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

CLEC

Casting a Wide Net

August 31, 2012

When I read that VZ and Sprint signed of to offer Office 365, I thought, "More me-too for this industry." Then I read further down where 42,000 Microsoft partners are also going to be reselling Office 365 and I about fell over. Everyone is offering Office! One big Red Ocean.

Looking at the Talking Cloud 100 cloud providers, a large number of them are data backup providers and Google Apps integrators. I can see how a Google Apps integrator can be competitive, but 30 or 40 data backup companies?

Birch Grabs Another Small CLEC

August 14, 2012

Birch is expanding in the Greater Tampa Bay market with its acquisition of Daystar. Birch recently completed its acquisition of AstroTel, who I was an agent for. Daystar was a facilities-based CLEC based just south of Sarasota, with a customer base from Tampa to Naples. It gives Birch some more assets south of Tampa.

What Will Happen to the Gear Vendors?

August 7, 2012

There used to be a class 4 switch called Coppercom. It was a decent switch and reasonably priced. The company couldn't make a go of it because the ISP and CLEC market was shrinking at the time.

Yesterday there was an announcemnet that telecom CAPEX (capital expenditures) have shrunk.

The Cloudy Race to Zero

August 6, 2012

There has been an discussion about the Transactional Agent - and his demise. I beg to differ. I think The Cloud will end up being transactional as well.

A couple of months ago, Microsoft lowered its pricing on Office 365 in March to compete with Google Apps at $50 per year per user.

Strategy Matters

July 24, 2012

"When everyone is playing the same game, your execution is critical." - Seth Godin

"the way you go to market, the structure of your offering, the model of your business--these are sufficient to cause you to lose, regardless of how you play the game."

It's like he was talking about telecom, the ultimate me-too industry. It is even me-too in service delivery - which means it largely sucks.

7.5 Things Affecting the Channel

July 18, 2012

There have been some changes in the Channel. Agents need to pay attention because this will result in even more changes in the Channel!

  1. Windstream laid off their Channel Chief, Dan Sterling. Windstream has been trimming the management fat this year.

What's Up With Level3?

July 16, 2012

What's up with Level3? Not its income or free cash flow. (But its long term debt is up to $8.426B).

The acquisition of Global Crossing was going to fix all of that - or so they said.

HT Picks Off Big Competitor

July 12, 2012

In many ways, Wavecom was as big a competitor to the incumbent carrier in Hawaii as Oceanic TWC. A facilities-based CLEC, an ISP, a wholesaler and a Hosted PBX player. That's four areas where it was a thorn in HT's side.

Hawaiian Telcom (HT) is acquiring Wavecom Solutions Corporation for $13M.

The Sales SWAT Team

July 3, 2012

Zayo Group announced the formation of a dedicated team focused on Small Cell and Fiber to the Tower (FTT) initiative (in this press release). That's a good idea. In fact, when RAD-INFO INC is consulting on mergers between TDM companies and cloud companies, this is one approach that we have used.

There are different types of salespeople.

What's Up With Private Line?

July 2, 2012

"Private lines are leased point-to-point circuits, which are used for a variety of applications including connecting enterprise locations and backhauling cell towers to mobile switching centers," according to Insight Research.

"The $39 billion US private line services market is expected to show modest 2.3 percent annual growth over the next five years, as demand for higher bandwidth private lines offsets the shift of lower bandwidth private lines to packet-based services, says a market analysis study from Insight Research."

I have no idea how that will happen, unless they also include Ethernet, which the ILEC's do NOT.

AT&T and Windstream won a special access docket at the FCC, but without a vote.

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