TC2's David Rohde on Telecom
Tag: Legacy Services
CenturyLink cuts shareholder dividend as necessary transition accelerates
February 21, 2013
Last year I asked, “Is the party over for the big independent ILEC?” These companies’ main business has always been serving “local” customers where the old RBOCs aren’t located (or interested). But it looked like they would have to start competing for … Continue reading
AT&T earnings power: Better than any capital-raising strategy
October 26, 2012
Nobody, least of all a consultant to large businesses like myself, is going to begrudge the opportunity for a major U.S. corporation to make a lot of money. Financial reserves – in banking especially, but in all businesses – are … Continue reading
Frame relay customers “have to go away”
August 29, 2012
Legacy services have long tails. The average enterprise with a branch or retail network long ago moved to MPLS, and some years down the road we may be saying the same for the transition from POTS to IP voice. But … Continue reading
Is the party over for the big independent ILEC?
May 29, 2012
Can a big independent incumbent local exchange carrier give up the good life? I don’t know, but they may have to. One such carrier has already cut its shareholder dividend, and there’s a warning out today about a possible shareholder dividend … Continue reading
It’s okay to shed a tear for frame relay
May 17, 2012
Frame relay became so popular in the 1990s that it’s easy to forget how radical it was. Variable-length packets, very little overhead, lack of extensive error correction, a bit to mark some of the packets as “discard-eligible” in case of … Continue reading
Call center minutes and features: Ripe for savings in an era of technology transition
February 14, 2012
The intense desire for mobility sometimes seems to overwhelm every other networking consideration, including the once-sacrosanct “five nines of availability” for phone calls. But huge increases in wireless outlays often lead telecom managers to note one remaining, unquestioned advantage of … Continue reading
AT&T loves SIP trunking, just not enough to let you easily buy it yet
August 31, 2011
Ever since the emergence of SIP trunking, there’s been concern that AT&T and Verizon would not approach it seriously because of their legacy base of local telco revenue. But that generalized concern about the two big integrated carriers has always … Continue reading
Local telco cash flow pushes another player to the fore
August 15, 2011
Well, that didn’t take long! We understand that the Qwest name is about to be relegated to the history books. CenturyLink, the once-obscure consolidator of local telcos in non-RBOC areas, is about to put its brand name on all its … Continue reading
