Comments on: Microcell's Future http://www.markevanstech.com/2004/09/15/microcells-future/ Insight and Analysis from North of the Border Mon, 13 Oct 2008 11:20:29 +0000 http://wordpress.org/?v=2.6.1 By: bsharwood http://www.markevanstech.com/2004/09/15/microcells-future/#comment-31 bsharwood Wed, 15 Sep 2004 14:36:26 +0000 http://markevanstech.com/?p=91#comment-31 Mark, The other way of looking at the Rogers deal is to say they were clearing the decks to make a bid for Microcell. I get the feeling that they might be more open to a bid coming from Ted than from George and Darren. The renewed guidance yesterday (strange as it was 15 days before the end of quarter) was strong and if they can carry that momentum going into Christmas season they may do well. I've been pretty skeptical about their forecasts, especially the one they filed before the securities commission, but I may just be proved wrong. An interesting combination, although the technology may be a stumbling block, would be for Virgin to get Microcell. Bell would be happy, they'd get all those prepaid customers (however many they do have) and have the SIM card advantage. But there is the Bell network they rented... It's going to be interesting either way. Mark,
The other way of looking at the Rogers deal is to say they were clearing the decks to make a bid for Microcell. I get the feeling that they might be more open to a bid coming from Ted than from George and Darren. The renewed guidance yesterday (strange as it was 15 days before the end of quarter) was strong and if they can carry that momentum going into Christmas season they may do well. I've been pretty skeptical about their forecasts, especially the one they filed before the securities commission, but I may just be proved wrong.
An interesting combination, although the technology may be a stumbling block, would be for Virgin to get Microcell. Bell would be happy, they'd get all those prepaid customers (however many they do have) and have the SIM card advantage. But there is the Bell network they rented…
It's going to be interesting either way.

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