Global - Analysis - Industry - Infrastructure Issues in 2004-2005

Synopsis

As communications become increasingly entrenched utility services, the importance of the infrastructure supporting communication is increasingly evident. This report is an analysis of the telecommunications infrastructure at the industry level. The issues and analysis presented here cross geographic boundaries and apply to all markets. Paul Budde highlights and analyses the key issues in infrastructure development, including maintenance, access, competition, financing and how to accommodate new services. Fibre-to-the-Home is singled out as a major issue for the future. This report was archived in 2005.

Table of Contents

• 1. Synopsis
• 2. Related reports
• 3. The return of the NC – this time based on people power
• 4. The infrastructure issue is hotting up
  • 4.1 IT&T infrastructures will enhance the economy
  • 4.2 Financial markets hamper telco recovery
  • 4.3 Under-investments in the CAN
  • 4.4 Over-investments in the long haul
  • 4.5 Infrastructure in economically unviable areas
  • 4.6 A natural monopoly
  • 4.7 Formal or informal structural separation
  • 4.8 Innovation requires competition
• 5. Fibre networks – an issue of national importance
  • 5.1 Only CBDs and long-hauls are fibred
  • 5.2 Who will foot the bill?
  • 5.3 Insatiable demand for capacity is only a few years away
  • 5.4 Fibre-to-the-Home
  • 5.5 Vision and cooperation is needed
• 6. Telco nightmare: infrastructure meltdown
• 7. Rethinking telecommunications networks
  • 7.1 Introduction
  • 7.2 Massive write-offs in traditional networks
  • 7.3 New business models need to be implemented
  • 7.4 New networks are required
  • 7.5 Deploy IP or else …
• 8. High performance networks
  • 8.1 IT&T based infrastructure
  • 8.2 An industry ‘to do’ list
  • 8.3 The optical future
  • Exhibit 1 – Ethernet