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Talking Tech|Talking Tech, Friday, March 2nd Episode
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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 whiter than white and shouldâve taken the Tylenol approach
and got out in front of the scandal. Mark agrees and gets some props from Duncan
3.40 â Itâs an interesting case study on what to do with a
strange issue. Blogs can be very opinionated and so how the blogosphere deals
with certain events is more and more important
4.39 â Duncan
disagrees with Mark that âgoing darkâ buys a company more time. Nortel needed
to say âthis happened, we are examining it and we will deal with itâ. They
didnât and by not doing it the issue escalated
5.15 â Duncan
talks about how the democratization of the investigative journalist and the
democratization of information flow will effect a companyâs communications
processes
5.50 â Mark brings up Peter Currieâs resignation
and the newest restatement
from Nortel. Kevin thinks itâs getting embarrassing even if the market isnât
penalizing Nortel yet. Duncan
thinks Nortel should restate more often
8.03 â Mark brings up Wireless
Number Portability â something thatâs coming up on March 13. Kevin thinks
not advertising the date of WNP means the wireless carriers are viewing it as a
zero sum game
9.20 â A study for Seaboard Group shows that Canadian
wireless users typically pay 56 per cent more than the average U.S.
user and 30 per cent more than European users. Duncan brings up an analogy to illustrate the
problem â more competition is needed, not WNP
10.55 â Kevin thinks foreign ownership or preferred conditions
for new entrants is the answer
11.45 â Mark thinks the market is like a runway. Penetration
is only at about 55 per cent of the market so thereâs more room to grow. Until
penetration gets to 75 per cent or higher, there wonât be too much aggressive
competition
13.26 â Stock theme of the week is the deal
between Oracle and Hyperion. This effects Canadaâs
largest software company, Cognos another
billion dollar market cap BI vendor. Every time Oracle buys a BI player,
Cognosâs value jumps as the merging companyâs customer base suffers through
integration challenges
15.05 â Mark ends things with a plug for mesh conference and the key note
speakers who include Mike Arriginton, Richard Edelman and Craigslistâs Jim Buckmaster, among others. Tickets
are on sale now
Audio comments for Mark and Kevin can be left on the Talking
Tech hotline: 1 206-333-1327 or emailed to heytalkingtech@gmail.com.
Our announcer is the lovely Amber Mac and the music is No
Mojo by Anthony Stauffer and Holy Smoke which is available on the pod safe music network.
[ Fri, 2 Mar 2007 20:45:00 GMT ]
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