0.30 â Mark and Duncan are back (still no Kevin) to talk about the good quarterly results from Apple and Microsoft.

1.12 â Is Appleâs growth sustainable or is just a fad? Duncan compares Apple to Madonna and thinks that, for now, its growth is sustainable BUT, will the hype around the iPhone bring the whole house of cards down?

2.37 â Mark brings up the movie Helvetica and every design person interviewed had their trusty Mac in screen. He thinks that the iPod gave users permission to buy Mac computers and wonders if the iPhone could take that permission away?

3.51 â How will the stock options controversy affect the Mac aura? If Steve Jobs needs to step down, Duncan predicts Appleâs stock will drop $30 - $40 in a day.

5.27 â Mark asks Duncan to explain why so many wealthy, high profile execs back date stock options. Duncan explains that the accounting rules have changed and now back dating options can put a hit on the companyâs earnings.

7.01 â Mark is surprised so many people are so surprised at Microsoftâs success, which was largely driven by Vista. Duncan explains Vistaâs attractiveness to the consumer and reseller â as illustrated by Microsoftâs software revenues growing 69 per cent.

9.35 â Duncan reminds us that the entertainment side of Microsoftâs business isnât doing so well â its revenues dropped 20 per cent.

10.01 â The guys move onto the strategy behind the Nintendo Wii. Instead of competing with high end graphics machines such as the Xbox 360, the company dumbed down its product and went after everyday consumers. Duncan uses this as a classic case of disruption â coming up with a just good enough product, rather than a perfect product.  Another example of this is Slacker a satellite radio/mp3 player combination.

12.35 â Dalsa lost its CEO this week and this is a great springboard for discussion on the changing landscape of the Canadian tech CEO ecosystem. Duncan doesnât think there is a single CEO of a public company has been in office for more than 10 years and thinks this talks to the need for management talent in Canada.

14.34 â Local entrepreneur Randy Charles Morrenâs RSS email service, Rmail, gets some love from Mark after selling the company to NBC Universal.

12.28 â Duncan has a new job at Deloitte as Director of Canadian Research for Technology, Media, Telecommunications and Life Sciences. Heâll be writing some original research but will also be Canadianizing global research and meeting with up and coming businesses.

Audio or text comments for Mark, Kevin and Duncan can be emailed to heytalkingtech@gmail.com.

Our announcer is the lovely Amber Mac and the music is No Mojo by Anthony Stauffer and Holy Smoke which is available on the pod safe music network.