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

economy

Whitacre Running GM

June 9, 2009

Former SBC chief Ed Whitacre is going to be the next Chairman of GM. Huh? According to Bloomberg, Whitacre is doing his patriotic duty and loves the challenge. Rich Tehrani thinks that Whitacre was a strategist.

VoIP Is Taking Off

June 7, 2009

The financial activity in the ITSP sector that I am seeing leads me to believe that the ITSP sector is taking off.
Although there have been analysts who think that IP Lines will slow down, I have to think that in the economic reality we are facing, the distributed workforce, the tele-worker, and the mobility of employees, more and more lines will move to VoIP. For cost savings as well as productivity reasons. 

If lines do slow down it will be due to the following reasons:
  • layoffs - less employees = less lines needed
  • mobility means less landlines needed
  • email, social networks, IM/chat, texting is replacing phone calls.
  • over all trend for less phone calls.
There are so many reasons for small and medium businesses (and self-employed persons) to migrate to VoIP that I don't see it being stagnant for long. 

Who to go with?
The one issue is the share number of VoIP Providers (with little differentiation) makes the decision difficult for the business owner. 

Premise versus Hosted
The premise hardware guys are selling their gear as if it was hosted at your site. Many business owners aren't familiar with having such a significant communication service outsourced (off property). It's a strange concept to wrap your head around.








When Will Level3 Pull the Trigger?

April 28, 2009

Speaking with some industry channel folks today, we got to discussing Level3. Rob Powell says it best, "The Economy Takes a Big Bite Out of Level 3". This is a company with $6B in debt compared to $4B in revenue and negative free cash flow. Everyone wondered when the BK filing woud happen.

Level3 is as much at fault as Cogent and Hurricane Electric in leading the way to pricing underwater. Plus with operational challenges they aren't creating happy customers or agents.

Broadband is Productivity

April 28, 2009

I think that broadband has made some people "too connected". Between twitter, Facebook, LinkedIn, email, text messages, etc. When do you get a recess? But for those that can in fact walk away from the tech and live a normal life, broadband allows for increased productivity.

If you think I am making this up, Broadband Properties magazine has a nice article with supporting facts.

Compare the RBOC Profit

April 21, 2009

There are only 3 RBOC's left: AT&T, Verizon and Qwest. In the new Fortune 500 listing, telecom has 21 companies listed. The top 2: Ma and Pa Bell. AT&T has revenue of $124B. VZ is $97B.

Duopoly against the City

April 6, 2009

CircleID has the story of ILECs and Cable companies once again fighting municipalities, like BellSouth and Cox fought LUS.

With President Obama determined to promote the development of open network telecommunications and smart grid networks we can expect the incumbents to step up their legal battles to stop this from happening.

In relation to the recent $7 billion stimulus package AT&T made a statement that it didn't need the money, but that it would launch a defensive campaign against any competitors using the money to encroach on its territory.

To me, it's anti-American for the Duopoly to fight the city. It's more taxpayer money that could be used for something useful that gets used to fight against two enemies of progress and innovation.

UGC for AT&T

April 5, 2009

Sign of the Times

March 31, 2009

When Sprint chose Dan Hesse to be CEO in 2007, I was against it. He was a Bell-head who had huge opportunity at Embarq that he wasted. What do I mean? Sprint announced its intention to spin-off its wireline business into a separate company at the end of 2005.

Will the Dial-Up Trend Affect VoIP?

March 31, 2009

Ars technica doesn't believe the articles in CNET and AOL-Tech about people switching back to dial-up. Well, info from dial-up aggregators indicate that dial-up is on the uptick. As some angry comments mention not everyone needs broadband.

Last year we saw the plateau of broadband subscriber numbers.

Level3 Board Selling Shares

March 9, 2009

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