Monthly Archives: January 2005

If not 8×8, Then Who?

To pursue the 8×8 train of thought a little more, I'm wondering how investors can leverage the emergence of VOIP. Do they take advantage of industry growth by pursuing companies in the hardware, software, security or service sectors? If so, do they stick with well-known brand names such as Symantec, Juniper, Cisco and Nortel, [...]
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More 8×8 Math

If you haven't read the comment on this blog about 8×8 Inc. and its third-quarter results, check it out. “Inspired” – I use that word loosely! – by my posting, someone did some more number-crunching on 8×8's balance sheet and looked at things such as cost of acquisition and sales per day per subscriber ($1). [...]
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Nortel's Letter to Shareholders (2003)

Take a look at Nortel's 2003 letter to shareholders . It's a pretty strange read because CEO Bill Owens is talking about a period of time that happened 13 to 25 months ago. There's not much in the way of strategic insight but lots of optimism about the future, including a nice, warm-all-over conclusion that: [...]
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Bell's VOIP Trials

Bell has been pretty quiet about its VOIP plans but it turns out ther is a trial going on in Sherbrooke, Quebec. Bell Digital Voice features unlimited calling in North America, lots of features such as voice-mail, call-forwarding and voice-mail on e-mail, as well as access to 10 phone numbers. Who knows what Belll will [...]
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Bell's IP Momentum

Bell Canada's new and enthusiastic focus on IP-based services produced another dividend today with a new deal with BMO Financial, which will connect 1,100 branches across the country using a virtual private network. “This agreement with BMO is a perfect example showing that our strategy is not only working but the marketplace is responding,” said Isabelle Courville, who heads up [...]
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Who's Going to be Nortel's Next CEO?

You have to assume Peter Currie will be Nortel's CEO at some point. It seems like an odd move for him to go back to a job he's had before at a company still troubled by accounting, regulatory and police investigations. You can expect a flurry of speculation/media stories into who might become a candidate. [...]
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