1) It's just at the beginning of this process... it will be a while yet before any investments or startup relationships might benefit TEF in any way and have an impact on the balance shete and share price. TEF Digital also inlcudes parts of the business that are 'new' and set for growth eg cloud services, M2M, video, advertising etc and those stand a way better chance of impacting the company's fortunes in 2013, I would guess.
2) TEF may have started way too late and it may turn out to be a pointless but exciting journey.
Despite all the enlightened activity, TEF continues to trade near its five-year low. If the heat is on, it doesn't seem to be coming from the incubator.
Should other operators be setting up startup incubators too? It seems like a very good tactic and TEF appears to be learning a lot from the companies it invests in...
Will this be a model that will be adopted globally?
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