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

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Scale Won't Fix Sprint

March 12, 2014

Softbank's CEO thinks that buying T-Mobile will solve Sprint's ailments. Scale is not the issue here. Poor strategy is one problem. Want examples: the Nextel integration; destroying the Nextel brand; WiMax for 4G; Clearwire two-stepping - need I go on?

It's Good to Know Your VoIP Numbers

January 20, 2014

8x8 and RingCentral presented at the Needham conference last week. 8x8 has its investor prezo available for a look see (HERE). I wish RC and others did. Not just so I could examine the numbers in order to rank the Hosted VoIP/UC players but to get a detailed view of the industry after ten years of slogging VoIP.

Re-Vamping Telecom

December 6, 2013

The FCC has already made some moves to revamp telecom. There was USF reform, funding for broadband, elimination of a lot of regulations, pilot test with Vonage on direct DID access and the TDM-to-IP migration.

The Broadband money (NTIA, BIP, BTOP) as well as the Lifeline (Obama phone) program has seen its share of abuses, but billion dollar programs will do that. The FCC needs to tighten that up.

If Mobile is Everything

December 2, 2013

Fred Wilson repeats that Mobile is Eating the World. It might be just what I am reading (my influence bias). It's all about tablets or smartphones. Where does that leave your business in 2 or 3 years?

M&A This Week

November 15, 2013

IBM jumped into MDM (mobile device management) with its purchase of Fiberlink. "Fiberlink's MaaS360 cloud-based offerings, IBM will expand its bring your own device (BYOD) capabilities to deliver a complete mobile management and security solution through IBM MobileFirst that includes trusted transactions and security intelligence capabilities for mobile apps, users, content and data." [source] Fiberlink was the first MDM firm to support Google Glass.

8x8 is really branching out. First with Softbank in Japan in cloud and now buying a UK service provider.

4 New Items

September 3, 2013

Just back from ITEXPO in Vegas. Here are 4 news items worth noting.

1

Fast Company has an article about Amazon and its distribution system:

"Those 10 million Prime members (up from 5 million two years ago, according to Morningstar) are practically addicted to using Amazon.

A Laborious Weekend for Bankers

September 3, 2013

A weekend of labor by bankers and telecom execs resulted in two purchases. Verizon finally was able to rest full control of VZW out of Vodafone. However, it cost VZ $130 Billion to do that. Vodafone's 45% ownership of VZW was purchased "for $58.9 billion cash, $60.2 billion stock and $10 billion in other consideration," according to WSJ.

Cellco Networks Congested

July 8, 2013

You know how everyone makes fun of ATT's congested cellular network? Well, according to Bloomberg, VZW is having the same issue.

Verizon Wireless is America's most heavily used mobile-phone carrier, with 93 million monthly subscribers (second-place AT&T (T) has 71 million). The telecom has continued to attract more new customers than its biggest rivals in recent quarters with ad campaigns that boast about its network's speed.

Are We Still Talking About the Phone?

May 15, 2013

It is still about the phone.

Cell companies are stuck. After years of leveraged cool handsets to drive sales, cellcos are stuck as hardware providers - subsidized hardware too.

Cellcos aren't alone.

Some Interesting Reads

March 13, 2013

Zayo CEO Dan Caruso wrote a good blog titled "Is Bandwidth Production Lucrative?". In the wake of Jim Crowe stepping down at Level3, Caruso's analysis of the fiber players in an interesting read.

Personally, I think these CEOs - Crowe, Hesse, and others - have to take more responsibility for revenue, integration, value and culture. The role of CEO is more than just setting some ambiguous vision that your reports then have to crystallize and execute on.

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