Monthly Archives: May 2005
Michael Sabia Sees the Light
The Globe & Mail ran a long feature today on BCE Inc.'s strategic challenges. It's interesting but there is nothing terribly new other than CEO Michael Sabia's favourite economist is Joseph Schumpeter. One thing that did capture my attention is … Continue reading
Don't Under-estimate Bell
With all the reaction about the CRTC's Internet telephony decision, you would think it prevents ILECs such as Bell and Telus from competing in the market at all. In fact, they can still do business; they just have to file … Continue reading
Doom & Gloom For Canadian ILECs
The CRTC's decision to regulate ILECs offering VOIP services is already prompting analysts to come out with fall-out scenarios. UBS analyst Jeffrey Fan expects BCE Inc. and Telus Corp. now have 15% to 20% of their revenue and 30% to … Continue reading
CRTC-VOIP: Silly Rule
Here's something that jumps out of the CRTC's decision today to regulate Internet telephony. It has adopted a rule called “equal access”, which makes local service providers provide consumers with access to competitive long-distance service. This makes some sense in … Continue reading
Canada Regulates VOIP
As expected, Canada's telecom regulator has decided to regulate VOIP. It means ILECs such as Bell Canada and Telus Corp. will have to seek pricing approval from the Canadian Radio-television and Telecommunications Commision to ensure they don't sell Internet telephony … Continue reading
VOIP: The Party's Over
Is the Internet telephony service provider market ripe for consolidation? If you read an insightful story by Light Reading's Mark Sullivan, it seems like a no-brainer. Sullivan estimates there are about 400 VOIP SPs in North America. Using data from … Continue reading

