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Business, Economics, Education, Entrepreneurs,
Environment, Science and Technology
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2008 Trends
Top technology, media and telecommunications trends for 2008 showcase society’s
struggle with the “double-edged sword” of progress
2008 anticipated to be “the best of times and the worst of times” as Canadians begin to understand that change comes at a price
Toronto – According to a Deloitte study released today, few new technology breakthroughs are expected this year. Instead, Canadians will confront the consequences resulting from recent tectonic shifts in technology 2 and not all of the after-effects are positive. Now in its seventh year, Deloitte’s Technology, Media & Telecommunications (TMT) Predictions is an annual series of global predictions that showcase emerging global TMT trends that may significantly impact businesses in 2008. These predictions are based on research and input from more than 6,000 Deloitte member firm practitioners specializing in TMT, Deloitte clients and alumni, industry analysts, and leading global TMT executives
“Canadians continue to benefit from technological advances in nearly every aspect of our personal
and professional lives, but Deloitte’s 2008 TMT Predictions reveal we are finally awakening to the
reality that change comes at a price,” explains John Ruffolo, National Leader, Technology, Media
& Telecommunications Industry Group, Deloitte. “For example, putting all of one’s data on a
single device is extremely convenient until it is stolen, lost or simply malfunctioning. Further,
society must carefully balance the needs of a growing planet with a threatened earth, as our
homes’ carbon footprint is suddenly cause for concern.”
Each of the three Prediction reports are available online at www.deloitte.com/ca/predictions2008
and will be showcased in a five-stop, cross-country TMT Predictions Roadshow Series in Toronto
(January 22), Ottawa (January 24), Montreal (January 25), Vancouver (January 29) and Calgary
(January 30).
Deloitte’s Canadian TMT industry group has singled out the top 10 biggest TMT trends that will
impact Canadian business in 2008:
2008 TECHNOLOGY PREDICTIONS
• The rising value of digital protection: The value of personal computers (PCs) and other
electronic devices no longer rests in their silicon chips, but in the data, files, songs and
images they store. Backing up this content to protect it from viruses and theft, and making
sure files are forward compatible may fuel growing industries.
• From anonymity to authenticity: The face of the Internet is changing. With concern
about online fraud and predators increasing, social networking sites like Facebook have
replaced the “secret Internet’s” use of fictitious identities and avatars by requiring users to
post their real names, e-mail addresses, and photos. With eight million Facebook users,
Canada leads the world in voting for authenticity over anonymity.
• How to manage talent when legacy becomes the future: Almost every business in
Canada relies on its IT department. Attracting and retaining skilled employees familiar with
cutting-edge technology is no longer the only challenge large companies face as they try
to get the most out of their past IT investment. Skill sets, like the ability to program and
maintain 30-year-old mainframe computers, remain important — and are becoming
increasingly scarce.
• The flight to privacy: It is beneficial when PCs, search engines, online retailers and
social networks use our “private” information to help fill in forms faster or make useful
suggestions. But, as recent controversies with Facebook, Beacon and other online sites
demonstrate, even if privacy has not actually been breached, the online community is
highly sensitive to a perception of violated privacy, ensuring it continues to be a flashpoint
in 2008.
2008 MEDIA PREDICTIONS
• Stop the presses 2 Online is moving (slowly) to the front page: Canada’s media
industry has been a world leader in embracing the online world. In 2008, look for even
more web content creeping onto our TV screens and into newspapers, as well as the hiring
of non-journalist bloggers as writers and computer programmers, who can add interactive
content like searchable databases and mashups. Big legal battles may ensue, as libel laws
are tested to see if citizen journalism sites are legally responsible for what they post.
• Overcoming online piracy may not mean the end of counterfeit content: Canada
has the highest percentage of high speed Internet users in the world. Another fact to note
is that according to one of the six major North American film studios, over 50% of all
pirated movies globally are illegally recorded in Montreal. Piracy once seemed unstoppable
2 but technology now provided by companies like Waterloo-based Sandvine (#1 ranked
Deloitte Technology Fast 50 award winner in 2007) is allowing network operators to
detect, slow down and even stop illegal piracy activities.
• Time for music to get tangible again: Since 1997, Canadian sales of recorded music in
physical form plummeted 50%, with songs often enjoyed in their intangible (digital) and
often illegally obtained format. However, recent declines in the price of flash memory
make it inexpensive to put files on a flash memory chip or low priced MP3 player, meaning
music lovers may start rebuilding their music libraries in physical formats again to feed
their desire for tangible, permanent objects.
2008 TELECOMMUNICATIONS PREDICTIONS
• How to capitalize on the $10 mobile phone: Advances in semiconductor
manufacturing and better integration technologies have led to the era of the $10 phone.
By embedding digital phone functionality in machines 2 from ATMs to vending machines,
and from freight containers to cars 2 two-way data communications can now create a far
more powerful, reliable and cost-effective network of machines.
• Giving mobile GPS direction: Using Global Positioning System (GPS) satellites to
determine location is already a multi-billion dollar market for automobiles and hikers.
However, just because GPS is included on a phone doesn’t mean consumers will use it
more than a few times for novelty. GPS works well for cars, but its need for “line of sight”
means getting a signal sometimes requires users to walk away from buildings and into the
middle of a street, which may be a big barrier for repeated handset use of GPS.
• Gray is good: the return on investment from making telecommunications
accessible to all: For years it was assumed the online community had an average age of
about 21. As a result, websites featured weird colours, tiny fonts and loud song tracks. But
with aging baby boomers skewing the demographics, Canada is getting older faster, and
this demographic controls a lot of wealth. Making telecommunications and technology
more accessible to older users 2 bigger buttons, bigger fonts, and better ergonomics 2
may open up this large and under-developed market.
“Technology is playing an increasingly central role in many of the key challenges and issues facing
Canadians, and that’s nowhere more apparent than in Canada’s attempts to confront
environmental challenges with clean, ‘green technology’ solutions,” says Duncan Stewart, Director
of Deloitte Canada Research.
Deloitte has also identified the top five green TMT challenges and trends facing Canadian business
in 2008:
2008 GREEN TMT PREDICTIONS
• The challenges and opportunities of water scarcity: Population, economic and
environmental pressures may make water the key crisis of the 21st century. Canada has
freshwater in abundance, as well as a history of technological innovation in the filtering,
remediation, conservation and purification of water, leaving us well placed to help solve
global water problems, while confronting our own issues such as how to extract oil from
the oil sands without requiring vast amounts of water.
• From zero to green hero : the renaissance of nanotechnology: There has been a
stealth explosion in nanotechnology usage in the clean technology arena recently, led by
Canada’s National Institute for Nanotechnology in Edmonton. Atomic-level innovation is
driving technology in power production, transmission and storage, lighting and LEDs, and
cleaning up polluted soils and groundwater.
• Let there be light emitting diodes: In 2008 the conventional light bulb may finally start
to be superseded by a viable replacement: the white light emitting diode (LED). But rapid
advances in semiconductor manufacturing combined with rising energy prices have shifted
the balance, and LEDs are now the superior choice over the long term in most home
lighting applications.
• Getting value from virtualisation: Virtualisation, a form of software first used in the
1960s, was one of the most talked about technologies of 2007 due to its proponents’
claims of cost savings, more security, and lower power consumption. In 2008 companies
may be more cautious as virtualization is neither a one-size-fits-all solution nor a panacea.
However, energy savings are key, especially for new server farms based on “cloud
computing” similar to Google.
• The living room moves closer to being Public Enemy Number One: Consumer
electronics now use 15% of household electricity consumption — up from 5% in 1980 —
with forecasts indicating that number could reach 50% by 2020. Giant screens, especially
plasma, use two to four times more power than cathode ray tube (CRT) TVs. And dozens
of other household devices are using up energy, even in standby mode. Look for 2008 to
bring in more power-efficient home media devices, including ones that that have “real” off
switches.
2008 Canadian TMT Predictions
Canadians continue to benefit from technological advances in nearly every aspect of their
personal and professional lives — from the wired home to the wireless office. However, Deloitte’s
2008 Technology Media and Telecommunications (TMT) Predictions reveal Canadians are finally
awakening to the reality that technology truly is a double-edged sword.
The following is a list of the most significant TMT issues facing Canadian businesses in 2008:
2008 Technology Predictions
1. The rising value of digital protection: instead of “protect and serve” we are now
protecting the server
My PC or smartphone is disposable but what’s stored on it is priceless
As personal computers (PCs) and other electronic hardware devices see their prices plummet,
they are becoming more and more like bank vaults where their value is found not in their
plastic, metal and silicon but in the data, files, songs or images stored in them. Backing up
this content to protect it from viruses and theft, and making sure that files are forward
compatible are growing industries.
2. From anonymity to authenticity: where everybody knows your name
Users are happily exchanging anonymity for usefulness as the Internet is coming of
age
Silly user names may have been fun for early generations of cyber geeks 2 but dangerous in
a world concerned with protecting our security and our children. The tide has turned, and the
cloak of anonymity is being stripped from predators and manipulators as Internet service
providers are continuing to divulge user names. The biggest issue in 2008 may be fraud 2
and establishing and proving identity behind transactions may be a critical technology enabler.
Another interesting trend is that users are willingly losing their anonymity if they get
something for it. Social networking sites like Facebook are the direct opposite of the “secret
Internet”: instead of fictitious identities and avatars, Facebook features real names, e-mail
addresses, and photos. And there are a lot of Canadians putting the “face” in Facebook: with 8
million users signed up, Canada leads the world in the percentage of our online community
who are voting for authenticity over anonymity.
3. Managing talent when legacy is the future: everything old is new again
Why IT departments need to keep their COBOL programmers
Almost every business in Canada relies on its information technology department 2 even our
resource companies. Getting and keeping skilled employees is always a challenge 2 and for
years everybody assumed this problem was about trying to hire and retain staff on the cutting
edges of technology. In addition, some skill sets (like being able to program and maintain 30
year old mainframe computers) are still important and becoming increasingly scarce. Are
today’s companies going to grind to a halt because of technology that “seems so last
century?” We don’t think so…and the talent strategies outlined in Deloitte’s 2007 TechTalent
Pulse Survey Report are critical for companies to succeed in 2008.
4. The flight to privacy: the “other” Cookie Monster
How well do we want the Internet to know us?
It is a good thing when our PCs, search engines, online retailers and social networks know our
“private” information: preferences, patterns and priorities are stored as cookies or on remote
servers. They can customize the user experience, help us fill in forms faster and even make
useful suggestions. They are like an electronic butler. But what happens when that helper
turns into a stalker or a blabbermouth? User pushback, rather than governmental regulation,
appears to be the new control mechanism. Recent controversies with Facebook Beacon and
other online sites demonstrate that whether or not privacy has actually been breached, the
online community is highly sensitive to even a perception of violated privacy. In 2008, as
users generate content, they are more than happy to generate (and loudly express)
discontent!
2008 Media Predictions
5. Stop the presses! Online is moving (slowly) to the front page: the whole world is
watching
…and filming, reporting, writing, arguing, programming and editing
Canada’s media industry has been a world leader in accepting and embracing the online world.
In many other countries, there has been a seemingly arbitrary division between mainstream
and online media worlds, but that wall is coming down. Here in Canada, a number of print and
broadcast journalists not only cite blogs as news sources 2 they actually have their own blogs
and Podcasts! In 2008, look for even more web content that makes it onto our TV screens and
into our newspapers, as well as the hiring of non-journalist bloggers as writers and computer
programmers who can add interactive content like searchable databases and mashups. This
may pose human resources problems as pay scales and work conditions may need to evolve
and reflect these new hires. Citizen journalism, still in its infancy except for Korea’s Ohmy
News, may make headlines, but is unlikely to make much of an impact on bottom lines. Watch
for some big legal battles as libel laws are tested in the online world to determine if citizen
journalism sites are legally responsible for what they post.
6. Overcoming online piracy may not mean the end of counterfeit content: the pirate
that lives by the (technological) sword, dies by the sword
The technologies that once allowed piracy to flourish are being used to turn the
tables
Canada has the highest percentage of high speed Internet users in the world. That
technological lead has its downside as faster speeds sometimes mean more illegal downloads.
We have another undesirable accolade 2 according to 20th Century Fox, over 50% of all
pirated movies globally are illegally recorded in Montreal. Piracy seemed unstoppable 2 but
technology now provided by companies like Waterloo-based Sandvine (#1 ranked Deloitte
Technology Fast 50 award winner in 2007) is allowing network operators to detect, slow down
and even stop illegal piracy activities. Deep packet inspection may not be a panacea on its
own, as more may also continue to be done through tougher copyright laws, heftier fines and
more effective user education campaigns. Better digital rights management technology may
also be a more prominent weapon in the fight against piracy.
7. Time for music to get tangible again: how do you gift wrap an MP3 file?
Or to quote Olivia Newton-John: “Let’s Get Physical”
The last decade has seen Canadian sales of recorded music in physical form plummet 2 down
20% in 2007 alone, and down more than 50% since 1997. The songs are still being listened
to, but in their intangible (digital) and usually illegally obtained, format. At the same time,
artists are making more and more money from concerts, with $100 million tours and multiyear
Las Vegas contracts becoming the norm. However, recent declines in the price of flash
memory means that it is now so inexpensive to put files on a flash memory chip or on a low
priced MP3 player that users may start rebuilding their musical libraries in physical formats
again 2 fulfilling our desire for tangible, permanent objects and allowing us to collect and
display our music as we used to. Even better for artists and the recording industry, consumers
may likely pay a premium for a physical version of an album, while new technology may make
piracy more difficult.
2008 Telecommunication Predictions
8. How to capitalize on the $10 mobile phone: ultra-cheap phones may enable
machines to talk to each other
Connecting machines to the network makes them more valuable
Canada is a laggard in the adoption of mobile phones 2 at a 60% penetration rate we trail
every other country in the developed world. With lots of room for growth, Canada is less
aware of looming global handset saturation, however in contrast, more than 40 countries
worldwide have more mobile phones than people. In addition, large sections of the world with
low penetration rates have no cellular coverage or a population that is too poor to afford any
phone, no matter how inexpensive. So what can handset makers and network providers do to
continue their incredible historical growth? Advances in semiconductor manufacturing and
better integration technologies have created the advent of the $10 phone. By embedding cell
functionality in machines 2 from ATMs to vending machines, and from freight containers to
cars 2 two-way data communications can now create a far more powerful, reliable and cost
effective network of machines. In addition to selling mobile phones to people, there are
another 3 billion machines that might make happy little silicon customers, none of which are
likely to complain about their last bill.
9. Giving mobile GPS direction: location, location, location
These are the three things that matter most in cellular technologies
Using Global Positioning System (GPS) satellites to determine location is already a multi-billion
dollar market for automobiles and hikers. In 2007, cell phone manufacturers entered bidding
wars for the underlying map software as falling GPS chipset prices have allowed them to
incorporate location functionality on all but the most basic handsets. However, just because
they can include GPS on a phone doesn’t mean they should, nor does it mean consumers may
use it more than a few times for novelty. GPS works well for cars, but its need for “line of
sight” means getting a signal sometimes requires users to walk away from buildings and into
the middle of a street, which may prevent repeat handset use of GPS. Interestingly, Canadian
companies are prominent in the location market 2 using both GPS and cellular technologies.
10. Gray is good : the return on investment from making telecommunications
accessible to all: the rise of the Silver Surfer
The Internet isn’t just for kids any more some of the faces on Facebook have
wrinkles
For years it was assumed that the online community had an average age of about 21. As a
result, websites featured weird colours, tiny fonts and loud song tracks. Mobile phone designs
became smaller and smaller, which meant ever smaller buttons. Social networks were
restricted to high school or university students. But with an aging baby boom skewing the
demographics, Canada is getting older faster, and this demographic disproportionately
controls more wealth than even their numbers would suggest. Deloitte’s 2007 Media
Democracy Survey reveals that individuals over 61 want to be online, they use it for
entertainment and information, and more than 25% even create their own user-generated
content. Making telecom and technology more accessible to the older user may tap a large
and under-developed market. Bigger buttons, bigger fonts, and better ergonomics are all just a start.
Top Five 2008 Green TMT Predictions
1. The challenges and opportunities of water scarcity: water is the new oil
Luckily, Canada has lots of both but not without challenges
Oil has surpassed $100 per barrel, the oil sands are in full swing, and the recoverable oil from
the sands puts Canada solidly in second place in estimated global oil reserves, behind only
Saudi Arabia. Population, economic and environmental pressures make it likely the oil crisis of
the 20th century may be echoed by a water crisis in the 21st century. Canada has freshwater in
abundance, as more of our surface area is lake water than any other country in the world, and
our rivers discharge almost 10% of all the renewable freshwater globally, while supporting
0.5% of the global population. Despite the profusion of domestic fresh water, Canada also has
a history of technological innovation in the filtering, remediation, conservation and purification
of water. There are three key Canadian trends relating to water scarcity. 1) Global warming is
melting glaciers, and much of our available summer water is glacier derived. What will we do
when they’re gone? 2) The oil sands are an immense resource, but it takes four barrels of
water to produce a single barrel of oil. Will our oil bounty ironically endanger our water
supply? 3) Global water shortages increase the pressure for desalination plants, but require
enormous energy inputs. Burning fossil fuels seems like a poor solution, and many are
advocating nuclear power. As a popular reactor choice in the developing world, what role will
Canada’s CANDU technology play in creating fresh water without creating greenhouse gases?
2. From zero to green hero : the renaissance of nanotechnology: how something very
small could solve some very big problems
Making molecules do our dirty work
Just after the telecom bubble burst, there was a short-lived boom and bust in nanotechnology.
Premised on the ability to manufacture technology and biotechnology at a cellular or
molecular scale, the industry was forecast to grow to over $10 billion in annual revenues.
Stocks that happened to have the phrase “nano” in their name soared hundreds of percentage
points in weeks. By 2007, the stocks were back down, the industry was under attack from
doomsday scenarios and nanotech was viewed as yet another over-hyped technology with no
future. But for all of nanotech’s limited successes in life sciences and conventional technology,
there has actually been a stealth explosion in nanotech usage in the clean technology arena.
By some estimates, the single biggest user of nanotech today is for environmental
applications. Atomic-level innovation is driving technology in power production, transmission
and storage, lighting and LEDs, filtering and desalinating water, cleaning up polluted soils and groundwater, and controlling automotive emissions. Canada is at the forefront of some of
these initiatives led by the National Institute for Nanotechnology in Edmonton.
3. Let there be light emitting diodes: the year when LEDs go green (not literally)
They’re bright enough, they’re cheap enough, and doggone it, people are starting to
like them
How many years does it take to change a light bulb? About 130 years (and counting) in the
case of the incandescent light bulb, a technology which has long been recognized as an
imperfect approach to shedding light. But in 2008 the conventional light bulb may finally start
to be superseded by a viable replacement: the white light emitting diode (LED). For years
LEDs were too expensive, gave off the wrong colour of light and were suitable for only certain
applications (traffic lights, automotive turn signals, etc.) But rapid advances in semiconductor
manufacturing combined with rising energy prices has shifted the balance, and LEDs are now
the superior choice over the long term in most home lighting applications. The first
widespread use of LEDs was in digital watches that told the time with a red glow. Although
most LEDs will likely emit a whiter light in the future, their true hue may really be “green”, as
they offer dramatically lower power consumption, as well as clean manufacturing and
disposal.
4. Getting value from virtualisation: rethinking the virtual machine revolution
The machines may be virtual, but the environmental benefits are real
Virtualisation, a form of software first used in the 1960s, was one of the most talked about
technologies of 2007. It is claimed to be a technology that offers cost savings, better security,
better use of resources, better disaster recovery and lower power consumption. While 2007
was characterized by a rush to evaluate or deploy virtualization, in 2008 companies may be
more cautious as virtualization is neither a one-size-fits-all solution nor a panacea. Even as
some assumptions about cost and security are being made, the energy savings driver is likely
to be key, especially for the new server farms that are driving “cloud computing” similar to
Google. Recent estimates suggest that these massive collections of computers will represent
5% of world electricity demand by 2010. Canadian virtualization companies like Platespin (#2
ranked Deloitte Technology Fast 50 award winner in 2007) are helping transform server farm
power hogs into energy sipping piglets.
5. The living room moves closer to being Public Enemy Number One: media aren’t just
reporting on environmental problems, they are contributing to them too
You can now destroy the planet without leaving home
In our guiltier moments, we all know that driving SUVs, filling the stratosphere with jet
pollution and not recycling makes us environmental sinners. Instead, we figured that sitting in
our living rooms with the thermostat turned down while we watched hockey was an
environmentally friendly activity. We may, however, want to check the math before counting
on David Suzuki’s blessings. Consumer electronics now use 15% of household electricity
consumption, up from 5% in 1980. And forecasts say that number could reach 50% by 2020.
Giant screens, especially plasma, use two to four times more power than CRT TVs. And dozens
of other household devices are using up energy, even when we think they are in standby
mode. When they say protecting the environment begins at home, that has to include home
entertainment. Look for 2008 to bring in more power efficient home media devices, including
ones that that have “real” off switches.
2008 TMT Predictions theme
2008 may be the best of times and the worst of times and the future is a
double-edged sword
The 2007 Deloitte TMT Predictions were radical in nature 2 advances in technology, changes in
the media landscape and entirely new forms of telecommunications amounted to a virtual
revolution. The subsequent twelve months saw almost all of them come true, but it also saw the
pace of change slow as we are now seeing fewer breakthroughs and more incremental change in
the TMT space.
The 2008 TMT Predictions are more evolutionary than revolutionary. They are about the
implications, consequences and ramifications of last year’s violent change 2 and not all of those
aftereffects are positive. Charles Dickens famously described the aftermath of a much earlier
revolution as being both “the best of times and the worst of times.” So it is with the 2008 TMT
Predictions.
For example, being able to put all of one’s data on a single device is liberating until it is stolen or
lost. How does society balance anonymity and authenticity, the needs of a growing planet with a
threatened earth, or privacy in a world where machines talk to each other and know where you
are?
The opportunities and threats that are found in the 2008 TMT Predictions are less lethal, but
every bit as razor-sharp as the guillotine that reigned two centuries ago.
2008 Global TMT Predictions
2008 Technology Predictions
1. Getting value from virtualization: virtualization of the enterprise working environment is
likely to make steady gains, although companies are likely to question its panacea status
2. How to manage talent when legacy becomes the future: a greater skills shortage may
emerge, sometimes as a result of erstwhile legacy technologies being viewed as the future
3. Let there be light emitting diodes: LED technology may start to supersede the
incandescent light bulb
4. From zero to green hero 2 the renaissance of nanotechnology: the image of
nanotechnology may be enhanced through a growing awareness of its ability to better the
environment
5. From anonymity to authenticity: the ability to be anonymous on the Internet may decline
as users, traders and regulators call for more widespread authentication of users’ identities
6. The rising value of digital protection: earning revenues from personal computers may
become less about selling equipment and more about selling services, particularly for data
protection
7. The flight to privacy: privacy may become a key selling point for many online businesses
8. XBRL goes XL: XBRL, a new reporting language for corporations may well become
increasingly widespread
9. A digital divide for the digerati: a digital divide separating advanced digital users and their
own data may deepen, due to incompatible standards
10. The challenges and opportunities of water scarcity: the technology sector will need to
address the increasing scarcity of man’s most precious resource (water) in both how it’s used
and solutions technology can provide
2008 Media Predictions
1. Obstacles ahead for the online advertisement: potential obstacles may arise for online
advertising
2. Forget the e-Book 2 bring on e-Reference: a novel reinvention of the e-Book
3. The living room moves closer to being public enemy number one: the growing carbon
footprint of the living room may become an issue
4. Long live traditional television, thanks to Internet television: and increasingly
complementary relationship may emerge between Internet TV and its broadcast cousin
5. Overcoming online piracy may not mean the end of counterfeit content: the decline of
online piracy could lead to a growth in counterfeiting
6. The movie theater becomes about more than just the movies: the diversification of
movie theaters
7. Time for music to get tangible again: the possible reemergence of music as a tangible
product as opposed to a virtual product
8. Stop the presses! Online is moving (slowly) to the front page: the legitimization of the
Internet’s newsmakers
9. Offshoring gets bigger and more creative in the media sector: the growth in offshoring
may increasingly impact the media sector
10. Converging technology and media: don’t forget the business plan!: the continued
travails of convergence between media and technology
2008 Telecommunications Predictions
1. From credit crunch to communications crisis?: the impact of a possible economic
downturn on the telecommunications sector
2. How to capitalize on the $10 mobile phone: the growing viability of a machine-tomachine
market is catalyzed by the imminent arrival of the $10 mobile phone
3. The disruption of disruption: incumbents convert threats into opportunities: a more
positive approach to disruption in the telecommunications sector
4. Giving mobile GPS direction: how to make the convergence of GPS and mobile technology
a commercial success
5. Exploiting new media’s growing need for communication: the growing importance of
communications to new media companies
6. Getting mobile indoors may spur network sharing: the rise of mobile network sharing as
a means to get mobile indoors
7. Gray is good : the return on investment from making telecommunications
accessible to all: the increasing importance of making communications accessible to all
consumers
8. Prey becomes predator: the rising power of emerging market mobile operators: the
rise of the emerging market global mobile titan
9. Questioning the need for speed: the uncertain relationship between bandwidth and
revenues in the broadband market
10. GSM comes of age: adulthood brings challenges and rewards: the outlook for GSM as it
reaches 21 years of age
National spokespeople
Duncan Stewart
Director, Deloitte Canada Research
Technology, Media & Telecommunications Industry Practice
Duncan Stewart is the Director of Deloitte Canada Research in the areas of Technology, Media &
Telecommunications (TMT), and Life Sciences. He is also a member of Deloitte’s national TMT
executive team.
Duncan has almost two decades of experience in the TMT industry. As an analyst and portfolio
manager, Duncan has provided research or made investments in the entire Canadian technology
and telecommunications sector. He has written research on names such as Nortel and Celestica,
and been a venture capital investor in Research In Motion among others.
Duncan is founder and CEO of Duncan Stewart Asset Management, which invests in companies
based on innovation or disruption, many of them in the TMT space. Prior to that, Duncan was a
co-founder of Tera Capital, Canada’s first high tech and biotech money manager, where he was
responsible for managing both mutual funds and VC funds. In the mid 1990s, Duncan managed a
$120 million small cap high tech/biotech fund at a large Canadian pension fund manager.
Duncan has a high profile media presence and is frequently interviewed on technology and
biotechnology issues. He has also been a bi-monthly columnist on investing for The National Post
since 2000, and has a different biweekly column on green investing for CBC Radio.
Duncan is Chartered Financial Analyst and holds a B.A. in Political Science from the University of
British Columbia.
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