Monthly Archives: April 2005

BT: $19B; Nortel & Marconi $0

By Mark Evans | Published: April 29, 2005
BT Group – formerly known as British Telecom – unveiled its eight preferred suppliers for a five-year, US$19-billion contract today for a new high-speed Internet network. It was good news for Cisco, Lucent, Siemens, Huawei, Ericsson, Fujitsu, Ciena and Alcatel. It was bad news, however, for Nortel, which watched Ciena and Huawei win the [...]
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Nokia vs. iPod

By Mark Evans | Published: April 28, 2005
Apparently, Nokia thinks it has done the unthinkable by developing the iPod-killer. The mobile device maker will offer a cell phone with a 4GB hard disk that can store 3,000 songs. In theory, it sounds like a great idea, and it would be even better if they also offered a calendar and calendar software and [...]
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Today's the Day for Nortel…Actually, No!

By Mark Evans | Published: April 28, 2005
There are rumblings Nortel may release its 2004 fourth-quarter and annual results laster today. Then again, it may wait until after the markets close tomorrow so it can get analysts even more upset. It's puzzling why Nortel insists on setting these kind of internal deadlines. All they do is create expectations that hurt you if [...]
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AOL Canada Drops VOIP Prices

By Mark Evans | Published: April 28, 2005
AOL Canada – citing “increasing subscriber demand” – recently dropped the prices of its two VOIP plans. Truth be told, AOL is really responding to market conditions so it can stay competitive with Vonage, Primus, Comwave and BabyTel in the non-facilities based VOIP market. While AOL Canada executives have enthusiastically disagreed with me on their [...]
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Analysts Diss Nortel-PEC deal

By Mark Evans | Published: April 28, 2005
It took a day for Nortel analysts to get a handle on the company's US$455-million all-cash acquisition of PEC Solutions but there is now a verdict: they hate it. It has been quite some time since I've seen so many analysts be so negative about an acquisition but it was all there in black [...]
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Salvation for Mobile Couch Potatos

By Mark Evans | Published: April 27, 2005
Do you really think people will watch a 30-minute sit-com on a wireless device? It's not something I would ever do but some analysts believe there are couch potatos who will need to get a TV fix while on the road. ABI Research's Alan Varghese is a mobile TV believer, although he concedes most usage [...]
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