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Martin Geddes's presentation at eComm 2008

From eComm2008, 6 months ago

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Slide 1:The Two-sided Telecoms Business Model Re-thinking the phone company 14 March 2008 Martin Geddes, Chief Analyst, STL Partners martin.geddes@stlpartners.com

Slide 2:Before we begin… © STL Limited • Proprietary and Confidential -2-

Slide 3:Telecoms is a freight business for bits o, 1010001011100100100101100011 0 de es vi g e, sa 1000010111110101001001010101 0 oic V mes 0010101011110101010101000101 0 e b,