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

cellular

Scale Won't Fix Sprint

March 12, 2014

Softbank's CEO thinks that buying T-Mobile will solve Sprint's ailments. Scale is not the issue here. Poor strategy is one problem. Want examples: the Nextel integration; destroying the Nextel brand; WiMax for 4G; Clearwire two-stepping - need I go on?

AT&T To Take on OTT

February 2, 2014

AT&T and Beats Music rolled out a music service during the Super Bowl. AT&T is taking on Pandora, Spotify and Apple iTunes.

Bloomberg reports that "Music-streaming services need 5 million to 10 million paying customers to be profitable after paying licensing fees to rights holders, according to Roger Entner, an analyst with Recon Analytics in Boston."

The cellcos are losing ground (and margin) to OTT (over-the-top) companies like Spotify, WhatsApp, Snalchat and more. AT&T has been funding hack-a-thons for a couple of years to get an app store off the ground.

AT&T Buying Customers from T-Mobile

January 6, 2014

Lots Going On

December 19, 2013

Apparently, all will be better when we switch from QAM to WAM

DISH hasn't given up on wireless. It has done terrestrial LTE trials with nTelos. DISH is still looking to buy LightSquared or T-Mobile.

Re-Vamping Telecom

December 6, 2013

The FCC has already made some moves to revamp telecom. There was USF reform, funding for broadband, elimination of a lot of regulations, pilot test with Vonage on direct DID access and the TDM-to-IP migration.

The Broadband money (NTIA, BIP, BTOP) as well as the Lifeline (Obama phone) program has seen its share of abuses, but billion dollar programs will do that. The FCC needs to tighten that up.

If Mobile is Everything

December 2, 2013

Fred Wilson repeats that Mobile is Eating the World. It might be just what I am reading (my influence bias). It's all about tablets or smartphones. Where does that leave your business in 2 or 3 years?

The Future is Now

November 22, 2013

I got to listen to Jack Uldrich keynote the Bradenton (FL) EDC event last night (thanks to Bright House Networks). Uldrich is a futurist and a good speaker.

When you examine all the trends that are happening right now - nanotech, M2M, 3D printing, robotics, computing power & devices, ubiquitous access to the Internet, genomics - we are the beginning of the revolution - not the middle or anywhere close to the end. These things are just beginning.

The FCC is Busy (Part 2)

September 25, 2013

Top stories at the FCC, where there seems to be a lot of activity lately.

The FCC's Wireline Competition Bureau clarified the rules for data collection for Special Access circuits. WC Docket No. 05-25 Report and Order is out.

Susan Crawford writes, "The giant companies that sell access to the Internet are working on multiple fronts to ensure that no regulator has any real authority over them." She is talking about the last 2 RBOCs - AT&T and Verizon, although VZ is the one making the most noise with its lawsuit against the FCC.

"The Obama administration has filed a petition with the Federal Communications Commission asking that all wireless carriers be required to unlock all mobile devices," reports many sources.

4 New Items

September 3, 2013

Just back from ITEXPO in Vegas. Here are 4 news items worth noting.

1

Fast Company has an article about Amazon and its distribution system:

"Those 10 million Prime members (up from 5 million two years ago, according to Morningstar) are practically addicted to using Amazon.

A Laborious Weekend for Bankers

September 3, 2013

A weekend of labor by bankers and telecom execs resulted in two purchases. Verizon finally was able to rest full control of VZW out of Vodafone. However, it cost VZ $130 Billion to do that. Vodafone's 45% ownership of VZW was purchased "for $58.9 billion cash, $60.2 billion stock and $10 billion in other consideration," according to WSJ.

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