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

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People on the Move

July 31, 2015

I don't usually blog about people changing jobs but there has been an exodus of talent from the CLEC world mainly to the cloud world. I find that interesting because the CLECs for the most part are floundering. Getting rid of talent just to make the quarterly numbers look good is dumb. Reading Seth Godin's blog, Three things that make CEOs stupid, you can see it happening every day.

Europe Invades American Cable

May 21, 2015

The French group Altice SA, controlled by Patrick Drahi, made a bid of $9.1 billion for Suddenlink - and is rumored to be looking at TWC. Yesterday, during a lunch discussion with TMC's CEO, Rich Tehrani, I mentioned how over-leveraged most of the Duopoly is. Verizon, AT&T, C-Link, Frontier, Comcast, WIND - all have an overloaded debt to revenue ratio. Rich explained that the name of the game is share price and cheap money.

2 Biggest Topics of 2014 and My Guess for 2015

December 30, 2014

The 2 biggest topics to me this year (2014) were (1) M&A AND (2) hacking.

Hackers had a field day with Sony, Target, Home Depot, iCloud (and celebrity photos) and 757 other organizations. [See VZ data breach report here.] Hackers had a field day with millions upon millions of passwords, emails and credit card numbers - over 83 million records. No one takes security seriously in the US - until after the hack happens to you (and you bear the cost of the breach, which for some companies is in the neighborhood of a billion dollars.)

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 IP Transformation Effect

September 12, 2014

While the former RBOCs run pilots for the TDM-to-IP transformation that they are pushing for, the rest of the ILEC world is scrambling to figure out how it will destroy their current business model. The Rural LECs have been kept afloat by USF funds; now, those funds will be less than half and based on broadband lines instead of POTS. The whole business model is shaking up.

Voice over IP is the aftermath of consumers moving from copper to FiOS or cable modem or even cell phone over the last ten years.

PwC's Growth Study

September 4, 2014

PriceWaterhouseCooper (PwC) released a study about the future of work/ Here are some excerpts.

"The world craves growth. The developing world needs growth to pull people out of poverty. The developed world needs growth to tackle mounting unemployment and large government deficits."

Some Tampa Bay Telecom Tidbits

August 18, 2014

Highwire Telecom in Florida had a re-org and a few people were let go. Highwire is a TEM and auditing firm here in Tampa, Florida.

Bright House is chasing Enterprise with its fiber and Hosted PBX service (powered by their Telovations acquisition). BHN is also involved in the local start-up scene in Tampa Bay.

Why Our Duopoly Doesn't Work

November 8, 2013

The FCC starting with Chairman Powell did everything it could to get to a Duopoly. There were some crumbs given to alternatives but mainly just crushing blows (Brand-X, DSL, etc.). Granted, WISPA won the 3650 MHz battle and many non-ILECs won BTOP and BIB money, but we are stuck with a Duopoly for most services. It is cable or ILEC.

The Population Problem

August 22, 2013

At TEDx ManchesterVillage, one of the talks was about the how the population in Vermont was flipping to over 50. The 20-39 year olds were leaving Vermont. The economy cannot sustain a drain of young workers for retirees. Many states - like Florida and Arizona - have this problem.

Channel Moves

September 5, 2012

Zayo decided to keep the AboveNet channel intact with Angelo Germani in charge. Zayo announced that zColo's products and services will join Ethernet, Wavelength and IP products for sale via channel partners.

Windstream is partnering with Lifesize (a division of Logitech) for HD Videoconferencing equipment. Paetec has long offered equipment for lease to SMB to go with services.

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