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

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The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

Telecom Tidbits (Part 2459)

June 13, 2017

Some stats from 451 Research

Enterprises buy a variety of computing services from public to private along with VPS, hosting and everything in between. "It's easier for enterprises to develop, test, operate and migrate workloads across hybrid architectures when the CSP's public and private cloud code base is the same, or at least virtualized and functioning identically." However, they cannot procure this variety from Amazon or Google. They would to go to the likes of IBM, Microsoft and Oracle.

"Consumer tablet demand continues to shrink.

If Starting Today as an Agent

May 16, 2017

If I was starting my telecom agency today, what would I do?

When I started in 1999, I was selling basically one product (Wholesale DSL to ISPs). That was my entry drug of choice. It led to frame relay, ATM, IP Transit, DS1/DS3 and PRIs. But it was a single offering to a very targeted market.

A Look at the Future of Wireline

May 10, 2017

The news out of small ILECs like TDS and Cincinnati Bell is that fiber to the home is selling well but more importantly is increasing retention and lowering churn. (Customer acquisition costs are very high in flat product segments like consumer broadband, cellular service and TV.)

Even Fairport, acquired by RLEC Consolidated, is upgrading its network for higher speeds. Some of this is due to the fact that cable is winning the broadband war.

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.

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