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

telco

Is the $100 Triple Play viable?

November 21, 2008

So on Linkedin, Neal Lachman, asked if the $100 Triple Play was Viable in today's economic molasses. Neal writes:
Bundling voice, video, data services for a higher ARPU was an obvious, great move when broadband services and advanced digital services were first introducded......  However, the market is moving more towards a lower ARPU for the triple play services. This is especially going to play a big role in future operations. The time of high ARPUs is going, and soon it will be history.

Typical Situation

November 19, 2008

Typical Sales Situation: So I meet a prospective buyer. We exchange cards. A couple weeks later, he has a circuit need to be quoted. We have a conversation. It gets complicated.

Bandwidth Caps

November 17, 2008

Bandwidth caps have more to do with preserving TV revenues than network management business. Yes, there are issues of last mile and node congestion for both telco and cableco networks. It is also a function of the band-aid approach that these companies take. instead of one huge upgrade (like say Verizon with FiOS), there have been baby step fixes.

It's also about preserving revenue.

Fiber Lit Buildings

November 17, 2008

Rob Powell has an update to his fiber list on Telecom Ramblings blog. What is interesting about the chart is that TWT and L3 have about the same number of route miles - 26,000 - but TWT has way more buildings lit that Level3. TWT has 10,700 buildings lit and L3 has about 7550. TWT lights about 250 per quarter.

Telecom Peek

November 10, 2008

Where Does AT&T Get the Money?

November 10, 2008

FCC Voted Today too

November 4, 2008

Frontier Adds a Cap

November 3, 2008

Call for Telecom Startups

October 29, 2008

from today's HARO:

"The Telecom Council of Silicon Valley is now accepting applications to present to their Investor Forum on December 5th, location in Silicon Valley (TBA).

 Over the past 6 years, 50% of presenters to our Service Provider and Investor Forums have started talks with our members and 20% of those lead to a deal.
This Quarterly Investor Forum meeting attendees include both the Service Provider and Investor members of the Telecom Council who gather for one purpose - to invest in new telecom technologies and companies. As a start-up in the telecom industry, there is no better room to be in, and no better audience to pitch to.




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.
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