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    <title>On Rad&apos;s Radar? - video Archives</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/" />
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    <id>tag:blog.tmcnet.com,2011-06-13:/on-rads-radar//51</id>
    <updated>2013-05-14T21:18:40Z</updated>
    <subtitle>Peter Radizeski of RAD-INFO, Inc. talking telecom, Cloud, VoIP, CLEC, and The Channel.</subtitle>

<entry>
    <title>Interesting Links for Your Consideration</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2013/05/interesting-links-for-your-consideration.html" />
    <id>tag:blog.tmcnet.com,2013:/on-rads-radar//51.51030</id>

    <published>2013-05-14T17:11:47Z</published>
    <updated>2013-05-14T21:18:40Z</updated>

    <summary>There have been some interesting articles lately. I can&apos;t get to all of them, but here are some good reads. Death of the Telecom VAR in 2013 - How an entire sub-industry will be wiped out in the next 24...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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        <![CDATA[<p>There have been some interesting articles lately. I can't get to all of them, but here are some good reads.</p>
<p> <a href="http://telecomvardeath.blogspot.com/2011/11/death-of-telecom-var-in-2013.html">Death of the Telecom VAR in 2013</a> - How an entire sub-industry will be wiped out in the next 24 months by Jeff Hawkes. "Traditional telecom VARs or value-added reseller businesses- those that derive the majority of their revenue from the sale of on-premise PBX equipment to business customers- have ridden one of the longest product life cycle waves in recent technological history and combined with an emerging threat from hosted phone providers and a professional background that leaves most ill-prepared to run a business larger than a few employees is threatening to wipe-out or dramatically alter an entire sub-industry in the next 24 months."  He writes like me.</p>
<p>Not telecom - but patent law - <a href="http://www.usatoday.com/story/news/nation/2013/05/13/monsanto-patent-grain-biotechnology-soybeans-supreme-court/2116333/">Monsanto wins a big case</a>. "The court ruled unanimously that an Indiana farmer violated Monsanto's patent on genetically modified soybeans when he culled some from a grain elevator and used them to replant his own crop in future years."</p>
<p> <a href="http://www.infonetics.com/pr/2013/North-America-Business-VoIP-Scorecard.asp">Infonetics scores Comcast, Verizon, 8x8 and XO top North American business VoIP providers</a>. SIP Trunking is the big winner. Revenues are the big loser as SIP trunk is used as a low price dial-tone replacement.</p>
<p>Blair Pleasant  is "<a href="http://www.nojitter.com/post/240154735/should-you-get-your-head-in-the-cloud">still not convinced that the cloud is the long-term panacea</a>."</p>
<p>Doug Mahoney reports that <a href="http://www.tmcnet.com/topics/articles/2013/05/13/337932-report-finds-hd-voice-experiencing-unprecedented-growth.htm">HD Voice is Experiencing Unprecedented Growth</a> globally.</p>
<p><a href="http://video-managed-services.tmcnet.com/topics/video-conferencing/articles/336879-yorktels-videocloud-looks-make-video-conferencing-easier.htm">YorkTel's VideoCloud integrates with Microsoft</a>. So I wonder how Skype feels about that.</p>
<p>lastly....</p>
<p><a href="http://gordonkelly.com/featureseditorials/the-cash-cow-is-dying-mobile-networks-face-bleak-future/">The Cash Cow is Dying: Mobile Networks Face Bleak Future</a> (based on SMS and LD revenue). Lucky for cellcos that <a href="http://blog.tmcnet.com/blog/rich-tehrani/ims/metaswitch-clearwater-game-changing-open-source-ims-initiative.html">Metaswitch just released Clearwater</a>, an IMS implant.</p>]]>
        
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<entry>
    <title>Vidtel Makes WebRTC Available with MeetMe</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2013/01/vidtel-makes-webrtc-available-with-meetme.html" />
    <id>tag:blog.tmcnet.com,2013:/on-rads-radar//51.50662</id>

    <published>2013-01-31T16:48:06Z</published>
    <updated>2013-01-31T17:20:00Z</updated>

    <summary>WebRTC is an open-source application interface that allows real-time services like voice, video, and data sharing to work within a web browser. Vidtel&apos;s MeetMe and Gateway services both natively support WebRTC, empowering businesses to utilize video conferencing in entirely new...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>WebRTC is an open-source application interface that allows real-time services like voice, video, and data sharing to work within a web browser. Vidtel's MeetMe and Gateway services both natively support WebRTC, empowering businesses to utilize video conferencing in entirely new ways.</p>
<img alt="vidtel.png" src="http://blog.tmcnet.com/on-rads-radar/vidtel.png" width="153" height="59" class="mt-image-left" align="left" style="float: left; margin: 0 20px 20px 0;" />
<p>VidTel's  MeetMe service is an any-to-any cloud-based video conferencing service. To better explain that, it means that a customer can get video conferencing in the cloud, with no complex, costly bridges to maintain on-premise; even better, the Vidtel service also supports any-to-any, so in addition to supporting Cisco/Polycom/etc video devices, it also supports Google Talk, Skype.....and now, attendees calling in directly from a web browser via WebRTC.</p>
<p>So I had an (email) conversation with Alex Doyle, a long-time pal and the VP of Marketing at <a href="http://www.vidtel.com/">VidTel</a>.  Here's why<a href="http://www.webrtcworld.com/topics/webrtc-world/articles/325074-vidtel-embraces-webrtc.htm"> this is</a> blog worthy :), and why WebRTC in general, is important. </p>
<p> "Impediment Buster" - Doyle thinks historically, there have been a few key impediments to the take-up of video conferencing. End-point cost is high and  management of video conferencing gear is complex and tricky. [High bandwidth circuit costs too.]  Traditionally, Doyle says, "there's long development and R&D time in bringing out video end-points, and video has been relatively siloed.  With WebRTC (plus cloud-based video conferencing), you can make the argument that these impediments have vanished - the bridge is in the cloud, and the "end-point" is just the browser. (There's not even an app or a plugin to download - unlike some of our competitors.)</p>
<p>  "New Markets" - Doyle states that traditionally it's something that has been accessible only to the large enterprises - companies that could afford tele-presence rooms.  With WebRTC and cloud based video, all of sudden there's an opportunity for the mid-market to benefit from video conferencing.</p>
<p>   "Innovation and New Apps" - Doyle continues, "If you think about it, every HDX (health data exchange) on the market is basically the same thing. Building custom video end--points (like a tele-medicine "cart") is pretty expensive and takes a long time to get to market. But with WebRTC, if you think about it, the cost of building a new video app has been driven down to the cost of building a web page.  Video suppliers can build custom apps like video interviewing, video health checkups, video consulting, etc as easily as they can build a web site.  I think there's a huge opportunity here for innovation."  So do quite a few pioneers in the WebRTC space, many of whom were at TMC's first <a href="http://www.webrtcworld.com/conference/default.aspx">WebRTC Conference.</a></p>
<p>I still think that video conferencing (like HD Voice and Cloud) is more hype than actual revenue. However, for a telecom agent or VAR, it takes multiple streams of income - and many tools in the toolbox - to make a successful business.</p>
<p> <a href="http://www.telepresenceoptions.com/2013/01/act_conferencing_and_vidtel_an/">VidTel and ACT! teamed up</a>.</p>
<p>It looks like service providers are starting to see video conferencing (and collaboration) is a must-have instead of a nice-to-have.<a href="http://pbx-change.com"> PBX-Change</a> launched  miMeeting, a simple-to-use, feature-rich web and video conferencing tool organizations can use to host interactive and engaging online meetings, webinars, training sessions and events.</p>]]>
        
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</entry>

<entry>
    <title>Easier to Use</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/06/easier-to-use.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49523</id>

    <published>2012-06-14T18:14:26Z</published>
    <updated>2012-06-14T18:23:21Z</updated>

    <summary>&quot;Collaboration, mobility and social networking are hot topics for enterprises, but the complexity of unified communications technology is contributing to low adoption rates, according to CompTIA&apos;s second annual Unified Communications and Collaboration Market Trends study.&quot; [source] The whole idea of...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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    <category term="sales" label="sales" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="sellecom" label="sellecom" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="uc" label="UC" scheme="http://www.sixapart.com/ns/types#tag" />
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    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>"Collaboration, mobility and social networking are hot topics for enterprises, but the complexity of unified communications technology is contributing to low adoption rates, according to CompTIA's second annual Unified Communications and Collaboration Market Trends study." [<a href="http://m.networkcomputing.com/135559/show/f0758bd8a489482f1fd47612e1a2e473&t=jgopq3ald41s72b0gjkgb9v7t1">source</a>]  The whole idea of technology is to make life easier for users, not more complicated. That's why in tech sales, the benefits and uses are stressed, not the features.</p><p>VoIP Supply has put out some <a href="http://www.prnewswire.com/news-releases/voip-supplys-guides-to-simple-easy-and-affordable-video-conferencing-158556315.html">guides to help businesses understand and adopt video conferencing</a>. Why do you think Skype, SightSpeed, Vidyo and G+ Hangout are used for video chat or three-way video calling?  Easier to use!</p><p>Hosted PBX is kind of the same deal as Hosted UC. If their current system isn't broken, why switch?</p><p>One reason Cbeyond cut its direct sales staff (and hired new ones) was because old telco sales people sell on price and just replace stuff. Hosted PBX, UC, Video Conferencing and CLOUD are all about new ways of doing business - altering business processes. That is a different type of sale.</p>
]]>
        
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<entry>
    <title>Verizon is in the News a Lot</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/06/verizon-is-in-the-news-a-lot.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49479</id>

    <published>2012-06-06T05:31:53Z</published>
    <updated>2012-06-06T06:03:33Z</updated>

    <summary>Hands off the Internet!Sen. Alex Padilla: Bill will preserve hands-off regulatory approach toward VOIP.VZW and T-Mobile are at odds over SpectrumCo spectrum with Verizon saying T-Mobile is hypocritical about spectrum. &quot;Verizon told the FCC in a filing Monday that T-Mobile...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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        <![CDATA[<p><strong><big>Hands off the Internet!</big></strong></p><p>Sen. Alex Padilla: <a href="http://www.mercurynews.com/opinion/ci_20744401/sen-alex-padilla-bill-will-preserve-hands-off">Bill will preserve hands-off regulatory approach toward VOIP</a>.</p><p>VZW and T-Mobile are at odds over SpectrumCo spectrum with <a href="http://www.politico.com/news/stories/0512/76632.html">Verizon saying T-Mobile is hypocritical about spectrum</a>. "Verizon told the FCC in a filing Monday that T-Mobile is two-faced in opposing the SpectrumCo deal because its parent company is telling investors it has excess network capacity while T-Mobile is telling the FCC it has too little." That seems to be typical for both T's - tell the FCC one thing and investors another. Anything to get what you want - stock price up, access to capital and more spectrum.</p><p>On the other side of VZ, <a href="http://www.pcworld.com/businesscenter/article/256531/verizon_boosting_fios_top_speed_to_300mbps.html">FiOS is racing to speeds of 300Mbps </a>for about $205.  That isn't exactly what the FCC had in mind. It wants cheaper broadband (4MB x 1MB) available to more people, not faster speeds available to just a few.</p><p>VZW made a $612M bid for an M2M company. "Hughes Telematics (HTI) offers a portfolio of location-based services for manufacturer, aftermarket, fleet and dealer services provided through two-way broadband connectivity to the vehicle. HTI is implementing the next generation of connected services for the automobile in safety and security, according to its website.</p><p>VZW rolls out Viewdini, a mobile device app that allows VZW subscribers to search for video content. Subscribers are still subject to the cap. This app will just help them get there faster.  If you don't have enough spoectrum, why are you pushing your subscribers to use more video????</p><p>IN non-verizon news, C Spire Wireless (formerly Cellular South Inc. owned by the same folks as Telepak) is <a href="http://www.miamiherald.com/2012/06/01/2827362/c-spire-sues-competitors-in-anti.html">suing AT&T, Qualcomm and Motorola for anti-trust</a>. The dispute is over the fact that C Spire can't get access to 4G LTE devices. Many smaller cell companies are in the same boat.  There's also a dispute about blocking its plans for 700 MHz spectrum. No competitor has won an anti-trust complaint against VZ or AT&T, despite the fact that both act like a monopoly, litigate and lobby to gain advantage, and step all over their wholesale customers - CLEC's and ISP's.</p><p><a href="http://arstechnica.com/business/2012/05/fcc-approves-spectrum-changes-for-sprint-and-hospitals/">FCC approves spectrum changes for Sprint and hospitals</a>. "For Sprint, the <a href="http://www.fcc.gov/document/800-mhz-smr-band-order">FCC changed the rules</a> that govern how the 800MHz band - acquired with Nextel - of the spectrum is used." It would help Sprint with 4G, except that isn't really one of their problems. With Clearwire, Sprint has plenty of spectrum. What it doesn't have is Deployment and Customers in a vast amount.</p><p>And since the FCC loves tele-medicine so much, it granted some spectrum for medical devices. "The <a href="http://www.fcc.gov/document/medical-body-area-networks-first-report-and-order">FCC also approved a second set of spectrum-use rules</a>, regulating the 2360-2400 MHz band for use in hospitals as a "Medical Body Area Network," or MBAN. The MBAN will allow doctors to hook their patients up to the physiological sensors like EEGs, heart monitors or neo-natal sensors and have those lightweight and often disposable sensors transmit information back to the monitoring equipment without wires. Reducing the number of wires attached to patients will also lowers the risk of accidents and infections, and make patients more comfortable overall," <a href="http://arstechnica.com/business/2012/05/fcc-approves-spectrum-changes-for-sprint-and-hospitals/">reports ARS</a>. I predict VZ or AT&T will now try to buy up medical device companies to get that spectrum.</p>]]>
        
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</entry>

<entry>
    <title>So Many Conferencing Options</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/05/so-many-conferencing-options.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49438</id>

    <published>2012-05-29T16:54:19Z</published>
    <updated>2012-05-29T16:55:19Z</updated>

    <summary>Just Google web conferencing to see 18 million results. This list of web conferencing is extensive but far from complete. Conferencing is starting to look like the VoIP space -- a bunch of people jumping in to get a piece...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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    <category term="conferencing" label="conferencing" scheme="http://www.sixapart.com/ns/types#tag" />
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        <![CDATA[<p>Just Google web conferencing to see 18 million results. <a href="http://webconferencing-test.com/en/webconference-home">This list of web conferencing</a> is extensive but far from complete. Conferencing is starting to look like the VoIP space -- a bunch of people jumping in to get a piece of the action. Join.me, StartMeeting.com, Freeconference.com, Yuuguu.com, G+ Hangout, skype and so many more in the no cost variety. These no cost providers compete against the big guns like PGi, Intercall, Cisco's Webex, The Conference Group, Citrix's GoToMeeting, and on24.</p><p>As an aside:  BigMarker.com is a different concept. More like G+ Hangout, BigMarker is about community collaboration.</p><p>One thing for agents to think about: IF there are hundreds of providers out there in any sector, then there IS demand for conferencing - video, audio, web. You should try to grab a piece of it.</p><p>If you wanted tips on selling conferencing, the TCA had a panel of conferencing channel execs give pointers  in October of 2011. TCA members can watch it <a href="http://tcasite.org/calendar.html">on-demand from the archives</a>.</p>
<img alt="vidyo-SmartPhone1s.jpg" src="http://blog.tmcnet.com/on-rads-radar/vidyo-SmartPhone1s.jpg" width="500" height="375" class="mt-image-center" align="center" style="text-align: center; display: block; margin: 0 auto 20px;" />
<p>In the video conferencing space, it is becoming a buffet - wholesale, white-label, reseller, and retail; hardware and appliances; gateways and translators for interoperability; smartphone apps and softphones; API's; recording; and webcasting. I guess since airline travel is getting more expensive (and more of a PITA), video conferencing use is increasing. Moreover, with companies cutting the workforce for "synergies", the stranded employees have to do more and more (with less and less). Technology has to provide some productivity gains - the holy grail of cloud communications (of which, video conferencing is one component). Add to that the price of entry for video conferencing has dropped significantly. Sure you can buy a $100K telepresence room, but even $500 laptops come with decent webcams. Smartphones even have high resolution cameras that make video conferencing possible (if there is a strong enough 3G/4G connection and you have enough bandwidth left under the cap).</p><p>While video conferencing will not replace face-to-face or a live handshake, it definitely has its use during the sales process.</p> ]]>
        
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<entry>
    <title>Polycom Gets Some Cash</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/05/polycom-huh.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49343</id>

    <published>2012-05-11T17:22:31Z</published>
    <updated>2012-05-11T19:00:28Z</updated>

    <summary>So Polycom announced that they will &quot;divest its enterprise wireless voice solutions business to an affiliate of Sun Capital Partners, Inc. for gross proceeds of approximately $110 million in cash.&quot; I was confused by this until I realized it is...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
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    <category term="wifi" label="wi-fi" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>So <a href="http://free-call-center.tmcnet.com/news/2012/05/10/6295968.htm">Polycom announced</a> that they will "divest its enterprise wireless voice solutions business to an affiliate of Sun Capital Partners, Inc. for gross proceeds of approximately $110 million in cash."  I was confused by this until I realized it is a sliver of their business and represents <a href="http://www.polycom.com/products/voice/wireless_solutions/index.html">DECT and Wi-Fi handsets only</a>.</p><p>Polycom is in the process of remaking themselves from a hardware IP Phone company to a video conferencing solution provider. This was a way to get some cash and start selling off pieces of the business that don't fit that focus.</p>]]>
        
    </content>
</entry>

<entry>
    <title>What&apos;s With Wireline?</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/04/whats-with-wireline.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49281</id>

    <published>2012-04-27T18:32:20Z</published>
    <updated>2012-04-27T19:03:52Z</updated>

    <summary>Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC&apos;s. Quite a few states have deregulated ILEC&apos;s and landline service.This same decline is also affecting...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="CLEC" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="broadband" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="cableco" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="cloud computing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="telco" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="wireline" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="broadband" label="broadband" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cableco" label="cableco" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="clec" label="clec" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cloudcomputing" label="cloud computing" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="dsl" label="dsl" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="marketing" label="marketing" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="tv" label="tv" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="vz" label="vz" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="wireline" label="wireline" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC's. <a href="http://www.telecommonthly.com/2012/04/the-end-of-an-era-state-laws-let-telephone-companies-end-land-line-services/">Quite a few states have deregulated ILEC's</a> and landline service.</p><p>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. <a href="http://gigaom.com/broadband/verizon-dumps-naked-dsl/">VZ is reversing course</a> on that, just a<a href="http://www.telecompetitor.com/verizon-simplifies-dsl-pricing-offers-naked-dsl-for-25/"> year after offering Naked DSL for $25</a>. Some of that offer had to do with the FCC asking the ILECs for a cheap broadband offer to bridge the Digital Divide. Now VZ is saying no DSL where FiOS is available. They need to make folks take FiOS service (to make the metrics look good for Wall Street).</p><p>The <a href="http://fibertothewhatever.com/wp/news/cable-surpasses-telcos-in-the-broadband-subscriber-race">teclos have basically lost the broadband battle</a>. They stopped rolling out FTTx - at least FiOS and U-Verse. <a href="http://fibertothewhatever.com/wp/news/cable-surpasses-telcos-in-the-broadband-subscriber-race">75% of broadband additions in 2011 went to cablecos</a>.</p><p>What I can't explain is <a href="http://fibertothewhatever.com/wp/news/verizon-q1-wireline-revenue-impacted-by-wholesale-losses-gains-in-fios-enterprise-services">the 8.9% decline in wholesale landline revenue for VZ</a>. Maybe CLEC's have been impacted by VZ's anti-competitive nature. Does that mean that resale CLEC's are seeing a decline too? Probably. Cablecos will own customers under $500, so that means a lot of T1 customers have become cable customers.</p><p>Two Other Things to Ponder</p><p>Cloud and Managed Services as the Next Big Thing and TV Cord Cutting</p><p>TV Cord Cutting is rising. Early adopters really like the TV anywhere anytime. They also dislike the huge cable TV bill, which is <a href="http://news.yahoo.com/average-monthly-pay-tv-bill-hit-200-2020-210149402.html">expected to rise to $200 by 2020</a>. Cord cutting will speed up the price increase in TV because less subscribers means higher price. Content creators like Disney/ESPN pay more and more for sports and that is passed down. In this cycle, the higher the price, the more cord cutting - and around we go.</p><p>LEC's losing wireline revenue are looking to Cloud and Managed Services to make up for it. There are a few problems with that. One is that the sales process is so different for CMS. Two, the ILECs have tried e-Commerce and similar services before. (Didn't take.) Three, if the provider cannot deliver telecom services without problems, what makes them think that customers will trust them with more complicated and mission-critical services?</p><p>There was a period of time when CTO's would not consider Sprint or Qwest for MPLS because Sprint has an uncertain future and Qwest was for sale. The point is that if the CTO's don't trust your company, they won't buy from you.</p><p>It's a quandary.</p><p>As CLEC's once competed heavily on teh commodity Dynamic T1, they will now compete on MPLS services, which will (again) drive down revenue and margin. I don't see how this works out for most CLEC's - billion dollar companies or not. Paetec and Intermedia (ICI) were billion dollar CLEC's that had to be sold. It's about having a brand, differentiators, unique services, WOM and executing on a strategy flawlessly to counter the wireline revenue decline.</p>]]>
        
    </content>
</entry>

<entry>
    <title>Yet Another Video Conf Start-up</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/03/yet-another-video-conf-start-up.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49074</id>

    <published>2012-03-23T18:01:15Z</published>
    <updated>2012-03-26T14:05:12Z</updated>

    <summary>Garrett Smith from VoIP Supply wrote, &quot;This service isn&apos;t all that new or different from the half dozen or so that already exists. There&apos;s either going to be a lot of M&amp;A in video communications OR a lot of companies...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="conferencing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="im/chat" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="chat" label="chat" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="video" label="video" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="videoconferencing" label="video conferencing" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>Garrett Smith from <a href="http://www.voipsupply.com">VoIP Supply</a> 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, <a href="http://m.techcrunch.com/2012/03/21/blue-jeans-ceo-looks-to-beat-his-two-time-acquirer-cisco-with-low-cost-video-conferencing/?fb_comment_id=fbc_10150592698791829_21848518_10150594306416829">Blue Jeans CEO Looks To Beat His Two-Time Acquirer Cisco With Low-Cost Video Conferencing</a>. Krish Ramakrishnan says, "It's only a $700 million market." Yet he received $23.5 million in funding already. Why?</p>
<p>When you look at what Skype (and of course all the copycats) have done to the international long distance market, you have to wonder how the video conferencing market survives. I say that because it is rare that I ever participate in a video conference. In the last year there have been three video calls - one on Skype and two on G+ Hangout.</p>
<p>The low cost folks like Skype, Google, Vidyo, Apple's Facetime, even Webex is going to dilute that market. As more employees work remotely and mobile, some video chat will increase, but not likely through Cisco, Lifesize, or Avaya gear. More likely through the low-cost consumer services that make it easy for people to use.</p>
<p>In my experience, G+ Hangout was <em>much</em> easier to use than Skype or Webex due to no software download needed. Any gmail account or Gchat account means I can invite you and lets go. How does it get easier than that, Krish?</p>]]>
        
    </content>
</entry>

<entry>
    <title>Comcast Versus Netflix</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/03/comcast-versus-netflix.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49046</id>

    <published>2012-03-20T18:01:27Z</published>
    <updated>2012-03-20T18:25:04Z</updated>

    <summary>IN a Fast Company article, titled &quot;Why Comcast Will Crush Netflix&quot;. Comcast will be launching a Netflix killer soon. Why? &quot;The battle to own the &quot;digital home&quot; has been waging for years.&quot; The Duopoly does not want to be relegated...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="cableco" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="duopoly" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="apple" label="apple" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cableco" label="cableco" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="duopoly" label="duopoly" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="tv" label="TV" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="video" label="video" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>IN a <a href="http://www.fastcompany.com/1822129/why-comcast-will-crush-netflix">Fast Company article</a>, 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. The money is in Layer 7. The Duopoly is tired of a static ARPU, while Google, Apple, Amazon, Netflix and others make money over-the-top.</p><p>The Duopoly has spent big money on TV distribution - AT&T on U-Verse, VZ on FiOS - and do not want to lose revenue due to cord cutting.</p><p>Content providers are already offering shows on their own websites plus online TV sites like Hulu, Amazon, Apple iTunes, Netflix or Epix. This competes with cable TV and DVR.</p><p>Hollywood doesn't know what to do. It sided with Blockbuster over Redbox and Netflix on access to titles. "Netflix will lose its rights to carry Starz video content."  It's all about the content. Period.</p><p>"Cable companies have historically played the tortoise to high-tech innovator hares. They adopt a predictable pattern--they let someone introduce a new service, watch the market grow, and much later step in and take away the opportunity. This is how cable companies beat out TiVo (which introduced the world to the DVR) and Vonage (which convinced Americans to embrace VoIP)."</p><p>This is an important lesson for service providers.</p><p>It's a good read.</p><p>BTW, cablecos are really pushing into Business TV, even allowing the Channel to sell it. That's one way to increase TV revenue. I would guess that DBS (DirecTV and DISH) are losing accounts here. MSO's are even chasing hotel/motel TV business.</p>]]>
        
    </content>
</entry>

<entry>
    <title>What a Crazy Monday</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/03/what-a-crazy-monday.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.49031</id>

    <published>2012-03-19T18:02:05Z</published>
    <updated>2012-03-19T18:57:09Z</updated>

    <summary>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, &quot;It is clear that video conferencing is growing in importance in the market.... is the market big...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="FCC" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="cellular" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="conferencing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="mergers" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="spectrum" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="wireless" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="bk" label="BK" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cellular" label="cellular" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="conferencing" label="conferencing" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="fcc" label="FCC" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="mergers" label="mergers" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="spectrum" label="spectrum" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="sprint" label="sprint" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="video" label="video" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="videoconferencing" label="video conferencing" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>So <a href="http://blog.tmcnet.com/on-rads-radar/2012/03/zayo-buys-abovenet.html" target="_blank">Zayo is buying AboveNet </a>for $2.2B.</p><p><a href="http://www.tmcnet.com/topics/articles/2012/03/15/276859-avaya-confirms-230-million-radvision-acquisition.htm">Avaya bought RADVision </a>for $230M. Conferencing is making a lot of noise. As <a href="http://www.broadvox.com/blogs/a-game-of-chicken" target="_blank">David Byrd points out</a>, "It is clear that video conferencing is growing in importance in the market.... is the market big enough to support them and others attempting to stake out market share. Vidyo, ooVoo, Skype, Polycom, ShoreTel and others are all battling it out to deliver video conferencing either as a desktop offering or major telepresence in conference rooms." Byrd forgot Google, who has made video chat with G+ Hangouts stupid easy. Easier than Skype, since there isn't any software to download.</p><p><a href="http://abcnews.go.com/Technology/att-loses-iphone-data-throttling-case/story?id=15927963#.T2dSTxHy-68" target="_blank">AT&T quietly settles </a>the iPhone data cap case. Quietly because they don't want a rash of these lawsuits, even if it only costs $900 to settle. Will there be a rush to the small claims courts?</p><p><a href="http://online.wsj.com/article/BT-CO-20120319-707703.html" target="_blank">This headline killed it </a>this morning: "Bernstein Downgrades Sprint, Notes Bankruptcy Risk". It being Sprint's stock, which dropped. Is Sprint in risk of BK? Not in the near term (2012 or 2013). Maybe in 2014 if it has to pay Apple for unused iPhones. See Bernstein thinks that the iPhone 5 which will utilize the 4G network will hurt Sprint who doesn't yet have a nationwide 4G network. Why not? Sprint just opted out of the LightSquared deal that the federal government all but kaboshed. Clearwire can't get it's act together. (Even with a <a href="http://blog.tmcnet.com/blog/tom-keating/internet/netzero-unveils-free-wireless-4g-mobile-internet-service.asp" target="_blank">deal with NetZero for free 4G </a>data!) Bernstein stated that Sprint didn't have spectrum for 4G, which isn't true, since Clearwire has Sprint's spectrum combined with others to have a big chunk in most markets. Also, with roaming agreements in place, Sprint can use AT&T or other 4G carriers, although that will be costly. Sprint has a Brand isuue. Not to mention an under-utilized fiber network.  BTW, <a href="http://news.cnet.com/8301-30686_3-57398289-266/sprints-4g-aspirations-depend-on-spectrum-deals/">CNET has a story about the 4G spectrum issues</a>.</p><p>LightSquared has chosen to yell at the FCC and <a href="http://www.reuters.com/article/2012/03/16/lightsquared-fcc-idUSL2E8EG9G920120316">demand replacement spectrum. LightSquared said that the FCC action violates its constitutional property rights</a>. What a bunch of BS!! The DOD said you can't use the spectrum. Period. You don't OWN the spectrum. You have a license to USE the spectrum - as it was deemed in said license. The LightSquared spectrum was licensed for satellite usage, not terrestrial broadband usage. "LightSquared's spectrum holdings (between 1525MHz and 1660.5 MHz) are close to the GPS satellite signals," <a href="http://arstechnica.com/tech-policy/news/2011/06/how-gps-interference-could-derail-a-new-national-4g-networkgps-industry-rages-lightsquared-4g-network-would-defy-laws-of-physics.ars">reported ARS</a>. And <a href="https://www.gplus.com/telecommunications-services/insight/lightsquared-nsn-and-satellitebased-competition-in-mainstream-mobile-markets-49973">even more </a>about the challenge that LightSquared faces from the Laws of  Physics. LightSquared has <a href="http://www.intomobile.com/2012/02/16/lightsquareds-new-strategy-focuses-spectrum-swap-not-bankruptcy/">offered to swap spectrum with the Dept. of Defense.</a>. Corporate welfare clowns annoy me.</p><p><a href="http://channelnomics.com/2012/02/27/creditors-zenith-infotech-liquidate-2/" target="_blank">Creditors Want Zenith Infotech to Liquidate</a></p>]]>
        
    </content>
</entry>

<entry>
    <title>Verizon Puts the Move on Video</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/02/verizon-puts-the-move-on-video.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.48729</id>

    <published>2012-02-06T15:26:03Z</published>
    <updated>2012-02-06T16:11:28Z</updated>

    <summary>After Verizon&apos;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%...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="cableco" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="cellular" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="duopoly" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="satellite" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="spectrum" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="telco" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="wireless" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="wireline" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="att" label="att" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cable" label="cable" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cableco" label="cableco" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="cellular" label="cellular" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="dish" label="dish" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="duopoly" label="duopoly" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="satellite" label="satellite" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="spectrum" label="spectrum" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="tv" label="tv" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="vz" label="vz" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="vzw" label="vzw" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>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.</p><p>Comcast buying NBCU was a little different, but cablecos have owned channels before, especially sports channels (MSG, YES, BayNews9).</p><p>Maybe the TV-cord-cutting crowd is scaring the cablecos, despite the rhetoric to The Street. Content is expensive to license and to deliver. And getting more expensive all the time. Meanwhile more video is being delivered as bits and bytes by Netflix, Amazon, the networks (USA, Comedy Central, ABC, CBS and CW - all have shows that can only be seen on-demand from thier website) and apps (HBO-on-the-Go and TWC Anywhere, for example). This means that TV revenues WILL decline.</p><p>How does the Duopoly make up the money and pay off the $250 Billion in debt it has accumulated????</p><p>Metering is one way. It increases the ARPU.</p><p>BTW, I find it interesting how the RBOC's have basically given up on DSL.</p><img alt="redbox-verizon-streaming.jpg" src="http://blog.tmcnet.com/on-rads-radar/redbox-verizon-streaming.jpg" width="620" height="219" class="mt-image-center" style="text-align: center; display: block; margin: 0 auto 20px;" /><p>So <a href="http://www.fastcompany.com/1814308/redbox-verizon-partners-coinstar-streaming-service-netflix-competitor">VZ is now partnering with the Coinstar subsidiary, Redbox, to launch a video streaming </a>service to compete with Netflix, Amazon, and Hulu.</p><p>This means that ATT will HAVE to go after DISH. Why? The wireless spectrum primarily but also DISH owns Blockbuster, satellive TV service, and Slingbox. Telco is a me-too industry. Unless ATT is going to abandon theh consumer space, relinquish it to the cablecos, it will have to make a move soon.</p><p>While Echostar owns Hughes Communications, the DISH company bought up spectrum from DBSD and Terrestar that DISH plans on utilizing to offer a hybrid satellite/terrestrial mobile broadband service. Today, <a href="http://finance.yahoo.com/q?s=DISH">DISH has a market cap </a>of almost $13B, while <a href="http://finance.yahoo.com/q?s=NFLX">Netflix is at $7B</a>. Since spectrum is finite and like real estate, the extra $6B seems like a steal. Consider that AT&T bought spectrum from Qualcomm for $2B. That spectrum, which, <a href="http://www.huffingtonpost.com/2011/12/23/att-qualcomm-spectrum-purchase-fcc_n_1167303.html">according to Huffington</a>, "Qualcomm stands to make a handsome profit on the spectrum. It paid $38 million for one slice of nationwide spectrum - the former UHF channel 55 - in 2002, then another $558 million in 2008 for UHF channel 56 over New York, Los Angeles, Boston, Philadelphia, and San Francisco." Qualcomm was using that spectrum for FLO TV, which failed. It consists of <a href="http://transition.fcc.gov/transaction/att-qualcomm.html">six D-block and five E-block licenses in the Lower 700 MHz band</a>, giving AT&T post-transaction holding  between 6 and 80 megahertz of spectrum below 1 GHz. Holding is key, because, like all cellcos whining about spectrum, AT&T HAS spectrum it has not deployed.</p><p>AT&T says it needs the spectrum, especially if VZW gets the SpectrumCo deal to go through whereby VZW buys all the AWS spectrum from the cablecos. So do the Rural Cellular Carriers. Makes DISH a big target for acquisition. However, Charlie Ergan still owns 51%.</p>]]>
        
    </content>
</entry>

<entry>
    <title>Day 1 at ITEXPO</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/02/day-1-at-itexpo.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.48629</id>

    <published>2012-02-01T05:31:06Z</published>
    <updated>2012-02-01T06:27:58Z</updated>

    <summary>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...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="Marketing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="PBX" scheme="http://www.sixapart.com/ns/types#category" />
    
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        <category term="agents" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="channel" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="conferencing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="expo" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="sales and selling" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="training" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="agents" label="agents" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="asterisk" label="asterisk" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="conferencing" label="conferencing" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="itexpo" label="itexpo" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="pbx" label="pbx" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="sales" label="sales" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="training" label="training" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="var" label="VAR" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="video" label="video" scheme="http://www.sixapart.com/ns/types#tag" />
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    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<img alt="itexpo.png" src="http://blog.tmcnet.com/on-rads-radar/itexpo.png" width="269" height="92" class="mt-image-left" style="float: left; margin: 0 20px 20px 0;" /><p>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? It is HD audio though. There is file and desktop sharing. We'll see. The launch is at the channel show in Vegas.</p><p>I met with <span class="caps">ONYX </span>today. <span class="caps">ONYX </span>is a distributor of value added products - like Grandstream IP phones and Digium - to Latin America. Headquartered in Miami, <span class="caps">ONYX </span>is turning a corner, realizing that Education and Local will be the keys for growth.</p><p>On the Local side, <span class="caps">ONYX </span>has offices in four Latin America countries now. A local presence is needed for distribution  and support and a local presence. <span class="caps">ONYX </span>has plans to open offices in every country in Latin America.</p><p>The second key is education. With 20 years of experience, <span class="caps">ONYX </span>is rolling out how-to videos on its products, developing a knowledge base, and offering product and know-how training to its <span class="caps">VAR'</span>s and others on IP-PBX, IP Phones and Asterisk - in Spanish too.</p><p>A final note about <span class="caps">ONYX </span>is that it migrated its back office computer systems to the cloud in order to utilize tablet based access for real-time inventory and more. Accessing the back office over an Android smartphone or tablet is speed to market.</p><p>Globecomm was next up to discuss their <span class="caps">TEMPO </span>product - a managed platform for streaming video specifically for Fortune 5000 companies. Analytics and whatnot are included in the platform. For corporate training and webcasts.</p>]]>
        
    </content>
</entry>

<entry>
    <title>The Whole Content System </title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2012/01/the-whole-content-system.html" />
    <id>tag:blog.tmcnet.com,2012:/on-rads-radar//51.48217</id>

    <published>2012-01-09T21:10:16Z</published>
    <updated>2012-01-11T16:22:47Z</updated>

    <summary>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...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="Internet" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="Marketing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="books" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="economy" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="technology" scheme="http://www.sixapart.com/ns/types#category" />
    
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    <category term="content" label="content" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="economy" label="economy" scheme="http://www.sixapart.com/ns/types#tag" />
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    <category term="tv" label="tv" scheme="http://www.sixapart.com/ns/types#tag" />
    
    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p>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 <span class="caps">NOW.</span></p><p>The Arab Spring of 2011 was a similar model: change was coming in the form of popular protests, furthered by social networks and the Internet, fought bitterly and fatally by the regimes in place, but to what end? Many dead and injured <span class="caps">BUT CHANGE HAPPENED ANYWAY</span>!</p><p>Many thought that after Napster, the music industry would stop being stupid and embrace the new music distribution models evolving. The Industry didn't, but the artists who did - like <span class="caps">OAR,</span> Dave Matthews Band and Pearl Jam (to name a few of my favorites) - have been hugely successful and profitable.</p><p>Why can't the rest of the Industry see that?</p><p>Radio is one way to listen to music, but let's face it, listening to the same 100 songs plus the syndicated <span class="caps">DJ'</span>s is annoying. Because of consolidation in radio station ownership, the powers that be can only look at the bottom line.  Wrong place to look. **Successful businesses think about Employees and Customers **(in that order). From that viewpoint can a successful business model is executed.</p><p>Albert Einstein said, "Try not to become a man of success but rather to become a man of value." I take that to mean, "Give Value First and Foremost." All else flows from that.</p><p>With <span class="caps">SOPA </span>and ProtectIP, the <span class="caps">RIAA </span>and the <span class="caps">MPAA </span>hope to legislate morals nd protections. Why? Why not just give your customers what they want, the way they want it? Isn't that what a vendor is supposed to do?</p><p>After Napster, there were numerous other <span class="caps">P2P </span>sites like Limewire that popped up. Then a number of online radio sites, like Pandora, Grooveshark, Spotify, Rdio, and more. All have had some fight with the <span class="caps">RIAA </span>over licensing. Now we have Google Music, Amazon Cloud Player and Apple's iCloud, too. Do you see a pattern here? People want to listen to what they want, when they want, where they want, on the device of their choosing.</p><p>My buddy suggested that their be a website to donate directly to an artist. For example, you downloaded - legally or illegally - a song or album that you liked so much, you wanted to give some money to the artist. That's not a bad way to do it.</p><p>One comedian, <a href="http://www.louisck.net">Louis CK</a>, who is maybe a B list-er, just made over $1 million in revenue on a comedy show, Live at the Beacon, that he produced and distributed himself online at $5 per copy.</p><p>The Internet works as a model for distribution. The content is key. CK proved that. So do many authors who self-produce on Lulu and Kindle. [Maybe the key is micro-payments, which I will define here as anything under $6.]</p><p>TechDirt is probably the one website that I read that is on top of the copyright-distribution-legislation issues. In <a href="http://www.techdirt.com/articles/20120107/01435817321/wb-hbo-continue-to-suck-economics-new-policies-encourage-piracy.shtml" target="_blank">a recent article</a>, TechDirt kind of sums up the consumer thinking that WB (and others in the Netflix fight) don't understand: "It appears that WB is implicitly admitting that the strategy of delaying the rental period of a movie by 28 days has been a total failure, in the decision to increase the delay to 56 days. They're basically admitting that not enough people were "buying" in those 28 days... so they somehow think that doubling the wait will increase the purchases. It won't. If people really want to pay the extra money to buy the <span class="caps">DVD, </span>they're likely to do so pretty early on. It's not like they're waiting 50 days in and then saying "gee, I can't rent the movie, so I'll just pay a lot more money than necessary to own an obsolete piece of plastic." " BINGO!</p><p>People want to stream their content - video, music, <span class="caps">TV, </span>movies, etc. - through whatever device they have - blu-ray, xbox, <span class="caps">PS3,</span> Roku, GoogleTV, AppleTV, laptop, tablet, etc.  [Same holds true for blogs, magazines, and books.]</p><p><a href="
http://www.techdirt.com/articles/20070201/004218.shtml" target="_blank">TechDirt goes on to explain</a>, "I do believe that [MPAA and <span class="caps">RIAA</span>] current strategies of alienating their best customers, relying on government protection, and pretending this is some sort of epic battle between good and evil aren't just doomed to fail, they're actively making things worse for themselves."  [Sounds a lot like telco doesn't it?]</p><p>I'm not encouraging piracy. I actually despise it. We live in an immediate gratification culture. Vendors have to accept that.</p><p>We also live in an age where people expect a lot for free. Facebook is free, but people still bitch about it. So's this blog and same thing. Our Culture has a high expectation. It's about <em>perceived value</em>.</p><p>Content is really important. Government has to keep the masses entertained or they will revolt.</p><p>However, we have a spiraling problem: content costs a lot to make, while disposable income in America is declining. That combination is a disaster waiting to happen.</p><p>Let's look at the <span class="caps">NFL.</span> They just raised their fees to the TV channels that carry them by 60-70%! [<a href="http://www.alanquayle.com/blog/2011/12/70-rise-in-espn-fee-to-the-nfl.html">Alan Quayle has a good piece</a> on it.] So <span class="caps">ESPN, </span>which is already the most expensive TV channel for service providers to deal with, will be raising its rates to cover this cost. Even the extra $3.50 is just for one channel. What about all the other channels?</p><p>I have a rant about <span class="caps">ESPN </span>in general anyway. Are they really a sports channel??? Besides college bowl games and some college basketball, the only sport it televises is Monday Night Football, which had bad games all year. This creates a brand issue for them. <span class="caps">PBA,</span> Poker and other non-sport stuff is cheap to produce but it is just filler, since they can't run talk-shows and Sportscenter all day (just most of it). <span class="caps">ESPN </span>has the same issue as the music and movie industry: too much looking at profit, not enough good content to warrant the money.</p><p>We are seeing cord cutting, because the consumer dollars are decreasing -- and they would rather give up TV than cellphones. Cellphone bills average more than residential line bills used to. For a family of 4, it is easily 4 times what the home phone used to cost. Granted you can do more with it, but dollars are dollars. And <a href="http://www.reuters.com/article/2011/11/07/us-usa-poverty-idUSTRE7A634M20111107">with 16% of the population at poverty level</a> start thinking what that means for the service economy engine - and all types of businesses.</p><p>You have economic and technological forces working to breakdown old school content systems. It will be interesting to see if any lessons are learned and applied in 2012. I highly doubt it because:</p><img alt="einstein-thinking1.jpg" src="http://blog.tmcnet.com/on-rads-radar/einstein-thinking1.jpg" width="320" height="386" class="mt-image-center" align="center"" />]]>
        
    </content>
</entry>

<entry>
    <title>L3 Sells Coal Mine</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2011/11/l3-sells-coal-mine.html" />
    <id>tag:blog.tmcnet.com,2011:/on-rads-radar//51.47947</id>

    <published>2011-11-28T17:50:43Z</published>
    <updated>2011-11-28T18:35:37Z</updated>

    <summary>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&apos;t find any indications in the earnings reports.)According to the...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="channel" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="fiber" scheme="http://www.sixapart.com/ns/types#category" />
    
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        <category term="voip" scheme="http://www.sixapart.com/ns/types#category" />
    
    <category term="channelpartners" label="channel partners" scheme="http://www.sixapart.com/ns/types#tag" />
    <category term="financials" label="financials" scheme="http://www.sixapart.com/ns/types#tag" />
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    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[Not many people knew that Level3 owned a coal mining operation. It was <a href="http://newswire.telecomramblings.com/2011/11/level-3-announces-sale-of-coal-mining-operations/" target="_blank">sold off last week</a>. I do not know if L3 still owns the software integration business. (I can't find any indications in the <a href="http://lvlt.client.shareholder.com/" target="_blank">earnings reports</a>.)<br /><br />According to the earnings, it looks like L3 is bringing less than $4B in revenue at $927M in 3Q2011 and $913M in 2Q2011. L3 closed its acquisition of Global Crossing on October 4, 2011. L3 refinanced approximately $1.36 Billion of GC debt. GC also had notes for $430M, $750M and $150M (at 9% and 12%). It was a $3B transaction that was supposed to have just $1.1B in debt attached. Looks like more. <a href="http://venturebeat.com/2011/04/11/level-3-buys-broadband-builder-global-crossing-for-1-9b/" target="_blank">VentureBeat wrote</a>, "Both companies are losing money. Level 3 lost $622 million last year and has been unprofitable since 1998. Global Crossing lost $172 million in 2010 and last turned an annual profit in 2003."<br /><br />Most of the L3 revenue is wholesale business like being the back office for most of the VoIP Providers out there - directly and indirectly through resellers. L3 says that very little - maybe 1% of total revenue - comes in from the Channel, which is likely since, again, most of the revenue is in wholesale, which the channel doesn't sell. L3 is hoping the channel will sell some CDN, Vyvx Broadcast and website optimization services. Meanwhile, also selling big bandwidth, transport and voice.<br /><br />By its own numbers, L3 should be doing better. It has 27,000 metro route miles with 100K enterprise buildings within 500 feet of its fiber. It has over 200 data center facilities with over 2 million square feet of space. It has a unique video broadcast platform and optimization services (Vyvx, CDN and similar offerings). Combined it should be doing more revenue, but some of it is commoditization and price pressure. Some of it is the reputation it garnered during the last round of acquisition integration. L3 is certainly a good alternative to the RBOC's, when it has fiber in the area.<br /><br />&nbsp;]]>
        
    </content>
</entry>

<entry>
    <title>It&apos;s Monday So Lots Happened</title>
    <link rel="alternate" type="text/html" href="http://blog.tmcnet.com/on-rads-radar/2011/10/its-monday-so-lots-happened.html" />
    <id>tag:blog.tmcnet.com,2011:/on-rads-radar//51.47709</id>

    <published>2011-10-17T17:21:24Z</published>
    <updated>2011-10-17T18:29:52Z</updated>

    <summary>Polycom bought Vivu, a video collaboration company, to help Polycom push it&apos;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. Give me...</summary>
    <author>
        <name>Peter</name>
        <uri>http://rad-info.net/</uri>
    </author>
    
        <category term="FCC" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="Marketing" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="PBX" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="broadband" scheme="http://www.sixapart.com/ns/types#category" />
    
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        <category term="expo" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="hosted uc" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="privacy" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="sip trunking" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="unified communications" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="video" scheme="http://www.sixapart.com/ns/types#category" />
    
        <category term="voip" scheme="http://www.sixapart.com/ns/types#category" />
    
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    <content type="html" xml:lang="en" xml:base="http://blog.tmcnet.com/on-rads-radar/">
        <![CDATA[<p><a href="http://telepresence.tmcnet.com/topics/telepresence/articles/230278-polycom-acquires-video-collaboration-company-vivu-an-undisclosed.htm" target="_blank"><img class="mt-image-left" style="float: left; margin: 0 20px 20px 0;" src="http://blog.tmcnet.com/on-rads-radar/bsft.jpg" alt="bsft.jpg" width="300" height="147" />Polycom bought Vivu</a>, 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. Give me a great looking phone that is easy to use and where the voice quality is awesome. Can you do that? Not really. <br /><br />All the companies in this space are running to the Video. Why? Deployment and usage are challenging enough&nbsp;without trying to hook up video and make myself presentable. Fax over IP and HD Voice are still just a promise - and video conferencing off platform doesn't work. <br /><br />It's kind of like talking about Cloud or <span class="caps"><span class="caps"><span class="caps">UC, </span></span></span>you are hoping for a stock bump or a PR bump. <br /><br />Folks are at the Broadsoft show today being introduced by a 3D presentation. Then they will be peppered with alcohol to dull their senses so they can listen to <span class="caps"><span class="caps"><span class="caps">BSFT </span></span></span>talk about Video Conferencing (iLinc acquisition) through BroadWorks (Don't get your own; Buy more licenses from us!). Then I'm sure it will be about Mobility and Integration from the vendors that ponied up big $$$ to pitch their wares. <br /><br />The one thing that gets lost in all this:&nbsp;&nbsp;there are too many VoIP Providers in the marketplace (over 1100 in the US alone). All of them are still trying to figure out&nbsp;how to sell more seats! Sure, they can sell <span class="caps"><span class="caps"><span class="caps">SIP </span></span></span>trunks but that is low margin commodity business. Hosted <span class="caps"><span class="caps"><span class="caps">PBX </span></span></span>is a higher margin (if sold correctly) business that is about to heat up as the cable giants - Comcast and Cox - roll it out nationwide and give away access in the sale. How does a Hosted <span class="caps"><span class="caps"><span class="caps">PBX </span></span></span>provider who doesn't own a network compete then? <br /><br />And selling <span class="caps"><span class="caps"><span class="caps">UC&C </span></span></span>(unified comm and collab) mixed with video is a specialized sale. First, you need a base of Hosted <span class="caps"><span class="caps"><span class="caps">PBX </span></span></span>clients and a set procedure for deployment and on-boarding customers. Then you can have a process to upsell or chase a specialized market.<br /><br />Meanwhile, we are all waiting for the <span class="caps"><span class="caps"><span class="caps">FCC </span></span></span>to make some decision on both <span class="caps"><span class="caps"><span class="caps">USF</span></span></span> Reform and Inter-Carrier Compensation. <span class="caps"><span class="caps"><span class="caps">ICC </span></span></span>will actually change the VoIP market a little. Not that anyone noticed, but the <a href="http://www.fcc.gov/guides/telecommunications-relay-service-trs" target="_blank"><span class="caps"><span class="caps"><span class="caps">TRA </span></span></span>is now a requirement for Inter-Connected VoIP </a>Providers. Why not utilize the video and collaboration components to solve <span class="caps"><span class="caps"><span class="caps">TRA </span></span></span>and Communications for Disabilities? Then at least you would have a hot button.<br /><br />I was going to rant about <span class="caps"><span class="caps"><span class="caps">USF</span></span></span> Reform -- like how we should kill the whole program -- like that would ever happen -- because spending tax money to outfit rural areas with broadband is kind of crazy, in my opinion. And its only 15 million Americans. How many will actually buy broadband? Maybe 67%? So 10 million? At&nbsp;a cost of 15% of the bill every month? That's crazy.<br /><br />Anyway, on to <span class="caps"><span class="caps"><span class="caps">M2M.</span></span></span> Sprint is big in Machine-to-Machine wireless solutions and "has targeted four high-growth segments as the umbrella focus of its <span class="caps"><span class="caps"><span class="caps">M2M </span></span></span>development activities and offerings: Connected Transportation; Connected Meters, Sensors & Alarms; Connected Machines, Screens & Things; and Connected Personal Devices." [<a href="http://www.marketwatch.com/story/sprint-expands-social-economic-benefits-in-dynamic-high-growth-m2m-markets-2011-10-11" target="_blank">pr</a>] Meanwhile, Sprint is hoping the iPhone bouys up their subscribers. <br /><br />VZ is getting into <a href="http://www.zdnet.com/blog/green/verizon-flips-switch-on-home-energy-management-service/19127" target="_blank">home energy monitoring</a>&nbsp;and <a href="http://www.pcworld.com/businesscenter/article/241962/verizons_can_you_hear_me_now_fleet_testing_4g.html" target="_blank">testing 3G/4G networks </a>nationwide. I'm sure that it will be an unbiased study of the 3G/4G world (MetroPCS, <span class="caps"><span class="caps">AT&T,</span></span> T-Mobile, Cricket,&nbsp;Sprint and <span class="caps"><span class="caps">VZW</span></span>). <br /><br />And in another blow to privacy, <span class="caps"><span class="caps">VZW </span></span>"has made a change in its privacy policy that clears the nation's largest wireless carrier to track its subscribers' Web browsing, location and app usage habits," according to <a href="http://latimesblogs.latimes.com/technology/2011/10/verizon-now-tracking-web-browsing-habits-to-target-mobile-ads.html" target="_blank">the LA Times.</a><br /><br />Did you know there is such a thing as Hardware-as-a-Service? <a href="http://smallbiztrends.com/2011/03/chartec-and-outreach-technology-partner-to-provide-new-it-services.html" target="_blank">Chartec and Outreach offer it in a partnership</a>.<br /><br /><a href="http://www.benzinga.com/news/11/09/1943454/nts-acquires-customers-and-cable-assets-in-western-texas" target="_blank">NTS/XFONE grabbed 1800 cable customers in West Texas from Reach Broadband</a>.<br /><br /><a href="http://www.abry.com/home/news/11-10-13/ABRY_Partners_Acquires_Xand_Corporation.aspx" target="_blank">ABRY Partners bought data center company XAND</a>, who is either a hosting company or a data center infrastructure company. To tell you the truth, the way these press releases describe the companies involved, I know two things: (1) the PR firm has no clue what they are talking about; (2) the marketing department or firm has no clue what they are talking about either. Keep It Simple!</p>]]>
        
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