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Report Details

Pages: 30

Price: $795

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Companies covered in the report include:
3Com
Agere
Alcatel-Lucent
Alltel
Ameritech
Ascend
Bay Networks
Bell Atlantic
BellSouth
Cascade
Cingular Wireless
Cisco
Comcast
Deutsche Telekom
DirecTV
DSC
France Telecom
GTE
Juniper
Level3/WilTel
Lucent
MCI/Verizon
Newbridge
NYNEX
Pacific Telesis
Qwest
SBC/AT&T
Siemens/Nokia
Southwestern
Sprint/Nextel
STMicroelectronics
Telcordia
Triquint
Vonage

Published June 2006

Authors: David Gross and Sam Greenholtz

Click to download a report summary.

Overview

The current M&A binge in the telecom industry is keeping investment bankers extremely busy. It has also led some pundits to proclaim that the telecom industry is transforming back into its old Ma Bell structure. On the surface, it’s easy to see why. And, a question on countless minds - will innovation be snuffed out?

This report examines the relationship between consolidation and its impact on the expected direction of market innovations. The report examines not just why certain companies have merged, but how. In an industry dominated by relationships, understanding the underlying personal agendas and relationships of key executives offers critical insight into future directions and who will survive and who will not.

The report is based on primary, in-depth interviews with service providers, manufacturers and investment companies such as AT&T, Alcatel, Verizon, SBC, BellSouth and others. The research offers a comprehensive perspective of the industry as a whole and explains the new drivers of innovation. An analysis of how carriers compete and what services they offer are addressed in the report.

The report also sheds light on how the new "throw-away" mentality at the RBOCs is completely changing product development lifecycles and the dollar amount being spent on R&D.

Who Can Use this Report?

The report will help component suppliers, hardware vendors, and service providers understand how they should respond, where they should spend their R&D dollars, and who will be driving innovation now, both within the U.S. and globally.

This report is vital reading for a range of industry participants, including the following:

Financial Investors
Refine your view of the semiconductor and telecommunications sectors - instead of viewing each individually, they will require evaluation as one large group.

Buy-side Analysts
Gain a perspective of the valuable companies impacting the industry.

Chip & Component Manufacturers
understand how your role in the industry will change as large carriers and equipment manufacturers come together.

Equipment Vendors
Learn what affects your cost today for developing new products. Could you be overspending on R&D?

Attorneys
Changes are coming from the FCC. So, how could your clients be affected? Who should you look to represent?

Table of Contents

Does Consolidation Mean the End of Innovation?

  • AT&T and Verizon’s Toughest Competitor

Even Bigger than the New AT&T

  • Chip Driven Innovation

Built to Last Ten Minutes

New Technologies, Old Relationships

  • Why Verizon Stayed on the Sidelines
  • Why AT&T Acted so Quickly
  • Is That All?

Past & Present Situation at BellSouth

What Would They Have Called It?

Dealing with the Effects of Katrina

  • Before Nagin was Mayor
  • Potential of City of New Orleans Building its Own Network

Verizon’s Counterattack

The New Verizon

Here Today, Upgraded Tomorrow

Whither Five-9’s of Reliabity?

Impact of the Mergers on Specific Equipment Suppliers

  • Tellabs and Redback
  • Likely Supplier Combinations to Serve Verizon
  • Juniper

Changing Manufacturer & Service Provider Landscapes

A Look at Some Recent U.S. Service Provider Merger- Appearances Are Deceiving

  • Verizon/MCI
  • SBC/AT&T
  • Sprint/Nextel
  • Level 3/WiLTel

Local and LD Reunification

  • Local Operating Expenses Have to Fall Dramatically to Meet Cost Targets
  • Sitcoms Might be History to Broadcasters, but Verizon Thinks They Have a Future
  • Access Charges Are a big Story, But they don’t Sell Newspapers or Trade Journals

Conclusion

Publishers

About the Authors

  • Lead Authors
  • Other Contributors

Acronyms

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