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

To: Frank A. Coluccio who wrote (7581)	7/13/2000 7:10:14 AM
From: MikeM54321	Respond to of 12823

Frank or Thread- I registered but after submitting the form, realized you had to give them a real E-mail address.<g> My mailbox, both real and virtual is already overflowing with HUGE volumes of information. So could you cut&paste the article when you have the time. I'm interested in reading it. Thanks. -MikeM(From Florida)

To: Frank A. Coluccio who wrote (7581)	7/16/2000 5:47:17 PM
From: Jeff Pulver	Read Replies (2) \| Respond to of 12823

From The July 5th Issue of The Pulver Report - ( pulver.com ) How can incumbent telecom operators deal with Internet competition? With daily downward pressures on consumer prices in the telecom marketplace and with increasing perceived competition from those offering free phone services ( see pulver.com ) I have to believe there are now groups at the major incumbent telecom operators which are trying to figure out how to compete with "free". In real life, there shouldn't be anything like a free phone call, but the Internet has changed the rules of engagement and going to a local regulator for injunctive relief just isn't the answer either. Instead, for the first time in maybe a hundred years, incumbent operators need to think and rethink their core strategies and develop a plan to take them thru the next ten to fifty years and look past the insanity of the current marketplace. In a free telephony marketplace, it will be the operators who are able to sell "sticky", dependable, value-added services to their customers who will be the winners in the space. To the defense of the incumbent operators, being able to deliver 24/7 emergency lifeline services will continue to be the reason some people stay loyal to an incumbent operator. During the past couple of years, major international operators have already shown their ability to raise operating capital by spinning off operations and/or by taking themselves public. Some operators have also shown their ability to throw billions of dollars at entry into a new space (or at a problem), but with all of their money, the incumbent operators have not yet been able to cure the problem... the new world order driven by the net. Unless the operator is nimble and free to operate in a lightning- like manner, there is very little sanity in fighting their rivals in head-to-head competitions. One opponent has nothing to lose, the other just about everything. Don't be surprised to learn that one or more incumbent telecom operators has decided to make a move and withdraw from markets which they just can't compete in anymore. Incumbent operators who have been in business for a very long time need to worry and focus on their long term strategies and think past the short term thinking space their competitors are playing in. By focusing on the future and the end goal of being in business 100 years from now, if I were providing advice to one of these major operators, I would suggest to them that they think about reorganizing and refocusing in the spaces which they are still competitive in and withdraw from markets which they are playing a zero profit game in. In the near term, I'm looking for some of the major operators to focus on profitable services like wholesale telecom operations and Business-to-Business related activities. Don't be surprised (or alarmed) when/if a major operator decides to divest from the non-profitable consumer marketplace. Why not let others fight it out amongst themselves and re-enter the market when/if sanity comes back in another 7-10 years? While one could argue that the cost of re-entering the consumer marketplace after being dormant for a number of years could be costly, I believe it could also be equally costing to remain in the line of businesses which continue to be a cause of downward pressure of shareholder equity. [(c) 2000 pulver.com, Inc. All Rights Reserved] Regards to All - including Frank! :-) Jeff