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


Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

What's With the MSO Consolidation?

March 26, 2015

Charter was the first company to make a play for TWC. Now reports are in that Charter is chasing Bright House. Comcast is still waiting for its three-way deal with TWC and Charter to pass regulatory. The FCC paused the clock again today.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

Cable Will Win

February 16, 2015

The Telecompetitor spends a lot of space on Chattanooga's muni network - as if it was the perfect model for a Gigabit network. Two problems with it: (1) it cost taxpayers literally millions of dollars via bonds and federal grants and (2) very few people buy Gigabit services from them. It is rare that a muni network will do well. UTOPIA, Wilson's Greenlight, a couple in Florida, ECB-Chatt and Lafayette's LUS are the ones I paid attention to over the years.

Do Network Upgrades Matter

February 11, 2015

AT&T is upgrading some U-Verse areas to 75 Mbps. Is this in response to the new FCC definition of broadband?

Indiana Fiber Network is upgrading to 100G. IFN is owned by 20 LECs in the state that put 3500 route miles of fiber in the ground touching about 4000 buildings.

Big upgrades - are you in Indiana?

The RBOCs: Copper, Spectrum, Regulation and Sales

February 3, 2015

We have just 2 RBOCs - regional Bell companies left - AT&T and Verizon. You might consider CenturyLink an RBOC (because of US West), but since they don't have the same business model as the other 2, I just mean the two Bell-head companies with their Jekyll cellular side.

Both have been running from wireline for a while -- since maybe 2006. I think they wanted forbearance to get rid of unions and that copper plant.

The New Broadband Definition

February 3, 2015

We know that Obama and the Comcast CEO are golfing buddies, but I didn't see it coming that in one fell swoop cable would become the sole broadband provider for America. The FCC adopted a new definition of broadband at its January meeting, raising benchmark speeds to 25 Mbps download/3 Mbps upload, from the current 4 Mbps/1 Mbps standard. Effectively DSL is no longer broadband.

This will mean less CAF and USF monies to telcos, since they don't offer broadband any longer.

End of Year Tidbits

December 22, 2014

Stop watching the news. Seriously. It's nothing but depressing stuff. It is no way to end the day (go to sleep) or no way to start the day. Read something for 15 minutes instead.

What Will Consolidation Mean in 2015

December 11, 2014

Rob Powell has a good post collecting some of the M&A activity this year. He makes note that the Comcast-TWC-Charter transaction will create a $7B business CLEC. Seven billion dollar business is larger than Level3 (at $6.4B) or Windstream (with just under $6B) or even Frontier (whose $4.5B is mainly residential). Relatively, CenturyLink is doing $17B.

Comcast Merger Will Pressure CLECs

November 19, 2014

The CLEC industry has a few problems:

  1. TDM-to-IP Transition
  2. USF Reform (E-Rate, ETC)
  3. Consolidation
  4. Special Access Pricing

The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger service providers (Comcast & Charter). Comcast is already huge - $17B in the last Quarter! Smaller than AT&T's consolidated revenues of $33.0 billion for the quarter ended September 30, 2014.

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