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Monthly Archives: November 2004
Nortel: lots and lots of numbers
There's been plenty o' Nortel coverage but this story is the absolute best -
and most entertaining – I've seen in ages. Read and enjoy:
Nov. 23 (Bloomberg) – Nortel Networks Corp. board member John Manley said he's “very optimistic” that the telephone- equipment maker will file arestatement of its financial reports within the 30 to 60 [...]
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Ericsson's New Math
Ericsson Canada did a survey recently that suggests 63% of Canadians between
the ages of 15 and 69 have a wireless phone. The company got this number by
interviewing 2,000 people.
What's troubling about it is Ericsson's decision to ignore widely-accepted
industry standards when it comes to wireless penetration. If it had gone
that route, the real penetration rate [...]
VOIP Gets Going in Canada
There has been so much written about Internet telephony in Canada, it's hard to believe there are only about 25,000 consumers actually using the service. The market, however, could get a jump-start now that Vonage has launched an aggressive marketing campaign to mark its “official” entry into the market. If Vonage spends a small part [...]
Sorry, Guys
I wrote a column in yesterday's National Post in which I argued that trading in Nortel Networks should be suspended and that analysts covering the company were doing their clients a disservice because they were working with incomplete financial information.
Turns out perhaps that thesis was a bit rash, although it had the right intentions. Suspending [...]
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VOIP Growth in Canada
Not sure about Michael Sone's thesis but in a new report he expects the number of residential customers using Internet telephony will soar to more than 1.1 million by 2007 from 29,000 at the end of this year. At first blush, this seems like an over-the-top bullish target given there does not seem to be [...]
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