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

economy

Letter to EMS Financial Customers

December 4, 2011

From: EMS Financial Services [mailto:admin@emsfinancialservices.com]

Sent: December-03-11 6:17 PM

Dear EMS Customers and Friends,

You are undoubtedly aware of the difficult situation EMS finds itself in. However you may or may not be aware that a forensic examination of EMS accounts has revealed evidence that the Original Founder, Principal and Managing Member of EMS, Mr. James Nicholson, has misappropriated and mismanaged substantial amounts of EMS funds, having sole and complete access and control of all financial banking throughout the period.

Some Have Reached The Peak

October 21, 2011

I had a conversation yesterday with a friend from UHC. She mentioned that VISA is worried about its profitability on just the $0.24 federal max per debit card transaction. Here's the problem the American economy faces: We Peaked Already.  Period.

Globally, America is in a battle for good jobs, natural resources, oil, and soon clean water.

Business is Still Happening

October 19, 2011

Despite all the bad news, bad politics, financial collapse and more, at the end of the quarter business is still getting done. People are still buying stuff.

For example, Juliana Kenny reports that Yahoo! still hit earnings expectations even with firing their CEO.

How Do You Make it Rain in the Cloud?

October 10, 2011

Here at Microcorp's One-on-One event, I moderated a panel this morning about various cloud services with Level3 (CDN), Cbeyond (Virtual Servers), Intercall (Microsoft 365/Linc), EarthLink (Security), and PAETEC (Visual Messaging). It's an eclectic mix, but that should tell you that there are many ways to leverage this thing called CLOUD to make money.

The Cloud is really a value for IT services. It's about leveraging the technology and the technical skill set of another company in order to let the business focus on their own finctionality, instead of the tech that might help the business operate.

The move to the Cloud by carriers is due to the lack of margin growth in the primary business of access. It's moving up the OSI stack from Layer 1 (wireless, copper, fiber) to Layer 3 (Internet) to Layer 7 (Apps).



Conferencing is on the Rise?

September 30, 2011

Analysts often talk about predictions and trends in the marketplace. It seems except for voice, everything is on the rise: Cloud, VoIP, SAAS, mobile, social media and, yes, even conferencing.

What is driving conferencing?

The economy has something to do with it.

There's Disruption Everywhere

September 28, 2011

As folks move to VoIP and cell, the PSTN has to come down. Meanwhile, since fees are lower on VoIP and cell servcies, 911 centers can't afford to operate. As we move away from regulation - especially in Florida - phone calls stop being connected. Call termination issues increase.

Unemployment and the Digital Divide

July 18, 2011

In this article in TechCrunch, you will read an interesting look at how Silicon Valley and the march of technology are causing a Digital Divide.

Every online sale takes away from brick-and-mortar business just as Wal-mart has run over mom-and-pop stores, each resulting in empty storefronts and unemployment. When we start automating basic jobs - like robots to make fast food burgers - we have to realize that the unemployed and the unemployable will grow. (There 's a great article in The Atlantic about what it's like to be unemployed for an extended time.

Is this a Master Agent Dilemma?

June 21, 2011

From the carrier side, Channel executives are looking to the VAR space for growth? Why is that? Has the Agent contribution to channel revenue hit a plateau?

At dinner last night, I was talking about the magic number of a tribe. For consultants, it's 100.

As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Telecom Debt

June 7, 2011

It's amazing how much debt there is in telecom.

AT&T and its assorted subsidiaries owe $65B.

According to Zacks, "the Debt to Asset ratio shows the proportion of a company's assets that are financed through debt. If the ratio is greater than one, most of the company's assets are financed through debt." Zacks lists a few telecom companies:

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