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

To: lml who wrote (7375)	6/26/2000 7:53:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

lml- Just when you think the ISP battle is over, now comes this. As you can see, this ties into our upstream discussion of what an ISP is worth. But notice this article takes an entirely different tactic. It places values on the portal. Not the ISP. I'm still trying to somewhat figure out why an ISP has value in terms of content. And this article would make that argument even more difficult. They place the value on the portal. Which IMHO, is just about as valuable as the ISP in terms of control of content. I still don't see either blocking access to hundreds of millions of content sites. Anyway, I still swing back and forth about valuations of either the ISP or Portals. I still can't figure it out. -MikeM(From Florida) ******************************* FEATURE-Portals Wars II: Mobile operators take on Yahoo!** By Richard Baum LONDON, June 26- If you thought the likes of America Online and Yahoo had the Internet portal industry pretty much sewn up, then Europe's mobile phone companies would urge you to think again. Armed with deep pockets and a direct line to millions of customers, operators such as Britain's Vodafone Airtouch and Sonera of Finland are building portals in the belief that the battle for the gateways to the Internet has barely begun. With wireless devices expected to overtake computers by 2003 as the most popular way of accessing the Internet, the mobile operators are convinced they can beat Yahoo! at its own game. The networks will profit from call charges regardless of which portal their customers use, but owning the web sites that guide people to other services would add to their bounty significantly. The money lies not so much in the traditional portal cash cow of advertising -- the industry is still thinking about how to make that work on a handset's small screen -- but through controlling e-commerce in a way that lets the operators share the revenue. The idea that most excites the industry is that of people charging online shopping to their phone bill instead of a credit card. In return for providing a link to the retailer on its portal and collecting money from its customers, the operator would skim off a commission charge.... biz.yahoo.com