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

wireless

A Couple of M&A Items

September 9, 2011

It seems that Apple put in a bid for Dropbox for $800M (for $100M in revenue). But Dropbox decided to get another round of funds and think IPO instead. [BusinessInsider]

Cablevision will resell Sprint wireless service through its Optimum Business unit. Quad play for SMB.

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.

What Did I Miss?

August 26, 2011

Besides Steve Jobs resigning from Apple (and tanking their stock), what news did I miss? Sprint is getting the iPhone in October. Won't be a big deal, I don't think.

The TCA added TelePacific, TELX, The Conference Group, NTT Americas, and PGi as vendors in the last month.

I Guess Mobile is the Future

August 15, 2011

There are many in telecom that think mobile is the golden land of the future. Google, Apple and Microsoft are in a championship scramble match for a large share of the mobile market - Win7 versus Android versus iOS.

Microsoft bought Nokia's handset biz for $19B. [As an aside, HP bought Palm and is rolling out Palm handsets and tablets based on webOS, yet a 4th player in the scramble.] Now in a bold move, Google is going all in by buying Motorola's handset, Motorola Mobility Holdings, for $12.5B today.

Google now owns the entire ecosystem like Apple and Microsoft - hardware, software, apps store. All are just missing the Network, which is probably the choke point for all of them.



Too Much Going On

August 4, 2011

PowerNet Global (PNG) signed a wholesale agreement with LightSquared. This will be PNG's second attempt at cellular. Back in 2005, PNG Mobile was launched as a Sprint MVNO. It didn't pan out.

DISH Grabs Spectrum, Cable Goes South

June 28, 2011

So Charter has purchased the "cable television systems from US Cable of Coastal Texas, LP serving, in aggregate, approximately 16,000 customers in Missouri, including the communities of Hannibal, Moberly and Mexico," according to The Mexico Ledger.

TDS parent, Telephone and Data Systems, Inc. announced it will acquire OneNeck IT Services for $95 million. OneNeck, generated revenues of $37 million in 2010, will be a subsidiary of TDS Hosted & Managed Services, LLC (TDS HMS). OneNeck is a hosted application management and managed IT hosting services provider, specializing in ERP apps.

Sprint/C-Link Talk

June 22, 2011

There have been a bunch of rumors about Sprint being a perfect target for CenturyLink, especially after the T-T merger, when Sprint will become the the Danica Patrick of cellular (pretty, media savvy, but not a real contender).

CenturyLink is currently rolling out VZW products to small business and residential customers, according to news reports. Qwest, recently absorbed by CenturyLink, was partnered with Sprint then switched to being a VZW authorized agent. Since both carriers went with VZW, I don't see them rushing in to buy Sprint.

One reason: why give such a sales boost to VZW to then have to swap everyone over (if you even can get them to switch).

Another reason: Sprint has a convoluted relationship with Clearwire, cablecos and PCS affiliates.





Moving and Shaking the Industry

June 20, 2011

Cbeyond opens up for business in Boston. Agents rejoice as they get to sell a booming brand to the SMB space in Boston.

AboveNet looks to have a private equity buyer.

Another fiber provider is getting an infusion of equity from a new private equity partner.

One of the original Broadsoft providers, CommX, was acquired by Keyon Holdings.

Lightyear Network Solutions has a new Sprint MVNO agreement that will allow it to offer its 60k current customers some new wireless products as well as its agent channel.

88 acquires a cloud company named Zerigo, which offers managed DNS, VPS and Cloud servers and monitoring. This move puts 88 on par with Cbeyond, Intermedia.Net and Parallels -- all companies that are truly treating Hosted VoIP as just another service in the cloud.

TWC is buying cable systems in KY and TN from NewWave for $260M [SOURCE: gulfnews.com ( http://bit.ly/m2Xeqv)]











As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

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.

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