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

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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.

What to Do About Dipping revenue and Profits?

August 15, 2013

These headlines are worrisome.

Weaker-Than-Expected Channel Sales Impact CenturyLink

tw telecom Revenue Grows, Profit Dips

Windstream Profit Falls 22%, Business-Service Revenue Up

Revenue is up, profit is down.

AT&T Taking a Leap

July 15, 2013

Bloomberg reported over the weekend that AT&T was going to buy Leap Wireless - for the spectrum of course - for about $1.2B.

"San Diego-based Leap also has $2.8 billion in net debt." Which will be added to AT&T's already massive debt load of $74 Billion in debt

VZW and AT&T are in spectrum hording mode. Most of the postpaid crowd (contracts) buy smartphones and use tablets on family plans.

Cellco Networks Congested

July 8, 2013

You know how everyone makes fun of ATT's congested cellular network? Well, according to Bloomberg, VZW is having the same issue.

Verizon Wireless is America's most heavily used mobile-phone carrier, with 93 million monthly subscribers (second-place AT&T (T) has 71 million). The telecom has continued to attract more new customers than its biggest rivals in recent quarters with ad campaigns that boast about its network's speed.

Are We Still Talking About the Phone?

May 15, 2013

It is still about the phone.

Cell companies are stuck. After years of leveraged cool handsets to drive sales, cellcos are stuck as hardware providers - subsidized hardware too.

Cellcos aren't alone.

Business is a Thinking Man's Sport

May 9, 2013

When I heard Mark Sanborn call business a thinking man's spot, it made me smile and then think. Oddly, most of these news items have all fallen in my lap today. It made me re-think how the value added distributors (VADs), like Tech Data, were going to morph.

Tech Data is the 2nd largest VAD at $26 Billion after Ingram Micro (at $37.8 Billion in sales), but TD is located in Tampa Bay, where I reside.

The New FCC Chairman Might be Biased

May 2, 2013

In 2009, when Robert McDowell was nominated to be an FCC Chairman, the competitive telecom world cheered, because McDowell used to work at COMPTEL. They thought that Bush had given them a little help in the FCC. Oh, how very wrong they were. All the help in the FCC came from Michael Copps and Jonathan Adelstein.

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