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

telco

Two Mergers

July 7, 2010

Two resellers merged: GLOBALINX Purchases TMC for 'Robust' Agent Channel. GLOBALINX is an IP reseller. TMC is a TDM reseller. Should be interesting to see how the Bell-heads work with the Net-heads, since the thinking is way different (and so is the approach to sales).

Zayo Buys AFS

July 1, 2010

As Rob Powell predicted, the self-proclaimed Fiber Bigot, Dave Rusin, CEO of Rochester-based American Fiber Systems, sold the company to Zayo. Some reports were that the sale price was $185M, but Zayo is stating that number is ridiculous. The original press release did not offer a price tag. 

Consider that Zayo financed $250M in debt at 10.25% in April. It's AGL acuisition is still pending. Zayo has a capital intensive business (building out fiber always is). And it's a VC backed company. Zayo smacks of a roll-up waiting for the right time to resell.

Qwest Loses Forbearance

June 29, 2010

Qwest had a forbearance petition in at the FCC for the Phoenix metro area. It was denied by the FCC last week. It was denied in 2008 by Martin's commission as well.

Qwest claims that cable, VoIP and cellular are stealing all the market share.

Is Rural Wireline Profitable?

June 28, 2010

Exhibit A: Fairpoint Communications. Small rural telco merges with New England Verizon assets and billions in debt. The 3 state utility commissions were uneasy about the merger to begin with. Two years later, Fairport is struggling to get out of bankruptcy court.

Billing is a Headache

June 25, 2010

Speaking with several agents, service providers and employees of carriers, I get the feeling that billing issues are more frequent today than ever before. I kind of joke that the ILEC's purposedly bill wrong to gain a 10% revenue increase, but all I hear is billing problems. And never in the customer's favor. It's always additional USOC's and old circuits and extra charges.

The other side of it is that it is a time-consuming effort to get ANY billing issue resolved.

Is FiOS Crushing Verizon?

June 11, 2010

Is Verizon getting crushed by their FiOS project?

A source says that the labor force internally has shifted around so that the FiOS department is a separate stand-alone department without access from other departments. In other words, FiOS is a silo. That's not that unusual in big corporations, especially telcos.

Metered Data Begins

June 2, 2010

TWC and AT&T both trialed metered Internet access over wireline broadband. As far as I know, both trials were not that successful.

The big issue for ISP's is that the bandwidth consumption keeps increasing (as the Internet becomes the communication avenue as well as entertainment and news outlet). This doesn't bode well for Duopoly revenue long-term. Why? 

AT&T and VZ are spending a fortune to deliver TV via tripple-play to consumers.



Can Copper Turn to Gold?

May 25, 2010

People ask me about the CenturyLink-Qwest merger. I'm still trying to get over the CTEL-Embarq merger. And wrapping my head around bigger is better when that has been proven to be a hoax recently (Too Big to Fail?) is causing a headache.

Rich Tehrani sent me an article from Barrons, CenturyLink's POTS of Gold.

Rules of Engagement

May 18, 2010

It's a sometimes funny CBS sitcom, but to Agents in the Telecom Indirect Channel, Rules of Engagement are the sometimes written policy from carriers about Channel Conflict.

What is Channel Conflict?

Channel Conflict is when an agent and a direct account exec are battling for the same account. It helps if there is a written policy in place.

Just a Reminder

May 18, 2010

The masses. You know, the ratepayers, the taxpayers, the consumers. These are the people who have paid for the PSTN. These same consumers have also paid for the future broadband networks that the ILECs have refused to build despite taking rate hikes (for years) to pay for the promised land.

So when there is talk about No Investment in Telecom, I have to laugh.

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