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

telco

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.

Inside Wiring

May 14, 2010

The Numbers Don't Add Up

May 5, 2010

When Net Neutrality folks say we need competition, I laugh. Never gonna happen. Why? Competition that is just too big and powerful (for now).

When Agents cry about the ILEC Channel programs, I shake my head because it has been about the same or slightly declining for years.

The Landline Dilemma

April 26, 2010

As CenturyTel buys up Embarq and Qwest and Windstream buys up IOC's and CLEC's, the question remains: What do you do with all that declining wireline revenue with mounting debt?

Unless 100MB DSL becomes a reality that can be rolled out to 75% of their base, I don't see how these 2 ILEC's pay back the debt.< p/>

Their FTTx strategy is in pilot status. How do they compete against DOCSIS 3.0 from the top MSO's?

Qwest Merging with CenturyLink

April 22, 2010

News reports this morning from NYTimesBusinesWeek and MarketWatch have CenturyLink merging with Qwest in an all stock deal. Huh?!

"The firms say the deal values Qwest at $22.4 billion, including $11.8 billion of assumed debt." [MW]

"The combination creates a national, 173,000-mile fiber network, the firms said.

Ill. Judge Only Smart One

March 12, 2010

Only a single judge in Illinois has the common sense to see that the Frontier-Verizon deal is very similar to the Fairpoint-Verizon deal that resulted in a bankruptcy within 18 months while screwing consumers in three states.

The Herald-Review has a report about "An administrative law judge ruled that the planned sale of Verizon's land-line service to Frontier Communications should not be approved by state regulators.... In her ruling, Administrative Law Judge Lisa M. Tapia says evidence presented in the case in front of the Illinois Commerce Commission doesn't support the sale, primarily because the transaction would leave Frontier too laden with debt to be able to properly manage the lines and other infrastructure."

This was exactly the deal with Fairpoint.

How Do They Avoid Being Just the Dumb Pipe

February 11, 2010

On LinkedIn there was a question in the Telecom Executives Business Network group: "How can a Telco Service Provider value chain defend itself from the attack by the emerging "Cloud" services? My understanding is that the emerging "cloud" services remove value-add and differentiation from the Telco service providers which are cornered to act just as the bit-stream providers (especially for the retail market)."

My answer to that was as follows:

Most telco carriers worry about becoming a Dumb Pipe. Isenberg told them this would happen.

Is it the Regulatory Environment?

February 9, 2010

In a twitter exchange with Erik Cecil, former regulatory counsel at Level3, we were dialoging about the Fairpoint bankruptcy. (FairPoint aims to cut debt by two-thirds).

My reply stated, "Just 2 years after the deal w/VZ to create an unstable Fairpoint despite opposition, Fairpoint screws everyone." By everyone, I mean the customers, the economy, the state, the PUC who approved the deal despite being against it (And Erik, you think there is regulation?), the workers, the Union, shareholders and the debt holders. I actually don't care about the last two, because both should have known it was going to go POOF!

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