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

wireline

A Couple of M&A Items

September 9, 2011

It seems that Apple put in a bid for Dropbox for $800M (for $100M in revenue). But Dropbox decided to get another round of funds and think IPO instead. [BusinessInsider]

Cablevision will resell Sprint wireless service through its Optimum Business unit. Quad play for SMB.

What Did I Miss?

August 26, 2011

Besides Steve Jobs resigning from Apple (and tanking their stock), what news did I miss? Sprint is getting the iPhone in October. Won't be a big deal, I don't think.

The TCA added TelePacific, TELX, The Conference Group, NTT Americas, and PGi as vendors in the last month.

The Phone System is Broken (too)

August 24, 2011

The PSTN - America's phone network - is broken. There are two main issues that bring me to say that telecom is broken: number porting and call termination.

I hear complaints from VoIP Providers (and smaller CLEC's) all the time how they cannot port numbers. In some cases both VoIP Providers use a CLEC for LNP, but it is different CLEC's.

Are They Reading from the Same Playbook?

August 1, 2011

Are Windstream and CenturyLink reading from the same script?

CenturyTel built up a wireline base from Embarq, Verizon (2001-2002), and Madison River. In 2003 to 2005, C-Tel bought fiber networks - Digital Teleport (which became LightCore), MFON and KMC. Then in 2010 announced it was buying Qwest - federal government contracts, fiber, international, data centers and more wireline.

A Strange Way to Start Monday

August 1, 2011

The party might be over at the PAETEC, as they announced today an $891M stock only sale to WINDSTREAM. USLEC, AllWorx, CavTel, McLeodUSA, Quagga, Xeta, US Energy Partners - all acquired by PAETEC to create a billion dollar CLEC. As if hitting the billion dollar mark was meaningful. Intermedia was the first billion dollar CLEC and HAD to sell itslef to MCI, as short-term debt became due.

CLEC Frustration with RCF

July 27, 2011

Two weeks. It took 2 weeks for a CLEC to tell me that they would no-bid a quote for RCF. Three phone conversations where I spelled out plainly that the customer wanted two POTS lines (analog phone lines) and RCF (remote call forward service - basically a phone number on the switch that forwards to another number.) Seems simple enough, right? Nope.

VoIP is Everywhere even at the FCC

July 6, 2011

All the forecasts for VoIP (and Hosted UC and Cloud) are that it is taking off and growing. That's probably because we have over 1000 VoIP Providers and that the cablecos pretty much deliver voice as VoIP, too. Plus even the ILECs - Ma Bell, VZ FiOS, Windstream, TDS - are now offerng VoIP and Hosted PBX service to everyone. So yeah the FCC TAC has declared that by 2018 less than 10% of the US population will be on the PSTN.

TelePacific Nabs Another

June 28, 2011

TelePacific moves into Texas with the acquisition of facilities-based CLEC, Tel West. Tel West is in Central Texas, serving about 3400 SMB customers. This will add to TelePacific's current 38,000 customers, serving 1.2 million access lines in mainly California and Nevada, according to the Sun Herald.

TelePacific has been on a tear lately picking up Orange County Internet Exchange, Telekenex, Nextweb and pieces of O1 to boost its revenues and add assets that it didn't previously have like a data center, nationwide MPLS network, Hosted UC platform and Managed Servcies division. It certainly makes for an exciting CLEC for agents to sell for.

Tel West, founded in 1998, owns and operates 11,000 fiber miles in Texas with offices in San Antonio, Austin, Dallas, Houston, Fort Worth and Corpus Christi. This will give the VC's invested in TelePacific - Investcorp and Clarity Partners - the push into Texas that they want.



Is this a Master Agent Dilemma?

June 21, 2011

From the carrier side, Channel executives are looking to the VAR space for growth? Why is that? Has the Agent contribution to channel revenue hit a plateau?

At dinner last night, I was talking about the magic number of a tribe. For consultants, it's 100.

FCC Gets to Work on Cramming (and more)

June 20, 2011

The FCC is working on the ATT-T-Mobile merger. The FCC is still monitoring Broadband and the Media. Looming over the Agency is the issue of Inter-Carrier Compensation, which Google weighed in on today by saying that the Tail is Wagging the Dog! Google is not alone in requesting that the FCC settle inter-carrier compensation for VoIP at $0.0007 per minute.

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