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| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

Internet

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.

Will Amazon Disrupt the Channel?

November 30, 2016

Amazon has been selling Comcast services for a while. Now they added Frontier residential services to the page. What's next?

Like Tech Data's TD Mobility, Amazon already offers cellular plans from many cellcos as well as a wide selection of devices.

The Next Two Revenue Streams

November 23, 2016

AT&T is buying TimeWarner. Verizon bought AOL and is buying Yahoo. Comcast invested $200M in BuzzFeed. AT&T and DISH are "partnering to acquire INVIDI Technologies. Ad agency WPP is also part of the deal, which gives AT&T a controlling interest in the addressable advertising technology firm."

Content and ad money is the only area of growth for the Duopoly.

An analyst is projected that Cable companies will be the Incumbent Phone company in 2017 due to the number of cable phone lines sold compared to telco.

10 Years of Telco Hubris

November 18, 2016

The year was 2005. The place was the Supreme Court for the Brand-X case. Cable won. Internet was deemed an information service that did not have to be shared.

As the Telecom World Spins

November 4, 2016

It is happening so fast. Here's this week in M&A:

CenturyLink just sold off its data center business that was a combo of Qwest Cyber Centers and SAVVIS to a group of PE firms for $2.15B in cash and C-Link keeps a minority stake worth $150M in the new company. CL bought Savvis for $2.5B in 2011.

The InterWebs are Down!

October 21, 2016

The last couple of weeks have been very trying. Level3 had a VoIP network outage. The last two days have been DDOS attacks against DYN and others has left many sites unreachable (like Twitter, Reddit and others).

Krebs experienced an IOT botnet attack earlier this month.

Can You Lower the Price?

October 19, 2016

When a partner asks for a lower price what is he saying?

  1. He is selling a commodity.
  2. He is presenting a couple of quotes.
  3. He is not selling your stuff exclusively on this deal..

Granted in many cases, network IS a commodity. And so is Internet Access! And clients indeed DO buy on price.

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