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

wireline

As TV Slows, The Cloud?

June 13, 2011

As I have been spouting for a while, telcos are getting into TV (and spending billions to do it) too late. The TV market is saturated - DirecTV, DISH, cable, telco and OTT. The economy isn't helping either as people ditch landlines and TV for mobile and Internet (bundles that the ISP's just don't seem to want to sell for some strange reason).

The cablecos tried wireless, but have dropped that notion in lieu of just partnering with Sprint (and Clearwire) again. (Still no Quad-Bundle actively being advertised.) The mobile and broadband space are both growing slowly (if at all). 

Telecom Debt

June 7, 2011

It's amazing how much debt there is in telecom.

AT&T and its assorted subsidiaries owe $65B.

According to Zacks, "the Debt to Asset ratio shows the proportion of a company's assets that are financed through debt. If the ratio is greater than one, most of the company's assets are financed through debt." Zacks lists a few telecom companies:

The ATT-T-Mobile Merger Rumors

May 19, 2011

Originally I had heard that the break-up fee was $3B, which meant (to me) that this deal was going to go through. Then there were reports it was $6B, which means there is no stopping it. (And let's not forget that AT&T cooperates nicely with the NSA and other government groups, who will put pressure on to allow this merger to go through.)

The Congressional hearings last week, where Stephenson basically said that although AT&T has a lot of spectrum, they have mismanaged that spectrum. Nice. So the whole industry pays for your mistakes?

Anyway rumor today is that AT&T will offer up wireline divestiture as a merger condition.



Losses and Growth

May 10, 2011

The only thing really growing is debt.

Clearwire grew revenue but also its losses.

PAETEC finished swallowing CavTel to get to ~$2B in revenue but with losses. And with just 54,000 business customers. (Cbeyond has more than 58,000). Margins are 18.4% according to Rob Powell.

Centurylink is getting hit with a lot of access line loss which is adversely affecting its revenue.





Tele-Pacific Buys into Hosted

May 6, 2011

Tele-Pacific is buying its way into Hosted PBX with its acquisition of Telekenex. TelePacific will gain approximately 1,000 business customers and 122 employees along with the hosted PBX platform. Tele-Pacific will run Telekenex as a separate channel, which is a good thing.

This is a good move for Tele-Pacific as it continues to dominate its region with more services plus another data center.

The FCC is Reforming

May 2, 2011

The FCC is working on reforms.

Reply comments are due on Comprehensive USF and Inter-Carrier Compensation reform NPRM (notice of proposed rulemaking).

AT&T and T-Mobile Applications Have Been Filed (here) and the FCC Opens Docket for Proposed Transfer of Control of T-Mobile USA, Inc. to AT&T Inc.. Please comment.

Security VoIP and Otherwise

April 2, 2011

There are certainly security risks with VoIP. (And we will get to that). But let us not forget that TDM voice is easy to hack too. A pair of alligator clips and people can dial from your line or listen in.

A Little Anti-Trust Rant

March 30, 2011

A CLEC filed suit against VZ for anti-trust this week. For those of you unfamiliar with operating a CLEC, ISP or OTT VoIP company, let me explain what I have seen over 11 years of servicing this industry.

Ma Bell has long standing promotions to compete against any quote from TWT. So long standing that by now they should be tariff rates.

Tariff is what the employees of the ILEC's consistently blame everything on. Tariffs are written by the ILEC and can be changed at will.



Local CLEC Sues Verizon for Anti-Trust

March 30, 2011

AstroTel, a local CLEC in Sarasota, FL, filed the complaint in federal court in the Middle District of Florida against Verizon Communications, Inc. and Verizon Florida, LLC for repeated violations of the Sherman Anti-Trust Act, the Lanham Act, and the RICO Act.  The complaint was filed in the context of AstroTel’s Chapter 11 Reorganization which began four months earlier.  The reorganization itself is the result of ongoing contract disputes between AstroTel and Verizon Florida, LLC.

As I understand it, VZ repeatedly used CPNI information that by Federal law they are required to protect to market to AstroTel customers. The Duopoly as a whole does it.

My EarthLink Strategy

March 4, 2011

When I analyze the four CLEC components of the new EarthLink Business, I wonder what Atlanta will do with it.

Deltacom had a huge fiber network (IFN) that essentially went under-utilized. In my experience, many employees did not know about IFN. Assets like lit buildings, collocations, colo gear, and the fiber maps are crucial to revenue generation from those hard cost assets.

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