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


The Cable Merger World Churns

June 23, 2017

There was a report that Verizon tried to buy Charter for about $100B. It was rejected for being too low.

The other rumor is that Altice which bought Cablevision and Suddenlink is looking at a nearly $2B IPO and will use those proceeds to buy Cox. But that may not happen because Charter now wants to buy Cox.

John Malone, the pioneer cable consolidator, has been all about consolidating cable, telco and wireless.

Telecom Tidbits (Part 2459)

June 13, 2017

Some stats from 451 Research

Enterprises buy a variety of computing services from public to private along with VPS, hosting and everything in between. "It's easier for enterprises to develop, test, operate and migrate workloads across hybrid architectures when the CSP's public and private cloud code base is the same, or at least virtualized and functioning identically." However, they cannot procure this variety from Amazon or Google. They would to go to the likes of IBM, Microsoft and Oracle.

"Consumer tablet demand continues to shrink.

Mary Meeker's Internet Trends

June 8, 2017

Mary Meeker of Kleiner Perkins puts out an annual report on Internet and Internet related trends. This year it is a 355 slide report. [You can download a pdf version here.] (Here is a 35 minute summary from Mary herself.)


A Look at the Future of Wireline

May 10, 2017

The news out of small ILECs like TDS and Cincinnati Bell is that fiber to the home is selling well but more importantly is increasing retention and lowering churn. (Customer acquisition costs are very high in flat product segments like consumer broadband, cellular service and TV.)

Even Fairport, acquired by RLEC Consolidated, is upgrading its network for higher speeds. Some of this is due to the fact that cable is winning the broadband war.

LEOSAT Building MPLS Satellite Network

April 26, 2017

Ronald van der Breggen, Chief Commercial Officer at LEOSAT, agreed to an interview after WAN Summit NYC that we both attended.

RAD: What does LEOSAT do?

Ronald van der Breggen: LEOSAT is launching an MPLS network in space at 1440 km altitude. Once accessing this constellation of MPLS routers (mounted on satellites), we can carry traffic from anywhere to everywhere with lower latency than fiber and with capacities in the Gigabit range.

Will 5G Break Wireline Broadband?

March 21, 2017

Pay TV is in turmoil due to cord cutting. Retail is in upheaval due to changing buying habits as well as a transition in how people spend free time.

"The U.S. (and the world) is in the midst of a sea change in how we spend our leisure time.

IOT Evolution: Tellient

February 11, 2017

Collocated with ITEXPO this year was IOT Evolution, which is the transition from the M2M show that Carl Ford ran. IOT the term means as much to people as UC or SD-WAN. That isn't me being mean; ask people. These are umbrella terms for a vague collection of things.

Stats on Mobile as It Eats the World

February 1, 2017

Yesterday I put up some stats in emerging tech. Today I have a bunch more.

There are 2.5 billion smartphones on the planet now, according to Ben Evans.

"China now has 656 million internet users.

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

A Look Back at 2016 News

December 14, 2016

I am not going to be discussing M&A in this post. Those were big stories but I written enough on the mergers.

One big story was Google Fiber laying off and the CEO quitting. I tend to agree with Beranek on this: Google didn't want to be a network operator.

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