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

wireline

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.

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.

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