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

To: elmatador who wrote (5147)	9/7/1999 11:49:00 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Yes, I have. I will dig it out. Lets do some thinking: If new subscribers always bring less revenue than the existing ones, operators need to sell more services over the existng infrastructure. Wireless internet is a case in point. But there is more. e-business and e-services over these networks. Let me give you an example: In Greece you get at a 500m radius around a monument and you can dial 1230 and you get a tour guide of the place over you wireless phone. There is a lot of stuff you may do with the GSM phone and the SIM card by the way Schlumberger is an example. But e-services e-business are not specific to operators business lines. It will not be feasible to have all business streams under its own roof. They gonna need to make alliances to work across: industries, borders and regulatory environments. IBM Cisco deal is a case in point. I look into this and look what I found: 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 continue putting the pieces together.