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

April 2012

You are browsing the archive for April 2012.

WOW! to acquire Knology

April 27, 2012

What's With Wireline?

April 27, 2012

Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC's. Quite a few states have deregulated ILEC's and landline service.

This same decline is also affecting DSL. Naked DSL was supposed to help shore up broadband revenues by releasing the customers from having to purchase a POTS line, too.

US Government Suing AT&T for Fraud

April 26, 2012

Is Fraud rampant at Ma Bell?

ARS wrote an article titled, AT&T collected millions from taxpayers in fraudulent charges, US says. "AT&T improperly received millions of dollars from a government reimbursement fund by ignoring fraudulent use of the IP Relay call system provided free of charge to hearing- and speech-impaired US residents, the US government alleged this week."

Another item ripped from the headlines:

Basic Math for TNCI

April 26, 2012

TNCI (Trans National Communications International) filed for Bankruptcy in October of 2011, owing Sprint ($5M), AT&T ($1.66M), Verizon ($1M) and Qwest ($1.9M). VZ and AT&T have liquidated CLEC's before for less than $2M. I'm not trying to be pessimistic here, but realistic. Commpartners was liquidated for less than $2M and AstroTel was forced to sell for less than $1M.

Some Stuff Happened While I Was on Daycation

April 23, 2012

I was taking today and tomorrow off to visit with some pals but the news won't quit.

In the I-can't-stand-it zone, the University of Florida decides that TD's are more important than IT and cuts the Computer Science Department. Just when Florida is playing host to the Rupublican Convention and is looking to make a name for itself, that name becomes DUM or MUD. In a time when we need more science and computer nerds, the state U decides to go a different way.

Why PR Is Important

April 20, 2012

On a call today talking about the value of different CLEC's and ILEC's and why some are trading so low and some so high. For the most part, it comes down to Wall Street's perception of the business. Actually, a large part is what the stock traders think the business is.

For example, Cincinnati Bell is an ILEC with declining wireline revenues like  Frontier, Fairpoint and TDS.

What is the Value Prop of VoIP?

April 16, 2012

"It is happening and no one seems interested in stopping it - that hosted voice services are rapidly becoming a commodity service," Dave Michels

"According to the Telecommunications Industry Association, wireless has become the preferred voice-services option. Wireless revenue in 2012 is forecast at $335 billion, while all other forms of fixed network voice revenue will only total $176 billion ($132 billion for wireline, $38 billion for broadband access and $6 billion in cable/television revenue)," blogs David Byrd of Broadvox.

Those are interesting numbers.

It's Not Just About Price

April 16, 2012

This article in the NYT article about Amazon is about the book publishing industry. Amazon is waging a battle against book publishers over price. As a book buyer, I often wonder how an e-book can cost almost the same as the printed version. In this article, the publishes yell about the way Amazon undercuts their other sellers and demands lower prices - like Home Depot and WalMart.

Reading the comments, I think most people miss two points: books can still be published without publishers (although they may be inferior products) and Amazon is more about ease of business - easy to order, easy to get delivered. 

Get Off the Agents' Back

April 12, 2012

These were my thoughts on the 2011 CPZ that I was a panelist on. These are my thoughts as a reaction to the latest CPZ.

Surprisingly, not everyone read my post about how the whole telecom eco-system is shifting. Agents, Masters, Carriers and Cloud Providers are all going to experience a Shift.

USTelecom Wants Forbearance for all ILECs

April 9, 2012

We once fancifully debated if the ILEC's would LET the cablecos get ahead just so they could get out from under regulations. This was 2006. Apparently, that was the plan.

USTelecom is an organization made up of ILEC's.

3 Billion Dollar Deals

April 9, 2012

Apparently, $1B is not a lot of money. Three deals today - all at $1B.

Facebook bought Instagram, a photo-sharing app, for $1B.

Microsoft paid $1B for 800 AOL patents.

Another iPad App

April 5, 2012

I get an email daily about how someone launched an iPad app. Wahoo. Apparently, launching an app is now a media event.

People forget a couple of important details:

The Cloud is all about High Availability of data.

The Telecom Ecosystem is Shifting Rapidly

April 2, 2012

The telecom ecosystem consists of a number of pieces: RBOC, ILEC, RLEC, CLEC, ISP, MSO, IXC, ITSP, MSP, data centers, Master Agents, Agents, VAR's. It is shifting.

As carriers migrate from a commodity access business, so too must the master agents, who - more and more - are tying their business models to the preferred carriers.

Master Agents have morphed into a supermarket of services: CLEC, ILEC, MSO, VoIP, MSP and even hardware (like Shoretel).

Dell Gets WYSE

April 2, 2012

Dell announced that it is acquiring WYSE today. WYSE is known for its dummy terminals, particularly for POS (point-of-sale). WYSE also has gotten into desktop virtualization - not that strong a leap. Wyse has shipped more than 20 million units and has over 180 patents, according to the press release.

What is the Market Expecting?

April 1, 2012

Tuesday I was in Vegas at the Channel Partners Conference mainly for the TCA events. At the TCA Channel Chief Summit, Tiffani Bova of Gartner and Rauline Ochs of IPED Market Bridge Alliance presented research. The take away for me was in perspective.

No one buys the way most service providers sell.

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