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

ISP

Different Ways to Skin a Cat

June 26, 2015

Most companies in the telecom sector just copy what other companies do. Before 2003 though, ISPs were primarily small businesses providing dial-up and then DSL to mainly residential markets in the US. Post 2003, it became a game for the Duopoly, with the smaler providers in the shadow just reselling what was offered.

Step into 2015 and FTTX is huge.

Phones and TV Are Disappearing

June 24, 2015

During a CEO Exchange at the FISPA Live event last week, the discussion among the CEOs turned to TV service. Many in the room were primarily residential ISPs or CLECs, all of whom offered Internet. The discussion was about the cord-cutting's effect on the TV model.

As I have explained before, cablecos have it the best - they went from TV service, which is the least profitable to Internet and voice, which are the most profitable services to offer consumers.

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.

Top Tampa ISPs Sell Out

March 31, 2015

Last month, Verizon announced that it was selling wireline assets of VZT in Florida, California and Texas to Frontier. Today, Charter announced a deal to buy Bright House Networks for about $5K per subscriber or about 2.8x revenue. [Charter is only buying 73% of BHN, which may be just to take care of the hanging chad that is BHN in the TWC deal.]

Tampa Bay was the market that Verizon tested FiOS head-to-head against cable.

At the FCC

February 24, 2015

While a lot is happening at the FCC, I haven't written much about it. My focus has been elsewhere - and most readers couldn't care less about regulatory. That said the USF Reform is still going on, including E-Rate program changes, Rural Broadband experiments, and CAF funding fights (between WISPs and ILECs). The AWS-3 spectrum auction had 4 big winners: VZW, ATT, DISH and the FCC coffers to the tune of $40 billion.

The Year That Was a Mess

December 24, 2014

We have a huge Net Neutrality debate, Open Internet fights (especially between Netflix and ISPs) and peering duels (between ISPs and backbones, notice the pattern?). Why? Lack of broadband competition.

Big mergers still in play: AT&T buying DirecTV to keep up on TV; and Comcast in a three way with Charter over TWC.

The Telecom INC5000

August 21, 2014

The 2014 INC5000 list is out - with 134 companies in telecom (including clients).

VoIP

Callis (now owned by C Spire) ($11M), Telesphere ($32M), Simple Signal ($11M), VoIP Innovations ($10M), Star2Star ($33M), iCore Networks ($46M, VoIP white label), Phone.com ($7.6M, #2857)

There are quite a few inter-connects, VARs, telecom agencies and several wireless consultancies.

The Mammoth Model

August 5, 2014

I received the rather sporadic newsletter from Mammoth Networks today. While reading it, I noticed that the evolution of Mammoth is very similar to many other ISPs.

"Like most early adopters of broadband, Mammoth Networks started with DSL as our only product. We focused our efforts from 2005 to 2009 on our DSL and ATM platform, sprinkling T1s into the network at times."

The Snowden Effect on US Cloud Sales

June 30, 2014

There are a couple of articles on Telecom Ramblings (here and here) about the Snowden effect on US cloud and network hardware sales.

On the one hand, a US company losing a big contract in Europe is a bad thing. On the other hand, it is the bed that they made years ago to regain monopoly standing and become a company too big to fail.

Kind of funny for Germany to be so upset; they spy on every one too.

Netflix is Insight into VoIP Quality

June 11, 2014

Netflix has an ISP rating to let consumers know how ISPs are doing delivering Netflix streaming video. Netflix is involved in a fight for the last mile with the largest ISPs in the US, especially Comcast and Verizon FiOS.

When your Netflix video buffers and buffers, some people call their ISP who has them do a speed test. Big deal.

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