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

economy

RUS, FCC, BIP, USF and Other Acronyms

August 3, 2015

The Big Boy telecom advocacy groups and pundits are spinning that the FCC is overstepping its bounds. Headline from Forbes and their law + technology columnist: FCC's First Net Neutrality Fine Heralds The Big Internet Chill. This was followed up by headlines about FCC Chair Wheeler over-stepping, arm-twisting and misusing his office.

AT&T gets a $100M fine for selling unlimited accounts that were impaired for big users.

Europe Invades American Cable

May 21, 2015

The French group Altice SA, controlled by Patrick Drahi, made a bid of $9.1 billion for Suddenlink - and is rumored to be looking at TWC. Yesterday, during a lunch discussion with TMC's CEO, Rich Tehrani, I mentioned how over-leveraged most of the Duopoly is. Verizon, AT&T, C-Link, Frontier, Comcast, WIND - all have an overloaded debt to revenue ratio. Rich explained that the name of the game is share price and cheap money.

Trends in America

April 28, 2015

There is a rising trend in America toward the non-worker. The former US Secretary of Labor, Robert Reich, has been talking about it a lot lately. Salon magazine reprinted Reich's blog about the rise of the independent contractor model in the US.

There has been a backlash on workers and unions in America over the last 7-10 years.

About Product, Startups and Other Things (by Fred Wilson)

March 15, 2015

In this interview of Fred Wilson by Jason Calacanis, they chat about VCs, investing, startups, Apple, Kickstarter, blogging, Net Neutrality and more.

On blogging, Wilson remarks that it helps him articulate what he is thinking (at 48 min). He also later talks about how many people worry if they will end up in his blog

At 19 minutes Wilson speaks about NYC startups.

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.

A Quick Marketplace View

January 23, 2015

SkyMall declared bankruptcy. Radio Shack is on the verge of bankruptcy, like so many retailers who didn't pivot - Kmart/Sears, JCP - even Macys is reorganizing.

The price of crude oil is $45 per barrel today -- as Saudi Arabia enters the day with a new after the death of King Abdullah yesterday. Yemen's government collapsed this week.

2 Biggest Topics of 2014 and My Guess for 2015

December 30, 2014

The 2 biggest topics to me this year (2014) were (1) M&A AND (2) hacking.

Hackers had a field day with Sony, Target, Home Depot, iCloud (and celebrity photos) and 757 other organizations. [See VZ data breach report here.] Hackers had a field day with millions upon millions of passwords, emails and credit card numbers - over 83 million records. No one takes security seriously in the US - until after the hack happens to you (and you bear the cost of the breach, which for some companies is in the neighborhood of a billion dollars.)

The IP Transformation Effect

September 12, 2014

While the former RBOCs run pilots for the TDM-to-IP transformation that they are pushing for, the rest of the ILEC world is scrambling to figure out how it will destroy their current business model. The Rural LECs have been kept afloat by USF funds; now, those funds will be less than half and based on broadband lines instead of POTS. The whole business model is shaking up.

Voice over IP is the aftermath of consumers moving from copper to FiOS or cable modem or even cell phone over the last ten years.

PwC's Growth Study

September 4, 2014

PriceWaterhouseCooper (PwC) released a study about the future of work/ Here are some excerpts.

"The world craves growth. The developing world needs growth to pull people out of poverty. The developed world needs growth to tackle mounting unemployment and large government deficits."

The Not Unusual Alteva Dilemma

September 3, 2014

A private equity group that owns 6% of Alteva made a play to buy it all and take it private. That move failed. The most interesting comment Rob Powell made was this: "[Alteva] has been seeking a future in hosted UC, where it has found solid growth but no profits yet."

When you look at the INC5000 for revenue numbers for many hosted players, none are clocking the ball out of the park, despite years of trying.

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