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Mark Evans

the blog - examines the world of telecom  and  technology  from  a distinctly Canadian perspective.

the person - lives in Toronto, CA with  his  wife  and  three children, and  works  as director of community with PlanetEye Inc.
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View Article  Blackberry Powers On
It looks like a case of good news/bad news at Research in Motion. The company, which makes the increasingly ubiquitious Blackberry wireless device, posted higher than expected fiscal third-quarter profits of $90.4-million, or 46 cents a share, compared with $70.4-million, or 36 cents, a year ago. Revenue more than doubled to $365.9-million (the mid-range of expectations) while the number of Blackberry users jumped by 387,000 to 2.04 million.
The negative news is RIM offered guidance for the fourth-quarter that will see sales fail to meet analyst expectations even though profits will exceed forecasts. I suspect the sales forecast may have to do with the lower price of the new 7100 device, which is aimed at mainstream consumers rather than CEOs, CTOs and senior VPs.
It has been a month of uncertainty for RIM, which lost or won an IP infringement dispute against NTP Inc. depending on how you interpret the decision. Until the legal process is completed or a settlement is reached, there will be a black cloud hanging over RIM.
View Article  Skype Update
It's difficult to get a handle on Skype despite its apparent success. The privately-owned company, which was started by the same folks who created Kazaa, is moving deeper into the public telephony network after signing deals yesterday with Cable & Wireless and B3G Telecom. Skype says it now has more than 400,000 subscribers who have pre-paid to connect from its free VOIP service to the public telephony network.
One can't argue with Skype's popularity given its software has been downloaded 44 million times and it has 18.8 million registered users. However, I continue to question Skype's business model. The basic idea is Skype aims to migrate some of the people using its free VOIP service to premium services such as inter-connects to the public network. Frankly, I do not believe Skype will be able get enough people to consume enough paid services to create a large business or justify the venture capital it has attracted.
This take is not an indictment on the quality of Skype's service, which works well, but Skype appears to be more about cool technology than a viable business. The biggest difference between Skype and other popular free services such as Google is a compelling business model. And with the dot-com boom a distant memory, Skype does not seem to be a hot M&A play either.
My blog has moved. Check out the new Mark Evans. It's part of my mini-blog empire that also includes All About Nortel and Twitterrati. You can subscribe to Mark Evans Tech by clicking on the RSS symbol above.
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