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

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A Lesson from Pharma?

March 30, 2017

This morning Pershing Square Holdings Ltd.'s head, "Bill Ackman "deeply and profoundly" apologized for his investment in Valeant Pharmaceuticals International Inc., a "huge mistake" that cost his firm $4 billion," in a letter to investors.

Valeant stock is off by 95% from its peak in August 2015.

"Valeant acquired Salix for $11.1 billion and got what has become a key franchise of gastrointestinal drugs. Yet the products haven't sold as well as expected, and Ackman said that it now looked like Valeant "substantially overpayed for Salix, and it has not yet achieved the results anticipated by prior management."" Doesn't that sound like every telecom acquisition since 1999?

Will 5G Break Wireline Broadband?

March 21, 2017

Pay TV is in turmoil due to cord cutting. Retail is in upheaval due to changing buying habits as well as a transition in how people spend free time.

"The U.S. (and the world) is in the midst of a sea change in how we spend our leisure time.

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Desk Phones and Other Legacy Services

January 24, 2017

"The deskphone market has been left for dead by many but there is still room in the space for the device to evolve and become become a more integral part of your UC strategy," writes TMC's CEO, Rich Tehrani. The thing is: they will need to change drastically to do that. It is still pretty much the same device that we had 20 years ago. It is still the equivalent to the original brick of a cell phone.

Fairpoint Merging!

December 5, 2016

Three pieces of news in the industry today. One involves Cisco Partner. [Presidio is filing for an IPO. MSPs rejoice. It could be valued at $3B.] One is a data center player.

10 Years of Telco Hubris

November 18, 2016

The year was 2005. The place was the Supreme Court for the Brand-X case. Cable won. Internet was deemed an information service that did not have to be shared.

Talking Channel and Opportunity with TelAdvocate

November 11, 2016

Another Acquisition in VoIP

November 3, 2016

This M&A is in what I consider wholesale as the private equity firm that owns Onvoy, GTCR, is acquiring Inteliquent for about $800M, a 37% premium to Inteliquent's closing stock price. Interesting, $90M in revenue for $800M.

Inteliquent was formerly known as Neutral Tandem, with an initial business plan to be an alternative tandem switching platform for CLECs and VoIP Providers. They re-branded after they bought Tinet adding network to their strong voice service.

CenturyLink Buying Level3: Dumb Idea

October 31, 2016

The rumor on Friday turned out to be true: CenturyLink is buying Level3. CenturyLink has its roots in the RLEC business. It has acquired a number of smaller RLECs throughout the years including VZ and GTE assets. In 2002, it started making mistakes when it sold its cellular business to ALLTEL.

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile in 2011.

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