“Unlike Amazon, AOL does not have to worry about shipping (or similar logistics). They have a lot of success shuffling people to sites and they'll get a cut of the transaction or they'll just get rental fees. Either way, they'll benefit from e-commerce with high margins in the big picture.”
“Certainly if you look at the list in partners ... you're looking at some pretty prominent names there. They sense that there's demand for this kind of information over the Internet.”
“It will help because it separates the services area from the other businesses. Lucent always says their services are doing well, but it's been hard to say how well. From a carrier perspective -- which is where most of Lucent's sales are -- they're demanding more services to maintain their networks.”
“The mobile [telecom] companies need the data-networking expertise for developing Internet-related services for phones. They don't have that expertise in house.”
