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

spectrum

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.

Cellco Networks Congested

July 8, 2013

You know how everyone makes fun of ATT's congested cellular network? Well, according to Bloomberg, VZW is having the same issue.

Verizon Wireless is America's most heavily used mobile-phone carrier, with 93 million monthly subscribers (second-place AT&T (T) has 71 million). The telecom has continued to attract more new customers than its biggest rivals in recent quarters with ad campaigns that boast about its network's speed.

Some Interesting Reads

March 13, 2013

Zayo CEO Dan Caruso wrote a good blog titled "Is Bandwidth Production Lucrative?". In the wake of Jim Crowe stepping down at Level3, Caruso's analysis of the fiber players in an interesting read.

Personally, I think these CEOs - Crowe, Hesse, and others - have to take more responsibility for revenue, integration, value and culture. The role of CEO is more than just setting some ambiguous vision that your reports then have to crystallize and execute on.

Parallels, Cisco, Google and Panda

January 21, 2013

If every day feels like you are on a hamster wheel, maybe you are examining the wrong metric.

An interesting announcement today two weeks before thier customer summit, Cisco bought a stake in Parallels and gets a Board seat.

Parallels is the middleware for many cloud providers, customers that Cisco would like to sell a lot of stuff through. This might be a response to the cooling relationship between Cisco and VMware, according to reports.

Moves and Changes This Week

November 19, 2012

Cisco announced plans to acquire Meraki, a managed Wi-Fi company, for about $1.2B.

Broadsoft announced UC One and now Rich Communications Services (RCS) to be added to its BroadCloud SAAS platform. [UCStrategies]

After Softbank put $20B into Sprint, Sprint turns around and buys some US Cellular markets for $480M.

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.

What's Happening?

August 24, 2012

Broadview Networks filed bankruptcy, albeit a pre-packaged debt reduction plan.

CenturyLink and Mediacom join the broadband cap club. Mediacom has a low end cap of 150 GB. Ouch! For cable companies, metering and caps are about preserving the TV money, but telcos should be cap free.

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.

Snarky News Bits

August 6, 2012

Just so many things to comment on in telecom, but just do not have the time to hit each one. So here are some snarky news bits.

The VZW-SpectrumCo deal in for "tough remedy", Reuters is reporting. Yeah, conditions that will never be enforced.

The Fight Over Spectrum Dominance

July 16, 2012

It looks like the FCC is going to approve the Verizon acquisition of the SpectrumCo - cable companies alliance - spectrum. Competitors are hoping for conditions on the deal, including conditions on the marketing deal that the joint-venture is designed for.

Sprint's concern to the FCC is about equal access to cablecos for tower backhaul. I wasn't aware that the cablecos had a huge stake in the tower backhaul business.

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