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

telco

Why TelePacific is Re-Branding

March 24, 2017

In this podcast, I speak with TelePacific's SVP Ken Bisnoff on why TelePacific is re-branding. The CLEC of old is gone. Telecom is shifting to be more than voice and Internet. TelePacific has transitioned to a Managed Services Carrier with its acquisition of DSCI.

Telco TV is a Disaster

February 14, 2017

Imagine spending billions to not only upgrade plant to handle TV streams, but buy/build cable head-ends, negotiate content, test out set-top boxes, train technicians, ramp up advertising and staff call centers for sales and support. Do all of that to catch up with cable (who are eating your profitable lunch in the T1, DSL and POTS business). And after spending the combined billions for U-Verse, FiOS, PRISM, et al -- you are still losing subscribers because (a) your broadband pipes are slow; and (b) cord cutting hits its stride.

Now imagine that you are so far behind in voice that cablecos are considered the incumbent!

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Verizon Now Courting Cable

January 26, 2017

Is it because the top 3 cable companies are launching an MVNO business? Or is it because AT&T bought DirecTV and now TimeWarner? Or is it because last year Verizon had a net loss of 282,000 Broadband Customers? Why is Verizon reportedly courting to buy a cable company?

The Beginning of 2017

January 3, 2017

Wired has two articles about Amazon becoming an ISP; and Google FB Amazon taking over for the telcos.

"Put it all together and you can see a day when you're watching content that Google produced disseminated via infrastructure that Google owns on a phone that Google made using wireless service Google brokered." Amazon tried it and failed. Google's phones are nice, but the Fi service has done about as well as Google Fiber.

The opposition - the cellcos, the RBOCs, the ILECs - don't want to be just dumb pipes.

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!

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