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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

broadband

The Quota-Price Collision

April 12, 2017

The one question that keeps coming up: How do you hit quota (which incidentally never goes down) when the pricing is declining?

What do you do when a $60K MPLS network is replaced with a $40K SD-WAN network? And when some of those Internet links are not even on the carrier's network?

What do you do when 10GB trans-continental private lines are so ridiculously low?

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.

A Quick Look at Emerging Technologies for Next Week

January 31, 2017

Heading into ITEXPO next week, I am prepping for my session on Differentiation for SPs (Marketing) as well as my Women in Tech panel. The week after that I am in Nashville for FISPA speaking on SD-WAN, Marketing Fiber (FTTx) and a couple of other marketing topics. Then I am speaking at a sales kick-off on SD-WAN and more. That's why I want to take a quick run down on emerging technology.

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

A Look Back at 2016 News

December 14, 2016

I am not going to be discussing M&A in this post. Those were big stories but I written enough on the mergers.

One big story was Google Fiber laying off and the CEO quitting. I tend to agree with Beranek on this: Google didn't want to be a network operator.

The Next Two Revenue Streams

November 23, 2016

AT&T is buying TimeWarner. Verizon bought AOL and is buying Yahoo. Comcast invested $200M in BuzzFeed. AT&T and DISH are "partnering to acquire INVIDI Technologies. Ad agency WPP is also part of the deal, which gives AT&T a controlling interest in the addressable advertising technology firm."

Content and ad money is the only area of growth for the Duopoly.

An analyst is projected that Cable companies will be the Incumbent Phone company in 2017 due to the number of cable phone lines sold compared to telco.

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.

Telecom Tidbits #2442

November 16, 2016

TDS made an acquisition. "TDS Broadband Service LLC, a subsidiary of Telephone and Data Systems, Inc., and operated by TDS Telecom (TDS), announces the signed purchase agreement for InterLinx Communications LLC and its subsidiary Tonaquint Networks LLC in Southern Utah. The agreement includes over 170 miles of fiber optic transport." [PR] InterLinx sells wholesale fiber; Tonaquint Networks is an ISP providing broadband via fiber and fixed wireless.

CS&L, the telecom real estate investment trust (REIT) spun out of Windstream last year, owns the copper and fiber assets that Windstream exclusively leases for its network. CS&L bought Tower Cloud and PEG Bandwidth to add to its fiber portfolio.

As the Telecom World Spins

November 4, 2016

It is happening so fast. Here's this week in M&A:

CenturyLink just sold off its data center business that was a combo of Qwest Cyber Centers and SAVVIS to a group of PE firms for $2.15B in cash and C-Link keeps a minority stake worth $150M in the new company. CL bought Savvis for $2.5B in 2011.

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