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

wireline

Sprint FMC Integration Service

September 13, 2010

According to the press release today, Sprint just annoounced Wholesale Mobile Integration. Not true. Last October at Broadsoft Connections, Sprint was talking about MVNO options like this. At the Channel Partners Expo in Vegas in february, I tracked down the Sprint Product Manager for this offering.

We're Sorry

September 7, 2010

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Wireless Combo is Merger 3

August 20, 2010

This week has been awash with mergers - the Intel-McAfee merger and the Windstream-Q-Comm merger are the big two. The third interesting merger involves two fixed wireless companies. Airband and Sparkplug announced that they merged and grabbed $20M in financing.

"Fixed-wireless companies Airband Communications and Sparkplug Communications today announced they have merged, creating the largest fixed-wireless company for businesses in the U.S., providing a full suite of voice and data services in 17 markets."

Mergers Only Mask the Truth

August 10, 2010

I have a firm belief that most mergers are just ways to make the books look better by clouding the numbers. Take this headline from the Morning Journal, "CenturyLink has profitable second quarter, primarily due to acquisition". I agree with that.

The telling number is the revenue or income or EBITA, but this metric: "CenturyLink added more than 29,000 high-speed Internet customers in the second quarter, compared to 28,000 in the second quarter of 2009, the company reported." HUH?

Losses All The Way Around

July 27, 2010

What a terrible quarter. 

The FCC is playing around with Broadband - plans, definitions and classifications. The NTIA took the summer off from its task on the broadband stimulus. 

Meanwhile, VZ releases its quarterly numbers as a loss due to pension payments and layoffs. It is planning more layoffs, because it has to cut head count in its wireline business to reflect the declining revenue. The spin was that VZW was counter-balancing any revenue losses, but with wholesale (pre-paid) cellular subs, not direct, contract ones.



ReClassify the FCC

July 27, 2010

You have thousands calling for reclassification of broadband service by the FCC. In other words, let's regulate broadband. As if that will help. More government red tape. Regulation didn't get CLEC's to develop a viable model in 14 years, so what will change with more regulation?

Dave Rusin, CEO at AFS, sold his company to Zayo, I think, to spend more time blogging about changes needed to both the FCC and CLEC strategy.

FCC Report of Obviousness

July 23, 2010

The FCC released the Sixth Broadband Deployment Report. Due to the FCC changing the definition of broadband from the decade old standard of 200 Kbps downstream, most DSL won't count as Broadband since the FCC now defines broadband as 4 Mbps downstream and 1 Mbps upstream. In accordance with that, you would expect the report to state that hundreds of millions of Americans cannot get broadband, but  "The report, based on data provided by service providers for December 2008, found that between 14 million and 24 million U.S. residents (which is about 4.5% to 8% of the U.S.

Is There Profit In VoIP?

July 8, 2010

A few of my clients are self-funded without any serious debt. When I send out news - like Vocalocity raised $3.45M for a total of $97M - the first question that gets emailed backed to me is: "Aren't they profitable?"  It certainly doesn't look that way!

On a call after the Broadsoft IPO, there was shock that Broadsoft has not had made money yet. How is that possible when you have a majority of the market share?

There are so many companies in the VoIP space. Thousands really.



So How is VoIP Doing?

July 8, 2010

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