Archive for June, 2004
« Previous EntriesNortel: Closer to the Truth?
Wednesday, June 30th, 2004It looks like we'll get a much better picture of Nortel's financial health in a couple months. The company said yesterday it will be able to release its 2003 and 2004 first and second-quarter numbers by the end of August, as well as updates on how much its financial statements will be affected after an [...]
CRTC's future
Tuesday, June 29th, 2004In the wake of Canada's federal election, the folks at the Canadian Radio-television and Telecommunications Commission must be relieved the Conservative Party came up disappointingly short of seats. If the Conservatives had won the most seats in the House of Parliament, they would have gutted the CRTC, while introducing more U.S. programming and allowing U.S. [...]
Mitel Networks: Terry Matthews Next Success Story?
Saturday, June 26th, 2004Mitel Networks filed a 6-K earlier this week with the U.S. Securities and Exchange Commission with some interesting numbers. While revenue dropped 15% in the year ended April 30, 2004 to $461-million,a growing amount of the company's sales are coming from IP equipment rather than older PBX technology. To a large extent, Mitel's success depends [...]
Telus-Microcell
Tuesday, June 22nd, 2004So what does Darren Entwistle do today about Microcell, which refuses to play nice with Telus' hostile $1.1 billion takeover offer. A likely scenario is Telus maintains its $29 a share bid, thereby forcing Microcell's hand. Microcell would then have to search for a white knight or begrudgingly accept Telus' entreaties. The wildcard could be [...]
2004 Canadian Telecom Summit
Monday, June 21st, 2004The 2004 Canadian Telecom Summit lived up to lofty expectations as the who's who gathered in Toronto last week at a time when the industry is poised to go through massive changes.
The highlight was Cisco's John Chambers' statement his company would be interested in a partnership with Nortel. It is tough to tell whether [...]
Ex-Nortel Execs Hung out to Dry
Thursday, June 17th, 2004By Mark Evans
National Post, June 17, 2004
It was nice to see Bill Owens, Nortel Networks Corp.'s newly minted chief executive, give a keynote speech yesterday at the 2004 Canadian Telecom Summit in Toronto. Given Nortel's accounting, regulatory and, possibly, criminal woes, Mr. Owens deserves credit for stepping up the plate to talk publicly about one [...]
Will RIM Surrender?
Tuesday, June 15th, 2004Now that Nokia has signed a licensing agreemwnt with NTP involving five wireless patents, the big question is whether Research in Motion will follow suit. When the world's biggest wireless device maker - at least for now - gives in, it seems logical that RIM would see the light as well. Given RIM has spent [...]
The Who's Who of Canadian Telecom
Sunday, June 13th, 2004In an industry starting to see more than its share of conferences again with less-than-inspiring speakers, the 2004 Canadian Telecom Summit has managed to come up with an impressive list of speakers. The agenda includes Cisco CEO John Chambers, Nortel CEO Bill Owens, Telus CEO Darren Entwistle and CRTC chair Charles Dalfen. Chambers is clearly [...]
Wi-fi Marries Cellular
Thursday, June 10th, 2004One of the more intriguing developments is how wireless carriers are looking to off-load some of their traffic to broadband or PSTN networks when customers are in their homes. The idea is that a person's wireless phone would connect to a Wi-Fi base station, and then onto the PSTN or Internet - rather than [...]
RIM's Patent Fight
Tuesday, June 8th, 2004It will be interesting to see the transcripts of RIM's 15 minutes in court yesterday as it battles NTP over patents apparently crucial to the Blackberry. This battle is already costing RIM millions of dollars in contingency and legal fees. The potential for a licensing agreement seems unlikely given that court-imposed talks between RIM and [...]
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