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

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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

Keyon Communications Holdings was the stalking horse for the CommPartner assets, but they lost that bid. (Probably for the better, because by all the noise I hear from service providers CommP is having issues.)

Keyon bought WREC of Nevada for integration into the rural Nevada WiMax network that Keyon is building with stimulus funds. [Details here.]Then Keyon bought ERF Wireless of Texas for $3M plus 100K of stock.

Keyon also sold its Colorado wireless network, Grand Junction, to Skybeam for $261K, according to a SEC filing.

Quick LTE Thought

February 3, 2011

So yesterday during the keynotes, @tomkeating tweeted "4G and LTE won't solve bandwidth problem - said Charles Vogt at #ITEXPO". I think that LTE and 4G are just marketing ploys. Its still physics. At the end of the day, new tech doesn't change the finite laws of physics or how much bandwidth that X amount of spectrum can deliver.

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.


Want to Buy Some Florida Fiber?

November 4, 2010

Over on Telecom Ramblings, Rob Powell talks about how metro fiber assets are for sale. In Florida, we have some smaller fiber players.

One such player started asTruWave Networks. TruWave was financed by $25M in investor cash and run by former Level3 VP Frank Mambuca.

Wild Wireless Winners

May 18, 2010

I didn't know that Carlos Slim owned Tracfone. I also didn't know that it was on VZW's network. 

WalMart is a large retail channel for Tracfone, joining forces in 4Q09 to offer a $30 per month no-contract plan that consists of 1000 minutes, 1000 texts and 30MB of data. This plan (and a $45 plan) were introduced under the brand Straight Talk, offered through América Móvil subsidiary Tracfone Wireless.

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