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| Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.

telco

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.

AT&T Profits from Forebearance

July 23, 2008

Gary Kim writes that AT&T's Profit is up 30% in 2Q08, even with an 8% drop in their core busines: landlines. But when you have iPhone 1 and 2, you can add 1.3M cell customers (probably taken from Sprint). Even when building out network for U-Verse, 3G cellular, and its IP backbone worldwide (and bitching about it), Ma Bell managed to squeeze out a 30% PROFIT.

Meanwhile, Ma Bell has been petitioning for Forbearance at the FCC.

Dr. Reed in The House

July 21, 2008

Dr. David Reed gave testimony to the House Committee on Energy and Commerce last week in a hearing on DPI (deep packet inspection). The House Committee is trying to figure out what to do about DPI, Privacy (HA! What privacy?), NebuAd and Targeted Advertising. Dr. Reed wasn't the only one to testify.

VZ R&D is Court

July 15, 2008

Over the past 9 years that I have been in telecom, Verizon has probably been in court at least once a month either suing the FCC over some rule or part of the Telecom Act or being sued for anti-trust. VZ has also sued for patent infringement. It has been sued often for billing disputes, since the ILECs make billing a profit center. And numerous states have taken VZ to task for awful customer service.

NebuAd under Deep Inspection

July 2, 2008

First there was wiretaps at the telco central offices. Then there was Sandvine and DPI (deep packet inspection) to help curb Peer-to-peer file-sharing (BitTorrent) that was consuming all available bandwidth with piracy (according to the puppet masters at the MPAA and RIAA). Now there is NebuAd, where DPI meets targeted advertising. And Privacy is just a thing of the past.

Flat Markets

July 2, 2008

All the telecom markets are flat: landline, cellular, broadband, TV, and long distance minutes. This makes it incredible hard to grow and remain profitable. Price comes into play more often (ask the guys that sell LD minutes). What one company loses another gains and around and around we go.

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