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

wireline

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.

No Traction in Hosted PBX Market

May 25, 2012

According to Insight Research, independent hosted PBX providers should be able to take some small business market share from the Duopoly over the next five years.

The small business market size is more than 40 millions lines, says Robert Rosenberg, INSIGHT Research president. That will mean even more hosted PBX seats since lines and seats are not 1 for 1. "Our study suggests that thus far, small businesses haven't quite latched on to this new technology so the revenue today is only in the range of one-half billion dollars, but by 2015 hosted services will be nearly a $1.2 billion market and the adoption rate of the hosted services by small businesses will accelerate," Rosenberg concluded.

Cincinnati Bell to Spin Off Data Centers

May 4, 2012

Last week when asked, I said that I did not see Cincinnati Bell spinning off its data centers. One reason was that the ILEC would be left with a declining wireline business and debt, which was the reason that CinBell had pursued a data center acquisition -- to offset the line losses.

This week, CinBell announced that it will examine spinning off Cyrus One as a REIT (real estate investment trust). The IPO will bring in much needed cash to pay down debt - $2.5B.With the data center business up 21% to $53M, CinBell is expanding the data center space.

What's With Wireline?

April 27, 2012

Wireless replacement - now over 30% of households - is leading to the demise of landlines, but it is also hastening the regulation of ILEC's. Quite a few states have deregulated ILEC's and landline service.

This same decline is also affecting DSL. Naked DSL was supposed to help shore up broadband revenues by releasing the customers from having to purchase a POTS line, too.

US Government Suing AT&T for Fraud

April 26, 2012

Is Fraud rampant at Ma Bell?

ARS wrote an article titled, AT&T collected millions from taxpayers in fraudulent charges, US says. "AT&T improperly received millions of dollars from a government reimbursement fund by ignoring fraudulent use of the IP Relay call system provided free of charge to hearing- and speech-impaired US residents, the US government alleged this week."

Another item ripped from the headlines:

Get Off the Agents' Back

April 12, 2012

These were my thoughts on the 2011 CPZ that I was a panelist on. These are my thoughts as a reaction to the latest CPZ.

Surprisingly, not everyone read my post about how the whole telecom eco-system is shifting. Agents, Masters, Carriers and Cloud Providers are all going to experience a Shift.

USTelecom Wants Forbearance for all ILECs

April 9, 2012

We once fancifully debated if the ILEC's would LET the cablecos get ahead just so they could get out from under regulations. This was 2006. Apparently, that was the plan.

USTelecom is an organization made up of ILEC's.

Are Telcos Outside Their Delivery Zone?

March 12, 2012

The ILEC's were really good at delivering a monopoly TDM-based dial-tone product. And later got very good at T1 and T3. Was that the extent of the research that the old AT&T Labs could provide? DSL, while slower than cable modem service, does provide for good, cheap broadband, despite its limitations in distance and speed.

Featured Events