Global - Analysis - Industry - Telecoms moving into 2005

Synopsis

This report was archived in May 2006. This report serves as a sequel to the articles I wrote about the telco crisis, the event that brought the boom of the late 1990s to an abrupt halt. In a rapidly commoditising market it is essential to embrace the nextgen trend towards intelligent networks, which is grid-shaped (like the Internet) and which includes shared resources and open network business models. New M&A are on the horizon as a new telco boom is approaching, driven by broadband. While progress has been relatively slow, the combination of DSL, VoIP, wireless broadband, better wholesale conditions and a more effective regulatory environment are going to produce significant changes in the period 2005-2008.

Table of Contents

• 1. Synopsis
• 2. Related reports
• 3. Fresh Merger and Acquisition activity in Telco-land
  • 3.1 Telcos destroyed their own earlier IT attempts
  • 3.2 IT focus now on core network
  • 3.3 Telcos, not vendors in charge of networks
  • 3.4 Potential models with vendors
  • 3.5 Mobile consolidation
• 4. From telecoms to Internet competition
  • 4.1 Not driven by the telcos
  • 4.2 VoIP and ULL are early pointers
  • 4.3 The role for telcos
  • 4.4 Telcos running five years behind
  • 4.5 40% of countries will face telco destruction
• 5. Telcos and the entertainment market
• 6. Looking on the bright side of competition
• 7. 2004 – The in-between year
• 8. The telco crisis revisited
• 9. Wasted energies in 3G
• 10. Wireless broadband disruptive parallel technologies
• 11. Structural Separation