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

economy

Tidbits #2444 (Telecom and Otherwise)

January 4, 2017

There are too many VoIP and UCaaS providers. Consolidation is required in this space. I think UCaaS has to shift into Voice/Dial-tone (POTS replacement or SIP Trunking with some features) and some collaboration platform. The way it is now - replacing an on-premise PBX with a hosted one - isn't selling very well.

A Look Back at 2016 News

December 14, 2016

I am not going to be discussing M&A in this post. Those were big stories but I written enough on the mergers.

One big story was Google Fiber laying off and the CEO quitting. I tend to agree with Beranek on this: Google didn't want to be a network operator.

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.

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile in 2011.

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.

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