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

cableco

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.

The $14 Billion Dollar Announcement

December 3, 2012

While I don't agree with everything that Bruce writes here about AT&T's $14 Billion network spend in the next 3 years, there were a few take aways.

The big one is that the ILEC's have been getting rate hikes for years to pay for fiber that most customers are not receiving. FiOS is where it is - and that's the end of that project. U-Verse is fiber to the node and that isn't deployed everywhere either.

Telovations is Getting Acquired!

November 26, 2012

As the Hosted PBX space is finally gaining traction, carriers are buying instead of building. ShoreTel bought M5. Comcast long ago bought NGT. Even Broadsoft bought a service provider, Adaption Technologies.

It's All Just Shifting

October 26, 2012

"Ovum, in a latest research report, has warned that OTT VoIP will cost the global telecoms industry $479 billion in lost cumulative revenues by 2020, which represents 6.9 percent of cumulative total voice revenues," according to reports. Notice that it says Over-the-Top VoIP, not VoIP the way cellcos, FiOS and cablecos deliver it. I think it is a wild guess.

If you believe that tablets and smartphones will replace desktops and PC's, then OTT VoIP will be a good part of that.

The Fall of the CLECs

October 4, 2012

With the T1 market being overrun by the cable companies, CLEC's are struggling to find footing. They need to go cloud, but are struggling. It is times like this when they wish they had a brand.

Branding would help them with the next step - or a Vision.

Some Moves That May Seem Like News

October 2, 2012

Who is going 100G? Both XO and Spread Networks announced its deployment of 100G technology. The surprise? Bright House Networks announced that it will extend its relationship with Fujitsu and utilize that vendor for 100G in its metro network.

The CLEC Space is Changing

September 21, 2012

The FCC has removed its rules against CLEC-Cable mergers. Right now the M&A department at Comcast, flush with cash, is picking out its next target. "Hey, Guys! Call me if you need help with valuations or choices!"

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