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

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Food for Thought (Tidbits #2434)

May 2, 2016

Tidbits today but not all of them are about telecom.

From James Altucher: "Automation is eating the world. Every time a line of software is written, a job is lost." VR, 3D printing, AI and robotics will make us all unemployed soon. what then?

The Work-Life Balance

March 10, 2016

It is said that if you love what you do, that is the perfect work-life balance. Unfortunately, not many people love what they do. In fact, very few do.

Buddy: "Robert Scoble leaving Rackspace for UploadVR to explore augmented and virtual reality (story here)."

By the Numbers

February 10, 2016

Some interesting stats I have seen.

Saw stats that Vonage has 514,000 business seats.

"Birch recently announced the addition of 80,000 buildings to its Metro-Fiber network in November 2015." I wonder which cable provider they signed a wholesale agreement.

"Broadvoice brings its significant growth trajectory to the initiative: It serves more than 200,000 customers, with its business segment growing by 125% in 2015 alone." [CV mag]

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 B&N Lesson

December 15, 2015

Reading this blog post this morning from author and former Green Beret, Bob Mayer (who also teaches writers and publishes writers) about the troubles of B&N got me thinking - and writing this post.

It is interesting to me that music learned the lesson of digital disruption first but no one else even considered that it could happen to them. Next came movies, newspapers and the book industry.

The book publishing industry has been in a war with Amazon for the last three years.

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.

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