, the largest arbitrage space left, I would imagine. It's the new LD.  inetwork offers origination, termination, e-911, SMS and toll-free.

One Really Big VAR

March 1, 2012

Presidio Acquires BlueWater is the announcement.

"Presidio, Inc., a leading provider of professional and managed services for advanced IT solutions, announced today that it has acquired BlueWater Communications LLC, a provider of high-performance, holistic IT infrastructure solutions to growing companies. The senior executive team at Presidio also welcomed industry veteran, Bob Cagnazzi, CEO of BlueWater, as the new Chief Executive Officer of Presidio, Inc. effective immediately. Presidio is owned by American Securities LLC and management."

That makes for a very big VAR.

T-Mobile's Next Move

February 24, 2012

T-Mobile to Pump $4 Billion Into Network, 4G LTE Buildout. This is T-Mobile's next move on the heels of getting fiber and billions in cash from AT&T after the merger was nixed by the government agencies.

I have to laugh at this because Clearwire has clearly (heh) spent more than $4B to only partially build out a nationwide 4G network. How will T-Mobile do it for $4B?

Why Did ShoreTel Buy M5?

February 10, 2012

Recently, M5 Communications was acquired for about $160 million by ShoreTel. The premise PBX vendor had a bad quarter and caved to the pressure of Hosted PBX. Avaya, Interactive Intelligence and MITEL have hosted offerings. At some point, ShoreTel had to jump on that bandwagon - due to the big opportunity (ask any analyst) and the threat that cloud comm places on premise only sellers.

I think some of that money - now $162 M based on the stock - was for Dan and his team to stay on and continue to run the machine.

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