0.30 – Mark and Kevin welcome technology analyst Duncan
Stewart as their first ever live guest.
0.50 – They dive into the
split between Nortel and its
accounting firm, Deloitte.Kevin bemoans the fact that Nortel was once
interesting but can’t shake its accounting woes.
2.47 – Duncan
believes it was an important step to move on from the accounting mishap to
partner with a firm that investors will have (more) trust in.Mark notes the amount of accountants that
were embedded within Nortel made it a messy, protracted split.
4.50 – Troubled stock prices leads into a discussion of Yahoo! and the succession of Sue Decker.Duncan
likens her promotion as a sports team’s towel manager being announced as new
starting quarterback.
5.45 – Mark asks Kevin if he knows what Yahoo! is, and
whether it knows it is.Kevin references
the infamous peanut
butter manifesto and points to the string of convoluted acquisitions as
evidence of confusion.
7.16 – The news release that anointed
Drecker referenced Jerry Yang, but not co-founder David Filo.Duncan
calls Yahoo!’s approach “a mile wide and an inch deep�.
8.08 – What does Yahoo! want to be when it grows up?
8.30 – Mark gives some thought to the slew of acquisition
and what it means to the tech start-up industry in Canada – he’s disappointed by the
lack of innovation happening at the moment.
9.05 – Kevin think the Canadian start-up scene is in a
valley and can’t see the next RIM out there.
9.58 – Duncan
points out that people we thought had died, Wi-Lan
and Servicom, are coming back and making
some ripples, if not waves.
10.10 – The trio turns their attention to getting Kevin some
nice gadgets for Christmas.He’s excited
by video game consoles, the LG Chocolate phone and the Blackberry Pearl.