Category Archives: ILEC News, Analysis
CableCos' Achilles Heel??
The Wall St. Journal has a story based on a Cable Labs report that suggests the cablecos may have to make aggressive investments in their systems to compete with Verizon's fiber-to-the-home node technology. Needless to say, it's a controversial report … Continue reading
Verizon Pushes Forward With FTTH
The New York Times has an enlightening story today looking at how Verizon plans to spend $20-billion to deliver fiber-optic connectivity to residential households. Why? Well, Verizon believes it has no choice if it wants to deliver the same kind … Continue reading
To GSM or Not GSM, that is the Question
Apologies to anyone whose eyes glaze over when its comes to GSM vs. CDMA wireless technology but….I have an investment feature in today's Financial Post looking at how some analysts believe CDMA carriers such as Canada's Bell Mobility and Telus … Continue reading
The Future of Telecom Carriers
If you're interested in what a large telecom carrier looks like as an income trust, check out my investment feature on Bell Aliant in today's Financial Post. It's an entity with more than 10,000 employees, 3.5 million customers and an … Continue reading
Surprise, Surprise: Canadian Telecom Market Grows
Amid the doom and gloom of the telecom landscape, the CRTC issued a report yesterday Canada's telecom market grew 3.5% to C$34.5-billion last year while operating profits rose a healthy 8% to C$12.4-billion. That's that bad considering competition, particularly, within … Continue reading
Bell Working on Shopping Engine
Bell Canada plans to enter the comparison-shopping engine business next year with a service called Bell Agora. Bell has been looking at different technolgy platforms and talking with local online retailers (an easy assignment given there aren't that many of … Continue reading
