Technology versus Service

Interesting disclosure from Bob McFarlane, CFO of TELUS on the conference call today.

He said that TELUS has been playing catchup with Rogers in some areas of wireless applications because of Rogers’ use of GSM and the greater number of applications that exist for that platform. He noted the earlier availability of RIM Blackberry as an example.

We can argue about whether or not CDMA may be a better network technology, but what is clear is that consumers are more concerned about what they can do with the technology – not the inner workings themselves.

Look at Betamax as a great example.

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