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

duopoly

ROA and Moore

October 11, 2010

A new metric for Wall Street is Return on Assets. A company spends money on infrastructure, equipment, etc. (Assets) to produce goods or deliver service. Recently, I have been reading where the return on assets is decreasing sharply (and has been for some time).

Wasted Ad Dollars

October 11, 2010

So we have television ads running constantly from auto insurance carriers. State Farm, GIECO and Progressive are running massive ad campaigns that I have seen on TV shows, the NFL, web, and direct mail.

It's basically become too annoying. How can they all be cheapest?

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Debt and Finances

August 16, 2010

I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis and I was amazed that most of the Players on The Street don't know more than me, except they know when the rats are bailing a ship, so they can too.

That being said, I wonder how we have developed such an over leveraged Industry.

Losses All The Way Around

July 27, 2010

What a terrible quarter. 

The FCC is playing around with Broadband - plans, definitions and classifications. The NTIA took the summer off from its task on the broadband stimulus. 

Meanwhile, VZ releases its quarterly numbers as a loss due to pension payments and layoffs. It is planning more layoffs, because it has to cut head count in its wireline business to reflect the declining revenue. The spin was that VZW was counter-balancing any revenue losses, but with wholesale (pre-paid) cellular subs, not direct, contract ones.



ReClassify the FCC

July 27, 2010

You have thousands calling for reclassification of broadband service by the FCC. In other words, let's regulate broadband. As if that will help. More government red tape. Regulation didn't get CLEC's to develop a viable model in 14 years, so what will change with more regulation?

Dave Rusin, CEO at AFS, sold his company to Zayo, I think, to spend more time blogging about changes needed to both the FCC and CLEC strategy.

Things are Round and Round

July 15, 2010

As one door closes, right? Well, WISPA is putting together a deal with DirecTV so that it's mainly residential wireless ISP base can grab some cash switching people from cable TV and Internet to fixed wireless internet access and satellite TV - kind of a cut the cable promotion. 

It used to be that independent ISP's had to worry mainly about the ILEC, but in the residential (consumer) market, the worry is cable - Comcast, Cox, TWC, BrightHouse, CableVision and Charter.

The funny thing is that some of the MSO's are collapsing their wholesale division. Just like the ILEC's, the MSO's don't really want someone else to own the customer. So even as Charter opens up its wholesale cable modem program to FISPA members, I have to wonder how long it will be in existence.

Channel Partners Expo in Boston in 2008 when the cable guys were all lined up on a panel handing out crumbs of info about their newly developed channel program, all anyone wanted to know was how much commission and would there be an added spiff.





Verizon Starts Blocking

June 9, 2010

Comcast won in court over the FCC on the issue of traffic shaping, so Verizon started blocking ports this week.

First, VZ started blocking port 25 yesterday on their FiOS and DSL networks. Now VoIP Traffic is being blocked.

From an ITSP, "We started getting calls today, and it seems that Verizon has started blocking ports, traffic shaping, something, but it is interfering with voice service, email, and some web traffic.

Metered Data Begins

June 2, 2010

TWC and AT&T both trialed metered Internet access over wireline broadband. As far as I know, both trials were not that successful.

The big issue for ISP's is that the bandwidth consumption keeps increasing (as the Internet becomes the communication avenue as well as entertainment and news outlet). This doesn't bode well for Duopoly revenue long-term. Why? 

AT&T and VZ are spending a fortune to deliver TV via tripple-play to consumers.



Re-Title the Internet

May 4, 2010

Last Friday, FCC Chairman Genachowski received a letter from three law professors, all experts on telecommunications law and open Internet rules. "Tim Wu (known for first popularizing the concept of Network Neutrality), Susan Crawford (former White House advisor on telecommunications policy), and Marvin Ammori (lead attorney and representative of intervenors in the FCC's Comcast proceeding and court appeal), called on the FCC to reclassify broadband transmission service as a Title II telecommunications service." [save-the-internet]

Since AT&T blogged about it without mentioning Crawford's name, I know that the spin machine is in effect. But the FCC must act fast before the Duopoly can mount a PR campaign and a war machine.  I'm a firm believer that anything that a Fortune 1000 company lobbies against is best for the consumer. And every time AT&T wants anything, it usually means it's time to reach for the KY. 

For a detailed legal explanation of why broadband was never classified as a Title II telecommunications service, read this.

Of course, the re-classification would be fought, but so what?





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