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

broadband

How Do They Avoid Being Just the Dumb Pipe

February 11, 2010

On LinkedIn there was a question in the Telecom Executives Business Network group: "How can a Telco Service Provider value chain defend itself from the attack by the emerging "Cloud" services? My understanding is that the emerging "cloud" services remove value-add and differentiation from the Telco service providers which are cornered to act just as the bit-stream providers (especially for the retail market)."

My answer to that was as follows:

Most telco carriers worry about becoming a Dumb Pipe. Isenberg told them this would happen.

Is it the Regulatory Environment?

February 9, 2010

In a twitter exchange with Erik Cecil, former regulatory counsel at Level3, we were dialoging about the Fairpoint bankruptcy. (FairPoint aims to cut debt by two-thirds).

My reply stated, "Just 2 years after the deal w/VZ to create an unstable Fairpoint despite opposition, Fairpoint screws everyone." By everyone, I mean the customers, the economy, the state, the PUC who approved the deal despite being against it (And Erik, you think there is regulation?), the workers, the Union, shareholders and the debt holders. I actually don't care about the last two, because both should have known it was going to go POOF!

Which Docket, Dave?

February 4, 2010

Dave Rusin is the CEO of American Fiber Systems. He is a self-proclaimed fiber bigot. He has a two part blog post about the Special Access fight at the FCC. 

Dave may have his dockets confused. He calls it the Special Access docket at the FCC, but he is really ranting about the UNE docket. What's the difference?

The Special Access docket was started by Sprint and T-Mobile.



New Edge Drops Wholesale

January 18, 2010

New Edge Networks, an EarthLink company, cut their wholesale division this month. While volumes were good, especially with wholesale clients like Verizon, the margins were too thin for the NEN corporate strategy. That strategy would be to milk as much money as possible while this company remains afloat.

The new strategy is to double down on retail. Hire more channel managers and more direct sales people, so they can compete with each other on DSL sales.

Broadband is Flattening

January 12, 2010

Pike & Fischer survey shows that broadband is flattening. (I wrote a little about this yesterday). This means a couple of things:

One, customer acquisition costs of broadband is going to increase AND margins will shrink, because it also means short term pricing will drop. (Price war coming ...

Stalled Stimulus of Broadband

January 8, 2010

It was July of 2009 when the applications for BTOP and BIB awards were due. It's January 2010 and shovel ready awards have been granted mainly for middle mile projects. Where are the rest of the awards?

We can look at the failure of Muni Wi-Fi (last mentioned when EarthLink's wi-fi network in Phillie was acquired by the city for $2M).

Fostering Broadband Competition

December 29, 2009

One of the Broadband Stimulus grants (at $33M) went to North Georgia Network Cooperative. ComputerWorld is all atwitter because this grant means that NGNC will compete with Windstream, which already offers 10Mb to 100MB Internet Access in that region. And "Windstream covers about 70 percent of the area that North Georgia Network Cooperative proposes to cover using government money".

The irony is that pundits are criticizing the FCC's new National Broadband Policy precisely because it does NOT include any measures to increase competition for broadband. Now one of the few grants approved actually will increase broadband competition in Dawsonville and the surrounding area and one media outlet is upset.

Broadband Stimulus in the Middle Mile

December 21, 2009

What is the Middle Mile? It's the feeder system that delivers fat pipe to America outside of the top 8 metros - Dallas, Chicago, DC, Atlanta, LA, NYC, San Jose, Miami. Many of the top 70 MSA's have multiple fiber runs connecting them back to these 8 Internet hubs. It's the rest of America - outside the top 70 cities - that need some fiber in the Middle Mile. This is the fiber that will light up some POP's, NOC's, wireless towers.

A Few Words with ACC

December 3, 2009

While at the Microcorp One-on-One event I had a chance to sit down with the president of ACC Business, JD Baker.  We talked about the changes in the portfolio in 2009 (now that all the Baby Bells have transformed back into Ma Bell).

Baker thinks that the second half of 2009 will be stronger, since the first half of 2009 was kind of soft.

The next strong service will be Ethernet. EaMIS utilizes Ethernet transport to establish connectivity for a customer for managed internet service. This was rolled out in 2009 - at very competitive pricing - at a time when businesses were looking for Ethernet in place of TDM. (Businesses growing out of Broadband are used to a Cat5 hand-off and inexpensive switches).



Top Trends for Agents

October 11, 2009

I'm in Atlanta speaking at the Microcorp One-on-One event about Trends in 2010. The three trends that I see for agents are the following: Applications, Quality of Service (QOS), and Mobile Broadband (MBB). But they are kind of inter-dependent. Ubiquious broadband leads to innovative uses and applications.

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