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


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.

Charter Ditches Wholesale

April 22, 2015

Charter made some moves recently including bidding from Bright House Networks, bidding for TWC and re-branding its business services. It lost the TWC bid to Comcast. The BHN bid is contingent on the TWC purchase. The re-branding is a page out of Cablevision: its business services are called Optimum and its Metro Ethernet services are branded as Lightpath.

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.

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