Global - Industry - Wholesale Markets 2001 - 2002

Synopsis

Archived report. This report was archived in 2002 and has not been updated. After two decades of international cartels, the wholesale market finally came off the ground in the late 1990s. However, most new players simply copied the business model of the incumbent telco and stayed x% under their prices. In the meantime nobody started to develop the national broadband markets, which should became the main drivers for new capacity. New technologies made it possible to increase wholesale capacities dramatically and at the same drop the price by 50% plus. These unsustainable models started to collapse in 2001/2002. - bringing the cartels back into power.

Table of Contents

• 1. Synopsis
• 2. Introduction
• 3. Key wholesale services
  • 3.1 Unconditioned Local Loop Services (ULLS)
  • 3.2 Line sharing or spectrum sharing
  • 3.3 Local Carriage Service (LCS)
  • 3.4 Unbundled BitStream (UBS)
  • 3.5 UBS vs ULL
  • 3.6 Naked DSL
• 4. Analysis - higher international wholesale prices
• 5. International wholesale markets
  • 5.1 Hardest hit by telco crisis
  • 5.2 Long-haul Bandwidth Prices Stabilising
  • 5.3 Still lots of overcapacity
  • 5.4 Industry consolidation
  • 5.5 How to survive in the wholesale market
  • 5.6 Refiling
• 6. National wholesale markets
  • 6.1 Facilities Based Resellers
  • 6.2 Switchless resellers
  • 6.3 IP wholesale opportunities
• 7. Dark fibre
  • 7.1 Introduction
  • 7.2 Analysis
  • 7.3 Dark fibre in the business market
• 8. Wholesale spot market
  • 8.1 Introduction
  • 8.2 Major players
  • 8.3 Industry shake out
• 9. Related reports

• Table 1 – Annual global traffic growth rates – 1998 - 2002
• Table 2 –Internet traffic (Petabytes) – 2001 - 2002
• Table 3 – Price Stabilisation on Selected 155 Mb/s Routes – 2002

• Exhibit 1 – Distressed asset restructuring: the pitfalls
• Exhibit 2 – Overview of the online exchanges