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

VAR

Does HP Have it Right?

August 18, 2011

So HP made some, what I might call crazy, moves today. Reports are in that HP is going to spin off its PC business. Other reports are in about them killing off webOS products like Palm phones and tablets (here and here).

HP just bought Palm last year for $1.2B -- but it may license the software or put it in other products.

3 Reasons VAR's Should be in Austin

August 14, 2011

Maybe you didn't go to ASCII Summit or Everything Channel, then Austin is the place for you as a VAR. There are at least three reasons VAR's should be in Austin:

1) MSP World where value-added resellers can hear about how to transition into a managed service provider.

2) Telecom Reseller Week which will teach VAR's how to effectively sell communications equipment and services, with proven tips and best practices for addressing the challenges faced in today's economy.



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.

InterNAP Sweeps the Legs of Agents

July 20, 2011

In March, InterNAP notified agents that it would be making changes to the Agent program. It was going Master-centric.  According to the phone call I just received, 400+ agents that have agreements with InterNAP were given the boot. With 30 days notice, most carrier agreements allow for cancellation.

Dimension Data Makes a Move

June 30, 2011

I learned about Dimension Data a VoiceCon event. They had an interesting booth. They are a South African company doing more than $4B in revenue as a global VAR for Cisco, Microsoft, McAfee, TEM, HP, EMC, VMWare, Blue Coat and more. I didn't know that NTT bought the company outright in 2010 for GBP 2.1B.

Is this a Master Agent Dilemma?

June 21, 2011

From the carrier side, Channel executives are looking to the VAR space for growth? Why is that? Has the Agent contribution to channel revenue hit a plateau?

At dinner last night, I was talking about the magic number of a tribe. For consultants, it's 100.

And So the Bankers Cheer

June 14, 2011

Intermedia is a hosted Exchange company that ventured into hosted VoIP. That venture landed them an LOI (letter of intent to buy) from a private equity firm. On the heels of that, Intermedia decided to grab Zlago to bolster the cloud channel push that Oak Hill Capital Partners wants. Combined they reach about 7000 MSP's and VAR's, according to this report.

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.

TDCloud Joins the Fray

May 19, 2011

We have seen the hardware distributors moving into the cloud space. We saw that SYNNEX launched Cloud SolvUC as a unified communications play. According to the PR, the first nationwide cloud UC product. Umm, just from that marketing spin alone, I would suspect that SYNNEX did not have its finger on the pulse of this space.

Losses and Growth

May 10, 2011

The only thing really growing is debt.

Clearwire grew revenue but also its losses.

PAETEC finished swallowing CavTel to get to ~$2B in revenue but with losses. And with just 54,000 business customers. (Cbeyond has more than 58,000). Margins are 18.4% according to Rob Powell.

Centurylink is getting hit with a lot of access line loss which is adversely affecting its revenue.





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