Monthly Archives: March 2004

Skypes Rules! Well, Maybe Not…

By Mark Evans | Published: March 30, 2004
By Mark Evans Anyone looking at Skype may have a difficult time avoiding a troubling case of dot-com deja vu. The Luxembourg-based company, which makes software that lets computer users make free phone calls over the Internet, sports many of the characteristics evident during the dot-com boom: minimal revenue, no profits and an unproven business model, but [...]
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What's Enterprise Thinking?

By Mark Evans | Published: March 27, 2004
Desperate measures call for desperate times. You would think that given Enterprise Capital Management's latest attempt to kill the Manitoba Telecom Services-Allstream deal by leaning on little-used Toronto Stock Exchange regulations to force a meeting of MTS shareholders. The biggest problem – and one Enterprise appears unable to overcome – is that MTS's board approved [...]
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Thanks, Ron!

By Mark Evans | Published: March 26, 2004
With apologies for going off the telecom track today, it would remiss not to mention the impending retirement of Cognos CEO Ron Zambonini. Not only one of the most colorful individuals within Canada's high-tech industry – and we can always do with a little personality, can't we? – Zambonini should also be acclaimed for the [...]
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Outsourcing: the salvation for carriers?

By Mark Evans | Published: March 25, 2004
By Mark Evans, Financial Post A new study says telecom carriers can reduce their operating costs by as much as US$14.5-billion by sending high-tech and other business functions offshore to countries such as India, China and Canada. The study by Deloitte Touche Tohmatsu, which interviewed executives from 42 telecom firms around the world, is more evidence of [...]
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Good News for Telco Equipment Makers

By Mark Evans | Published: March 24, 2004
It looks like the days of sharp reductions in capital spending by North American carriers could be a thing of the past. According to a new report by Infonetics Research, capex is expected to only drop 2% this year to about US$47.2-billion. This compares with a 22% decline in 2003 from 2002. As important, it appears [...]
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Recent Article: Can MTS-Allstream deal be derailed?

By Mark Evans | Published: March 22, 2004
  March 20, 2004 – With palpable opposition to Manitoba Telecom Services Inc.'s $1.7-billion acquisition of Allstream Inc., a looming issue is whether there is anything unhappy investors can do to derail it. It is an intriguing question because two investors — Enterprise Capital Management Inc. and Highfields Capital Management — several mutual fund managers and a [...]
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