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

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A Lesson from Pharma?

March 30, 2017

This morning Pershing Square Holdings Ltd.'s head, "Bill Ackman "deeply and profoundly" apologized for his investment in Valeant Pharmaceuticals International Inc., a "huge mistake" that cost his firm $4 billion," in a letter to investors.

Valeant stock is off by 95% from its peak in August 2015.

"Valeant acquired Salix for $11.1 billion and got what has become a key franchise of gastrointestinal drugs. Yet the products haven't sold as well as expected, and Ackman said that it now looked like Valeant "substantially overpayed for Salix, and it has not yet achieved the results anticipated by prior management."" Doesn't that sound like every telecom acquisition since 1999?

Jumping on the Cloud Bandwagon

March 7, 2017

More master agencies are claiming the cloud, so to speak. They are signing up cloud providers faster than the ink can dry on the agreement. (Ben Bronston must be busy.)

They are jumping on the bandwagon for a number of reasons.

Talking Channel and Opportunity with TelAdvocate

November 11, 2016

Copper is Coming to an End

October 5, 2016

After writing about outages being the new normal, I received a letter from the cableco about battery replacement for my voice line (SIP from separate cable modem).

As I watch Hurricane Matthew, I wonder how many elderly and infirm still have POTS lines.

Verizon workers can now be fired if they fix copper phone lines for DSL, according to reports (and HERE). Verizon wants people to buy fixed wireless and 4G LTE-A in place of anything copper.

Windstream Complains About XO-VZ Deal

May 19, 2016

Windstream (and a couple other telcos) is complaining about the acquisition of XO by Verizon.

"About 50 percent of the Ethernet circuits Windstream buys from XO, or about 32 percent of its Ethernet expense with XO is provisioned as EoC. By using XO's EoC services, Windstream can provide symmetrical bandwidth of up to 100 Mbps to business customers." So XO is a vendor for Windstream for EoC. They want to preserve the supply of EoC, not something that VZ cares about.

What Does Hybrid Cloud Look Like?

May 11, 2016

Every business has a Hybrid Cloud environment. Yep. Just about all of them. So all this hype about hybrid cloud is just that... Hype. Let me explain.

In 2003, a business would have ACT!

Are You Frustrated With MPLS?

June 17, 2015

When I read press releases like this I laugh: "Despite the mounting frustration with MPLS connectivity costs and inflexibility, many customers still do not believe the Internet can provide the security and performance needed for today's business-critical traffic." MPLS is inflexible? It isn't inflexible; it is just complex.

Over the last seven years, I have watched many network admins try to wrestle with MPLS. Virtual pathways on a private network have been around since the days of frame relay.

Comcast Merger Will Pressure CLECs

November 19, 2014

The CLEC industry has a few problems:

  1. TDM-to-IP Transition
  2. USF Reform (E-Rate, ETC)
  3. Consolidation
  4. Special Access Pricing

The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger service providers (Comcast & Charter). Comcast is already huge - $17B in the last Quarter! Smaller than AT&T's consolidated revenues of $33.0 billion for the quarter ended September 30, 2014.

The Customer is Always Right

July 16, 2014

Seth Godin reminded me this morning that the customer is always right - or he won't be a customer for long.

This comes at a good time, because a recent conference call about latency on a Layer 2 private line had me biting my cheek. With the industry average SLA being 44 ms of latency on a private line, anything in the single digits is considered excellent connectivity.

Every device - switch or router - adds a little latency.

Schizoid Tails of the ILEC

June 17, 2014

Sitting in the belly of the beast today as I listen to AT&T talk about DSL, U-Verse, ASE (switched Ethernet), LTE and other products. It's interesting to hear AT&T talk about the $21 Billion that they spent on the network in 2013 and the same amount for 2014. (It isn't all wireless CAPEX; it is also wireless network CAPEX and spectrum acquisition costs.) But this weekm the Ma Bell PR machine said, "AT&T Wants to Replace DSL with Wireless in TDM-to-IP Transition Trials" [telecompetitor] Why would Ma Bell dump more capital into a network that they are going to transition?

They may spend on U-Verse like they did in Connecticut before selling off SNET.

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