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

telco

Sprint is at risk of default

October 27, 2008

According to Businessweek, telecom could get squeezed by the credit crunch - and Sprint could get hurt the most.

"To start with, rising capital costs are likely to take a bite out of earnings. In addition, the softening economy will probably crimp demand for such telecom services as land lines, cell phones, and Internet connections."
AT&T sounded the first warning signal in late September, when CEO Randall Stephenson said the telecom giant was unable to sell commercial paper for terms longer than overnight. AT"T is the industry's biggest user of commercial paper, with about $8.5 billion in paper outstanding at the end of June.
Although Verizon is not a big player in the commercial paper market, it does have $7 billion of debt coming up for renewal in 2009. The company also needs to borrow another $22 billion to pay for its acquisition of wireless carrier Alltel Wireless....
Sprint is the most leveraged carrier.

Every Where But Here

October 27, 2008

FCC Doing Heavy Lifting

October 23, 2008

The FCC is holding a meeting on Nov. 4. On the agenda: Inter-Carrier Compensation, Alltel-VZ merger, Clearwire-Sprint merger, and a vote of White Spaces. Lots of heavy lifting on this agenda. Martin wants to give his pals at VZ one more gift before he goes.

Is Nuvox Buying One?

October 21, 2008

Nuvox is out kicking tires to see who they can buy. Rumor has it that Greenville-based Nuvox is looking to buy One Communications in the Northeast to expand their footprint, especially their MPLS reach. (I didn't know Nuvox sold MPLS. I thought they were just a cheap Integrated T1 supplier).

IMS isn't Killing It

October 10, 2008

In a discussion on LinkedIn, it seems that IMS (IP Multimedia Subsystem) isn't killing it in terms of measuring up to the hype. According to Ericsson, an IMS proponent and vendor,

"IMS is defined by 3GPP/3GPP2 as a new core and service 'domain' that enables the convergence of data, speech and network technology over an IP-based infrastructure. It is the operator choice of control and service logic for primarily IP/packet-based person-to-person communication but also for person-to-content communication.

For users, IMS-based services will enable communications in a variety of modes - including voice, text, pictures and video, or any combination of these - in a highly personalized and secure way.

The most widely deployed application on IMS are: Instant Messaging, Presence, Push-To-Talk and Video Sharing. There is lackluster customer appeal so far.

Bandwidth isn't free

September 28, 2008

"The leaders of three of Australia's largest ISP's have declared the Net neutrality debate as solely a U.S. problem--and further, that the nation that pioneered the Internet might want to study the Australian market for clues as to how to solve the dilemma..... "The (Net neutrality) problem isn't about running out of capacity. It's a business model that's about to explode due to stress." [CNET]
Basically they are saying that someone has to pay for the plumbing, which is exactly what Verizon's Ivan and AT&T's CEO were saying last year (but a lot less diplomatically).

Where's the growth?

September 28, 2008

"Global Wireless Penetration to Hit 80% in 2013, Says Portio Research" [via teleclick]  If all the growth will be in Africa, China, and India, what does that mean for European and US carriers? Cellular penetration is now more than 50%.

Looking at the ARPU stat: "Average Revenue Per User (ARPU) declines to $15.80 in 2013, down from $23.20 in 2005." With debt piling up from building out 3G and now 4G networks, how do you pay it back with declining ARPU? As more folks use the network (and use more of it), upgrades are needed to meet capacity demand, including in tower backhaul. Not to mention that the cellular folks have to pay inter-carrier comp for dropping traffic on the ILEC networks.

Best Kept Sprint Secret

September 23, 2008

Here's something to do: surf over to Sprint.com and try to find any wireline services. After 5 minutes of searching Business Services, navigation takes you to Nextel.com for Sprint's MPLS offering. On that page, you can find info about MPLS, VPN, IP Convergence, and Internet Access. Yesterday, Sprint gave a presentation to re-affirm to agents that Sprint was still in the wireline game.

FCC Grants Reporting Forbearance

September 10, 2008

SERVICE QUALITY, CUSTOMER SATISFACTION, INFRASTRUCTURE AND OPERATING DATA GATHERING. Granted forbearance from legacy reporting and accounting requirements. Seeks comment on industry - wide reporting. (Dkt No. 07-21, 07-139 , 07-204).

Metaswitch not a Coppercom

August 20, 2008

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