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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (5140)9/7/1999 11:33:00 AM
From: elmatador  Read Replies (1) of 12823
 
Ref: Do you have more details? Yes, I will dig them out or better, Ill get you the address.

Is this relevant? I do believe it is. Picture that: if every new user connnected to the network always bring less than the existing ones, we have a bigger installed base but the revenue per subscriber is smaller. Now if I am an operator, I will have to offer more services. For instance internet over wireless networks or the whole smorgasbord, e-business e-services. This will force me to build that next next generation network I keep writing about.

But there is more>
e-services e-business is not specific to operators business lines. It will not be feasible to have all business streams under our roof. We need to make alliances to work across: industries, borders and regulatory environments.
Satrategic alliances. This one CSCO did with IBM is a good example. This is very good, Mike. I looked into that as well:
For nearly ten years, strategic alliances of the world's top 2,000 companies have consistently produced an average annual return on investment of nearly 17 percent-a 50 percent higher ROI than their non-alliance activities produce.
The percentage of annual revenue that the 1,000 largest US companies earned from alliances grew from less than 2 percent in 1980 to 19 percent by 1996, and it is expected to grow to 35 percent by 2002..
Source: BoozúAllen & Hamilton consultants John Harbison and Peter Pekar, Jr.

We should discuss this further.
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