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

economy

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.

Innovation isn't About Replacement

August 25, 2014

In an article about the over-valuation of Uber, was this tidbit:

"In 1980, McKinsey & Company was commissioned by AT&T (whose Bell Labs had invented cellular telephony) to forecast cell phone penetration in the U.S. by 2000. The consultant's prediction, 900,000 subscribers, was less than 1% of the actual figure, 109 Million.

What I Read Over the Weekend

June 23, 2014

This could have been a good case study article if it had been more specific. Instead it is full of vague assumptions. Not helpful at all.

AT&T is adding cities in NC to its U-Verse with GigaPower.

The Net Neutrality Debacle

May 7, 2014

Many people have asked me about this. I don't have a rant about the FCC's Net Neutrality decision. We got screwed but I can't get worked up about it because that is what I expect to happen in DC these days.

No matter what ruling - McCutcheon v.

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