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

cellular

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. ???

Fill 'Er Up

December 11, 2012

Many business models are at odds with the customer wishes.

Airlines want full planes. Customers don't want to be sardines and have bags checked for them.

Consumers hope that not everyone is using the Internet at 8 PM.

Moves and Changes This Week

November 19, 2012

Cisco announced plans to acquire Meraki, a managed Wi-Fi company, for about $1.2B.

Broadsoft announced UC One and now Rich Communications Services (RCS) to be added to its BroadCloud SAAS platform. [UCStrategies]

After Softbank put $20B into Sprint, Sprint turns around and buys some US Cellular markets for $480M.

AT&T's Big Investment

November 14, 2012

AT&T announced that it would spend $14 Billion dollars on wireless and wireline networks over the next three years. What a bunch of hoopla over not much. AT&T already spends between $7B and $9B annually on its wireless network. The rest will be used to hit 1 million businesses with fiber.

More on the Microcorp and TDMobility Deal

November 6, 2012

Microcorp announced a deal with TDMobility (here and here). I have written about TDMobility before (most recently here and before), where I proposed that it would be a small leap for TDMobility to become a master agency. Instead, TDMobility teamed up with a master agent, Microcorp, instead.

Tech Data already has a direct relationship with XO.

Your Cellphone is Spying on You

October 18, 2012

There is so much talk about malware on Windows computers. Apple users think they are safe. HA! It was simply a matter of volume. Now that iOS is on millions of devices it is worth the time for bad guys to turn their focus.

Three Big Jumps This Weekend

October 15, 2012

The biggest jump over the weekend was Red Bull Stratos: "Felix Baumgartner captured the attention of the web on Sunday when he jumped from a capsule 128,000 feet above Earth and landed safely on the ground in New Mexico." [via Huffpro] Not only did Baumgartner break the speed of sound, but YouTube broke the streaming barrier previously set at the Olympics. 8M people watched globally as Baumgarter jumped from the stratosphere.

Another big jump was Japanese mobile operator, Softbank, plunking down $20.1 Billion for a 70% stake in Sprint. Sprint needed the cash to reverse its course in 4G build-out issues with WiMax and Clearwire.

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.

Sprint Missed the Boat

October 3, 2012

MetroPCS was in a hurry to get hitched. With 30 fast approaching, MetroPCS dated Sprint then got engaged to T-Mobile USA. Gary Kim has a nice graph of how T-Mobile will still be 4th after this acquisition, but a closer 4th.

No one is bemoaning the GSM-CDMA issues that lie ahead - and they do.

Buying or Being Bought: Sprint

October 2, 2012

In March, Craig Moffett of Bernstein Research announced that Sprint would end up in bankruptcy. MSN reports, "After assigning a 50% likelihood in March that Sprint would end up in bankruptcy as it raced to build a national wireless network to handle smartphones like the iPhone 5 and compete with stronger carriers -- and citing bond trading prices -- telecom sector bear Craig Moffett of Bernstein Research now says that readily available financing makes that prospect remote. However, amid a 100%-plus stock rise for Sprint in 2012, Moffett says that even if bankruptcy is not a near-term risk for Sprint shareholders, significant risks remain."

Bloomberg writes, "Sprint's stock surged 136 percent for the second-biggest gain in the Standard & Poor's 500 Index as the wireless provider boosted sales with Apple Inc.'s iPhone and began rolling out a faster network.

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