Too Much Going On

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

Too Much Going On

PowerNet Global (PNG) signed a wholesale agreement with LightSquared. This will be PNG's second attempt at cellular. Back in 2005, PNG Mobile was launched as a Sprint MVNO. It didn't pan out. Most MVNO's failed around that time. I still wonder how WOW and LightYear stay open selling MVNO.

So Yankee Group released a study that gave the ATT/T-Mobile merger a bad reception, estimating that by 2015, rates will increase $35 in at least 6 MSA's. ATT's C-Suite came out swinging. The best line from ATT: "mergers consolidate networks — allowing carriers to become more efficient." Has that ever been the case in telecom? This coming from ATT that still runs SBC, BellSouth, SNET, Ameritech and legacy T as separate companies internally. That's efficient? You wouldn't know efficient if it bit you in the @ss! You would say anything to make this deal go through or your stock will tank!

Audiocodes is grateful for its deal with Microsoft - "is seeking to triple sales within five years". Microsoft says, "Lync may generate sales of more than $1 billion a year."  cough, cough. This was the only non hyperbole: “The real growth of the voice-over-Internet market is ahead of us, and the real opportunity in unified communications, the contact centers and the mobile voice is just starting,” Chief Financial Officer Guy Avidan said in a phone interview.

VZW numbers: "The company added a total of 2.2 million subscribers, including 1.3 million postpaid subscribers, making for a grand total of 106.3 million connections. This equates year-over-year growth of 6.6%." [infoweek]

Measuring Broadband America: A Report on Consumer Wireline Broadband Performance in the U.S. from the FCC. Read the study here.

Game Changer: Amazon Offers Direct Connection to Cloud Services at Equinix Data Centers. As the bigger cloud platforms get connected to the networks, it will mean something for sales teams and customers. The disconnect for many cloud platforms - like SYNNEX and Tech Data - is that to sell it via the Channel, it requires more than just hardware. It's like me selling you tires and car parts and calling it a car. The customer needs the whole Cloud offering to be turn-key.

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