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

telco

What's New to Sell?

October 18, 2010

Besides thinking Cloud, which is really just applications, there have been a few interesting product offerings from carriers. Here are some of them:

Both AboveNet and FiberLight have some new fiber miles to sell.

XO has almost 100 route miles of new metro fiber in Charlotte (with help from AGL and DukeNet).

What Have I Been Saying?

October 17, 2010

Gary Kim writes, "A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for several years, operating costs also are growing while profit margins are shrinking."

So if TelcoTV costs big money, but the market is flat, why spend the money?

Ignoring Reality

October 12, 2010

So the USTelecom Association had a webinar about Google Voice and its effect on the marketplace. They mentioned that Vocaltec, Vonage, ITXC and FWD hadn't done any damage, so don't worry. The presenter went on to say that Google is a struggling giant who is envious of Skype, Twitter, Facebook and Apple. And that Google Voice is no great threat to telecom.

Wasted Ad Dollars

October 11, 2010

So we have television ads running constantly from auto insurance carriers. State Farm, GIECO and Progressive are running massive ad campaigns that I have seen on TV shows, the NFL, web, and direct mail.

It's basically become too annoying. How can they all be cheapest?

VZ Bumps Commissions Again

September 13, 2010

Google is Not Killing Voice

August 31, 2010

Everywhere you look, people are aghast that Google added free calling to Gmail. Big deal. (Although you should read Jon Arnold's piece on it.) Most people aren't going to strap a microphone and headset to their computer to make PC-to-phone calls.

Isn't Skype the only one that this really affects?

Global Capacity Bankruptcy Notes

August 25, 2010

Bloomberg has the story on the bankruptcy of Global Capacity.

Global Capacity Files in Delaware for Debt Conversion

Capital Growth Systems Inc., known as Global Capacity, filed a Chapter 11 petition on July 23 in Delaware to convert debt into equity.

The Chicago-based provider of systems to integrate networks had revenue of $64.4 million in 2009, resulting in a $52.8 million net loss including $12.5 million in charges for impairment of goodwill.

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Debt and Finances

August 16, 2010

I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis and I was amazed that most of the Players on The Street don't know more than me, except they know when the rats are bailing a ship, so they can too.

That being said, I wonder how we have developed such an over leveraged Industry.

An Interview With Level3

August 11, 2010

As a founding member of the Technology Channel Association, I get to interface with some of the channel execs. One that I have a lot of respect for is Craig Schlagbaum, VP Indirect Channels, Level 3. Craig let me interview him about changes in the channel.

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