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

wireline

Moving Away from the PSTN

September 9, 2013

AT&T's spokesman, the Internet Innovation Alliance co-chair, Jamal Simmons, has an op-ed piece about moving away from the old telephone network to bring about awesomeness.

He describes trials that AT&T would like to do about the transition from the PSTN to the all-IP network and compares it to the DTV trials in Wilmington NC. He makes a good case.

Except the Internet Innovation Alliance is an astroturf group for AT&T.

What to Do About Dipping revenue and Profits?

August 15, 2013

These headlines are worrisome.

Weaker-Than-Expected Channel Sales Impact CenturyLink

tw telecom Revenue Grows, Profit Dips

Windstream Profit Falls 22%, Business-Service Revenue Up

Revenue is up, profit is down.

Sunset

March 6, 2013

We are watching the sunset of many things in telecom. The PSTN, growth, innovation, copper plant.

While there is much change going on in the industry, a lot hasn't changed.

VZ just pumped almost $350M into its Florida wireline infrastructure.

Replacing Copper With Gold

February 13, 2013

CenturyLink is in a race against time, according to both analyst Jeff Kagan and the Star Tribune. It isn't just the number 3 ILEC in the country experiencing a declining revenue stream from legacy copper. Fairpoint, Frontier, Windstream and many IOC's are all suffering revenue losses from landline replacement. Customers are switching to cellular or some form of VoIP - like cable voice or a Vonage like service.

Cloudy Math

December 10, 2012

There is a lot of talk about the big money that Agents and VAR's can make if they just switch over to sell Managed Services and Cloud Services. Here are some facts about cloud.

M5 had the highest ARPU (average invoice per customer) when ShoreTel bought them - at $2000. Most other cloud communications providers hint at lower ARPU - maybe around $1000 per customer.

RBOCs Declare War on CLECs

December 6, 2012

This is a letter from telecom lawyer Kris Twomey to the members of FISPA, an association for ISP's and CLEC's. I know that Politics and Regulatory talk puts you to sleep or bores you or you don't have time for it - but these proposed changes to the Telecom Act WILL affect you!

"One of the questions I am often asked by ISPs considering starting CLEC operations is whether access to unbundled network elements ("UNEs" or "the copper in the ground") will continue in the future. My response has always been something like, "Of course, the Telecom Act guarantees it.

The $14 Billion Dollar Announcement

December 3, 2012

While I don't agree with everything that Bruce writes here about AT&T's $14 Billion network spend in the next 3 years, there were a few take aways.

The big one is that the ILEC's have been getting rate hikes for years to pay for fiber that most customers are not receiving. FiOS is where it is - and that's the end of that project. U-Verse is fiber to the node and that isn't deployed everywhere either.

AT&T's Big Investment

November 14, 2012

AT&T announced that it would spend $14 Billion dollars on wireless and wireline networks over the next three years. What a bunch of hoopla over not much. AT&T already spends between $7B and $9B annually on its wireless network. The rest will be used to hit 1 million businesses with fiber.

CenturyLink Merger Mania Does Add Up

August 15, 2012

"CenturyLink Inc.'s (CTL) second-quarter earnings fell 36% amid early-debt extinguishment and weaker margins, though the telecom company's revenue was boosted by an acquisition," writes the WSJ. "Revenue increased 4.7% to $4.61 billion, mostly as its Savvis acquisition added $278 million, as well as growth in demand for digital services."

What amazes me is that these giants keep getting bigger and the only metric growing is debt.

It is going to take some big CAPEX to beef up cloud, data center, EoC, broadband and TV services for CLT.

So Much Stuff I Can't Get To

June 4, 2012

So many things to write about but just not enough time.

Leap Wireless gets the iPhone 4S under its Cricket brand to sell without subsidy for $500! Let's see how that works. It does come with No Contract though.

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