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

economy

Wasted Ad Dollars

October 11, 2010

So we have television ads running constantly from auto insurance carriers. State Farm, GIECO and Progressive are running massive ad campaigns that I have seen on TV shows, the NFL, web, and direct mail.

It's basically become too annoying. How can they all be cheapest?

So We Have These Mergers

September 22, 2010

So we have all these mergers taking place, then I'm reading Consulting magazine to find a book review about John Hagel's The Power of Pull. We are in an era of declining ROA from Big Business, so they have to keep buying assets to stave it off.

"to support that proposition we muster a set of evidence around performance trends over long periods of time for all public companies in the United States. In particular, we show that return on assets (ROA) for all public companies in the U.S. has eroded in a very substantial and sustained rate since 1965.

Paetec acquiring Cavalier

September 13, 2010

PAETEC announced that it is merging with Cavalier Telephone this morning. The transaction is worth about $796M if I read between the lines correctly - $336M in debt and $460M in financing. So PAETEC gets about $800M in additional revenue for $796M.

CavTel will be a wholly-owned subsidiary of PAETEC.

The Era of Freelancers

September 7, 2010

Locally, I help organize BarCamp Tampa Bay, the UN-Conference for creatives, geeks, and techies. We gather for 2 days to share, engage, learn and network. We have had over 60 sessions both years. There will be more this year.

My Negative Outlook

August 26, 2010

It has been pointed out that I tend to have a negative outlook. I don't know how fair that statement is but I'll give you my view of the world.

I'm an American. This is the greatest country in the world.

Debt and Finances

August 16, 2010

I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis and I was amazed that most of the Players on The Street don't know more than me, except they know when the rats are bailing a ship, so they can too.

That being said, I wonder how we have developed such an over leveraged Industry.

Mergers Only Mask the Truth

August 10, 2010

I have a firm belief that most mergers are just ways to make the books look better by clouding the numbers. Take this headline from the Morning Journal, "CenturyLink has profitable second quarter, primarily due to acquisition". I agree with that.

The telling number is the revenue or income or EBITA, but this metric: "CenturyLink added more than 29,000 high-speed Internet customers in the second quarter, compared to 28,000 in the second quarter of 2009, the company reported." HUH?

My Thoughts on the BSFT IPO

June 17, 2010

Disclaimer: I work with both Broadsoft and its customers.

I was shocked to learn that Broadsoft hasn't made money yet. Granted some of their clients came through acquisitions of Genband and Sylantro, but they have 400+ clients including many large ILEC's worldwide.

Broadsoft raised about $76M from investors, including Bessemer Venture Partners, Grotrech Ventures, Charles River Ventures, Columbia Capital, RRE VEntures, Crescendo Ventures and Meritech Capital Partners.

What is the FCC Trying to Say?

May 6, 2010

The Buzz this week is the FCC's "Third Option" for some form of regulation of the Internet.

This is FCC Commissioner Michael Copps' statement about the Third Option.

"Frankly, I would have preferred plain and simple Title II reclassification through a declaratory ruling and limited, targeted forbearance--wiping the slate clean of all question marks. The quicker we can bring some sense of surety and stability to the present confusion emanating from the Comcast court decision, the better off consumers--and industry, too--will be."

The FCC General Counsel released this statement explaining what FCC Chair Genachowski was trying to say in this statement: "The Third Way: A Narrowly Tailored Broadband Framework".

The Numbers Don't Add Up

May 5, 2010

When Net Neutrality folks say we need competition, I laugh. Never gonna happen. Why? Competition that is just too big and powerful (for now).

When Agents cry about the ILEC Channel programs, I shake my head because it has been about the same or slightly declining for years.

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