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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  Om, it's not dot-VOIP yet
With Spring VON poised to kick off this week, Om Malik is starting to have some concerns about whether the hype is getting out of hand. He cites the triple-fold growth in the number of companies attending VON in San Jose, and the flurry of VOIP-related press releases he receives each day. "Dom.com of late 1990s has now become dot.VoIP," Malik asserts.
While the VOIP PR machines are churning away, I'll take issue - respectfully, of course - with Om's conclusion. The major differencet between the dot-com boom and and the enthusiasm surrounding VOIP is we have yet to see a wave of VOIP IPOs yet. In fact, you could argue it's a major challenge finding a publicly-traded VOIP company. The highest profile pure  investment play is probably 8X8 Inc., which I've taken issue with in previous posts. Then, you have to go further down the food chain and looking at companies such as VOIP Inc. The landscape may completely change, however, if Vonage decides to do an IPO this year. If Vonage is a hit, it may open the floodgates to all kinds of VOIP IPOs - including a lot of crap looking for VOIP-crazed investors.
So there you go, Om. It's not a dot-anything bubble yet as long as investors have to patiently sit on the sidelines. Then again, things could change in a heartbeat.
View Article  Where's the Vision Mr. Owens?
Upon hiring Gary Dachichendt as Nortle's news president and COO, CE0 (at least for now) Bill Owens proclaimed, "we are playing to win....". Well, that's fine Mr. Owens but where is your vision beyond going after more federal government and security business? As an analsyt told me a few days ago, Owens has been at the helm of Nortel for nearly a year, and there's been nothing about the big-picture strategy. Owens got a break out of the gate because his biggest priority was dealing with that nasty accounting scandal. Now that he has rounded out his executive team with a new COO, CFO, chief ethics officer and chief marketing officer (how many chiefs can one company ever really have!?), maybe Owens will wow us with the New New Nortel. Then again, his best until date as CEO may be fast appearing. Mr. Daichendt made it clear he didn't come out of "retirement" to not get the top job.
By the way, is there another major company whose has fewer executives not living close to corporate headquarters. Granted, Brampton, Ont. is no paradise but does that justify why Nortel executivces live in New York (Susan Shepherd), San Diego (Owens, San Jose (Daichendt) and Ralieigh, N.C. (Clent Richardson)? Just wondering, that's all.

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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