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Talking Tech

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Talking Tech, Friday, July 6th

[[libsyn_player]]0.30 â The three guys are back and the big news is that Kevin is flashing a brand new 4GB iPhone. Unsurprisingly, this very expensive wi-fi enabled iPod is the first topic of conversation. 4.45 â Duncan wonders if RIM and Apple are changing the space completely. Mark thinks the Blackberry is going to be strong for business and Apple will take over consumers. Duncan disagrees and thinks RIM is becoming more and more consumer focused. 8.26 â Google makes another acquisition, thi...

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[ Fri, 6 Jul 2007 17:10:00 GMT ]



Talking Tech, Tuesday, July 3rd

[[libsyn_player]]0.27 â Just Mark and Kevin this week, Duncan is trapped in the BCE / Telus drama 0.59 â Mark starts off with news that Telus has pulled out of the BCE takeover process because they havenât had enough time for due diligence. 1.17 - Darren Entwistle met with the newspapers last week suggesting a Bell / Telus merger was the best option for Canada. 1.33 - Kevin thinks Bell blew it.  He doesnât understand why they wouldnât extend the deadline.  He suggests itâs a matter...

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[ Tue, 3 Jul 2007 15:52:00 GMT ]



Talking Tech, Friday, June 22nd

[[libsyn_player]] 0.38 - The guys get started with talk about the news of a potential BCE / Telus merger. 1.01 - Duncan talks about private equityâs interest in Bell and their inability to cut costs the same way that Telus could because they would lack the same synergy that combining Telus and BCE would have, which gives Telus has the ability to bid much higher than other players.  3.17 - What will the merger mean to foreign ownership restrictions in Canada?  3.39 â Duncan suggest...

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[ Fri, 22 Jun 2007 20:01:00 GMT ]



Talking Tech, Thursday, June 14th

[[libsyn_player]] 0.27 â Mark is back with Duncan. Kevin has taken the week off but will back next week. The subject of the week is the Canadian Telecom Summit which raised the issue of broadband Internet access, pricing and availability. 1.42 â Duncan thinks tiered pricing, depending on usage, is going to be difficult to implement in the short term. He thinks the answer for the cable companies will lie with Sandvineâs network management service. 3.24 â Mark brings up the lack of competition i...

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[ Thu, 14 Jun 2007 20:55:00 GMT ]



Talking Tech, Friday, June 8th

[[libsyn_player]] 0.32 - Itâs just Mark and Kevin this week as Duncan is away at a television engagement. 0.47 - Mark is excited to hear Kevinâs take on the big tech news of the week; the official launch of Appleâs iPhone. 1.01 - Kevin really wants one, but disappointed to know it will be locked to which ever network Apple deals with and while it can be used on other networks, a lot of the features would not be enabled. 1.45 - Kevin reminds us the issue with Apple is always supply and demand...

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[ Fri, 8 Jun 2007 13:25:00 GMT ]



Talking Tech, Tuesday, May 25th

[[libsyn_player]] 0.32 â Mark et al are back with apologies for their absence last week and news that Jim Balsillie has taken another run at buying an NHL team. 1.45 â Duncan reminds us of the legion of tech entrepreneurs who used their success to buy professional sports teams only to see their stock price tank. Duncanâs interested in seeing the marketâs reaction to this news. 2.44 â Mark goes back to the theory that Balsillie will move the Preds up to Waterloo. Heâs also interested in the di...

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[ Fri, 25 May 2007 13:50:00 GMT ]



Talking Tech, Tuesday, May 15th

[[libsyn_player]] 0.37 â Encouraging signs for bloggers as Mark got an invitation from Nortel for its âTech Dayâ. He could go but Duncan checked out a talk from John Rose on âhyperconnectivityâ â all broadband, all the time. 1.14 â Mark wonders if this is just a marketing term or if it can give Nortel a competitive edge. Duncan thinks that current 3G networks donât provide the experience users want so there is a market and Nortelâs technology seems to have a jump on its competitors. 3.19 â Ke...

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[ Tue, 15 May 2007 17:45:00 GMT ]



Talking Tech, Friday, May 4th

[[libsyn_player]] 0.28 â All three of the boys are back for another week of Talking Tech. They kick things off with âoldâ news of Rupert Murdochâs $5bn bid for Dow Jones. Duncan gives us his thoughts on the deal which is about the data, not the publishing business. 2.42 â Kevin compares the Dow bid with Reutersâ M&A talk. He thinks more people will enter the bidding for Dow Jones while Mark looks at Murdochâs News Corp empireâs make up and wonders if a bigger synergy is at work? 3.55 â No....

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[ Fri, 4 May 2007 17:59:00 GMT ]



Talking Tech, Friday, April 27th

[[libsyn_player]] 0.30 â Mark and Duncan are back (still no Kevin) to talk about the good quarterly results from Apple and Microsoft. 1.12 â Is Appleâs growth sustainable or is just a fad? Duncan compares Apple to Madonna and thinks that, for now, its growth is sustainable BUT, will the hype around the iPhone bring the whole house of cards down? 2.37 â Mark brings up the movie Helvetica and every design person interviewed had their trusty Mac in screen. He thinks that the iPod gave users permi...

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[ Fri, 27 Apr 2007 19:28:00 GMT ]



Talking Tech, Thursday, April 19th

[[libsyn_player]] 0.25 â Mark, Kevin and Duncan are back with a discussion of what were the Blackberryâs users doing during the down time this week? 1.55 â Duncan wonders if there is an architectural reason for the service going down and staying down. If the software and the system doesnât scale, how will this affect the stock price? 2.45 â Kevin wasnât affected by the outage, and still thinks a Blackberry is the most effective email device out there. Mark is curious to know if RIM needs to ma...

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[ Thu, 19 Apr 2007 21:37:00 GMT ]



Talking Tech, Monday, April 9th

[[libsyn_player]] 0.32 â Mark is back with Duncan Stewart.  1.23 â The guys start off with the consolidation of the Canadian software industry and the sale of one of Markâs stocks, Work Brain by Infor.   3.05 â Duncan laments the investorâs choice of Canadian enterprise software companies. Mark brings up the problem with the Canadian software industry â to scale you need to sell to the U.S. which is when youâll attract the attention of an acquirer.  4.09 â Is Canada the farm te...

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[ Mon, 9 Apr 2007 13:32:00 GMT ]



Talking Tech, Friday, March 30th

[[libsyn_player]] 0.45 â Mark and Duncan are back, without Kevin, to discuss Kathy Sierraâs cyber bullying ordeal. Mark wants to talk about evilness and anonymity on the Web. 1.50 â Duncan is a big fan of Kathy and is astonished that someone who writes about the stuff that she writes about has attracted this amount of hatred and vitriol. Mark asks if the Internet should be regulated? 3.08 â He also wonders about the anti-elitist nature of the blogosphere. Duncan is surprised that the m...

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[ Fri, 30 Mar 2007 16:30:00 GMT ]



Talking Tech, Friday, March 23

[[libsyn_player]]0.32 - Mark kicks things off with the world's obsession with YouTube, given NBC's announcement of their own video portal. 1.19 - Duncan likens big media corporations trying to jump on the YouTube bandwagon is like dinosaurs putting on fur coats and pretending to be mammals. 2.15 - Does the NBC initiative have a chance at being a success? Kevin thinks success would be to get all NBC content off YouTube and onto the new portal, but he's skeptical of how far content owners can take...

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[ Fri, 23 Mar 2007 18:38:00 GMT ]



Talking Tech, Friday, March 16th

[[libsyn_player]]0.32 â The theme for this week is âLetâs make a dealâ. Microsoft bought Tellme for between $800m and $1bn while Cisco bought Webex for $3.2bn. 1.26 â Kevin weighs in on what the Tellme acquisition means for Microsoftâs strategic direction, which is a willingness to get in anything that may make it money.  Mark brings up the Microsoft strategic partnership with Nortel as well as its (MSâs) chequered acquisition history beyond Windows and Office. 2.42 â Duncan thinks i...

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[ Fri, 16 Mar 2007 17:14:00 GMT ]



Talking Tech, Friday, March 9th

[[libsyn_player]] 0.27 â Mark and Kevin are back with Duncan Stewart who will now be a regular co-host. 1.04 â The big story of the week is Guelph based Geosign raising $160m. Geosign operates more than 180 Web sites with 35 million unique visitors each month. 1.28 â Kevin has never heard of them and Duncan thinks this is the largest private round a Canadian technology company has ever raised. Heâs interested in the stealth mode Geosign underwent before raising financing. 3.15 â Geo...

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[ Fri, 9 Mar 2007 19:13:00 GMT ]



Talking Tech, Friday, March 2nd

[[libsyn_player]] 0.29 â Duncan Stewart is back as a special guest for all things Nortel and in particular an executive called Joel Hackney 1.18 â Hackney was in North Carolina when he confronted a lady who honked him for cutting her off in a car park. He plead guilty to false imprisonment, uttering threats and assault on a female. Mark was surprised to see his Nortel blog becoming the source for Nortel information for Nortel employees 1.59 â Duncanâs take is that Nortel needs to be w...

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[ Fri, 2 Mar 2007 20:45:00 GMT ]



Talking Tech, Friday, February 23rd

[[libsyn_player]] 0.37 â Mark was excited about Sling Media, makers of the Slingbox being in Toronto and got a chance to shoot the breeze with them. He loves the sling but wonders if this will ever go mainstream? 1.23 â Kevin thinks itâs a definite geek gadget 1.49 â Can you ever be a viable company selling $200 hardware. Sling has a lot of funding behind it and soon hopes to be the standard software in your mobile device 2.55 â Mark is also fascinated by Slingâs Manager of Online ...

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[ Fri, 2 Mar 2007 14:41:00 GMT ]



Talking Tech, Friday, February 16th

[[libsyn_player]] 0.37 â Mark and Kevin are back with news of another Google acquisition. Adscape places advertisements in video games and competes with Microsoft acquisition Massive 1.47 â Kevin is quite the gamer and has been noticing a lot of ads, especially in NBA â07, that do seem to âstickâ 2.45 â Can anything Web 2.0 be advertising free? Would ads take away from the gaming experience? Kevin thinks it has to be subtle in order to work 3.16 â Austin Hill points out that Adscape...

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[ Mon, 19 Feb 2007 17:11:00 GMT ]



Talking Tech, Friday, February 9th

[[libsyn_player]]0.35 â This week has been the week of the telecom layoff. Nortel started off the week with 2,900 layoffs. Earlier today, Alcatel/Lucent just cut another 12,500 jobs 1.10 â Kevin analyzes the layoffs and puts the Alcatel/Lucent cuts due to synergies but thinks the Nortel problems are symptomatic of its ongoing problems. Mark wonders where Nortel will be once the restructuring and job cuts are done? 4.19 â Is there light at the end of the tunnel for Nortel? IPTV is a big fo...

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[ Fri, 9 Feb 2007 18:18:00 GMT ]



Talking Tech, Friday, February 2nd

[[libsyn_player]] 0.30 â Kevinâs back with news that CBC.ca is linking to Talking Tech â will the podcast get bought up by the mainstream? 1.13 â Itâs been a slow week in tech this week but the guys start off on Windows Vista which officially launched after 5 years and 50 millions lines of code â but no lines outside the big retailers 2.05 â Mark sees Vista as an upgrade to XP. Kevin thinks the lack of excitement shows just how many applications are being moved online 2.48 â Howe...

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[ Fri, 2 Feb 2007 16:46:00 GMT ]



Talking Tech, Friday, January 26, 2007

[[libsyn_player]]0.35 - Kevin is out for the week and Mark welcomes back analyst Duncan Stewart 1.01 â Microsoft is in trouble for paying an expert to edit Wikipedia entries. Duncan points out that Microsoft has always been seen as an aggressive corporation but doesnât see the big deal about editing an open source document that can always be changed back 3.23 â Mark brings it back to the Vista laptop giveaway and says that this was the right idea but the wrong approach as well 5.02 â ...

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[ Fri, 26 Jan 2007 23:09:00 GMT ]



Talking Tech, Friday, January 19th

[[libsyn_player]] 0.55 â Joost, formerly known as The Venice Project, a new way to distribute TV shows, kicks off this weekâs discussion. Kevin is impressed with the amount of content available and the buzz thatâs been generated.2.20 â Mark thinks people are equating the success of Joost with the success of Kazaa and Skype, the foundersâ previous ventures. Heâs more interested in the wider picture of video distribution that players such as Netflix are getting...

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[ Fri, 19 Jan 2007 19:38:00 GMT ]



Talking Tech, Friday, January 12th

[[libsyn_player]] Mark and Kevin are back with resident stock analyst Duncan Stewart. 1.20 â Kevin regales us with highlights from the zoo that was CES. The theme from 2007 is the continued march to the living room from technology vendors. Slingbox taking files from your computer and playing them on your TV is something that Markâs written about before 2.20 â Mark wants to talk about the Microsoft Home Server. He loves the idea of having a central storage for files that you can access f...

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[ Fri, 12 Jan 2007 17:29:00 GMT ]



Talking Tech, Friday, December 15th

[[libsyn_player]] 0.46 â Mark and Kevin jump into the special all-you-can-eat holiday buffet being served up by Skype.  Does this mean that eBay is getting serious about Skype as a business? 1.31 â Markâs company, b5media has already paid the 13.95 for his yearâs service.  Skype is moving into the mainstream after being a disruptive technology. 2.29 â Kevin predicts that Skype will find the VOIP market to be a crowded one and will keep it in the back of his mind, despite Se...

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[ Mon, 18 Dec 2006 18:31:00 GMT ]



Talking Tech, Friday, December 8th

[[libsyn_player]]0.30 â Mark and Kevin welcome technology analyst Duncan Stewart as their first ever live guest. 0.50 â They dive into the split between Nortel and its accounting firm, Deloitte.  Kevin bemoans the fact that Nortel was once interesting but canât shake its accounting woes. 2.47 â Duncan believes it was an important step to move on from the accounting mishap to partner with a firm that investors will have (more) trust in.  Mark notes the amount of accountants that ...

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[ Fri, 8 Dec 2006 18:56:00 GMT ]



Talking Tech, Friday, December 1

[[libsyn_player]] 0.31 â The story of the week is Microsoft Vista.  The hype is over, the product has been shipped and Mark defers to Kevin for an expert opinion.  Vista is groundbreaking, but only from a product development perspective.  This will be better than most of Microsoftâs first tries but itâs still worth waiting for the kinks to be ironed out   1.55 â Neither Mark or Kevin think customers will be jumping on board right now, but as the saying goes, theyâll either pa...

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[ Fri, 1 Dec 2006 23:24:00 GMT ]



Talking Tech, Friday, November 24

[[libsyn_player]] 0.25 â Mark apologizes for missing last weekâs episode due to b5media strategy meetings   0.55 â The guys are back at Starbucks (still no sponsorship) and dive straight into a seasonal topic â the gaming market and why people would be prepared to stand in line for hours for a games console like the Nintendo Wii. The answer is great marketing and a long development cycle   4.19 â Google cracked the $500 (U.S.) barrier this week, resulting in a market cap of more than $...

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[ Sat, 25 Nov 2006 18:28:00 GMT ]



Talking Tech, Friday, November 10

[[libsyn_player]] 0.25 â Markâs had a tough week in New York attending ad:tech but enjoyed watching ESPN.  The show was packed but it seems no-one really has a handle on the new landscape   1.59 â Kevin is confused.  He doesnât know what advertising model works and hasnât heard any great ideas on how to capitalize on the increased amount of web users.  Mark likes the pay to play nature of AdSense and thinks advertisers like the measurability of the web   4.02 â On-line a...

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[ Fri, 10 Nov 2006 20:27:00 GMT ]



Talking Tech, Friday, November 3

0.30 â Mark addresses the declining circulation of the major North American newspapers in the first half of the year.  Are newspapers simply irrelevant to todayâs generation?  Kevin thinks that newspapers havenât been able to adapt to the world of free content â online and offline 2.53 â Newspapers have to stop focusing on the news and train their reporting onto the perspective, context and analysis.  The industry needs to report smarter which means smaller newsrooms with young r...

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[ Sat, 4 Nov 2006 16:52:00 GMT ]



Talking Tech, Friday, October 27

[[libsyn_player]] 0.20 â Mark brings up MacLeansâ article âThe Internet Sucksâ? which focuses on the worst of the internet, not the promise of the internet.  The guys discuss the philosophical basis for the article â is the internet over-hyped and is the technology media/blogosphere too close to the issue to realize this?   4.53 â The internet isnât perfect but Mark says that, like the wild west, we will reign in the internet and make it live up to its potential.  Kevin admit...

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[ Sat, 28 Oct 2006 02:19:00 GMT ]


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