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

wireline

POTS and PBX

June 20, 2017

Recently on LinkedIn and twitter, home for the haters, there has been noise about the death of PBX. Toshiba and Avaya certainly give credence to that thought. However, analyst research demonstrates that PBX seats still outpace Cloud seat sales. That gets muddied by MITEL's numbers for "cloud" seats (3 million) and Broadsoft's numbers for both "cloud" and "UC".

A Look at the Future of Wireline

May 10, 2017

The news out of small ILECs like TDS and Cincinnati Bell is that fiber to the home is selling well but more importantly is increasing retention and lowering churn. (Customer acquisition costs are very high in flat product segments like consumer broadband, cellular service and TV.)

Even Fairport, acquired by RLEC Consolidated, is upgrading its network for higher speeds. Some of this is due to the fact that cable is winning the broadband war.

Tidbits (Part 2456)

May 9, 2017

BroadSoft Adds PaaS to Cloud Portfolio. Funny, I thought that BroadCloud was their version of PaaS. NoJitter blames this launch on the acquisition of VoIP Logic, a white-label customer that Broadsoft bought for $13M in 2016. As one BSFT client stated it, "BSFT will force every customer to be on their cloud platform at some point." Yeah, it wasn't what they signed up for but BSFT has to feed the Wall Street beast.

How Broken is Telecom? (This is a Rant)

April 26, 2017

It started as just 1 problem, but I ended up writing about 3 messes.

I try really hard to avoid cablecos. They don't like the Channel; they don't like wholesale. It seems that direct sales reps can get pricing much faster.

A Lesson from Pharma?

March 30, 2017

This morning Pershing Square Holdings Ltd.'s head, "Bill Ackman "deeply and profoundly" apologized for his investment in Valeant Pharmaceuticals International Inc., a "huge mistake" that cost his firm $4 billion," in a letter to investors.

Valeant stock is off by 95% from its peak in August 2015.

"Valeant acquired Salix for $11.1 billion and got what has become a key franchise of gastrointestinal drugs. Yet the products haven't sold as well as expected, and Ackman said that it now looked like Valeant "substantially overpayed for Salix, and it has not yet achieved the results anticipated by prior management."" Doesn't that sound like every telecom acquisition since 1999?

Will 5G Break Wireline Broadband?

March 21, 2017

Pay TV is in turmoil due to cord cutting. Retail is in upheaval due to changing buying habits as well as a transition in how people spend free time.

"The U.S. (and the world) is in the midst of a sea change in how we spend our leisure time.

The Cost of Competition

February 6, 2017

As the new FCC enters a pro-Big Boy era (again), competition will not be a word we will hear often. Consolidation is making it hard to find more than one carrier in a building. - or a territory.

The Age of the CLEC - the competitive carrier - is at end.

Desk Phones and Other Legacy Services

January 24, 2017

"The deskphone market has been left for dead by many but there is still room in the space for the device to evolve and become become a more integral part of your UC strategy," writes TMC's CEO, Rich Tehrani. The thing is: they will need to change drastically to do that. It is still pretty much the same device that we had 20 years ago. It is still the equivalent to the original brick of a cell phone.

Fairpoint Merging!

December 5, 2016

Three pieces of news in the industry today. One involves Cisco Partner. [Presidio is filing for an IPO. MSPs rejoice. It could be valued at $3B.] One is a data center player.

10 Years of Telco Hubris

November 18, 2016

The year was 2005. The place was the Supreme Court for the Brand-X case. Cable won. Internet was deemed an information service that did not have to be shared.

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