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

CLEC

Schizoid Tails of the ILEC

June 17, 2014

Sitting in the belly of the beast today as I listen to AT&T talk about DSL, U-Verse, ASE (switched Ethernet), LTE and other products. It's interesting to hear AT&T talk about the $21 Billion that they spent on the network in 2013 and the same amount for 2014. (It isn't all wireless CAPEX; it is also wireless network CAPEX and spectrum acquisition costs.) But this weekm the Ma Bell PR machine said, "AT&T Wants to Replace DSL with Wireless in TDM-to-IP Transition Trials" [telecompetitor] Why would Ma Bell dump more capital into a network that they are going to transition?

They may spend on U-Verse like they did in Connecticut before selling off SNET.

The UC Install Opprtunity

May 19, 2014

When I talk to UC provider (or Hosted VoIP providers) that sell nationally, the biggest challenge is the customer install. There are a couple of national installers including Endeavor. The feedback I hear is that the current choices are not good. just because you can spell ROUTER doesn't mean you can configure one or find one was just one anecdote.

Birch Buys Cbeyond

April 21, 2014

I knew Cbeyond was looking to sell (like TWCable, "Someone buy me!"). And there was the big rumor about Megapath buying them. The execs at Cbeyond were on the losing end of the Paetec-Windstream deal. And while Cbeyond has been talking a good game about Cbeyond 2.0, it is extremely tough to make this transition and sell enough cloud to make up for T1 sales.

Lots of Questions About CLECs

February 20, 2014

At a CLEC event yesterday, many regional CLEcs were asking me about EarthLink, Windstream, the Comcast-TWC merger and Cbeyond.

Will EarthLink get bought? It's a single billion dollar company that is slowly trying to become an MSP from years as a dial-up ISP. With the recent CEO (and other personnel chair shifting) and $1.2 billion in debt.

The Chatter is that 2 CLECs are Combining

February 3, 2014

Chatter on Atlanta Biz Journal and on stock boards is that Cbeyond is prepping for a sale. The last month has seen many CLEC jobs get axed - 100 at Cbeyond, 400 at EarthLink and a bunch at XO. Also, CBEY fired a banker -- that's always a sign of M&A. (The only signal they didn't give was to hire Andy for PR.)

Are CLECs Capable of Cloud Services?

January 24, 2014

Many CLECs - XO, Cbeyond, EarthLink, TelePacific and MegaPath - are in cloud services. EarthLink and Cbeyond would especially like to be known as cloud providers going forward. My question is: is it possible?

If as a CLEC you can't reliably deliver a T1, can a customer trust you with something more complex than that?

4 Moves in January

January 9, 2014

Colocation provider, FiberMedia Group, combined with Bay Area Internet Services under the new name: vXchnge. BAIC was acquired by the Stephens Group, which also owns FiberMedia.

FYI, a nice chart of the top retail colocation companies. Equinix is at about $2B of annual revenue at the top of this space and Savvis is second at approximately $1 Billion.

The CLEC Cloud Cover

December 30, 2013

Windstream, TDS, EarthLink and Cbeyond made a strategic decision to go cloud a couple of years ago. Acquisitions followed. It seems to be paying off.

CLEC's have a special access circuit problem.

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.

Wanted Windy West Data Center

December 11, 2013

Windstream CEO Jeff Gardner stated during the Bank of America Merrill Lynch 2013 Leveraged Finance conference, "We're really at a time where we can start looking out at acquisitions again to accelerate this transformation focused on the enterprise space obviously." Despite having work to do on the PAETEC integration still, Windstream will be looking for assets to add to its national enterprise system. Likely, this will be a data center on the West Coast. That could prove expensive for the following reasons: data centers are a hot commodity that a number of other CLECs are also looking at for purchase; Windstream's debt load is high and if it weren't for the stock dividend it pays out, the stock would reflect it; and their revenue profile.

Let's look at WIND revenue: 72% comes from broadband.

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