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

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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. 





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?

It's Monday So Lots Happened

October 17, 2011

Polycom bought Vivu, a video collaboration company, to help Polycom push it's Presence gear. Video, video, video. Yet I never have video calls or video call requests. To me, I wish you would work on the phone part.

360, OpenRange and Hosting.com

October 11, 2011

It looks like Zayo Group is going to buy 360 Networks. Back in May, Zayo and 360 entered into a long-term dark fiber deal that must have set off talks of an acquisition. (It explains why 360 was too busy to keynote this week.) Zayo, backed by M/C Ventures,  reported sales of $77.8 million and a profit of $11 million in 4Q11.  Instead of being acquired, Zayo is grabbing its 17th sale.

Hosting.com acquired Neospire, a Dallas based mission critical, managed hosting provider.

How Do You Make it Rain in the Cloud?

October 10, 2011

Here at Microcorp's One-on-One event, I moderated a panel this morning about various cloud services with Level3 (CDN), Cbeyond (Virtual Servers), Intercall (Microsoft 365/Linc), EarthLink (Security), and PAETEC (Visual Messaging). It's an eclectic mix, but that should tell you that there are many ways to leverage this thing called CLOUD to make money.

The Cloud is really a value for IT services. It's about leveraging the technology and the technical skill set of another company in order to let the business focus on their own finctionality, instead of the tech that might help the business operate.

The move to the Cloud by carriers is due to the lack of margin growth in the primary business of access. It's moving up the OSI stack from Layer 1 (wireless, copper, fiber) to Layer 3 (Internet) to Layer 7 (Apps).



VZW and the Open Spectrum

June 7, 2011

In the 700 MHz FCC spectrum auction 73, Google 's involvement insured that the spectrum would be Open Access. ATT ducked out of that auction to buy 700 MHz spectrum from Aloha Networks instead. VZW won $9B worth of Googlized spectrum. That is, that the spectrum was supposed to be used for open access.

More Spectrum, More Spectrum

March 22, 2011

At CTIA today for the CEO Panel, AllThingsD quipped, "A lot of carbon dioxide being expended at CTIA talking about how spectrum is the industry’s oxygen." Just so you know, they HAVE spectrum. They horde spectrum. What they don't do is deploy it until they feel like it.

CTIA wants another auction. The FCC's "Genachowski touts benefits of voluntary incentive auction where broadcasters and others get a piece of the revenue generated by auctioning off their spectrum."  Have they all forgotten that the radio spectrum is a public asset?

Keyon Marches On

February 16, 2011

Quick LTE Thought

February 3, 2011

What's With Clearwire?

November 7, 2010


What's up with Clearwire? It started out as a McGraw deal with big investors: Top 5 cable companies, Sprint, Intel and Google. (Did you know that Telesphere's CEO Clark Peterson was President of Clearwire and one of Clearwire's founders?)

Clearwire has about 100 MHz of spectrum pretty much nationwide. That's a huge asset.


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