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


The Cable Triumverate

October 4, 2015

At a master agency, Microcorp One-on-One, the Cable 3 Sisters gave a presentation together. They have been sharing booth space for a couple of years - and presenting together for a while. This was my first view of it.

The push is on to fiber.

The Broadband Competition Problem

September 23, 2015

Big discussion over at AVC on Fred Wilson's blog post about the lack of broadband competition. After the broadband report came out, this apparently was a shock to some:

"Today, nearly 40 percent of American households either do not have the option of purchasing a wired 10 Mbps connection or they must buy it from a single provider. Three out of four Americans do not have a choice of providers for broadband at 25 Mbps, the speed increasingly recognized as a baseline for broadband access."

The discussion revolves around - surprise - arbitrage! There would be investment IF there was enough money in last mile residential; if regulation was lighter; if, if, if.

FCC Moves on Frontier and the Internet

September 14, 2015

So the FCC set the clock on the Charter-TWC merger. Part of the order explains how confidential information will be handled. (This is not the first merger with confidential company info.) The two Republican Commissioners on the FCC are complaining loudly -- as they have over every order passed by this Commission. FCC Commish Ajit Pai is often belittling the FCC CHair and his decisions publicly.

Integra Expands With Fiber Buy

August 18, 2015

Integra is in the process of re-invention. Integra re-organized and revived the Electric Lightwave brand. CEO Kevin O'Hara was replaced by a board member and the HQ moved to Vancouver. But it looks like it will stick with its fiber first focus.

Fiber Play: NTELOS Bought by Shentel

August 13, 2015

It is all about fiber. Whether it is fiber-to-the-home or fiber lit buildings, the bankers love the word fiber. (I will refrain from jokes about constipated personalities here.)

CenturyLink keeps announcing fiber-to-the-home plans.

News Tidbits Part 2919

July 30, 2015

Windstream joins the likes of TelePacific, the old Airband (now UNSi) and numerous WISPs in offering Fixed Wireless. "Windstream's Fixed Wireless is a technology solution for carrier-grade Ethernet and Internet-over-Ethernet connectivity delivered by digital microwave technology, and is currently offered in Chicago, Ill., New York, N.Y., Northern New Jersey, N.J., and Milwaukee, Wis." [source]

Windstream is in battle at the FCC to get IP equivalent wholesale products from AT&T as TDM retires. It is not going well.

Why Be Cagey?

June 11, 2015

"On EarthLink's Q4 earnings call this morning, the company talked pretty frankly about its intentions to sell off network assets to focus more tightly on the managed services side," reports Telecom Ramblings. So I contact them about a specific territory. I get a soft shoe tap dance.

"We are choosing who we will sell them to.

M&A Rumor Mill

May 4, 2015

One big rumor is that Salesforce is being acquired. Google, Microsoft and even Oracle have all been mentioned. Although Oracle has said they will profit more if someone else buys Salesforce.

By the way, just the rumor made a lot of folks at Salesforce extra money as the stock bumped up 10% on the rumor.

News Tidbits Part 2917

April 27, 2015

Windstream's telecommunications network assets were spun off into a REIT named Communications Sales and Leasing, Inc. that is trading on Nasdaq as symbol CSAL today.

Comcast removed itself from the $45B acquisition of TWC. Both the DOJ and the FCC were opposed to it. Comcast is facing other issues, like cord-cutting and the demise of the pay-cable-TV model that it was built on.

The Race to Gigabit is About Business

April 15, 2015

The cable companies racing to Gigabit networks isn't about delivering ultra-fast broadband to consumers. The Gigabit announcements get them good PR in DC, where the largest MSOs are waiting for approval for acquisitions (Comcast for TWC; Charter for Bright House). Comcast, as the largest MSO, has a poor reputation for customer service and for Net Neutrality. The Comcast-Verizon squeeze on Netflix was probably the number 1 reason the FCC received millions of public comments and laid down the law.

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