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

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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.

Talking Channel and Opportunity with TelAdvocate

November 11, 2016

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.

Another Acquisition in VoIP

November 3, 2016

This M&A is in what I consider wholesale as the private equity firm that owns Onvoy, GTCR, is acquiring Inteliquent for about $800M, a 37% premium to Inteliquent's closing stock price. Interesting, $90M in revenue for $800M.

Inteliquent was formerly known as Neutral Tandem, with an initial business plan to be an alternative tandem switching platform for CLECs and VoIP Providers. They re-branded after they bought Tinet adding network to their strong voice service.

Rumor: Level3 to Merge with CenturyLink

October 28, 2016

This was the big rumor yesterday that the Wall Street Journal started. There was speculation back in July about Level3 being up for sale. There even was the rumor that Comcast was going to buy L3.

Level3 has a bad quarter financially and the C-Suite says, "Don't look here!

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.

2 Big Mergers and a Smaller One

October 24, 2016

In 2000, AOL bought Time Warner for $164 Billion, an outrageous amount of money fueled by the dot com bubble. It was the worst merger in history. AOL was spun off in 2009 and was acquired by Verizon in 2015 for $4.4 Billion. Now, AT&T is looking to buy Time Warner for $85 Billion ($109B with debt included).

Copper is Coming to an End

October 5, 2016

After writing about outages being the new normal, I received a letter from the cableco about battery replacement for my voice line (SIP from separate cable modem).

As I watch Hurricane Matthew, I wonder how many elderly and infirm still have POTS lines.

Verizon workers can now be fired if they fix copper phone lines for DSL, according to reports (and HERE). Verizon wants people to buy fixed wireless and 4G LTE-A in place of anything copper.

The Telecom Long Tails

June 7, 2016

The Telecom Channel Partner Long Tail. 95/5 off-setting Pareto's Principle of 80/20. However, effort and real dollars are spent on the unproductive 95%. That is money and energy that could go into producing partners or marketing.

I talk about what an Aligned Partner is in my Channel Playbook.

In 2006, Alec Saunders and Chris Wood had a discussion about the Voice Long Tail (see here and pdf).

The Forecast Calls for a New Strategy

June 7, 2016

Some folks didn't particularly care for the forecast in my podcast with Acuity.

"Hope is not a strategy. [I have a little bit on strategy by PWC here.]

One thing about the channel: Most people are heads down just getting from payroll to payroll with no time or desire to look up and pivot.

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