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

cableco

3 Things to Watch for in The Channel in 2012

November 21, 2011

2011 has yielded some surprising momentum for the Channel. With the cable industry, cloud providers and so many other companies making more commitments to the Channel. I think that there are 3 things we need to watch for in The Channel in 2012.

In 2012, we will see more M&A.

Juniper, TWC Have a Bad Day

November 7, 2011

TW Cable had a nationwide outage this morning as reported on twitter and TheVerge. Internet slowdowns and outages were still being reported by Noon Eastern time.

According to the NANOG chatterbox, Level3 & TWC are having the same problem: it appears that Juniper routers are doing a core dump due to a BGP advertisement that triggers a bug.

There's Disruption Everywhere

September 28, 2011

As folks move to VoIP and cell, the PSTN has to come down. Meanwhile, since fees are lower on VoIP and cell servcies, 911 centers can't afford to operate. As we move away from regulation - especially in Florida - phone calls stop being connected. Call termination issues increase.

Is the Transactional Agent Model Sustainable?

September 1, 2011

This was a topic in Chicago last week: Is the Transactional Agent Model dying? It isn't dying because the telecom business is such a commodity. Dumb pipes will always be a commodity. That's why managed servcies was invented.

Insight Finds a Buyer

August 15, 2011

Insight cable has been actively looking for a buyer for a while. well, actually, Carlyle Group that owns insight was looking for cash. Carlyle Group is an infamous holding company (backed by powerful politicos in the US and Saudi petrodollars). Carlyle bought Hawaiian Telecom from VZ, but it went BK.

Moving and Shaking the Industry

June 20, 2011

Cbeyond opens up for business in Boston. Agents rejoice as they get to sell a booming brand to the SMB space in Boston.

AboveNet looks to have a private equity buyer.

Another fiber provider is getting an infusion of equity from a new private equity partner.

One of the original Broadsoft providers, CommX, was acquired by Keyon Holdings.

Lightyear Network Solutions has a new Sprint MVNO agreement that will allow it to offer its 60k current customers some new wireless products as well as its agent channel.

88 acquires a cloud company named Zerigo, which offers managed DNS, VPS and Cloud servers and monitoring. This move puts 88 on par with Cbeyond, Intermedia.Net and Parallels -- all companies that are truly treating Hosted VoIP as just another service in the cloud.

TWC is buying cable systems in KY and TN from NewWave for $260M [SOURCE: gulfnews.com ( http://bit.ly/m2Xeqv)]











As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Unbundling Cable

June 3, 2011

Cable is Different

June 1, 2011

When selling cable services, it is different from selling most telco services. For one, the voice services are all digital and SIP. In many cases, voice is delivered on a separate VLAN or even physical path. (It's not a dynamically allocated converged circuit.)

Data services are delivered differently too.

Are VAR's the New Agent?

May 27, 2011

The Channel seems to be turning their back on the traditional telecom agent. All eyes are on the VAR space. Even Master Agents are out chasing the VAR's. (For example, Telephony Partners has a white paper out to explain why VAR's should work with a master agent like TP.)

From talks with cable execs, it appears that the traditional telecom agent scares the C-suite at the Duopoly.

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