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

spectrum

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?

FCC is Busy!

February 7, 2012

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The FCC is really busy!

The FCC is still working on Inter-Carrier Compensation. It ordered Rural Call Completion.

It approved TWC's $3B bid for Insight. "Time Warner Cable last August agreed to buy Insight for $3 billion in cash.

Verizon Puts the Move on Video

February 6, 2012

After Verizon's CFO sais that FiOS was a poor economic decision for the company, I would think video would not be on the VZ radar. The FiOS TV service is so expensive to deliver that Frontier raised rates over 70% when it took over former VZ FiOS territory -- and then decided to switch all the TV over to DBS.

Comcast buying NBCU was a little different, but cablecos have owned channels before, especially sports channels (MSG, YES, BayNews9).

Maybe the TV-cord-cutting crowd is scaring the cablecos, despite the rhetoric to The Street.

It's a Mobile Monday

January 30, 2012

It's a mobile Monday as I get set to pack up to head to ITEXPO East 2012 in Miami Beach.

Yahoo was being Yahoo! this morning as it announced - in the same breath - that it has launched a "Mobile First" mindset, then shut down 10 mobile apps. Granted, some of them were not doing well (like Yahoo itself), but it's schizophrenic to do it on the same day.

Patent house Klausner Technologies sues MetroPCS for Visual Voicemail Infringement.

Woes: AT&T, Spectrum, Yahoo, RIM

January 17, 2012

How badly does AT&T need spectrum now that the T-Mobile deal is dead? According to analysts (who are likely just trying to get press and pump up some stocks so they can make short term gains), AT&T has to make a move soon.  T-Mobile does too.

I find this interesting because AT&T and T-Mobile are sitting on spectrum that they have not deployed. If you needed it that bad, you would use what you have - at least for now.

Let's look at Clearwire as a 4G wholesaler.



The Lightsquared Predicament

January 9, 2012

Lightsquared is facing numerous obstacles on its way to launching a nationwide (*cough*cough*) 4G network with its spectrum.

One obstacle: MONEY!  Sprint gave them until next month to start or lose the Sprint investment (which Sprint needs to continue to fund Clearwire).

2nd obstacle: GPS! Studies show that the spectrum - which abuts the GPS spectrum - interferes with GPS about 70% of the time.

3rd obstacle: Congress. A new Defense bill in Congress will make it harder for Lightsquared to use the spectrum.





4G is in Trouble

December 20, 2011

AT&T had to give up the acquisition of T-Mobile.

LightSquared is almost out of money, says Reuters

Clearwire needs money - not only to build out the two 4G networks it has promised to Sprint (WIMAX and LTE), but to continue operating.

VZW has been quietly buying up all the AWS and other spectrum it can get, which - if it gets through the DOJ and the FCC - would be devastating to everyone but VZW. If the cablecos actually start bundling VZW with their triple-play, as Forbes is betting, Clearwire - and subsequently Sprint - could be in trouble. 





What is Wrong with AT&T

December 19, 2011

In recent weeks, AT&T has been hit with a blizzard of bad news.

It's 3Q2011 earnings were off estimates. It's merger with T-Mobile is looking less and less likely with the FCC report, its own smoking gun and the DOJ trial. It received horrible ratings for customer service - again. It was caught up in the CarrierIQ rootkit mess. 

LightSquare, GPS, ADTRAN and West

December 12, 2011

ADTRAN "announced today that it plans to acquire, through an asset sale and purchase agreement, the Nokia Siemens Networks fixed line Broadband Access business (BBA), and associated professional services and network management solutions. The planned acquisition would include the Broadband Access intellectual properties, technologies and the established customer base." This gets ADTRAN some revenue and a foot into International customers.

IN other acquisition news, HyberCube is being bought by West Corp.

"West Corporation, a leading provider of technology-driven, voice and data solutions, today announced that it has entered into a definitive agreement to acquire HyperCube LLC, a premier provider of tandem switching services to telecommunications providers.

Sprint Deals With Clearwire

December 5, 2011

The best details of the Sprint-Clearwire deal is at Marketwatch, but Tammy Wolf at TMC did a good job, too. Clearwire gets "up to $1.6 billion over the next four years in payments for WiMAX services, possible pre-payments for LTE services and potential equity investments" from Sprint. "Sprint will pay Clearwire a total of $926 million, approximately two-thirds of which will be paid in 2012, for unlimited 4G WiMAX retail services during 2012 and 2013, subject to certain conditions." So Clearwire is stuck with WiMAX until like 2015 while also building an LTE network. The speculation begins: is $1.6B enough for Clearwire?

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