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

cableco

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 Trend Toward Global Expansion

June 9, 2015

We are seeing an interesting trend. The ILECs are going global. AT&T, Verizon and CenturyLink are looking to other global markets to make up for a decline in revenue in the US.

AT&T made acquisitions in cellular in LATAM.

3 Cable Stories That Are Good Reads

June 2, 2015

As I wrote previously, our industry hasn't really applied the technology that we push on our customers. Don't you ever wonder Why Your Cable Company Doesn't Always Know If Your New Address Gets Service?

One reason is simple data logic. "That database suffers from the classic, timeless data-management problem of "garbage-in, garbage-out" -- they can't give accurate info if they don't get it to begin with.

Phone Companies, Channel and Other News

May 29, 2015

Considering my client has been waiting 2 months to port DIDs from an AT&T PRI to Birch POTS lines, no kidding AT&T is not a Phone Company any more! Plus I have other clients that AT&T is calling to tell them to get off the copper. Move to fiber. The company only has one T1 technician for large areas (covering 5-6 central offices).

Charter Bulking Up

May 27, 2015

Charter bid on TWC before Comcast. Comcast wasn't going to get past regulators. Charter is hoping that they will with 2 bids in this week. One to buy TWC where Charter will pay $55 billion in cash and stock for Time Warner Cable.

Europe Invades American Cable

May 21, 2015

The French group Altice SA, controlled by Patrick Drahi, made a bid of $9.1 billion for Suddenlink - and is rumored to be looking at TWC. Yesterday, during a lunch discussion with TMC's CEO, Rich Tehrani, I mentioned how over-leveraged most of the Duopoly is. Verizon, AT&T, C-Link, Frontier, Comcast, WIND - all have an overloaded debt to revenue ratio. Rich explained that the name of the game is share price and cheap money.

Greedy Content Increases Your Cable Bills

May 4, 2015

As much as I have a mad on for the ILECs, in this case, folks need to know that the content companies are the ones increasing your TV bills -- not the cable or telco.

Bundling is a tactic that the content bullies use to force 7 ESPN's on you or the Speed channel or other nonsense. ESPN - owned by Disney/ABC, just one of the 6 - yes 6 - companies that own most of the media content - requires cablecos to carry all 7 ESPN channels AND that two have to be in the general package, so that they can bill for every subscriber that the MSO has.

Frontier demonstrated that FiOS TV was unprofitable, when it took over VZ territories in 2011.

M&A Rumor Mill

May 4, 2015

One big rumor is that Salesforce is being acquired. Google, Microsoft and even Oracle have all been mentioned. Although Oracle has said they will profit more if someone else buys Salesforce.

By the way, just the rumor made a lot of folks at Salesforce extra money as the stock bumped up 10% on the rumor.

A TWC Story

May 1, 2015

A reader sent me a story about the difficulty of adding the voice mobility package to the company's TWCBC voice service. "Over the past 7 days, I have put in 3-4 hours in working trying to get this simple feature added and have spoken with 3 sales reps, a retention rep, and several others in other departments." Frustration with the process and the company is natural in telecom. This isn't TV any more. But then that is why TWC was for sale.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

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