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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (5140)	9/7/1999 11:33:00 AM
From: elmatador	Read Replies (1) \| Respond to 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.

To: MikeM54321 who wrote (5140)	9/8/1999 4:29:00 AM
From: elmatador	Respond to of 12823

MikeM(From Florida) here is the link (one of the chapters) from where I've got the stats and stuff. itu.int I think too that CSCO is in the right track. PTOs face growing pressure from regulators and competitors to bring their tariff structure closer into line with the actual costs of providing the service. This may mean rebalancing tariffs and eliminating implicit cross-subsidies between profitable and loss-making services. The long-term marginal unit costs of telecommunications switching and transmission are tending towards zero as new capacity becomes available and as data compression and data coding technique enable higher functionality to be squeezed out of existing capacity. In order to pay for the networks of the future, network builders will have to gain an increasing share of the work, leisure time and disposable income of individual consumers. The average telephone is in use for less than four minutes per day. The problem which the Public Telecommunication Operators (PTOs) face is that those four minutes are generating decreasing revenue as prices are cut in response to competition and regulatory price-capping. PTOs are currently cash rich. But PTOs must deepen the market by trying to persuade consumers to spend more time using telecommunication-based applications. In addition to increasing the four minutes per day consumers spend on the telephone, PTOs must seek a share of the three hours or more per day consumers spend watching television or shopping. They are aiming at a greater share of the customer, as much as a higher share of the market.