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

telco

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:

Cable is Different

June 1, 2011

When selling cable services, it is different from selling most telco services. For one, the voice services are all digital and SIP. In many cases, voice is delivered on a separate VLAN or even physical path. (It's not a dynamically allocated converged circuit.)

Data services are delivered differently too.

Are VAR's the New Agent?

May 27, 2011

The Channel seems to be turning their back on the traditional telecom agent. All eyes are on the VAR space. Even Master Agents are out chasing the VAR's. (For example, Telephony Partners has a white paper out to explain why VAR's should work with a master agent like TP.)

From talks with cable execs, it appears that the traditional telecom agent scares the C-suite at the Duopoly.

The ATT-T-Mobile Merger Rumors

May 19, 2011

Originally I had heard that the break-up fee was $3B, which meant (to me) that this deal was going to go through. Then there were reports it was $6B, which means there is no stopping it. (And let's not forget that AT&T cooperates nicely with the NSA and other government groups, who will put pressure on to allow this merger to go through.)

The Congressional hearings last week, where Stephenson basically said that although AT&T has a lot of spectrum, they have mismanaged that spectrum. Nice. So the whole industry pays for your mistakes?

Anyway rumor today is that AT&T will offer up wireline divestiture as a merger condition.



Schools and Libraries are Off Limits

May 12, 2011

Saw this notice today: "AT&T corporate policy prohibits Alliance Channel Solution Providers from selling AT&T services to E-Rate eligible customers (which includes all K-12 schools and public libraries). Do not engage in sales activity of any kind with E-Rate eligible customers."

That's interesting because almost all schools and libraries are E-Rate eligible (if they do the paperwork). So if Agents want to sell to schools and libraries, Agents will need to bring in a different carrier.

Tele-Pacific Buys into Hosted

May 6, 2011

Tele-Pacific is buying its way into Hosted PBX with its acquisition of Telekenex. TelePacific will gain approximately 1,000 business customers and 122 employees along with the hosted PBX platform. Tele-Pacific will run Telekenex as a separate channel, which is a good thing.

This is a good move for Tele-Pacific as it continues to dominate its region with more services plus another data center.

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