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

wireless

Three Big Jumps This Weekend

October 15, 2012

The biggest jump over the weekend was Red Bull Stratos: "Felix Baumgartner captured the attention of the web on Sunday when he jumped from a capsule 128,000 feet above Earth and landed safely on the ground in New Mexico." [via Huffpro] Not only did Baumgartner break the speed of sound, but YouTube broke the streaming barrier previously set at the Olympics. 8M people watched globally as Baumgarter jumped from the stratosphere.

Another big jump was Japanese mobile operator, Softbank, plunking down $20.1 Billion for a 70% stake in Sprint. Sprint needed the cash to reverse its course in 4G build-out issues with WiMax and Clearwire.

Buying or Being Bought: Sprint

October 2, 2012

In March, Craig Moffett of Bernstein Research announced that Sprint would end up in bankruptcy. MSN reports, "After assigning a 50% likelihood in March that Sprint would end up in bankruptcy as it raced to build a national wireless network to handle smartphones like the iPhone 5 and compete with stronger carriers -- and citing bond trading prices -- telecom sector bear Craig Moffett of Bernstein Research now says that readily available financing makes that prospect remote. However, amid a 100%-plus stock rise for Sprint in 2012, Moffett says that even if bankruptcy is not a near-term risk for Sprint shareholders, significant risks remain."

Bloomberg writes, "Sprint's stock surged 136 percent for the second-biggest gain in the Standard & Poor's 500 Index as the wireless provider boosted sales with Apple Inc.'s iPhone and began rolling out a faster network.

Channel Moves

September 5, 2012

Zayo decided to keep the AboveNet channel intact with Angelo Germani in charge. Zayo announced that zColo's products and services will join Ethernet, Wavelength and IP products for sale via channel partners.

Windstream is partnering with Lifesize (a division of Logitech) for HD Videoconferencing equipment. Paetec has long offered equipment for lease to SMB to go with services.

Another Unpopular Decision is the Tale of the FCC

August 16, 2012

don't think the FCC has ever had a popular decision. As far as I have seen, every decision they make ends up in court. TELRIC, Brand-X (DSL and Cable access for ISP's), CBS Nipplegate, Tennis Channel versus Comcast, AT&T-T-Mobile decision, cell phone radiation (which is back in the news), USF Reform and the list just goes on.

Today, the DOJ and the FCC announced that they will approve the VZW-SpectrumCo deal.

Snarky News Bits

August 6, 2012

Just so many things to comment on in telecom, but just do not have the time to hit each one. So here are some snarky news bits.

The VZW-SpectrumCo deal in for "tough remedy", Reuters is reporting. Yeah, conditions that will never be enforced.

The Fight Over Spectrum Dominance

July 16, 2012

It looks like the FCC is going to approve the Verizon acquisition of the SpectrumCo - cable companies alliance - spectrum. Competitors are hoping for conditions on the deal, including conditions on the marketing deal that the joint-venture is designed for.

Sprint's concern to the FCC is about equal access to cablecos for tower backhaul. I wasn't aware that the cablecos had a huge stake in the tower backhaul business.

The Sales SWAT Team

July 3, 2012

Zayo Group announced the formation of a dedicated team focused on Small Cell and Fiber to the Tower (FTT) initiative (in this press release). That's a good idea. In fact, when RAD-INFO INC is consulting on mergers between TDM companies and cloud companies, this is one approach that we have used.

There are different types of salespeople.

What's Up With Private Line?

July 2, 2012

"Private lines are leased point-to-point circuits, which are used for a variety of applications including connecting enterprise locations and backhauling cell towers to mobile switching centers," according to Insight Research.

"The $39 billion US private line services market is expected to show modest 2.3 percent annual growth over the next five years, as demand for higher bandwidth private lines offsets the shift of lower bandwidth private lines to packet-based services, says a market analysis study from Insight Research."

I have no idea how that will happen, unless they also include Ethernet, which the ILEC's do NOT.

AT&T and Windstream won a special access docket at the FCC, but without a vote.

The Answer to Flat Revenue

June 12, 2012

The markets are flat. Broadband, voice, TV and cellular. There are more cellphones activated than there are people in the US. The average home has 4 Internet enabled devices.

So what do you do if you are a Cellco and more than 60% of your revenue is wireless?

Verizon is in the News a Lot

June 6, 2012

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. "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.

Featured Events