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

telco

Who's Winning Consumer VOIP Battle?

August 20, 2008

When you look at the numbers, the companies winning the consumer VOIP battle appear to be the cable operators. Ike Elliott has a post about Over-the-top VoIP Providers dying in the residential space. Vonage is spending $65M per quarter to maintain its subscriber numbers at 2.6M. It's churn is barely being replaced by new customers.

Just SIP It

August 20, 2008

That was the slogan that AireSpring was using at the Channel Partner show in Boston - "Just SIP it!" The problem, as I see it is, is that 85-90% of the Agents have any idea what SIP is.

I sat through the VOIP/SIP BootCamp that FreedomVoice sponsored. People just can't wrap their head around VoIP and SIP.

I sat through the Covad presentation on their Integrated Access product, which i sreally SIP Trunks with call paths.

VOIP Company Numbers

August 18, 2008

I often quote that there are over 1000 VoIP Providers, including every Tom, Dick and Harry with an Asterisk box. Invariably, I get asked about consolidation. Well, cable has taken the lion's share of VoIP. Far and away the MSO's have become the giants in the VOIP world.

Payroll by Ma Bell

August 13, 2008

Will Sprint Sell Nextel?

August 11, 2008

According to an article on Y! news, Sprint may be trying to sell Nextel, but not without hurdles. "Sprint faces pressure from the FCC to relinquish a key chunk of iDen wireless airwaves for emergency communications networks." To me that means, spin it off as a public-private safety network.

Although analysts suggest that Motorola has left the iDen technology behind, NII uses the iDen network in Latin America.

Telco TV

August 6, 2008

Gary Kim and IP Business have a couple of decent articles on Telco TV. (They call it IPTV, which by strict definition it is not for most telcos. FiOS uses RF just like cable). the first article frames the debate: Should Telcos Have Gotten into IPTV?

Is Ma Bell Looking to the Sky?

August 5, 2008

Over at Xchange magazine, Bob Wallace writes about the possibility of Ma Bell buying one of the DBS companies. Since Murdoch owns DirecTV and he fought so hard for it, I don't see him giving it up.

However, DISH did split its business into wholesale and retail divisions to make room for a sale. And they did have a subscriber loss this quarter.

What's Next for AOL?

August 4, 2008

Telco by the Numbers

July 30, 2008

Ma and Pa Bell (better known to you as AT&T and Verizon) added about 3 Million cellular users in 2Q08. Where did those subs come from? Certainly some came from other carriers like Sprint-Nextel. Some are family handsets, maybe.

And the BK Starts

July 30, 2008

Profits tumbling. Stock market in disarray. Real estate is ugly. And now Mervyns files for Chapter 11. Also, today, Bennigan's (and its sister Steak N Ale) filed for Chapter 7 bankruptcy (which means liquidation); all company-owned restaurants closed.

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