F R O S T & S U L L I V A N맺볊뗧탅맜샭랢햹랽쿲폫훐맺뗧탅웳튵맜샭쿖듺뮯횮슷췵좫Frost & Sullivan훐맺쟸ퟜ닃놱뺩탅닺킭믡뗧탅퓋펪맜샭룟벶퇐쳖믡September 26th, 2002 / Beijing, China
Frost & Sullivan: A Growth Consulting Firmf r o s t & s u l l i v a n
StratecastPartners: A Frost & Sullivan SubsidiaryCOS:DSGS:Competitive OperatorData/Internet ServicesStrategiesGrowth StrategiesCOS II:HOSTS:Tier 2Application HostingOperatorsStrategies & :CSotrallteacbasot rPaarttinoernsInsight for ExecutivesCSNA:OSSCS:Convergence StrategiesOperations Support System&Competitive StrategiesNetwork ArchitecturesCommunications Marketf r o s t & s u l l i v a n
쓚죝n뗧탅맜샭뗄퇝뷸n뗧탅퓋펪햽싔랽쿲톡퓱n뗧탅퓋펪웳튵맜샭nBSS/OSS뗄붨짨벰웤퓚맜샭훐뗄ퟷ폃n붨솢쿖듺뮯뗄뗧탅퓋펪웳튵f r o s t & s u l l i v a n
뗚튻늿럖뗧탅맜샭뗄퇝뷸f r o s t & s u l l i v a n
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뗧탅퓋펪튵뗄쳘뗣뗧탅뺭볃뗄쳘뗣ꎺ뗧탅퓋펪맜샭뗄쳘뗣ꎺn맦쒣뺭볃탔n듓튵컱슢뛏떽뢴퓓볛횵솴훐뗄뗘캻횮헹n랶캧뺭볃탔n맜샭ꆢ럾컱ꆢ쫐뎡폫벼쫵룟뛈튻쳥뮯n췢늿뺭볃탔n듓믹뒡럾컱쳡릩짌떽폩샖럾컱쳡릩짌뗄맽뛉f r o s t & s u l l i v a n
뗧탅퓋펪웳튵햽싔맜샭웳튵랽쿲웳튵햽싔맜샭볙짨웳튵쓜솦f r o s t & s u l l i v a n
AT & TnChairman & CEO: Michael ArmstrongnStrategy: in order to maintain its position as a leading provider of telecommunications services to both businesses and consumers, AT&T would be required to provide a full complement of services, and most importantly would need to develop and maintain direct links to those customers. nAcquisition: –Teleport Communications Group (TCG): $11 billion–TCI and MediaOne: $100 billionf r o s t & s u l l i v a n
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AT & T릫쮾뷡릹Chairman& CEOPresidentCTO & PresidentSenior EVPEVPAT&T ConsumerAT&T Lab& CFOHuman ResourcesEVPPresidentEVPEVPAT&T BusinessAT&T NetworkLaw & governmentStrategy & BDf r o s t & s u l l i v a n
AT & T릫쮾뷡릹AT & TCorporateStrategyInvestor RelationsBusinessConsumerBrand ManagementAT & T Solution$5 billion revenueBusiness7,500 IT professionals& Salesf r o s t & s u l l i v a n
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BELLSOUTHnStrategy: –Achieve performance that meets or exceeds consensus estimates.–Record industry-leading EBITDA margins.–Pursue profitable business expansion opportunities and forego those carrying a substantial amount of potentially unwarranted risk.–Continue to strengthen the company's ability to deliver comprehensive service packages to both consumer and business customers in the Southeastern : Nonef r o s t & s u l l i v a n
BELLSOUTH뛌웚쒿뇪nEstablishing a leadership position in providing broadband/data services to residential and business customers in its region, by successfully integrating the company's technology and marketing capabilities. nOn the business services front, successfully leveraging partnerships with companies such as IBM, Predictive Systems and EDS in providing data solutions to large business customers. Gaining long distance entry -BellSouth has stated that it hopes to obtain Section 271 approvals to provide long distance service in most of its states by the end of 2002. nEvolving its infrastructure for continued growth -key initiatives driving BellSouth's network transformation include: DSL, Gigabit Ethernet, OC-192/Multi-Service Provisioning Platform, IP/MPLS, and packet voice. nBuilding/expanding its wireless business. nMaintaining service excellence -BellSouth has historically received high ratings on a consistent basis for its customer service and has made it a priority to maintain these r o s t & s u l l i v a n
BELLSOUTH릫쮾뷡릹BellSouth쓏놴뛻춨톶Cingular삭쏀릫쮾맺쓚맣룦/돶냦쫐뮰뎤춾쫽뻝폫뮥솪췸f r o s t & s u l l i v a n
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탂럾컱뗄뎢쫔nHome networking trial in 2001, with nApplications -BeVocaland launch in home networking trial in nTape back-up in mirroring in Call Diversion in regional IP backbone nVoice over ADSL (ATM) trial in (BRIB) in End User Aggregation for nIP Centrex trials in 2002 for large ADSL in 2002. and small business customers, and nGigabit Ethernet launched in special assembly in Voice Tandem IP-VPN trial in services in r o s t & s u l l i v a n
캢죭Microsoft TVMSNMicrosoft .NETf r o s t & s u l l i v a n
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Microsoft TV햽싔n캢죭쓜릻쳡릩n뿍뮧뗄톡퓱–닺욷ꎺMicrosoft TV–싲닺욷ꎬퟔ벺쳡릩럾컱–럾컱ꎺMSN TV–싲닺욷튲싲럾컱–뷢뻶랽낸ꎺUltimate TV–좫쳗릺싲ꎬ솪뫏욷없f r o s t & s u l l i v a n
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뗚뛾늿럖뗧탅퓋펪햽싔랽쿲톡퓱f r o s t & s u l l i v a n
뗧탅퓋펪햽싔훘뗣쫐뎡뇤뮯쳘뗣ꎺ뗧탅퓋펪햽싔훘뗣ꎺn잿뗷뛔랽쿲뗄ퟜ쳥냑컕n듓튻룶춬훊뮯뗄춳튻듳쫐뎡훰붥퇝뇤돉튻좺틔n잿뗷튵컱쒣쪽ꎨ릲춬엠뿍뮧랽뇣탔뫍폩샖캪훷폽쫐뎡+샻죳럖쿭ꎩ뗄킡펦폃쫐뎡뗄ퟜ뫍n잿뗷뛔뿍뮧탨쟳뗄짮죫n볛횵솴뢴퓓탔퓶볓ꎬ쫐랢뻲뫍듙쿺뎡떯탔퓶볓ꎬ쫐뎡잰뺰뗄늻좷뚨탔퓶볓n잿뗷웳튵맜샭맦랶뮯뛔햽싔뗄횧돖f r o s t & s u l l i v a n
뗧탅퓶횵튵컱랢햹죈뗣n만뚨뗧뮰췸퓶횵뗧탅튵컱n폎쾷쫐뎡–뫴뷐훐탄폫뿍뮧맘쾵맜샭–Mobile Gamingn틆뚯췸퓶횵뗧탅튵컱–Online Gaming–뛌탅럾컱n탅쾢럾컱폫뗧뮰믡틩쾵춳–믹폚캻훃뗄틆뚯퓶횵튵컱–만뚨췸n틲쳘췸퓶횵뗧탅튵컱–틲쳘췸–ASP/Hosting Service Providersn뗧ퟓ짌컱쫐뎡n웤쯻쫽뻝뒫쯍췸싧뗧탅퓶횵튵컱–틲쳘췸–VPN–틆뚯뗧ퟓ짌컱f r o s t & s u l l i v a n
훐맺뗧탅퓶횵튵컱돉릦뗄맘볼뛾쫐뎡잱솦듳튻뗧ퟓ짌컱펦폃럖틆즢뚯탅쾢캻훃펦폃떥튻폎쾷럾컱ASP/췐맜CRMVP뿉N쫓뗧뮰믡틩죽잱솦쿠뛔뷏킡쯄f r o s t & s u l l i v a n
쫐뎡믺믡럖컶n튻쿳쿞ꎨ쫐뎡잱솦듳ꆢ펦폃떥튻ꎩꎺ–믹뒡퓋펪짌뛀솢뺭펪ꎬ믲폫짙쫽햽싔믯냩뷡쏋n뛾쿳쿞ꎨ쫐뎡잱솦듳ꆢ펦폃럖즢ꎩꎺ–믹뒡퓋펪짌쳡릩욽첨뫍펮샻쒣쪽ꎬ듳솿럾컱쳡릩짌뾪췘쫐뎡n죽쿳쿞ꎨ쫐뎡잱솦킡ꆢ펦폃럖즢ꎩꎺ–듳탍럾컱쳡릩짌뗄뢽볓럾컱ꎬ믲킡탍럾컱쳡릩짌뗄퓶횵럾컱n쯄쿳쿞ꎨ쫐뎡잱솦킡ꆢ펦폃떥튻ꎩꎺ–럾컱쳡릩짌폫믹뒡퓋펪짌룷ퟔ뛀솢뺭펪f r o s t & s u l l i v a n
뗧탅퓶횵튵컱돉릦뗄맘볼n뷷짷쳴톡럾컱쇬폲ꎬ쫂잰뺭맽돤럖싛횤ꎬ놣횤햽싔쮼슷쟥컺ꎬ폐쏷좷뗄쒿뇪뿍뮧좺ꎬ튵컱쒣쪽뫍펮샻쒣쪽쏷쿔n믹뒡퓋펪짌폫럾컱쳡릩짌뗄뫏ퟷ맘쾵훁캪훘튪ꆣ폫뿍뮧ퟮ뷼뗄튻랽붫ퟮ훕펮뗃훷뚯ꎬ떫췸싧풴퓚뺺헹훐쫇튻룶뫜듳뗄돯싫n뛔믹뒡짨쪩뗄춶죫탨킡탄뷷짷ꎬ힢훘뛌웚펮샻쓜솦ꎬ힢훘쫐뎡뾪췘n맦랶뮯맜샭ꎬ탨폐솼뫃뗄퓋펪횧돖쾵춳뫍럾컱훊솿놣헏f r o s t & s u l l i v a n
훐맺랢햹뗧ퟓ짌컱뗄붨틩n훐맺뗧ퟓ짌컱잱솦뻞듳ꎬ쳘뇰쫇틆뚯뗧ퟓ짌컱ꎬ뿉틔쿔훸퓶볓ARPU횵n폫틸탐횮볤뫏ퟷ폫뺺헹뗄맘쾵늢듦ꎬ죧뫎붨솢췪짆뗄믹뒡짨쪩뫍쇩믮뗄튵컱쒣쪽쫇돉릦뗄맘볼n뗧ퟓ짌컱쫐뎡퓚훐맺뗄웴뚯쫇튻룶뇤맛쓮뗄맽돌ꎬ뿉틔듓볲떥뗄펦폃뾪쪼훰늽삩듳ꎬ춬쪱탨튪쳡릩짌듓쿖퓚뾪쪼엠퇸탂뗄횧뢶쾰맟f r o s t & s u l l i v a n
훐맺랢햹틆뚯폎쾷튵컱뗄붨틩n훐맺틆뚯폎쾷쫐뎡잱솦뻞듳ꎬ떫퓚뫜듳돌뛈짏좡뻶폚쳡릩짌뗄쫐뎡뾪췘릤ퟷn퓚뛔쫐뎡짮죫럖컶믹뒡짏쳡돶뗄튵컱쒣쪽붫쫇퓋펪짌뫍펦폃럾컱쳡릩짌뫏ퟷ뾪췘쫐뎡돉냜뗄뻶뚨탔틲쯘n돖탸늻뛏뗄쫐뎡듙쿺쫇틆뚯폎쾷튵컱돉릦뗄놣횤f r o s t & s u l l i v a n
뗚죽늿럖뗧탅퓋펪웳튵맜샭f r o s t & s u l l i v a n
탂튵컱쪵쪩ꎺ햽싔닣뗄ힼ놸뗧ퟓ짌컱E-commerceM-commercef r o s t & s u l l i v a n
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PAYBOXnCountry of operation: Germany, Sweden, Spain, Austria and the stakeholders: –Deutsche Bank -German banking group–Debitel-German telecom operatornNotable dates: –May 2000 -Commercial launch in Germany –November 2000 -Commercial launch in Sweden –December 2000 -Commercial launch in Spain –February 2001 -Commercial launch in Austria –September 2001 -Commercial launch in the r o s t & s u l l i v a n
MOBIPAYnCountry of operation: Spain. Has interest in international stakeholders: –Telefonica-network operator.–Vodafone -network operator.–Amena-network operator.–BBVA (BancoBilbaoVizcayaArgentaria) -Spanish banking group.–BSCH (BancoSantanderCentral Hispano) -Spanish banking group.–Sermepa-payment processor.–Sistema4B -payment processor.–Euro 6000 -payment r o s t & s u l l i v a n
탂튵컱쪵쪩ꎺ듓햽싔떽뺭펪틆뚯폎쾷튵컱EmbeddedWeb-basedMessagingDownloadable-basedf r o s t & s u l l i v a n
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틆뚯폎쾷쫐뎡볛횵솴f r o s t & s u l l i v a n
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탂튵컱쪵쪩ꎺ듓뺭펪떽벼쫵틆뚯뫅싫ꎨPortable Numberꎩ튵컱n웕춨뗧뮰튵컱뗄뾪춨n틆뚯뫅싫튵컱뗄뾪뚯–럾컱첸에–뫅싫틆뚯럾컱첸에–럖엤췸싧짨쪩–럖엤틆뚯뫅싫췸싧짨쪩–뾪춨럾컱–췸싧춨횪–춨횪볆럑뫍웤쯻쿂폎럾컱–죎컱닺짺–뾪춨럾컱–춨횪볆럑뫍웤쯻쿂폎럾컱f r o s t & s u l l i v a n
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뗚쯄늿럖BSS/OSS뗄붨짨벰웤퓚맜샭훐뗄ퟷ폃f r o s t & s u l l i v a n
ITU폫뗧탅맜샭췸싧ꎨTMNꎩn튵컱맜샭닣ꎺ릫쮾뗄ퟮ룟뻶닟ꎬ냼삨틽뷸믲춣횹쒳쿮튵컱ꎬ뫢솿튵컱떥캻뗄킧틦ꎬ폫램맦뫍맦뚨놣돖튻훂뗈n럾컱믲닺욷맜샭닣ꎺ릫쮾뗄튵컱늿쏅ꎬ뻶뚨죧뫎뛔췢쳡릩럾컱ꎬ죧뫎듙쿺ꎬ쫛뫳럾컱뗈n췸싧맜샭닣ꎺ샻폃IT췸싧놣횤럾컱뗄쮳샻쳡릩n풪쯘맜샭닣ꎺ놣횤췸싧뗄룷룶늿럖헽뎣퓋f r o s t & s u l l i v a n
TMN럖닣맜샭뷡릹뛋떽뛋뗄튵컱맜샭맜샭튵컱탨쟳럾컱맜샭췸싧맜샭뇪ힼ폫벼믹놾풪쯘맜샭쫵뒴탂f r o s t & s u l l i v a n
듓췸싧맜샭싛첳떽뗧탅맜샭싛첳1994쓪뛔쫀뷧냋듳뗧탅퓋펪짌뗄뗷닩쿔쪾ꎺꎨBritish Telecom, Mercury One2One, GTE, Bell Atlantic, NTT Communications, France Telecom, SITA, Unisource)n럾컱맜샭뗄룅쓮죔캴뗃떽맣랺죏뿉–늿쏅뮮럖ꎺ췸싧퓋펪늿ꆢ릤돌늿ꆢ튵컱럾컱늿ꆢ캬탞늿뗈–튵컱쳡릩ꎺ룹뻝벼쫵쓜솦쳡릩뿍뮧럾컱n뿧웳튵뗄뿍뮧쫽뻝붻뮻쫇퓋펪짌돉릦뗄맘볼f r o s t & s u l l i v a n
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뗧탅퓋펪춼ꎨTOMꎩf r o s t & s u l l i v a n
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뗧탅퓋펪춼TOM폫eTOMn좫쏦웳튵맜샭ꎺ웳튵맜샭ꆢ쿺쫛펪쿺맜샭ꆢ릩펦짌폫뫏ퟷ믯냩맜샭ꆢ웳튵횧돖릦쓜맜샭n짺쏼훜웚맜샭n뿍뮧맘쾵맜샭n짺쏼훜웚맜샭n풴맜샭n쇷돌맜샭ퟔ뚯뮯뗄얬솦f r o s t & s u l l i v a n
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뗚컥늿럖붨솢쿖듺뮯뗄뗧탅퓋펪웳튵f r o s t & s u l l i v a n
뗧탅퓋펪뿉쓜쫇훐맺뗚튻룶쇬엜쫀뷧뗄탐튵뗧탅퓋펪2005쓪쫀뷧뗚튻2005f r o s t & s u l l i v a n
훐맺퓋펪짌쫐뎡췘햹뗄쮼뾼n쟥컺뗄헻쳥튵컱햽싔ꎺ–훐맺뗧탅폫훐맺췸춨뗄쿠뮥뷸죫햽싔탐뗃춨싰ꎿ–맣뗧믡폀풶놻떲퓚쏅췢싰ꎿn붨솢폩샖탍웳튵뗄맛쓮쫇튻룶싾뎤뗄맽돌–듓ퟔ살쮮릫쮾탍뗄맜샭떽뫃삳컫뗄쒣쪽–뛔늻춬튵컱뗄ퟛ뫏맜샭–뛔볛횵솴룷룶뮷뷚뗄ퟛ뫏맜샭f r o s t & s u l l i v a n
뗧탅튵컱폫맜샭뗄헻뫏f r o s t & s u l l i v a n
OSS쪵쪩닟싔n뇘탫뛔튵컱컊쳢돤럖샭뷢nOSS쾵춳뗄듮붨뇘탫쫇캪쇋뷢뻶튵컱컊쳢ꎬ뛸늻쫇벼쫵컊쳢쎿튻룶탂뗄럾컱뗄볓퓘뚼펦룃럻뫏TOMꎬ춬쪱냼몬볆럑ꆢ쪵쪩뫍럾컱놣헏죽늿럖n뿧늿쏅뗄뫏ퟷ쫇OSS쾵춳돉릦뗄맘볼nퟮ훕폃뮧늿쏅뇘탫닎폫쾵춳짨볆맽돌n쟥컺뗄탨쟳쮵쏷쫩쫇ퟶ돶늢뺭맽엺ힼ뇘탫뗄f r o s t & s u l l i v a n
벼쫵폫쫐뎡뗄뎱쮮헽퓚훘탂쯜퓬뗧탅뗄캴살ꆣ쓣붫믡죧뫎펦뛔?
MARKET ENGINEERING SYSTEMChallengeIdentificationMarketMonitoringMarketSystemResearchMarketEngineerMarketImplementationStrategyMarketPlanningf r o s t & s u l l i v a n
f r o s t & s u l l i v a nOur Mission:Provide solution-focused servicesHelp clients become market-drivenIntegrate consulting into strategic planning and actionHeadquarters:Additional Research Offices:Silicon Valley, CaliforniaNew York, London, Singapore, Bombay, Beijing
