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oogleとRBOC(地域べル電話会社)

Google and the RBOCs 2010

発行 Information Gatekeepers Inc. 商品コード 285610
出版日 ページ情報 英文
納期: 即日から翌営業日
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こちらの商品の販売は終了いたしました。
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oogleとRBOC(地域べル電話会社) Google and the RBOCs 2010
出版日: 2010年01月31日 ページ情報: 英文

当商品の販売は、2016年07月01日を持ちまして終了しました。

概要

当レポートでは、Googleの通信ビジネス関連戦略および現在のRBOC(地域べル電話会社)戦略との相互関係について分析し、現在の通信市場レビュー、市場構造、競合情勢、および市場予測を提供しており、概略以下の構成でお届けいたします。

目次

図表

光波ネットワークシリーズレポート

イントロダクション

プランニング環境

米国の通信経済予測

  • 全体的な経済背景
  • 通信経済の背景
  • 通信予測
  • 通信にとって見込まれるプラスの面
  • 通信資本予測
  • 通信経済予測のサマリー
  • 通信経済予測

ネットワーク競合の側面:現在の市場構造

  • 大手企業としてのGoogle
  • Google Voice
  • 「無料」とどう競合するか?
  • Google Voiceの成長
  • Google Voice:マイナス面
  • Google Phone
  • RBOCの多次元の熾烈な競争
  • 合併後の競合
  • RBOCのIXC購入
  • RBOC vs. ケーブル企業
  • RBOCはワイヤレスアクセス企業になりつつある
  • RBOCは主要回線を損失
  • それはワイヤレスアクセス産業!
  • ワイヤレスアクセス情勢
  • 有線から無線への予測

競合企業

  • 主要企業の戦略
  • google
  • Verizon
  • AT&T
  • Qwest
  • 主要競合企業の戦略についてのコメント

予測のサマリー

  • 全体的な経済の予測
  • 通信経済の予測
  • 先進アクセスアーキテクチャー
  • AT&T
  • Verizon
  • AT&T
  • Qwest
  • 有線から無線へ
  • Google Voice/Google予測
  • 供給過剰

付録?:先進アクセスアーキテクチャー計画

付録?:供給過剰

付録?:

図表

目次

“Google and the RBOCs,” analyzes Google's strategies as they relate to the telecommunications business and the interrelationship with current RBOC strategies. Our author reviews the current telecommunications marketplace and the forces driving it, and connects the RBOCs' and Google's public actions and announcements with their long-term strategies. An understanding of the implications of these strategies is fundamental to understanding where the telecommunications business is going in the US for equipment manufacturers, vendors, service suppliers and investors.

This report focuses on the perceived strategies of Google and the RBOCs. The RBOCs that we will focus on are Verizon and AT&T and to a lesser extent Qwest. The report will use these companies' public announcements and private interviews and the author's years of experience in this area to develop a view of their strategies, comments on the strategies and likely outcomes. The report will provide forecasts on all the topics of interest.

Report Features

This report contains much more than just a review of these companies' strategies. It is full of forecasts and contains discussions of major topics in telecommunications that directly influence strategy selection such as:

  • Capital expenditures (including a Capx forecast);
  • Overbuilding and how this is being implemented differently by the different RBOCs
  • The implementation of the Advanced Access Network and how this has become a strategy in its own right
  • And perhaps most importantly how, and which of, the RBOCs are leaving wire line and becoming wireless companies.”

In addition to the detailed discussion of the competitive environment and the companies' strategic response to that environment, this report addresses each of these areas, and provides forecasts as to our expectations for each. The report starts with a description of the planning environment and moves on to the underlying economic situation. Because of the overriding importance of the state of the US (and World) economy, it then provides a review of our forecasts for the nation's economy as well as its impact on telephony. That portion of the report also provides our forecast for capital spending over the next five years. The report then continues with a review of the current telecom market structure. With that background, it moves to a detailed analysis of the activities of Google and the major RBOCs. From these activities and the market structure, the report develops and presents our view of each company's strategy and comments on each. Forecasts are provided for each of the areas addressed.

Table of Contents

Table of Contents

Table of Figures

The Lightwave Network Series of Reports

  • The Lightwave Network
  • The Lightwave Series of Reports
  • General Reports on the Network
  • General Market Reports
  • Specific Systems Reports

Introduction

  • The Telco Business Transformation and Next Generation Network Series of Reports
  • This report

Planning Environment

US Telecommunications Economic Forecast

  • General Economic Background
  • Telecom Economic Background
  • Telecom Forecasts
  • Possible Positives for Telecom in 2010
  • Telecommunications Capital Forecast
  • Telecommunications Economic Forecasts Summary
  • Telecommunications Economic Forecasts - 2010

The Face of Network Competition - Market Structure Today

  • Google as a Major Player
  • Google Voice
  • How do you compete with “Free?”
  • Google Voice Growth
  • Google Voice - Downside
  • Forecast for Google Voice
  • Google Phone
  • RBOCs' Multidimensional Competitive Struggle
  • Post-merger Competition
  • RBOC Purchase of IXCs
  • RBOCs vs. Cable Companies
  • RBOCs Are Becoming Wireless Access Companies
  • RBOC Loss of Main Lines
  • It's a Wireless Access Industry!
  • The Wireless Access Landscape
  • Forecast for Wireline to Wireless

The Super Competitors

  • Strategies of the Major Players
  • Google Strategies
    • Management and Financial Items
    • Network Items
    • Summary and Forecasat of Google Strategies
  • Verizon Strategies
    • Management and Financial Items
    • Network Items
    • Summary and Forecast of Verizon Strategies
  • AT&T Strategies
    • Management and Financial Items
    • Network Items
    • Summary and Forecast of AT&T Strategies
  • Qwest Strategies
    • Management and Financial Items
    • Network Items
    • Summary and Forecast of Qwest Strategies
  • Comments on the Strategies of the Major Competitors

Summary of Forecasts

  • General Economic Forecasts
  • Telecommunications Economic Forecasts - 2009
  • Advanced Access Architectures
  • AT&T
  • Verizon
  • Qwest
  • Wireline to Wireless
  • Google Voice/Google Forecast
  • Overbuilding

Appendix I - Advanced Access Architecture Plans

  • AAA Deployment Forecast Summary
    • AT&T
    • Verizon
    • Qwest
  • Forecast Size of Deployments
  • Forecast of Homes Passed
  • Penetration Rates

Appendix II - Overbuild

  • Overbuild - How?
  • Overbuild - Significance
  • A New Type of Competition
  • Summary of Overbuild Forecasts

Appendix III - Vision Planning Primer

  • What Is Vision Planning?
  • Development of a Vision
  • Vision Planning - Examples
  • IBM Example
  • Lincoln Example from the Civil War
  • The Vision Planning Pyramid
  • The Vision Planning Process
  • 1. Vision statement
    • Service Vision Example
  • 2. Develop a view of the future environment and test.
  • 3. Restatement
  • 4. Backwards deployment (Implementation Plan)
  • Service Implementation Plan Example
  • Summary of Vision Planning

Table of Figures

  • Figure 1: Lightwave Network
  • Figure 2: Planning Environment
  • Figure 3: Telecommunication Capital Expenditures Actual and Forecast
  • Figure 4: Telecommunications Economic Forecasts
  • Figure 5: Forecast for Google Voice
  • Figure 6: Summary of Competitive Position: Pre-Mergers
  • Figure 7: Revised Competitive Structure Due to IXC Purchases
  • Figure 8: RBOCs Subsume IXCs and CLECs
  • Figure 9: RBOCs vs. Cable Companies
  • Figure 10: Telcos vs. Cable Companies - 2009
  • Figure 11: Verizon Wireline vs. Data Revenues
  • Figure 12: Verizon Loss of Main Lines vs. Data Revenue
  • Figure 13: Verizon Wireless vs. Wireline Total Revenue
  • Figure 14: Wireless Competition
  • Figure 15: Forecast for Wireline to Wireless Migration
  • Figure 16: The Super Competitors
  • Figure 17: Google as a Serious Threat
  • Figure 18: Google Strategies
  • Figure 19: Verizon Strategies
  • Figure 20: AT&T Strategies
  • Figure 21: Qwest Strategies
  • Figure 22: Forecast Homes Passed Cumulative - All Technologies
  • Figure 23: Forecast Homes Passed Annually - By Company - All Technologies
  • Figure 24: FTTX vs. High-speed Accesses vs. US Households
  • Figure 25: Verizon's NOOF Arrangement
  • Figure 26: Forecasted Overbuild Strategic Outcome
  • Figure 27: IBM's Gerstner's Corollaries
  • Figure 28: Vision Planning Pyramid
  • Figure 29: Vision Planning Approach
  • Figure 30: Traditional Planning Approach
  • Figure 31: Tom Peter's List of Good Vision Attributes
  • Figure 32: Davenports' Visioning Process
  • Figure 33: Service Vision Statement Example
  • Figure 34: Vision Statement Examples
  • Figure 35: Example of Vision Statement and Implementation Plan for Service
  • Figure 36: Summary of Points about Vision
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