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

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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.

Is Cable-like TV Almost Extinct?

December 11, 2009

According to Qwest (via GigaOM), Pay-TV won't be around in 5 years. With the tech  crowd, Hulu, YouTube, iTunes, NetFlix and other streaming media services are replacing TV. (NYTimes has an article about someone doing that here.) One of my ISP clients has a fat pipe to his house, an HDTV antenna for local channels, and then just uses AppleTV and online content for entertainment.

Why are we reading about this? (Why am I writing about this?) Because the music business was too slow, stupid and greedy to catch on to the Napster craze.

Pouring Billions

September 21, 2009

The WSJ has an article titled, "AT&T, Verizon Still Pouring Billions Into Mobile Networks". It notes that cellcos have already spent billions upgrading their networks to 2.5G and 3G -- and now will spend billions more on 4G.

In addition, both companies are also dumping billions into International routes, domestic broadband networks, and their respective triple play networks, U-Verse and FiOS. 

On top of that, both companies have been acquiring companies, like Alltel and Centennial. Ummm, how are they not toppled over in debt? 

These companies have felt intense pricing pressure from cable companies as well as T-Mobile and Sprint. Customer Acquisition and Retention costs have to be high, even as ARPU remains about the same.





Bright House Digital Experience

May 11, 2009

Our house has been a Bright House Road Runner customer for almost 12 years. And a DISH Network customer for 10. The DVR is dying on the DISH and DISH wants me to pay full price to replace it. Um, no.

Nothing but Headlines: DPI, Caps, Clearwire

April 24, 2009

I'm seeing a lot of news in our space but not enough time to cover it all or analyze it, so here's just the headlines:

DPI (deep packet inspection) by cable being investigated by Congress. It scares the crap out of Boucher (ARS). Cox, Comcast, NebuAd  = new privacy law being debated (NYTimes).

Broadband download caps: in the news all week because apparently TWC said that without caps, they won't upgrade any more. Well, I have news for them: if they don't upgrade they will lose customers.



Compare the RBOC Profit

April 21, 2009

There are only 3 RBOC's left: AT&T, Verizon and Qwest. In the new Fortune 500 listing, telecom has 21 companies listed. The top 2: Ma and Pa Bell. AT&T has revenue of $124B. VZ is $97B.

Are You Still an ILEC Agent?

April 7, 2009

This from Telephony online and the Convergence Consulting Group:
The latest in an annual study of the bundled services market shows US telecom service providers are losing wireline voice customers at a faster pace and being transformed in the process into companies that will look very different from their traditional telecom roots. The Battle for the American Couch Potato: Bundling, TV, Internet, Telephone, Wireless, released this week by the Convergence Consulting Group, shows maintaining a broadband connection is increasingly important to telecom providers, as wireline voice services become much less important.
If you look at the numbers in that PDF report and you still think that the QBPP is a viable option or that the last 400K businesses in the BellSouth region will somehow see the light and convert, I have some land for you in South Florida.

I have written about this in years past: the telcos have finally hit the wall. Everything is flat or down now: TV, wireline, cellular, and broadband.


Duopoly against the City

April 6, 2009

CircleID has the story of ILECs and Cable companies once again fighting municipalities, like BellSouth and Cox fought LUS.

With President Obama determined to promote the development of open network telecommunications and smart grid networks we can expect the incumbents to step up their legal battles to stop this from happening.

In relation to the recent $7 billion stimulus package AT&T made a statement that it didn't need the money, but that it would launch a defensive campaign against any competitors using the money to encroach on its territory.

To me, it's anti-American for the Duopoly to fight the city. It's more taxpayer money that could be used for something useful that gets used to fight against two enemies of progress and innovation.
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