Videotron Ltee ended 2005 with an impressive 163,000 cable telephony customers - another sign Bell Canada needs to start taking VoIP more seriously. A key development for Bell - and Videotron, for that matter - will be the CRTC's new regulatory approach to local telephony, which is expected to be unveiled in March. It could give Canadian ILECs such as Bell and Telus Corp. more freedom to compete in the $10-billion local market by deregulating the market completely or, more realistically, giving them some more freedom in markets where there is vibrant competition.
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Thursday, January 5
by
Mark Evans
on Thu 05 Jan 2006 12:16 PM EST
by
Mark Evans
on Thu 05 Jan 2006 10:46 AM EST
Om Malik has "lost it" on the VOIP industry. Spurred on by the flurry of VOIP hardware announcements coming from the Consumer Electronics Show, Om lets it fly at the growing number of phones, ATAs, etc. that are specifically made for a single service provider - be it Vonage, Skype, Microsoft, etc. He calls this too-cozy relationship a "honey pot for the VOIP industry" in which carriers will be forced to subsidize equipment used by consumers - much like what happens now in the cellular world. "At least, the cellular industry has the economics to support this cost structure," Om writes. "In the case of VoIP, the carriers will be spending like drunken sailors, forced [to] eat the costs of the hardware because consumers sure enough are not going to pay for every gee-gaw". Om calls like it like he sees it, and he's right on the mark on this issue. Update: Andy Abramson takes CES to task for not providing the 6,000 members of the media with free Internet access, particularly in the VoIP area at the Sands Convention Centre. It argues this is one reason the media will cover other kinds of companies. Technorati Tags : VoIP
by
Mark Evans
on Thu 05 Jan 2006 08:02 AM EST
According to the Wall St. Journal (which somehow manages to find out every major development the day before the rest of us), Google co-CEO Larry Page's keynote speech at CES in Las Vegas will focus on the company's plans to let users of Google Video download television shows and other videos onto their computers using software called Google Pack. In citing "people familiar with the matter", the WSJ said Google will probably announce deals with CBS and the National Basketball Association. There will be lots of ways to slice and dice this announcement but one thing strikes me is if the business does well, it will be the first major non-paid search revenue generated by Google. Say what you will about the paid-search market growing from $33-billion by 2010 from $10-billion in 2005 but Google is a one-trick pony, which makes it vulnerable to competition and changes in how advertisers behave. The ability to diversify its revenue streams - be it through video downloads or e-commerce commissions (Froogle?), home-networking device and services sales (Google Cube?) or online applications (Star Office) - Google needs to seriously explore a number of different options. One thing about the $1-billion investment in AOL is it will give Google access to AOL's video search technology, which some analysts believe is better than Google's.Update: Google Pack will apparently include Firefox, Symantec's Norton anti-virus software, Adobe's Reader, RealNetwork's RealPlayer, Cerulean Studios' Trillian anti-messaging software and Lavasoft's Ad-Aware anti-spyware software. It will also feature Google Earth, Picasa, Google Talk and Google's Toolbar add-on. Inside Google is less than impressed with the cobbled-together bundle, which it dismisses as inferior to what Microsoft can offer all by itself.
by
Mark Evans
on Thu 05 Jan 2006 07:36 AM EST
Google shares hit yet
another record high yesterday, climbing above $448. So what's behind
the most recent spurt? Perhaps it's two new bullish reports by Piper
Jaffray's Safa Rashtchy and Bear Stearns' Robert Peck, who have
12-month target prices of $600 and $550 respectively. Maybe it's the
buzz about the Google Cube or the $200 PC. In any event, I have an investment story
in today's Financial Post looking at what's going on. Of particular
interest is Gomez & Co.'s Philip Remek, who has the only "sell"
rating on Google among the analyst community.
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According to the Wall St. Journal (which somehow manages to find out every major development the day before the rest of us), Google co-CEO Larry Page's keynote speech at CES in Las Vegas will focus on the company's plans to let users of