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

economy

A Big Shift Coming to Telecom

July 5, 2016

Our sector of the marketplace - telecommunications - is about to undergo a change. Yeah, we have been in a shift for a good while, but more is coming.

We went from TDM to VoIP to Hosted PBX to UCaaS to UC&C.

We went from T1 to cable broadband to Gigabit.

What You Can Learn from the Music Industry

June 20, 2016

Watching the Uber/Lyft fight against the Hillsborough County PTC has been a front row seat to the old guard refusing to change.

The music industry died in 5 years. Blame it on Napster, but it was more about the Kingpins not wanted to change. Movies and TV are facing this, but seem to be adjusting better than the music industry did.

Telecom Tidbits #2435

May 16, 2016

A lot going on (especially with M&A). The FCC approved the Charter-TWC-BHN merger, despite being fined for blocking third-party modems.

Frontier says that the 30K people affected by the transition (and who still have issues) will get credits and should get over it as 30K represents less than 1% of their customers. The Florida Attorney General jumped on the PR bandwagon to wag her finger at Frontier.

Food for Thought (Tidbits #2434)

May 2, 2016

Tidbits today but not all of them are about telecom.

From James Altucher: "Automation is eating the world. Every time a line of software is written, a job is lost." VR, 3D printing, AI and robotics will make us all unemployed soon. what then?

Tidbits # 2428

February 5, 2016

IOT

Cisco buys Jasper Tech for $1.4 billion, because Jasper's IoT cards are inside GM cars, vending machines and car charging stations.

The number of IoT developers is growing exponentially - "According to VisionMobile's new IoT Megatrends 2016 report, 4.5 million developers are working on IoT applications." According to TechRepublic, these developers are buying into revenue, not hype. Well, I would beg to differ as noted by the shift away from Wearables.

HP, The Idea Economy and You!

November 9, 2015

HP is re-organizing. It was quite the behemoth: "a $110 billion company that operated in 120 countries with more than 700 legal entities, and an IT infrastructure that spanned three data centers." Meg Whitman penned a look at HP and the Idea Economy on LinkedIn.

I tend to agree with many of her points.

We live in an age of disruption.

TV is Moving to the Internet

October 27, 2015

TWC is trialing Internet TV. "The beta service will let some customers get online Internet TV services, without requiring a cable connection, through a Roku 3 device," according to eweek.

Comcast Xfinity, Verizon, Boingo, DISH (Sling TV) have joined Hulu, HBO, Starz, and CBS with streaming TV services. It will all move to IP -- not necessarily over the Internet.

The Decline of TV

September 10, 2015

DSLReports writes that the Average Cable Bill is now $99, Up 39% Since 2010! Up 9% from last year!

Most of that increase is due to about 5 companies charging a premium for content -- and packaging channels that no one wants with the 1 channel viewers do want. [That is why a la carte channels will just not work.

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.

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