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

wireline

VZ Gets Rid of 13 States

May 13, 2009

Although it was AT&T's CEO that said We are a Wireless company, it is the actions of Verizon that make you stand up and take note. Today, VZ reached a deal with Frontier - a $8.6B all-stock deal. As Frost & Sullivan analyst Vanessa Alvarez tweets, "$VZ and Frontier will create company called Spinco, $VZ will still own 68%."  It looks like another Fairpoint deal. The only happy camper is VZ.

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.







Compare the RBOC Profit

April 21, 2009

There are only 3 RBOC's left: AT&T, Verizon and Qwest. In the new Fortune 500 listing, telecom has 21 companies listed. The top 2: Ma and Pa Bell. AT&T has revenue of $124B. VZ is $97B.

Mobile VoIP is a Problem

April 8, 2009

There are so many mobile voice apps I cannot even keep track. Some are convoluted. Some are callback services. Some are pure packet based VoIP that eat up data usage.

Are You Still an ILEC Agent?

April 7, 2009

This from Telephony online and the Convergence Consulting Group:
The latest in an annual study of the bundled services market shows US telecom service providers are losing wireline voice customers at a faster pace and being transformed in the process into companies that will look very different from their traditional telecom roots. The Battle for the American Couch Potato: Bundling, TV, Internet, Telephone, Wireless, released this week by the Convergence Consulting Group, shows maintaining a broadband connection is increasingly important to telecom providers, as wireline voice services become much less important.
If you look at the numbers in that PDF report and you still think that the QBPP is a viable option or that the last 400K businesses in the BellSouth region will somehow see the light and convert, I have some land for you in South Florida.

I have written about this in years past: the telcos have finally hit the wall. Everything is flat or down now: TV, wireline, cellular, and broadband.


CLEC Therapy III

March 24, 2009

I'm in Orlando today speaking all morning, starting with CLEC Therapy III. I have moderated three other CLEC sessions that discussed such things as collocation, gear, and technical details. Today, we will be pulling 2 ISP's out of the audience to give them a makeover. In other words, we will sketch what they do versus what they should do.
  • Why become a CLEC?
  • What is the process to become a CLEC?
  • What are you going to offer?
  • Who will you target?
  • Is there enough margin?
  • DIY or Outsource?
  • Other streams of Income
  • How will you Market it?
After that 2 hours, I will be moderating a panel of ITSP's on How to Sell VoIP.

AT&T Striking and Hiding

March 11, 2009

It looks like AT&T is heading for a strike. Most people at AT&T I know have already been cross trained (I use that term loosely) to handle union jobs. A wholesale account manager will be heading to Michigan to be a T1 installer. Nice. Glad I don't have any AT&T orders in the system.

Also, it looks like AT&T is keeping its sales meetings quiet.

The Future for COMPTEL

March 5, 2009

The CLEC show, COMPTEL, is in Dallas this week. Stupidly, COMPTEL had their show overlap the Channel Partners Expo. Hello! Same exhibitors and people can't be in 2 places at once.  But it's this exact kind of planning that has led to the troubles that the CLEC's are experiencing.

Has COMPTEL ever won a major battle at the FCC? Nope.

Yet COMPTEL is a lobbying organization.



IBM Finds Telco Changing with SoComm

February 27, 2009

IBM

Image via Wikipedia

  has a study out about how Social networking has co-opted many minutes of traditional talking.

 

People are communicating more things to more people than ever before, and not just by phone anymore. Internet-enabled communication models are gaining audience, attention and market share at the expense of traditional telecommunication providers (Telcos).

NENA 911 for Multi-Line Systems

February 24, 2009

In a follow-up to this article, National Emergency Number Association (NENA) announces model legislation for Multi-Line Telephone Systems  (in MTUs, like hotels, offices, etc., where the internal PBX has to add 911 info to the call about what room or suite number).

"On Thursday, February 19, 2009, the Executive Board of the National Emergency Number Association (NENA) approved an updated version of model legislation designed to help states develop statutes and rules requiring sufficiently precise caller location information for 9-1-1 calls made using Multi-Line Telephone Systems (MLTS). The model legislation would ensure that 9-1-1 callers can be located when dialing from a business, shared tenant facility, hotel, or similar enterprise environment. Reflected in the language of the model legislation are technological advancements made in recent years that enable the implementation of Enhanced 9-1-1 (E9-1-1) MLTS capabilities without imposing undue burdens on MLTS manufacturers, providers, and operators.

Currently, there is no federal E9-1-1 requirement for MLTS, and only sixteen states have taken on the issue, each with substantively varied prescriptions to the problem.



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