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

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3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Wireless Combo is Merger 3

August 20, 2010

This week has been awash with mergers - the Intel-McAfee merger and the Windstream-Q-Comm merger are the big two. The third interesting merger involves two fixed wireless companies. Airband and Sparkplug announced that they merged and grabbed $20M in financing.

"Fixed-wireless companies Airband Communications and Sparkplug Communications today announced they have merged, creating the largest fixed-wireless company for businesses in the U.S., providing a full suite of voice and data services in 17 markets."

More Mergers

August 19, 2010

FCC Report of Obviousness

July 23, 2010

The FCC released the Sixth Broadband Deployment Report. Due to the FCC changing the definition of broadband from the decade old standard of 200 Kbps downstream, most DSL won't count as Broadband since the FCC now defines broadband as 4 Mbps downstream and 1 Mbps upstream. In accordance with that, you would expect the report to state that hundreds of millions of Americans cannot get broadband, but  "The report, based on data provided by service providers for December 2008, found that between 14 million and 24 million U.S. residents (which is about 4.5% to 8% of the U.S.

FiberNet Changes Hands (Again)

July 20, 2010

One Communications sold off its FiberNet holdings - 100,000access lines and about 3,500 route miles - to NTELOS, according to a press release. The price tag: "for cash consideration of approximately $170 million." Huh? What is that?

I'm translating this from the One CEO to mean we needed the cash or cash consideration:

Zayo Buys AFS

July 1, 2010

As Rob Powell predicted, the self-proclaimed Fiber Bigot, Dave Rusin, CEO of Rochester-based American Fiber Systems, sold the company to Zayo. Some reports were that the sale price was $185M, but Zayo is stating that number is ridiculous. The original press release did not offer a price tag. 

Consider that Zayo financed $250M in debt at 10.25% in April. It's AGL acuisition is still pending. Zayo has a capital intensive business (building out fiber always is). And it's a VC backed company. Zayo smacks of a roll-up waiting for the right time to resell.

Is FiOS Crushing Verizon?

June 11, 2010

Is Verizon getting crushed by their FiOS project?

A source says that the labor force internally has shifted around so that the FiOS department is a separate stand-alone department without access from other departments. In other words, FiOS is a silo. That's not that unusual in big corporations, especially telcos.

Can Copper Turn to Gold?

May 25, 2010

People ask me about the CenturyLink-Qwest merger. I'm still trying to get over the CTEL-Embarq merger. And wrapping my head around bigger is better when that has been proven to be a hoax recently (Too Big to Fail?) is causing a headache.

Rich Tehrani sent me an article from Barrons, CenturyLink's POTS of Gold.

Lit Building Strategy

May 17, 2010

Rob Powell at Telecom Ramblings has his lit building chart updated. Top 5 most lit buildings is TWT, L3, Optimum Lightpath, FiberTech and XO at 3000.

So L3 tried to sell mainly on-net via the channel. They would light any building within 400 feet of a fiber route.

The Landline Dilemma

April 26, 2010

As CenturyTel buys up Embarq and Qwest and Windstream buys up IOC's and CLEC's, the question remains: What do you do with all that declining wireline revenue with mounting debt?

Unless 100MB DSL becomes a reality that can be rolled out to 75% of their base, I don't see how these 2 ILEC's pay back the debt.< p/>

Their FTTx strategy is in pilot status. How do they compete against DOCSIS 3.0 from the top MSO's?

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