|
||||
|
Re: Microcell's Future
by
bsharwood
Mark,
The other way of looking at the Rogers deal is to say they were clearing the decks to make a bid for Microcell. I get the feeling that they might be more open to a bid coming from Ted than from George and Darren. The renewed guidance yesterday (strange as it was 15 days before the end of quarter) was strong and if they can carry that momentum going into Christmas season they may do well. I've been pretty skeptical about their forecasts, especially the one they filed before the securities commission, but I may just be proved wrong.
An interesting combination, although the technology may be a stumbling block, would be for Virgin to get Microcell. Bell would be happy, they'd get all those prepaid customers (however many they do have) and have the SIM card advantage. But there is the Bell network they rented...
It's going to be interesting either way.
|
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.
Check Out These Blogs
Search
Login
|
|||
|
||||