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


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?

Well That Was Unsatisfying

December 2, 2011

Tuesday night was kind of the last straw. While watching CinemaNow through my LG Blu-Ray player, the movie - 30 Minutes or Less - must have stopped to buffer 10 times and actually stopped 3 times - in 90 minutes!

I called my ISP, BHN of Tampa Bay, which is always interesting. First, they remotely re-boot the modem.

Frontier Gets Cell Service, Agents Should Too

November 18, 2011

Frontier Communications has inked a deal to be a channel sales agent for AT&T for voice and data cellular plans, as reported by the Fool. "This was a natural extension of a product that we are not currently offering that would fit well with our product suite," Steve Crosby, Frontier's senior vice president of government affairs and public relations. At least they realize that cellular is an important part of the total telecom send. Do you?

There's No Spectrum Shortage

October 31, 2011

"US mobile networks currently have access to 538Mhz of radio spectrum -- with a further 300Mhz due to be made available -- but only 192Mhz is currently being used, according to an analyst note from Citi Investment Research & Analysis," from an article on Cellular News.

from Blough Turner's blog.

It kind of destroys (yet again) the argument of AT&T for buying T-Mobile. These carriers have the spectrum, which they have either NOT DEPLOYED or, as AT&T was polite as to tell Congress, have mismanaged what they have deployed.

The Leaked AT&T Document

August 26, 2011

I have been sitting on this story for a while because I wanted to do a long piece about it. I'm just not going to get around to that.

The rumored breakup fee for the ATT-T-Mobile merger is like $6B. At that rate, Ma Bell will do anything to have this merger go through.

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