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

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Will Amazon Disrupt the Channel?

November 30, 2016

Amazon has been selling Comcast services for a while. Now they added Frontier residential services to the page. What's next?

Like Tech Data's TD Mobility, Amazon already offers cellular plans from many cellcos as well as a wide selection of devices.

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.

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.

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile in 2011.

2 Big Mergers and a Smaller One

October 24, 2016

In 2000, AOL bought Time Warner for $164 Billion, an outrageous amount of money fueled by the dot com bubble. It was the worst merger in history. AOL was spun off in 2009 and was acquired by Verizon in 2015 for $4.4 Billion. Now, AT&T is looking to buy Time Warner for $85 Billion ($109B with debt included).

Cable Customer Service Examined

July 6, 2016

Comcast and its cable brethren already have a bad customer service reputation. In fact, Congess held hearings with cable execs! What did they find?

Cable is over-charging customers and training agents to avoid accepting cancellations (following the AOL procedural manual probably).

A Big Shift Coming to Telecom

July 5, 2016

Our sector of the marketplace - telecommunications - is about to undergo a change. Yeah, we have been in a shift for a good while, but more is coming.

We went from TDM to VoIP to Hosted PBX to UCaaS to UC&C.

We went from T1 to cable broadband to Gigabit.

Telecom Tidbits (Part 2433)

April 25, 2016

You work in Tech. Everyday is a front row seat to amazing. Right?

A pretty good primer on SDN from BI in 2012!

Charter Bid Approved! Only condition, NewCharterCo can't have data caps for 7 years.

Telecom Tidbits (Part 2431)

March 29, 2016

On Friday (April 1), Frontier takes over Verizon's territory in Florida, Cali and Texas. "The $10.5 billion acquisition is a big move for Frontier.... The company's current workforce of 19,200 will increase to about 29,200 and its customer base will jump from 3.4 million people to 7.1 million. The move will also boost Frontier's annual revenue from $5.6 billion to $11.4 billion." [source]

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