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


Different Ways to Skin a Cat

June 26, 2015

Most companies in the telecom sector just copy what other companies do. Before 2003 though, ISPs were primarily small businesses providing dial-up and then DSL to mainly residential markets in the US. Post 2003, it became a game for the Duopoly, with the smaler providers in the shadow just reselling what was offered.

Step into 2015 and FTTX is huge.

Phones and TV Are Disappearing

June 24, 2015

During a CEO Exchange at the FISPA Live event last week, the discussion among the CEOs turned to TV service. Many in the room were primarily residential ISPs or CLECs, all of whom offered Internet. The discussion was about the cord-cutting's effect on the TV model.

As I have explained before, cablecos have it the best - they went from TV service, which is the least profitable to Internet and voice, which are the most profitable services to offer consumers.

Cloud, the Desktop and Sales

June 19, 2015

At the ISP and CLEC show I just spoke at, there was a lot of talk about cloud services and desktop as a service. It would appear that a good chunk of ISP business in the US is residential. Selling to residential is different than to business. Business bundling is easier.

The WalMart Effect on the Duopoly

June 17, 2015

As pricing on bandwidth declines, it is having a ripple effect on the whole system. Bandwidth prices have been in decline but the last couple of years the megabits per dollar has really dropped. The more you buy - 1GB or 10GB - the less it costs now. [Which makes the whole inter-connection fight that Comcast and Verizon have had with Level3, Cogent and Netflix seem like nothing more than posturing with consumers caught in the middle per usual.]

The Race to Gigabit is About Business

April 15, 2015

The cable companies racing to Gigabit networks isn't about delivering ultra-fast broadband to consumers. The Gigabit announcements get them good PR in DC, where the largest MSOs are waiting for approval for acquisitions (Comcast for TWC; Charter for Bright House). Comcast, as the largest MSO, has a poor reputation for customer service and for Net Neutrality. The Comcast-Verizon squeeze on Netflix was probably the number 1 reason the FCC received millions of public comments and laid down the law.

Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

Cable Will Win

February 16, 2015

The Telecompetitor spends a lot of space on Chattanooga's muni network - as if it was the perfect model for a Gigabit network. Two problems with it: (1) it cost taxpayers literally millions of dollars via bonds and federal grants and (2) very few people buy Gigabit services from them. It is rare that a muni network will do well. UTOPIA, Wilson's Greenlight, a couple in Florida, ECB-Chatt and Lafayette's LUS are the ones I paid attention to over the years.

Do Network Upgrades Matter

February 11, 2015

AT&T is upgrading some U-Verse areas to 75 Mbps. Is this in response to the new FCC definition of broadband?

Indiana Fiber Network is upgrading to 100G. IFN is owned by 20 LECs in the state that put 3500 route miles of fiber in the ground touching about 4000 buildings.

Big upgrades - are you in Indiana?

The RBOCs: Copper, Spectrum, Regulation and Sales

February 3, 2015

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just mean the two Bell-head companies with their Jekyll cellular side.

Both have been running from wireline for a while -- since maybe 2006. I think they wanted forbearance to get rid of unions and that copper plant.

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