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

telco

The US VoIP Report

January 4, 2013

I see a lot of reports about the telecom space. This one by E&Y sums up the industry in 2012: "Many established players are looking for new ways to cater to consumers and enterprises by buying capability in new areas." That accounts for not just a bunch of the M&A but also strategic partnerships taking place.

VoIP in the US: Market Research Report states that consumer VoIP is flat, but cable voice (VoIP) and cellular voice (also VoIP) are growth markets -- but both are primarily consumer. ???

Cloudy Math

December 10, 2012

There is a lot of talk about the big money that Agents and VAR's can make if they just switch over to sell Managed Services and Cloud Services. Here are some facts about cloud.

M5 had the highest ARPU (average invoice per customer) when ShoreTel bought them - at $2000. Most other cloud communications providers hint at lower ARPU - maybe around $1000 per customer.

RBOCs Declare War on CLECs

December 6, 2012

This is a letter from telecom lawyer Kris Twomey to the members of FISPA, an association for ISP's and CLEC's. I know that Politics and Regulatory talk puts you to sleep or bores you or you don't have time for it - but these proposed changes to the Telecom Act WILL affect you!

"One of the questions I am often asked by ISPs considering starting CLEC operations is whether access to unbundled network elements ("UNEs" or "the copper in the ground") will continue in the future. My response has always been something like, "Of course, the Telecom Act guarantees it.

The $14 Billion Dollar Announcement

December 3, 2012

While I don't agree with everything that Bruce writes here about AT&T's $14 Billion network spend in the next 3 years, there were a few take aways.

The big one is that the ILEC's have been getting rate hikes for years to pay for fiber that most customers are not receiving. FiOS is where it is - and that's the end of that project. U-Verse is fiber to the node and that isn't deployed everywhere either.

Things VAR's Will Love About Selling Telecom

September 28, 2012

As the carriers look to the VAR space as the new sales channel, I would like to tell the VAR community a few things that they will love about selling telecom.

1) Install dates that are fluid. Porting numbers happen at the whim of the carriers you are porting from. The FOC date (when carriers install circuits) will move without notice or at the most a day's notice.

2) Your current partners - HP, IBM, Microsoft or Cisco - have never snaked a deal from you, but in telecom it will happen often.



The CLEC Space is Changing

September 21, 2012

The FCC has removed its rules against CLEC-Cable mergers. Right now the M&A department at Comcast, flush with cash, is picking out its next target. "Hey, Guys! Call me if you need help with valuations or choices!"

Typical Press Release

September 20, 2012

Regularly I get added to press lists. I dislike that immensely, btw. I don't want my inbox to be full of press releases. Why? 3 Big Reasons:

The Definition of Insanity

September 17, 2012

You might not want to hear about my airport observations but you get one more nonetheless.

Why was there heightened security at Tampa Airport? There were K9 patrols and TSA swabbed my hands for analysis. Yet the TSA personnel again outnumbered the passengers!

CenturyLink Merger Mania Does Add Up

August 15, 2012

"CenturyLink Inc.'s (CTL) second-quarter earnings fell 36% amid early-debt extinguishment and weaker margins, though the telecom company's revenue was boosted by an acquisition," writes the WSJ. "Revenue increased 4.7% to $4.61 billion, mostly as its Savvis acquisition added $278 million, as well as growth in demand for digital services."

What amazes me is that these giants keep getting bigger and the only metric growing is debt.

It is going to take some big CAPEX to beef up cloud, data center, EoC, broadband and TV services for CLT.

Verbal One Year Contracts

July 31, 2012

ATT has verbal one year contracts available. New service ordered within a few minutes for clients via an Authorized Solution Provider (agent). [This has to be for really simple stuff like POTS and DSL.]

However, ATT doesn't send any TAC (terms) or even welcome information to the customer. There is also a failure to mention that the verbal contracts auto-renew for 2 additional one year terms; thus, it's really a 3 year agreement!

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