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

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How Do You Make it Rain in the Cloud?

October 10, 2011

Here at Microcorp's One-on-One event, I moderated a panel this morning about various cloud services with Level3 (CDN), Cbeyond (Virtual Servers), Intercall (Microsoft 365/Linc), EarthLink (Security), and PAETEC (Visual Messaging). It's an eclectic mix, but that should tell you that there are many ways to leverage this thing called CLOUD to make money.

The Cloud is really a value for IT services. It's about leveraging the technology and the technical skill set of another company in order to let the business focus on their own finctionality, instead of the tech that might help the business operate.

The move to the Cloud by carriers is due to the lack of margin growth in the primary business of access. It's moving up the OSI stack from Layer 1 (wireless, copper, fiber) to Layer 3 (Internet) to Layer 7 (Apps).



What Does an SLA Really Mean?

October 2, 2011

SLA

stands for Service Level Agreement. Basically, an SLA is the minimum level of service that a carrier will deliver to you per your agreement. It is not a guarantee or an assurance that you will get that service.

Access Reform. Now, Please.

September 12, 2011

So the FCC could be court ordered to finally resolve the Special Access Reform issue that has been unresolved since 2002! Special access are the circuits that CLEC's purchase straight from the tariff - basically at retail pricing. With so many circuits no longer in the tariff (see AT&T on Metro ethernet and many other services), CLEC and other service providers have to pay more for access than if they bought a bundled service. For example, 10 MB of Metro ethernet transport is now $1270 on a 3 year contract when it was $684 before August 1, 2011; yet a 10MB EaMIS (Internet access via metro ethernet) is under $1000 on a 3 year term.

Are They Reading from the Same Playbook?

August 1, 2011

Are Windstream and CenturyLink reading from the same script?

CenturyTel built up a wireline base from Embarq, Verizon (2001-2002), and Madison River. In 2003 to 2005, C-Tel bought fiber networks - Digital Teleport (which became LightCore), MFON and KMC. Then in 2010 announced it was buying Qwest - federal government contracts, fiber, international, data centers and more wireline.

A Strange Way to Start Monday

August 1, 2011

The party might be over at the PAETEC, as they announced today an $891M stock only sale to WINDSTREAM. USLEC, AllWorx, CavTel, McLeodUSA, Quagga, Xeta, US Energy Partners - all acquired by PAETEC to create a billion dollar CLEC. As if hitting the billion dollar mark was meaningful. Intermedia was the first billion dollar CLEC and HAD to sell itslef to MCI, as short-term debt became due.

CLEC Frustration with RCF

July 27, 2011

Two weeks. It took 2 weeks for a CLEC to tell me that they would no-bid a quote for RCF. Three phone conversations where I spelled out plainly that the customer wanted two POTS lines (analog phone lines) and RCF (remote call forward service - basically a phone number on the switch that forwards to another number.) Seems simple enough, right? Nope.

VoIP is Everywhere even at the FCC

July 6, 2011

All the forecasts for VoIP (and Hosted UC and Cloud) are that it is taking off and growing. That's probably because we have over 1000 VoIP Providers and that the cablecos pretty much deliver voice as VoIP, too. Plus even the ILECs - Ma Bell, VZ FiOS, Windstream, TDS - are now offerng VoIP and Hosted PBX service to everyone. So yeah the FCC TAC has declared that by 2018 less than 10% of the US population will be on the PSTN.

TelePacific Nabs Another

June 28, 2011

TelePacific moves into Texas with the acquisition of facilities-based CLEC, Tel West. Tel West is in Central Texas, serving about 3400 SMB customers. This will add to TelePacific's current 38,000 customers, serving 1.2 million access lines in mainly California and Nevada, according to the Sun Herald.

TelePacific has been on a tear lately picking up Orange County Internet Exchange, Telekenex, Nextweb and pieces of O1 to boost its revenues and add assets that it didn't previously have like a data center, nationwide MPLS network, Hosted UC platform and Managed Servcies division. It certainly makes for an exciting CLEC for agents to sell for.

Tel West, founded in 1998, owns and operates 11,000 fiber miles in Texas with offices in San Antonio, Austin, Dallas, Houston, Fort Worth and Corpus Christi. This will give the VC's invested in TelePacific - Investcorp and Clarity Partners - the push into Texas that they want.



As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Telecom Debt

June 7, 2011

It's amazing how much debt there is in telecom.

AT&T and its assorted subsidiaries owe $65B.

According to Zacks, "the Debt to Asset ratio shows the proportion of a company's assets that are financed through debt. If the ratio is greater than one, most of the company's assets are financed through debt." Zacks lists a few telecom companies:

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