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

duopoly

10 Years of Telco Hubris

November 18, 2016

The year was 2005. The place was the Supreme Court for the Brand-X case. Cable won. Internet was deemed an information service that did not have to be shared.

As the Telecom World Spins

November 4, 2016

It is happening so fast. Here's this week in M&A:

CenturyLink just sold off its data center business that was a combo of Qwest Cyber Centers and SAVVIS to a group of PE firms for $2.15B in cash and C-Link keeps a minority stake worth $150M in the new company. CL bought Savvis for $2.5B in 2011.

The Broadband Competition Problem

September 23, 2015

Big discussion over at AVC on Fred Wilson's blog post about the lack of broadband competition. After the broadband report came out, this apparently was a shock to some:

"Today, nearly 40 percent of American households either do not have the option of purchasing a wired 10 Mbps connection or they must buy it from a single provider. Three out of four Americans do not have a choice of providers for broadband at 25 Mbps, the speed increasingly recognized as a baseline for broadband access."

The discussion revolves around - surprise - arbitrage! There would be investment IF there was enough money in last mile residential; if regulation was lighter; if, if, if.

The WalMart Effect on the Duopoly

June 17, 2015

As pricing on bandwidth declines, it is having a ripple effect on the whole system. Bandwidth prices have been in decline but the last couple of years the megabits per dollar has really dropped. The more you buy - 1GB or 10GB - the less it costs now. [Which makes the whole inter-connection fight that Comcast and Verizon have had with Level3, Cogent and Netflix seem like nothing more than posturing with consumers caught in the middle per usual.]

Why I Have a Mad on for the Monopoly

May 4, 2015

Recently, I was asked (once again) why I have a mad on for the Verizon. It isn't Verizon. It is the whole collection of Duopoly - VZ, ATT, Fairpoint, Comcast, Cox, Charter, et al. They have let me down by being slaves to the stock price and squeezing every dollar out of consumers and Wall Street (while paying little in taxes.)

What Business Model Should the VAR Examine?

March 30, 2015

So many keynotes (and channel strategists) have suggested that for channel partners to be successful going forward they would have to do 3 things:

  1. Perform R&D and develop some IP
  2. Build their own cloud services
  3. Go beyond brokerage to systems integration

Storagecraft writes, "According to a study by CompTIA, four out of 10 IT companies are monitoring the impact cloud computing has on the MSP market before deciding to offer managed services."

"ScanSource CTO Greg Dixon explains why it's imperative for solution providers to build managed services into their product offerings in order to boost recurring revenue and expand their value add." [source]

Let's examine each one.

First, the Duopoly doesn't even do research. They have industry labs (e.g., CableLabs) and vendors that do the research and development.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

The Wholesale Paradox

February 11, 2015

The FCC is voting on the anti-muni laws this month. Quite a few states - triggered by the big money of the Duopoly - have passed laws outlawing government broadband networks. The FCC sees the Chattanooga Gig Initiative by municipal provider EPB as its model. It isn't quite the model.

Do Network Upgrades Matter

February 11, 2015

AT&T is upgrading some U-Verse areas to 75 Mbps. Is this in response to the new FCC definition of broadband?

Indiana Fiber Network is upgrading to 100G. IFN is owned by 20 LECs in the state that put 3500 route miles of fiber in the ground touching about 4000 buildings.

Big upgrades - are you in Indiana?

End of Year Tidbits

December 22, 2014

Stop watching the news. Seriously. It's nothing but depressing stuff. It is no way to end the day (go to sleep) or no way to start the day. Read something for 15 minutes instead.

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