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Peter
| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

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IOT Evolution: Tellient

February 11, 2017

Collocated with ITEXPO this year was IOT Evolution, which is the transition from the M2M show that Carl Ford ran. IOT the term means as much to people as UC or SD-WAN. That isn't me being mean; ask people. These are umbrella terms for a vague collection of things.

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

The Next Two Revenue Streams

November 23, 2016

AT&T is buying TimeWarner. Verizon bought AOL and is buying Yahoo. Comcast invested $200M in BuzzFeed. AT&T and DISH are "partnering to acquire INVIDI Technologies. Ad agency WPP is also part of the deal, which gives AT&T a controlling interest in the addressable advertising technology firm."

Content and ad money is the only area of growth for the Duopoly.

An analyst is projected that Cable companies will be the Incumbent Phone company in 2017 due to the number of cable phone lines sold compared to telco.

Telecom Tidbits #2442

November 16, 2016

TDS made an acquisition. "TDS Broadband Service LLC, a subsidiary of Telephone and Data Systems, Inc., and operated by TDS Telecom (TDS), announces the signed purchase agreement for InterLinx Communications LLC and its subsidiary Tonaquint Networks LLC in Southern Utah. The agreement includes over 170 miles of fiber optic transport." [PR] InterLinx sells wholesale fiber; Tonaquint Networks is an ISP providing broadband via fiber and fixed wireless.

CS&L, the telecom real estate investment trust (REIT) spun out of Windstream last year, owns the copper and fiber assets that Windstream exclusively leases for its network. CS&L bought Tower Cloud and PEG Bandwidth to add to its fiber portfolio.

Mobile Eats World

October 31, 2016

Everyone says that mobile will win. A former executive at Synnervse believes that 5G will trump fiber. When your career is wireless, you think 5G is going to be awesome. When your career has been wireline, you don't think anything is better than fiber.

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile in 2011.

2 Big Mergers and a Smaller One

October 24, 2016

In 2000, AOL bought Time Warner for $164 Billion, an outrageous amount of money fueled by the dot com bubble. It was the worst merger in history. AOL was spun off in 2009 and was acquired by Verizon in 2015 for $4.4 Billion. Now, AT&T is looking to buy Time Warner for $85 Billion ($109B with debt included).

Tidbits #2440

October 6, 2016

Consolidation continues in the VoIP space.

Velis4 has been acquired by a company called Globalgig. Ernest Cunningham will be the CEO of the combined company, while Anthony Jett, Velis4's current CEO, becomes the COO. Globalgig brings a global vision to Velis4, who will be expanding into Europe and Australia soon.

Copper is Coming to an End

October 5, 2016

After writing about outages being the new normal, I received a letter from the cableco about battery replacement for my voice line (SIP from separate cable modem).

As I watch Hurricane Matthew, I wonder how many elderly and infirm still have POTS lines.

Verizon workers can now be fired if they fix copper phone lines for DSL, according to reports (and HERE). Verizon wants people to buy fixed wireless and 4G LTE-A in place of anything copper.

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