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September 3, 2010
Question: Hi Dave, love your site. Got a question for you..
If you could pick a management team – personnel gleaned from other telecoms – Who would your picks be? CEO, COO, CTO for instance. Who do you believe are the most dynamic and innovative of the current telecom execs? –Thanks!!
Dave: Your question [...]
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August 25, 2010
That famous line from the Wizard of Oz. You know, the man behind the curtain…
So here we are in Oz. A gentleman by the name of Tom Tauke from Verizon is all over the news with the proclamation that the Wicked “Network Neutrality” Witch is dead, and that the Verizon and Google proposal on [...]
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August 20, 2010
Friday, August 20th marks my 27th wedding anniversary which leads me to publish this yearly message.
Two years ago, on our 25th Wedding Anniversary, my wife received notice that she had breast cancer. It’s an anniversary we will never forget. She has gone through the treatments and even to this day, a certain amount [...]
5 comments
August 13, 2010
Thanks for the comments, Albert. I am not unique in my views on the tremendous assets Level 3 has accumulated, but has yet to take advantage of.
My personal philosophy, when a company is not firing on all 8-cylinders, is not to go down to the boiler room and scream at the people shoveling coal [...]
2 comments
August 12, 2010
Do I have a treat for everyone today! Tell your friends!
I am a friend of Dr. Andrew Odlyzko from the University of Minnesota. For as long as I can remember, Andrew’s focus has been on bandwidth growth, demand, capacity, etc. For years we have exchanged thoughts, data points, predictions, Wall Street analytics, research reports and–on [...]
1 Comment
August 10, 2010
Over the past few years of this blog, you may have noticed just a slight splash of sarcasm or cynicism in my remarks.
Don’t get me wrong–once upon a time, I was Mr. “The Glass is 2/3 Full.” But a co-worker of mine, “Randy” was one of the most cynical persons I have ever known. [...]
3 comments
August 5, 2010
I am starting to wonder if members of Congress are reading this blog.
I haven’t noticed any dark SUV’s parked outside the office or my home, but what I have been reading today is scary. Maybe I am becoming a national treasure and don’t even know it—maybe I am the next Jimmy Hoffa!
If you are [...]
6 comments
August 5, 2010
Click here to read Stop the Dancing, Part 1.
So what do I read? A letter dated July 21st to the FCC; Re: In the Matter of Special Access for Price Cap Local Exchange Carriers WC Docket no. 05-25.
The following is an excerpt by image from the letter:
Any idea what the data rate of a [...]
2 comments
August 3, 2010
For those of you that follow this blog regularly, I appreciate your loyalty.
To those that are new, read some of my past postings and you’ll see my Pro-America stance when it comes to making any decisions relative to US Telecommunications networks or Telecommunications Policy.
By my own admission, I am a fiber bigot and favor less–not [...]
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July 27, 2010
Perspective.
That is what I have after one year–perspective.
What you do for a living should not be want defines you as a person. If it does, or you allow it to, you are cheating yourself, your family, quality of life and humanity. You are more important and meaningful than a job. The power [...]
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Dave,
You are right on point with your remarks regarding Paetec.
I will tell you, the McLeodUSA fiber is not for sale.
Arunas knows his business is dead without it.
Two points: Running a public low-priced T1 CLEC is way different today than in the heyday of private Paetec. (I think Arunas is in over his head; hence the willy-nilly purchases of Allworx and McLeod).
Do you need fiber? It certainly helps. But it isn’t the same model as a T1 CLEC. And Dave, AFS, has a model that no one else has/follows. Most fiber in the ground is in the same route, conduit or sheath as the next guy (e.g., L3 and XO). So router diversity?
As I have seen recently trying to win a deal with a newly merged player, most fiber players give it away. Waves now cost the same as OC3 PL on some routes. This is not the way back to profitability for the industry … but then neither is Forbearance.
Dave, I will give you that maybe the TA96 wasn’t worded right (but then what law is?). It was a major compromise. But the FCC has not exactly helped either. Over stepping bounds. Not looking out for the consumer. I’m not sure anyone in DC has a dictionary or a real handle on language.
If there is going to be a sunset, it needs to be 3-5 years out and set in stone like the DTV transition. But even then, I don’t see billions in fiber being invested. We’ll just have the same as now and maybe 2 more players. Wall Street doesn’t think that Verizon FiOS will have real ROI. And neither do I if you use real numbers and not some Enron-esque accounting.
One thing you don’t see is that in many cases Wholesale pricing from the ILEC’s is the same or higher than Retail.
[...] We welcome commentary and discussion on issues, and the following post is in response to a comment received on my two cents on PAETEC. [...]