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

wireline

Comcast Merger Will Pressure CLECs

November 19, 2014

The CLEC industry has a few problems:

  1. TDM-to-IP Transition
  2. USF Reform (E-Rate, ETC)
  3. Consolidation
  4. Special Access Pricing

The biggest problem by far is the Comcast-TWC merger. It will replace 2 large MSOs (Comcast + TWC) with 2 much larger service providers (Comcast & Charter). Comcast is already huge - $17B in the last Quarter! Smaller than AT&T's consolidated revenues of $33.0 billion for the quarter ended September 30, 2014.

Telecom Transitions in Rural America

May 15, 2014

I notice that with the changes to the USF program (transition from paying for voice lines to broadband); the end of broadband stimulus dollars; the end of inter-carrier compensation; and the TDM-to-IP transition the IOC (independent telephone companies) community is in a huge state of flux. It's federal funding is dwindling while it has to make big shifts in tech and business models.

VARs, VADs, inter-connects, CLECs, even Agents have been in turmoil as business models have had to morph. The entire telecom ecosystem is shifting.

Things That May Interest You

April 24, 2014

There are a bunch of things that I want to comment on but just don't have the time. Yet they may be of interest to you. I did get to comment on the FCC's net neutrality ruling and the Cbeyond-Birch merger.

For one thing, I hope that the CBEY-Birch deal doesn't become the Fairpoint-VZ deal.

Scale Won't Fix Sprint

March 12, 2014

Softbank's CEO thinks that buying T-Mobile will solve Sprint's ailments. Scale is not the issue here. Poor strategy is one problem. Want examples: the Nextel integration; destroying the Nextel brand; WiMax for 4G; Clearwire two-stepping - need I go on?

The Fight Between Verizon and Netflix

February 23, 2014

It seems to be all over the news (like here) that Verizon (and Comcast) aren't happy with Netflix. Netflix has too many users and eats up too much bandwidth.

Users buy bigger pipes and FiOS just to get faster (they think better) Internet access to enjoy Netflix or Hulu without buffering. Surprise!

Frontier Buying SNET

December 19, 2013

The big news is that AT&T is selling off its old SNET division to Frontier. I feel sorry for my friends and family in Connecticut as they went from a local RBOC (SNET) to an ambivalent giant to a stingy ILEC (Frontier). Frontier has more public utility commission complaints than either of the evil RBOC twins.

This isn't the first acquisition for Frontier.

What Do the Numbers Look Like

November 11, 2013

Third quarter revenue numbers have been streaming out via press releases. Here's a look at some of them.

Windstream's 3Q2013 numbers are declining. "Overall consumer service revenues were $324 million, a decrease of 3 percent from the same period a year ago" - of which, "Consumer broadband service revenues were $119 million, a 4 percent increase year-over-year."

Why Network Matters

October 15, 2013

High speed broadband, DSL, cable modems, Gigabit, fiber to the home, metro Ethernet, DS3 and T1, even LTG and 4G are just network transport. Yet that is all the advertising is about, right? Why?

Because the most important thing today is access to the network.

Why Agents Should Be Pro-Copper

October 11, 2013

The IIA is the perfect example of an astroturf trade group funded by and for the ILECs. The IIA put together a study to show that copper maintenance is eating up funds that could be used to deploy fiber-based broadband networks.

Fact: Windstream has penetrated 71 percent of its access lines with broadband and is making revenue from copper based broadband. In rural America, copper based broadband is still gold. Ask Fairpoint, Frontier, HT, C-Link or any rural LEC about how much revenue they make from copper in the form of POTS, T1, EoC, PRI, DSL and DS3.

No More TDM

October 2, 2013

In an effort to speed up the adoption of IP-based voice services (like SIP trunks and VoIP), AT&T has stopped compensating Agents for TDM. No more POTS lines or PRI's, folks.

It's funny that this happens now because I have been trying to get an order in for 3 weeks for a PRI in rural Texas. It only took 3 weeks for SBC's division of AT&T to say, "We can't port those numbers.

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