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

cableco

The Power of Cable

August 29, 2013

Agents and VARs want to sell cable - mainly due to demand from small business. The price points and the advertised speeds make cable attractive.

However, the cable guys really only want to sell direct. Period.

How Many VARs Are There Anyway

July 31, 2013

This is a LONG post. Kind of rambling. Sorry about that. But it does have some really good nuggets of info. Thanks for reading.

M&A: 3 UC Deals and a Cable

May 16, 2013

Well, it was quiet, but now M&A is heating up with the weather.

"Private equity firm GTCR has acquired NewWave Communications from Pamlico Capital." NewWave is a cable company in the Midwest with 90,000 subs.

Iotum acquired FreeConference.com when it bought the assets of GCP. Calliflower is a conferencing service owned by iotum.

Business is a Thinking Man's Sport

May 9, 2013

When I heard Mark Sanborn call business a thinking man's spot, it made me smile and then think. Oddly, most of these news items have all fallen in my lap today. It made me re-think how the value added distributors (VADs), like Tech Data, were going to morph.

Tech Data is the 2nd largest VAD at $26 Billion after Ingram Micro (at $37.8 Billion in sales), but TD is located in Tampa Bay, where I reside.

The New FCC Chairman Might be Biased

May 2, 2013

In 2009, when Robert McDowell was nominated to be an FCC Chairman, the competitive telecom world cheered, because McDowell used to work at COMPTEL. They thought that Bush had given them a little help in the FCC. Oh, how very wrong they were. All the help in the FCC came from Michael Copps and Jonathan Adelstein.

Some Interesting Reads

March 13, 2013

Zayo CEO Dan Caruso wrote a good blog titled "Is Bandwidth Production Lucrative?". In the wake of Jim Crowe stepping down at Level3, Caruso's analysis of the fiber players in an interesting read.

Personally, I think these CEOs - Crowe, Hesse, and others - have to take more responsibility for revenue, integration, value and culture. The role of CEO is more than just setting some ambiguous vision that your reports then have to crystallize and execute on.

Are the Telcos in Trouble?

February 26, 2013

It seems that the big cable coalition - Comcast, Cox, Cablevision, Charter, TWC and Bright House - are set to grab 15-20% of the small business market by the end of the year. This same clutch of companies also offer Ethernet over Fiber and Broadsoft based Hosted PBX which will be used to target Mid-sized businesses and Enterprise. Their only disadvantage is the same one that RBOCs faced before consolidation - regional networks. With NNI's and other cooperation, I am certain this group will get past that hurdle in 2014.

The US VoIP Report

January 4, 2013

I see a lot of reports about the telecom space. This one by E&Y sums up the industry in 2012: "Many established players are looking for new ways to cater to consumers and enterprises by buying capability in new areas." That accounts for not just a bunch of the M&A but also strategic partnerships taking place.

VoIP in the US: Market Research Report states that consumer VoIP is flat, but cable voice (VoIP) and cellular voice (also VoIP) are growth markets -- but both are primarily consumer. ???

Predictions for 2013

December 19, 2012

CenturyLink Biz has an ebook out with predictions for 2013 and beyond. M2M, mobility, cloud - all just mind blowing stuff . It's prediction time obviously. Let me say that 2013 can go a couple of ways - DC gets its collective act together to improve the financial situation or it doesn't.

Beware of Cable

December 6, 2012

On the one hand, you have the Top MSO's - Comcast, TWC, Cox, Charter, Cablevision and Bright House - taking market share rapidly, primarily due to its better broadband bargain and its willingness to build out fiber.

On the other hand, cable sells a commodity item at low prices. Obviously, not just cable prices are low, T1's are under $300 in major areas; EoC is inexpensive; and Internet bandwidth in major hubs is under $1 per MB! It is taking more and more sales to make a living.

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