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

cableco

What's With Clearwire?

November 7, 2010


What's up with Clearwire? It started out as a McGraw deal with big investors: Top 5 cable companies, Sprint, Intel and Google. (Did you know that Telesphere's CEO Clark Peterson was President of Clearwire and one of Clearwire's founders?)

Clearwire has about 100 MHz of spectrum pretty much nationwide. That's a huge asset.


FCC and Broadband Growth

November 1, 2010

Trending on my twitter stream is Small Business & Entrepreneurship Council (SBE Council) President Karen Kerrigan's op-ed in the Washington Post about net neutrality and the FCC's proposal to impose Internet "reclassification." Basically, she states: FCC Regulations Would Smother Growing Broadband Sector.

There is nothing I like better than FUD.

Not for nothing but the RBOC's have almost given up on DSL anyway.

When the Cable Giants Wake

October 26, 2010

The MSO's will be coming strong into Hosted UC next year. Four of the top 5 MSO's will be rolling out Business Hosted UC services. By the time they come to market the current crop of ITSP (Hosted VoIP Providers) better have their marketshare shored up. The ITSP has to be really sticky to their clients.

What Have I Been Saying?

October 17, 2010

Gary Kim writes, "A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for several years, operating costs also are growing while profit margins are shrinking."

So if TelcoTV costs big money, but the market is flat, why spend the money?

Wasted Ad Dollars

October 11, 2010

So we have television ads running constantly from auto insurance carriers. State Farm, GIECO and Progressive are running massive ad campaigns that I have seen on TV shows, the NFL, web, and direct mail.

It's basically become too annoying. How can they all be cheapest?

Knology Buys Sunflower

September 20, 2010

Google is Not Killing Voice

August 31, 2010

Everywhere you look, people are aghast that Google added free calling to Gmail. Big deal. (Although you should read Jon Arnold's piece on it.) Most people aren't going to strap a microphone and headset to their computer to make PC-to-phone calls.

Isn't Skype the only one that this really affects?

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Who Will Own the Home Gateway?

August 21, 2010

In the article about the Intel-McAfee merger, I mentioned that Cisco's acquisitions have not actually resulted in any great innovation. The Flip is still the same old camera. The cable box is certainly cheaper, but less reliable. (I have gone through 3 HD DVR set-top boxes with BrightHouse Networks in less than a year.)

Debt and Finances

August 16, 2010

I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis and I was amazed that most of the Players on The Street don't know more than me, except they know when the rats are bailing a ship, so they can too.

That being said, I wonder how we have developed such an over leveraged Industry.

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