Global - Investing in the Communications Revolution

Synopsis

Perhaps the most remarkable aspect of this report is that the views of Professor Carlota Perez as expressed here were written well before the financial crisis. This makes this report all the more poignant. At the same time it validates that telecoms has a key role to play in the economic revival. However, this will need to be done in a totally new framework in order to get us through the transition period of the communications revolutions. We are now moving towards what she calls the mass deployment phase, which will be accompanied by unprecedented social and economic benefits – not just for individual nations but, if we do it right, for the global community also.

Table of Contents

• 1. Synopsis
• 2. The communications revolution
• 3. Build and they will come
  • 3.1 The importance of infrastructure
  • 3.2 Long-term policies and investment strategies
  • 3.3 Installation period – build and they will come
  • 3.4 Transition period – great upheaval
  • 3.5 Deployment period – reaping the rewards
• 4. The communications revolution
  • 4.1 Subset of the ICT cycle
  • 4.2 Transition started with dotcom bust
  • 4.3 Global implications
  • 4.4 Dirt-cheap broadband
• 5. Nanotechnology – towards 2050
• 6. BuddeComm conclusions and recommendations
  • 6.1 Investors
  • 6.2 For business entrepreneurs
  • 6.3 For telco operators, service and content providers
  • 6.4 For governments
• 7. Case study: Australia’s Digital Content Industry Action Agenda
  • 7.1 Investment
  • 7.2 Exports
  • 7.3 Skills and training
  • 7.4 Research and Development (R&D)
• 8. Related reports

• Exhibit 1 – Key elements of techno-economic revolutions
• Exhibit 2 – Starting dates of the five technology cycles of the last 200 years
• Exhibit 3 – Effects of the mass deployment phase of communications revolution
• Exhibit 4 – Next cycle – nanorevolution