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

ISP

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.

Telecom Tidbits #2442

November 16, 2016

TDS made an acquisition. "TDS Broadband Service LLC, a subsidiary of Telephone and Data Systems, Inc., and operated by TDS Telecom (TDS), announces the signed purchase agreement for InterLinx Communications LLC and its subsidiary Tonaquint Networks LLC in Southern Utah. The agreement includes over 170 miles of fiber optic transport." [PR] InterLinx sells wholesale fiber; Tonaquint Networks is an ISP providing broadband via fiber and fixed wireless.

CS&L, the telecom real estate investment trust (REIT) spun out of Windstream last year, owns the copper and fiber assets that Windstream exclusively leases for its network. CS&L bought Tower Cloud and PEG Bandwidth to add to its fiber portfolio.

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.

Musings on Ma Bell

October 26, 2016

On my other blog, I linked to two WSJ graphics that show all of the consolidation in telecom. There is also a link to the fact that 6 companies own 90% of the media in the US. Consolidation under Obama has been unfettered.

I wonder back to when AT&T tried to buy T-Mobile 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.

20 Years and what?

February 10, 2016

So we are at the 20 year anniversary of the Telecom Act of 1996. So many companies have come and gone. So many billions have been invested. And yet the largest telecom providers are Comcast, AT&T and Verizon.

And Start the New Year Now (Tidbits # 2427)

January 4, 2016

ITEXPO is in Ft Lauderdale in 20 days. Will you be there?

Our ITEXPO panel on Open Source for Service Providers will be using Dialogic's study, which is examined in this blog post by Jim Machi of Dialogic.

Some good reads to start off the new year.

End of Year News Tidbits (Part 2425)

December 24, 2015

As we end this year, there has been a flurry of "news".

Sprint gave its employees layoffs for the holidays. Despite the cash from Softbank, Sprint is losing ground to T-Mobile and has little hope of catching up to Ma and Pa Bell (ATT and VZW). It isn't about price as much as it IS about a quality network.

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.

1 2 3 4 5 6 Next
Featured Events