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

telecommunications

Level3 Stock in Trouble

December 31, 2008

Rocky Mountain News reports that Level3 "remains unprofitable, mired in more than $6 billion in debt, and shares have fallen to less than 70 cents. Ordinarily, Level 3 stock would be delisted, but Nasdaq has suspended the $1 minimum requirement until April 9 because of the country's economic turmoil."  With revenues flat, L3 is looking to give itself time to repay all of its debt to forego bankruptcy.

Fox and MarketWatch reported that "Level 3 Communications Inc. had its corporate credit rating cut to SD, or selective default, from CC by Standard & Poor's. S&P also lowered ratings on Level 3's convertible subordinated notes due 2010 to D from C."  In addition, Level3 changed its stock buy back plan -- and is having trouble getting takers.

IT Folks Chatting About Communications

December 9, 2008

During a discussion online, some interesting items popped up.

Companies ban Instant Message. One IT Security Consultant looks at the irony of it here. Tele-Presence is all about improved efficiency in communicating -- no more phone tag, less voicemail, that kind of thing -- but how will that be implemented in a corporate environment that locks it down?

Social networking like LinkedIn and Twitter are becoming commonplace among the marketing set.



Microcorp Insite is Insightful Now

December 8, 2008

December 8, 2008 - In its annual twelve day count down of hot telecom and data services that their members should watch in the next year, Telecom Association ("TA") choose MicroCorp's telecom inventory management tool "Insite" on the first day.

"In 2009, because of the economy, business owners and managers will focus on getting more out of the telecom and data services they already have", stated TA Founder Dan Baldwin.

MicroCorp's Insite is a contract and carrier agnostic telecom inventory management tool that helps telecom consultants, agents, and their business clients answer the obvious question, "What are the telecom and data services I already have?"

Fairpoint Rural IPTV

December 3, 2008

Fairport is trialing out IPTV in a New Hampshire town. As DSLR points out, VZ couldn't (or wouldn't) roll out fiber to the New England tri-state region, but Fairpoint thinks it can. How when Fairpoint got stuck with such huge debt over the deal with VZ that the PUC offices of the 3 states weren't certain that Fairpoint could remain solvent.

Fairpoint doesn't have much choice as TWC has launched digital voice service in region causing POTS line loss for Fairpoint.

Is there any value left to Telecom?

December 1, 2008

Let's examine today's telecommunications sales landscape:

Case 1: If the pricing starts discounted at $9000, but ends up being sold at $2700, is there value in Telecom?

Case 2: If Carrier A sells a 1GB Private line for $17K between two lit buildings, how can Carrier B offer the same for $6800? 

Case 3: If BellSouth used to charge a company $680 for their service and now presents a "Winback" offer of $320, what's the deal?

Where's the value? Or is there none and it's just a matter of putting revenue on the books, any revenue?







Follow up to a Typical Situation

November 29, 2008

I wrote about a typical telecom sales situation about a week ago. Khali Henderson, editor of Phone+ magazine, has an editorial that talks about this type of scenario in the Channel. The conclusion of the story happened yesterday when the client called me to ask me to meet the direct AE's rate and send him a contract. My best Indirect rate is $1500 per month higher than the direct rate.

The Pain of The Switch

November 24, 2008

Interesting report from Strategy Analytics: More folks would switch their triple play provider if they didn't have to waste a day or two waiting for the install.  With that kind of stat, will any of the duopoly companies fix their install process?
People often claim to be satisfied with what they already have. 76% of broadband subscribers in the US suggest they are very or somewhat satisfied with their broadband service. But when they are asked if they would be willing to switch, three in every four say they would do so, depending on the price and performance of an alternative service.
Can't be too satisfied if you would switch.

And really the perception varies greatly.

Are You The Next Sue Crawford?

November 23, 2008

If you can't get a position at the FCC, perhaps you can put your talents to use at the other governmental telecom agency, which is looking for a few intelligient people like Sue Crawford help shape the broadband policy of the US:

The National Telecommunications and Information Administration (NTIA) is seeking nominations of individuals to represent the business community, public interest groups, and other appropriate groups interested in serving on the NTIA Online Safety and Technology Working Group (OSTWG) for a single fifteen (15) month term to commence in January 2009. At the conclusion of the working group's term, the OSTWG will provide a report to the Assistant Secretary for Communications and Information and NTIA Administrator and to Congress on ways to promote and to preserve a safe environment for children using the Internet.

DATES: Nominations must be postmarked or electronically transmitted on or before December 12, 2008.

SUPPLEMENTARY INFORMATION: On October 10, 2008, the President signed into law the ''Broadband Data Improvement Act'' (the Act), Pub. L.

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.

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.

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