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0.30 â The three guys are back and the big news is that Kevin is flashing a brand new 4GB iPhone. Unsurprisingly, this very expensive wi-fi enabled iPod is the first topic of conversation.
4.45 â Duncan wonders if RIM and Apple are changing the space completely. Mark thinks the Blackberry is going to be strong for business and Apple will take over consumers. Duncan disagrees and thinks RIM is becoming more and more consumer focused.
8.26 â Google makes another acquisition, this time of GrandCentral. Is this the next step in a globe spanning telecom network? Google says no, but Duncan thinks the âlady doth protest too muchâ.
9.34 â Kevin loves the Grand Central service and agrees with Duncanâs assertion. The amount of dark fiber and size and number of data centers points to a big telecom network.
10.29 - Mark wonders how this would change the landscape for telecom carriers. Duncan takes a long term view â voice telephony will be completely free, eventually. He sees the commodifcation of data services as a big problem for the carriers.
13.55 â Duncan wonders if Google will go the last mile and make an acquisition to connect customers to the network. Mark thinks Google will buy a piece of the 2008 spectrum auction and use it for wi-max.
15.48 â BCE is the next big topic. Will someone like Telus gazump OTPP? Will the media continue to buy into Michael Sabiaâs spin? Will BCE go for more than $42 a share (some people are suggesting $49 a share)?
17.17 â Mark rails against the media calling this process an auction while Kevin calls it a management led buy-out and predicts that this isnât all over just yet.
18.56 â Duncan has more criticism of the mediaâs retransmission of the Sabia spin and calls Sabia out for an inaccuracy.
19.57 â Mark thinks the buy-out is in precisely the wrong time for BCE, which has a lot of capital investment to be make right now. Duncan thinks the company will have up to $50bn of debt after the transaction.
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.
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