Monthly Archives: March 2005

Nortel's Coming Out Party (a.ka. an AGM)

By Mark Evans | Published: March 30, 2005
For investors still curious about Nortel Networks' plans for an AGM, you can now mark down June 29 on your calendars. In a regulatory filing today, Nortel said its 2004 and 2005 AGMs will be held then. If you like corporate drama, we can only hope the AGM is anywhere near as exciting as Nortel's [...]
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Tracking Down VOIP Investments

By Mark Evans | Published: March 30, 2005
In the hunt for the rare VOIP investment play, Russell Shaw offers a take from the Wall Street Transcript, which features an interview with Kaufman Brothers analyst Ari Moses. So what are Moses' leading VOIP plays? deltathree, Covad and Net2Phone. What I find most interesting is the Q&A suggests analysts are starting to think about [...]
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Regulatory Wrangling

By Mark Evans | Published: March 30, 2005
In a sign of things to come as the lines between carriers and cablecos disappear, Telus has filed an application with the CRTC to order Shaw Communications to stop selling telephony service. The complaint has to do with Shaw not filing the proper documentation with the CRTC and not following some minor rules. In response, [...]
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Nortel Goes on the Defensive

By Mark Evans | Published: March 29, 2005
Maybe Nortel Networks CEO Bill Owens’ extensive contacts within the U.S. military are going to pay off in spades after all. Maybe Owens, a former U.S. Admiral, wasn't pulling our legs when he talked about the new strategic focus on winning more government/military business. Maybe I’m going to have to finally bite my tongue about [...]
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Behind the Wireless Curtain

By Mark Evans | Published: March 29, 2005
With all the focus on wireless data these days, it’s interesting to peak behind the curtain at the technology powering mobile devices these days. In Canada, an interesting play is Atsana Corp., which makes multi-media processors that let wireless devices provide high-quality video features without heavy power consumption. Atsana's processor will be a key component [...]
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NetFlix Rolls Ahead

By Mark Evans | Published: March 29, 2005
There must be something to first-mover advantage amid news NetFlex Inc. now has more than three million subscribers. It's an impresssive feat given there is plenty of competition in the online DVD rental business, including retail heavyweights Wal-Mart and Blockbuster. NetFlix's success is a testament to a compelling service, good customer service and a savvy [...]
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