Sunday, May 15, 2005

Michael Sabia Sees the Light

Mark Evans - Mark Evans



The Globe & Mail ran a long feature today on BCE Inc.'s strategic challenges. It's interesting but there is nothing terribly new other than CEO Michael Sabia's favourite economist is Joseph Schumpeter. One thing that did capture my attention is Sabia's belief that over the long-run VOIP will not be about price. Instead, he believes the winner of the war will be the "one that can deliver the service and features that customers want". Well, what do you know - Michael Sabia and I stand side by side when it comes to the real power of VOIP! Of course, a senior telecom executive has to believe a new service will generate strong revenue growth. The question, however, is whether it will cannibalize Bell's large legacy phone business?

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