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

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Polycom Gets Some Cash

May 11, 2012

What's With Wireline?

April 27, 2012

Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC's. Quite a few states have deregulated ILEC's and landline service.

This same decline is also affecting DSL. Naked DSL was supposed to help shore up broadband revenues by releasing the customers from having to purchase a POTS line, too.

Yet Another Video Conf Start-up

March 23, 2012

Garrett Smith from VoIP Supply wrote, "This service isn't all that new or different from the half dozen or so that already exists. There's either going to be a lot of M&A in video communications OR a lot of companies not making it." Garrett was referring to this TechCrunch article, Blue Jeans CEO Looks To Beat His Two-Time Acquirer Cisco With Low-Cost Video Conferencing. Krish Ramakrishnan says, "It's only a $700 million market." Yet he received $23.5 million in funding already. Why?

Comcast Versus Netflix

March 20, 2012

IN a Fast Company article, titled "Why Comcast Will Crush Netflix". Comcast will be launching a Netflix killer soon. Why? "The battle to own the "digital home" has been waging for years." The Duopoly does not want to be relegated to being just dumb pipes.

What a Crazy Monday

March 19, 2012

So Zayo is buying AboveNet for $2.2B.

Avaya bought RADVision for $230M. Conferencing is making a lot of noise. As David Byrd points out, "It is clear that video conferencing is growing in importance in the market....

Verizon Puts the Move on Video

February 6, 2012

After Verizon's CFO sais that FiOS was a poor economic decision for the company, I would think video would not be on the VZ radar. The FiOS TV service is so expensive to deliver that Frontier raised rates over 70% when it took over former VZ FiOS territory -- and then decided to switch all the TV over to DBS.

Comcast buying NBCU was a little different, but cablecos have owned channels before, especially sports channels (MSG, YES, BayNews9).

Maybe the TV-cord-cutting crowd is scaring the cablecos, despite the rhetoric to The Street.

Day 1 at ITEXPO

February 1, 2012

I had a couple of good conversations today. One was with Greg Plum who has embarked on a new chapter in his career at StartMeeting.com. Plum is exciting about building the channel for this start-up conferencing company for a number of reasons, not the least of which is that he believes that StartMeeting.com will be a disruptor, a serious game changer in the conference space. They offer conferencing - audio and web - like so many others, right?

The Whole Content System

January 9, 2012

Yes the whole content system is a mess. Newspapers, magazines, book publishing, music, movies and now TV - all are old school content business models that are in a state of upheaval. Unfortunately, the people in charge of these content systems are fighting the change that is happening - happening in large part because of the Internet - instead of trying to start making changes NOW.

L3 Sells Coal Mine

November 28, 2011

Not many people knew that Level3 owned a coal mining operation. It was sold off last week. I do not know if L3 still owns the software integration business. (I can't find any indications in the earnings reports.)

According to the earnings, it looks like L3 is bringing less than $4B in revenue at $927M in 3Q2011 and $913M in 2Q2011.

It's Monday So Lots Happened

October 17, 2011

Polycom bought Vivu, a video collaboration company, to help Polycom push it's Presence gear. Video, video, video. Yet I never have video calls or video call requests. To me, I wish you would work on the phone part.

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