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

cloud computing

And So the Bankers Cheer

June 14, 2011

Intermedia is a hosted Exchange company that ventured into hosted VoIP. That venture landed them an LOI (letter of intent to buy) from a private equity firm. On the heels of that, Intermedia decided to grab Zlago to bolster the cloud channel push that Oak Hill Capital Partners wants. Combined they reach about 7000 MSP's and VAR's, according to this report.

As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Top 3 Things Affecting Your Agency

June 1, 2011

Your telecom agency has seen some changes over the last 10 years for certain, but the industry is in another state of change. What three things can affect your Agency?

1. Commission changes.

Are VAR's the New Agent?

May 27, 2011

The Channel seems to be turning their back on the traditional telecom agent. All eyes are on the VAR space. Even Master Agents are out chasing the VAR's. (For example, Telephony Partners has a white paper out to explain why VAR's should work with a master agent like TP.)

From talks with cable execs, it appears that the traditional telecom agent scares the C-suite at the Duopoly.

Crazy News Tidbits

May 27, 2011

"The U.S. Postal Service continues to hemorrhage money, posting a net loss of $747 million in April, and an accumulated net loss of $3.3 billion in the first seven months of its fiscal year." [BtoB] That's crazy! It is time to privatize the USPS and maybe people have to go pickup their own mail.

This guy was so mad at TW Cable that he took out full page ads to yell at them!

TDCloud Joins the Fray

May 19, 2011

We have seen the hardware distributors moving into the cloud space. We saw that SYNNEX launched Cloud SolvUC as a unified communications play. According to the PR, the first nationwide cloud UC product. Umm, just from that marketing spin alone, I would suspect that SYNNEX did not have its finger on the pulse of this space.

InterOp 2011 in Vegas

May 11, 2011

Losses and Growth

May 10, 2011

The only thing really growing is debt.

Clearwire grew revenue but also its losses.

PAETEC finished swallowing CavTel to get to ~$2B in revenue but with losses. And with just 54,000 business customers. (Cbeyond has more than 58,000). Margins are 18.4% according to Rob Powell.

Centurylink is getting hit with a lot of access line loss which is adversely affecting its revenue.





CenturyLink Buys Savvis

April 27, 2011

It hasn't even finished swallowing Qwest and CenturyLink makes a deal to buy Savvis for $2.5B plus the assumption of $700M in debt. From the press release, "With the addition of Savvis, CenturyLink will achieve global scale as a managed hosting and colocation provider and will accelerate its ability to deliver quality managed hosting and cloud capabilities to its business customers. The combination of CenturyLink's hosting and network assets with Savvis' proven solutions in colocation, managed hosting and cloud services substantially enhances CenturyLink's capabilities and provides the company with a solid platform for future growth." So they want to be global?

"Together, CenturyLink and Savvis will operate 48 data centers located in North America, Europe, and Asia with more than 1.9 million square feet of gross floor space; a robust, national 207,000 route mile fiber network; a 190,000 mile global access network; and have a customer list that includes a majority of the Fortune 500 and Fortune 1000 companies."

Everyone is chasing cloud and global. It's interesting because while there are 1000 companies in the Fortune 1000, there are over 5 million other businesses who are looking for business services.



The Inexpensive Cloud

April 21, 2011

Image via Wikipedia

Amazon Web Services including EC2 is down today. When Gmail has any failure my twitter stream goes nuts. Facebook collapses often.

There is one thing people should keep in mind: Building Resiliency and Survivability into a Cloud Platform is not cheap.

For Agents, used to selling TDM with five nines reliability, moving to VoIP with less than that will be a shock, especially when they find out after the first outage.

For VAR's, who have been running their own servers, and like visitors to  Vegas who tell me they are up money, will tell you about never having any down time, moving customers to the Cloud, where you lack control and transparency, will be unsettling.





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