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

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Rural ILEC Strategy

November 12, 2010

You have probably read about the unemployment rate. I would love to know how many jobs that the ILEC's have shed in the last 3 years. 75,000? Probably more.

TV, IPTV and OTT

November 8, 2010

I am hearing so much about cable TV subscriber losses and over-the-top video and cord cutters that I have to weigh in. Rich Tehrani and Gary Kim make some points in their latest blogs, but here's my opinion.

Surveying 2,000 people about cable TV is insignificant. NCTA members pass 127.8 million homes, so 2000 is a pin drop.

Add Some Skinny to Broadworks

October 26, 2010

Genband M6 platform is a softswitch that allows service providers to utilize Cisco IP phones running Skinny. The problem has been that Broadsoft, which bought Genband's M6 platform, has completed the process of adding the M6 feature set to the Broadworks platform. There are a bunch of M6 companies wondering what to do, because migrating customers from one platform to the new one (M6 to standard Broadworks) would be painful. (Thing re-configure every phone!)

Today, CommX merged with PressONE.

Day 1 Observations from Phoenix

October 26, 2010

I'm at the Broadsoft Connections 2010 user conference in Phoenix. The theme is Ignite Passion (for Hosted UC). These are some of my notes:

Broadsoft is pushing not just Hosted PBX but services they are calling CAAS (Communications-as-a-Service).

What Have I Been Saying?

October 17, 2010

Gary Kim writes, "A study of data submitted by 221 small U.S. telcos by Telergee Alliance confirmed trends you would expect: Broadband and wireless are growing, cable TV is flat, and voice is declining. As has been the case for several years, operating costs also are growing while profit margins are shrinking."

So if TelcoTV costs big money, but the market is flat, why spend the money?

Google is Not Killing Voice

August 31, 2010

Everywhere you look, people are aghast that Google added free calling to Gmail. Big deal. (Although you should read Jon Arnold's piece on it.) Most people aren't going to strap a microphone and headset to their computer to make PC-to-phone calls.

Isn't Skype the only one that this really affects?

Who Will Own the Home Gateway?

August 21, 2010

In the article about the Intel-McAfee merger, I mentioned that Cisco's acquisitions have not actually resulted in any great innovation. The Flip is still the same old camera. The cable box is certainly cheaper, but less reliable. (I have gone through 3 HD DVR set-top boxes with BrightHouse Networks in less than a year.)

Hulu Killed the TV

September 16, 2009

As stated previously, as telcos spend billions to deliver TelcoTV to the masses, the masses decided they don't want it.

The cellular companies want to deliver some kind of TV content exclusively to their uses. This makes no sense because these guys bitch a storm when you actually use your EVDO/High speed Internet card, but streaming video to my handset is fine? Schizophrenic much?

Also, these same companies - ATT and VZW - are building out telco TV networks and 4G networks. Can you say redundant billions?

Why they didn't just stick with the satellite TV partnership instead of their current play is beyond me.





Leveraging CDNs to Maximize Network Efficiency

August 20, 2009

At IT EXPO WEST I will be moderating a panel on Leveraging Content Delivery Networks (CDNs) to Maximize Network Efficiency. Our panelists will be Zeugma Systems, Voxeo and Voxel dot Net.

While we hear discussions all the time about CDN, not many folks know what they are, how they are designed, or what it means to the customer experience.

The session description explains that "the network throughput has become the bottleneck in delivering high quality video.

Windstream Buys ICP

May 11, 2009

 Thanks to the Arkansas Democratic Gazette for the chart.

Despite a big drop in earnings and revenue for the first quarter 2009, Windstream still managed to buy some more lines and customers by snatching up D&E Comm.

D&E Communications is an ICP, an  integrated communications provider, offering residential Voice, Video, Broadband and On-Site Computer Support services as well as business-class Networking, Business Continuity, IT, Security, Voice and Training solutions. D&E is an ILEC and a CLEC.

This stock-and-cash deal (worth about $330M)  "nearly doubles the company's operating presence in Pennsylvania with the addition of approximately 165,000 access lines and about 44,000 high-speed Internet customers."  That's about $2000 per subscriber.

"D&E Communications generated $148 million in revenue and $64 million in operating income before depreciation and amortization (OIBDA) in the twelve months ended March 31, 2009."  So the buy is about 2x Annual Revenue for those hoping to play at home.

"The transaction also includes six wireless licenses for 700 MHz spectrum covering a population of approximately 1.3 million in central Pennsylvania," according to the press release

While Windstream isn't having a strong quarter with dipping revenue, it is doing okay selling Internet and TV.







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