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


Nothing but Headlines: DPI, Caps, Clearwire

April 24, 2009

I'm seeing a lot of news in our space but not enough time to cover it all or analyze it, so here's just the headlines:

DPI (deep packet inspection) by cable being investigated by Congress. It scares the crap out of Boucher (ARS). Cox, Comcast, NebuAd  = new privacy law being debated (NYTimes).

Broadband download caps: in the news all week because apparently TWC said that without caps, they won't upgrade any more. Well, I have news for them: if they don't upgrade they will lose customers.

Telecom is Broken Part III

April 6, 2009

So a client calls me. An agent sent him an unsolicited quote for 10MB of bandwidth over Ethernet for a ridiculously low quote. Since I have a long history with the client, he offered me the chance to match it and take the order.

So I go back to the carrier and ask for a match. I'm told no.

Level3 Profits

February 16, 2009

L3 released 4Q08 numbers last week. Remember at Christmas, rumors swirled about a possible bankruptcy. Now it rings up a profit.

Level 3 Communications has recorded its first quarterly profit in six years for the fourth quarter of 2008.

Level3 Stock in Trouble

December 31, 2008

Rocky Mountain News reports that Level3 "remains unprofitable, mired in more than $6 billion in debt, and shares have fallen to less than 70 cents. Ordinarily, Level 3 stock would be delisted, but Nasdaq has suspended the $1 minimum requirement until April 9 because of the country's economic turmoil."  With revenues flat, L3 is looking to give itself time to repay all of its debt to forego bankruptcy.

Fox and MarketWatch reported that "Level 3 Communications Inc. had its corporate credit rating cut to SD, or selective default, from CC by Standard & Poor's. S&P also lowered ratings on Level 3's convertible subordinated notes due 2010 to D from C."  In addition, Level3 changed its stock buy back plan -- and is having trouble getting takers.

Internet Access Stimulus

December 3, 2008

According to the WSJ, " The federal government's economic stimulus package will include investment in broadband Internet infrastructure and funds to upgrade and repair the national power grid alongside more traditional funding for road and bridge repair, a senior aide to House Speaker Nancy Pelosi said Tuesday."

It's much needed, since Clearwire/XOHM has decided to slow down (cough!*) its deployment schedule because the $3.2B in cash from Google, Intel, and MSO's, just is not enough to roll out their whole network. Clearwire needs $2B more.

And apparently, VZ only wants to over-build its affluent DSL areas with FiOS. It ignores or sells off rural routes.

Internet Will be Full by 2012

November 24, 2008

"Nemertes Research continued to throw cold water on the future of the Internet last week, releasing a study projecting that demand for bandwidth on the Web would exceed its capacity by 2012." []

I just don't see how that can be. With 40G pipes starting to emerge. With Content Delivery Networks (CDN's) popping up every where.  The CDN's make most traffic local.  The CDN's are getting closer to the edge. Does that report mean that the backhaul traffic will overflow? Or the CDN network will exceed capacity?

Is the $100 Triple Play viable?

November 21, 2008

So on Linkedin, Neal Lachman, asked if the $100 Triple Play was Viable in today's economic molasses. Neal writes:
Bundling voice, video, data services for a higher ARPU was an obvious, great move when broadband services and advanced digital services were first introducded......  However, the market is moving more towards a lower ARPU for the triple play services. This is especially going to play a big role in future operations. The time of high ARPUs is going, and soon it will be history.

Bandwidth Caps

November 17, 2008

Bandwidth caps have more to do with preserving TV revenues than network management business. Yes, there are issues of last mile and node congestion for both telco and cableco networks. It is also a function of the band-aid approach that these companies take. instead of one huge upgrade (like say Verizon with FiOS), there have been baby step fixes.

It's also about preserving revenue.

The IP Resale Tumble

November 17, 2008

Fiber Lit Buildings

November 17, 2008

Rob Powell has an update to his fiber list on Telecom Ramblings blog. What is interesting about the chart is that TWT and L3 have about the same number of route miles - 26,000 - but TWT has way more buildings lit that Level3. TWT has 10,700 buildings lit and L3 has about 7550. TWT lights about 250 per quarter.
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