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

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How Will the Consolidation Affect Sales?

May 19, 2017

If everyone did integration in a similar fashion to the XO-Verizon deal, it would be great. Slow and steady. It isn't a sprint; it is a marathon. No confusion or chaos.

Copper is Coming to an End

October 5, 2016

After writing about outages being the new normal, I received a letter from the cableco about battery replacement for my voice line (SIP from separate cable modem).

As I watch Hurricane Matthew, I wonder how many elderly and infirm still have POTS lines.

Verizon workers can now be fired if they fix copper phone lines for DSL, according to reports (and HERE). Verizon wants people to buy fixed wireless and 4G LTE-A in place of anything copper.

Billion Dollar Time Bomb

September 23, 2016

It used to be a celebration to hit a billion dollars in revenue in the CLEC space. It was like they crossed the finish line, because after they hit the billion dollar revenue mark, they went for beers and never looked back. And these Billion $ CLECs tumbled.

Intermedia was the first.

Business Continuity is a Conversation

July 19, 2016

I think about Business Continuity all the time. In the past two months, my cable service has gone out 3 times and I have 2 power outages here in Tampa. When the Internet is down, there isn't much I can do since everything is Internet.

Do business consider this?

The Last CLEC Pivot

July 14, 2016

There were a number of big CLECs (over $500M in revenue) just 6 years ago - PAETEC, Windstream, Qwest, Cbeyond, XO, Level3, Global Crossing, TW Telecom, EarthLink, AboveNet, Zayo, and TelePacific.

By 2012, half were gone, swallowed up by acquisitions. [CBEY-Birch, Qwest-CLink, Paetec-WIND, L3-GX, L3-twt, Zayo-ABoveNet]. Today, with XO going to Verizon next year, there are really only a handful left.

Windstream Complains About XO-VZ Deal

May 19, 2016

Windstream (and a couple other telcos) is complaining about the acquisition of XO by Verizon.

"About 50 percent of the Ethernet circuits Windstream buys from XO, or about 32 percent of its Ethernet expense with XO is provisioned as EoC. By using XO's EoC services, Windstream can provide symmetrical bandwidth of up to 100 Mbps to business customers." So XO is a vendor for Windstream for EoC. They want to preserve the supply of EoC, not something that VZ cares about.

What Are They Feeding Enterprise?

March 9, 2016

After a 27 hour trip to Enterprise Connect, I can safely say that we have an unqualified me-too business. Video conferencing and collaboration - now called meetings and workflow - were printed on every booth. Here is what I saw.

Cisco demonstrated Spark, which I thought was for SMB, but is being pitched to Enterprise especially with its big hook into Salesforce.

What is Verizon Doing?

February 22, 2016

After the rumors a couple of weeks ago that were covered by me, Rich Tehrani, TMC's TechZone and Ramblings, Verizon put an offer on a slightly used CLEC with fiber and spectrum for $1.8 Billion. VZ will be buying it directly from Carl Icahn who owns XO. VZ might not be able to take ownership for 2017 due to approvals needed.

According to Bloomberg, "Verizon Communications Inc. agreed to buy fiber-optic networks from Carl Icahn's XO Communications LLC and lease spectrum for about $1.8 billion, giving the nation's largest wireless carrier more Internet bandwidth for corporate clients and airwaves to test faster wireless technology."

A Big Deal in the Works?

February 3, 2016

The rumors are swirling about a couple of big deals in the works. I think many folks would like to see Comcast buy T-Mobile.

I don't think anyone wants to buy Sprint, whose wireline - the old Pin Drop fiber Network - is only bringing in $581 million in revenue these days. That won't help offset the $33.8 Billion in debt that is hanging over them.

6 Companies to Watch in 2015

January 5, 2015

Here are 6 companies that will be interesting to watch in 2015. In light of the consolidation - and pending mergers - there will still be some interesting moves in telecom.

First up is Sangoma. Why?

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