So, Bharat Sanchar Nigam Ltd.
(BSNL) is looking buy another $4.5-billion of telecom equipment as it
drives to add 60 million new wireless subscribers. The question facing
Nortel is whether it is interested in bidding for a piece of
the action and, if so, how much? Nortel could be a little gun-shy given
it is losing buckets of money
on a $500-million contract it signed with BSNL last year. So far,
Nortel has posted a $266-million loss on sales of $228-million. Now,
that's what a loss-leader! It would be a shocker if Nortel isn't
interested in some BSNL business but you wonder how much of an appetite
it or any other equipment supplier has for contracts with low or
razor-thin margins. Does it make sense to win this kind of business
just to gain a foothold in a fast-growing market? If you can't make
money, it doesn't really matter, right? This was a bone of contention
between outgoing Nortel CEO Bill Owens and ex-COO Gary Daichendt: Owens
wanted a bigger presence in India while Daichendt believe it
was just bad business. Mike Zafirovski, who succeeds Owens next
week, will have a tough decision to make as he works to focus Nortel's
operations. To India or not to India, that is the question.
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Tuesday, November 8
by
Mark Evans
on Tue 08 Nov 2005 04:31 PM EST
So, Bharat Sanchar Nigam Ltd.
(BSNL) is looking buy another $4.5-billion of telecom equipment as it
drives to add 60 million new wireless subscribers. The question facing
Nortel is whether it is interested in bidding for a piece of
the action and, if so, how much? Nortel could be a little gun-shy given
it is losing buckets of money
on a $500-million contract it signed with BSNL last year. So far,
Nortel has posted a $266-million loss on sales of $228-million. Now,
that's what a loss-leader! It would be a shocker if Nortel isn't
interested in some BSNL business but you wonder how much of an appetite
it or any other equipment supplier has for contracts with low or
razor-thin margins. Does it make sense to win this kind of business
just to gain a foothold in a fast-growing market? If you can't make
money, it doesn't really matter, right? This was a bone of contention
between outgoing Nortel CEO Bill Owens and ex-COO Gary Daichendt: Owens
wanted a bigger presence in India while Daichendt believe it
was just bad business. Mike Zafirovski, who succeeds Owens next
week, will have a tough decision to make as he works to focus Nortel's
operations. To India or not to India, that is the question.
by
Mark Evans
on Tue 08 Nov 2005 10:41 AM EST
Let's get one thing out of the way: there is absolutely no chance a U.S. judge will rule tomorrow that will stop Research in Motion from selling Blackberries in the U.S. - despite reports to the contrary. Instead, the judge, James Spencer,
will preside over a process to set future court dates for the two
parties to carry on their nasty legal battle. Judge Spencer may will
impose an injunction on U.S. Blackberry sales at some point down the
road but it will not happen tomorrow.
by
Mark Evans
on Tue 08 Nov 2005 08:05 AM EST
Is there an escape the social networking invitiation merry-go-round?
There must be a way to easily configure your Internet service and/or
computer to block anyone trying to send you a LinkedIn and Plaxo invitation. I find them annoying, intrusive and impersonal. Sorry for the foot-stomping rant but Alec Saunders
sent me an invitation to join his Doostang (a very silly name, by the
way!) network. I quickly spiked it - Alec, you're already on my
"unofficial"social networking list - since I regard these invitation as a
form of spam. If you want to establish a link, call or e-mail me. Now, if anyone can let me know about an anti-Plaxo or
anti-LinkedIn service, that would be useful.
by
Mark Evans
on Tue 08 Nov 2005 06:36 AM EST
We're Going Where? Chapleau, Ont.? As Nortel CEO Bill Owens serves out his last week, how do you think he feels about spending some of it in Chapleau, Ont. where Nortel and Bell Canada are going to launch broadband service and applications on Wednesday. You may be asking yourself - where is Chapleau, Ont.? Well, it's about two hours from Timmins, Ont., (the hometown of Shania Twain), which is about 350 miles from Toronto. Owens gets to share the stage with BCE CEO Michael Sabia. (No offense to Chapleau, which looks like a great place to visit if you enjoy the Great Outdoors.) Foldershare: Now, that's cool: Alec Saunders twigged me on to Foldershare so I installed it on my laptop and work station. Amazing! For those of you not familiar with Foldershare, which just got acquired by Microsoft, it's a free (for now) Web-based service that lets you access data on other computers and then synchronize them. It was a snap to get working. Here's hoping Microsoft doesn't screw it up. IBM Gets Web-alytics: IBM has introduced new software called Public Image Monitoring Solutions (PIMS?) that let companies track the success of marketing campaigns and product launches by analyzing content from blogs, news feeds, consumer review sites, newsgroups and Web sites. The software can also do impact analysis by comparing consumer feedback and industry trends to sales and marketing data. One step forward, two steps back: The music industry scores a huge victory by getting Grokster to shut down and pay $50-million to settle outstanding lawsuits. The bad news is Sony got caught with its pants down after Mark Russinovich discovered the music label had secretly loaded monitoring software on his computer after he played a Van Zant CD. Russinovich said the software disabled his CD drive after he tried to remove it. Props for AdGenta: I've been a little tough lately on AdGenta - a new advertising service offered by Qumana. My biggest complaint is the lack of information about how much you get paid when people click on links within posts. That said, there must be something there because an ad for Newsbalance.com that ran below this post got a 1.67% click-through rate on Sunday, which is fairly impressive.
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