0.37 – Encouraging signs for bloggers as Mark got an invitation from Nortel for its “Tech Day�. He could go but Duncan checked out a talk from John Rose on “hyperconnectivity� – all broadband, all the time.

1.14 – Mark wonders if this is just a marketing term or if it can give Nortel a competitive edge. Duncan thinks that current 3G networks don’t provide the experience users want so there is a market and Nortel’s technology seems to have a jump on its competitors.

3.19 – Kevin weighs in with a carrier’s perspective. Which is less rosie for Nortel small product set. He’s skeptical on Nortel’s outlook.

4.44 – Duncan thinks Nortel is focused on its R&D efforts and that while it’s a coherent strategy, it’s too soon to judge.

6.59 – Mark plunges into the acronym pool with questions on IPTV and VOIP. Duncan he saw some interesting stuff on the next generation of VOIP.

7.13 – The guys jump onto the social network bandwagon and Facebook in particular. Mark wants to know why the Ontario provincial government banned Facebook.

8.27 – Kevin think organizations are afraid of the inordinate amount of time that people spend on social networks but it’s still a valid means of communications.

8.46 – Duncan thinks it’s important to try out the social network rather than just talk about the technology. Like any technology, it’s just as important to shut off as it is to sign up.

9.55 – Mark brings up MySpace’s push into Canada and Duncan talks about the licensing issues that the company needed to navigate before launching. He’s worried that it’s too late for the News Corp company to (re)gain market share on Facebook.

10.54 – Kevin thinks this is more about the faddish nature of social networking sites. “We’ll be here all week� is Duncan’s take on that.

11.37 – Facebook’s announcement of free classifieds generated a lot of excitement and Mark asks if this is another blow to the traditional newspaper industry. Duncan doesn’t think the average Facebook user has either money or assets but does think that social networks need to start getting some of both.

15.56 – Mark dips into the gutter and comes up with Internet porn. He cites a study that shows just how much the Web is used for gambling and sex. Is there an investment opportunity here?

13.59 – Duncan provides a cautionary tale for anyone looking to invest in the “sin business�. Is the Internet maturing past porn and gambling?

15.15 – Mark is impressed how the porn and gambling industry has pushed the boundaries of technology on the Internet.

15.58 – Just to end the episode off on a high Duncan wonders if he can hear the sound of one hand typing.

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.

0.28 – All three of the boys are back for another week of Talking Tech. They kick things off with “old� news of Rupert Murdoch’s $5bn bid for Dow Jones. Duncan gives us his thoughts on the deal which is about the data, not the publishing business.

2.42 – Kevin compares the Dow bid with Reuters’ M&A talk. He thinks more people will enter the bidding for Dow Jones while Mark looks at Murdoch’s News Corp empire’s make up and wonders if a bigger synergy is at work?

3.55 – No. Duncan thinks the Dow Jones is a jewel in Murdoch’s crown with no bigger picture. Duncan compares the cost of the print paper with the cost of the Dow’s data feed (3:200 in his estimation).

4.58 – Mark brings up Nortel’s Q1 results but he’s more interested in the bullish nature of CEO, Mike Zafirovski, in the AGM that the markets picked up on. Duncan takes a deep dive into the numbers and reveals a small, but trending, improvement.

7.36 – Mark is skeptical of the telecom space in general, not just of Nortel. Duncan thinks the telecom space isn’t just volatile – it’s a market in decline due to the technological efficiencies developed in the last boom.

9.13 – Kevin is also skeptical and wonders how Nortel can differentiate itself in the market. He also thinks it is a second tier player after the distracting accounting problems. If you didn’t know, Cisco, Erikson, Alcatel and Lucent are the top tier companies.

10.03 – Duncan shifts gears to the Microsoft-Yahoo! M&A chatter. Mark thinks Microsoft is a good acquirer of software but their acquisition record in other areas is…spotty. He is curious how two such big companies can integrate.

11.44 – Kevin thinks it shows how badly Microsoft missed the boat in online advertising. He calls it two online search garbage trucks colliding. Microsoft doesn’t get any synergies from the deal, just users. While Google is looking to merge their on- and offline search, Microsoft and Yahoo! are simply trying to get people to use their engines.

13.38 – Mark brings up “The Curve�, RIM’s new pro-sumer device. Kevin thinks the market is ripe for any smart phone above the $250 price point but doesn’t think it has the cache of an iPhone.

14.33 – Duncan thinks this will herald a goldrush of smart phones. He points out that a success for RIM or Apple will be 7 million units while a success for Nokia needs to be 100m units.

15.30 – Mark reminds us that the Blackberry isn’t about the handset; it’s about the data plan. Kevin chimes in on the massive cost of data in Canada vs. the U.S.

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.