what will the internet industry look like in 2007? thursday 09 th september 2004
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What will the Internet industry look like in 2007? Thursday 09 th September 2004. What will the Internet industry look like in 2007? Thursday 09 th September 2004. Presented by: Winston Smith Portfolio Manager: MyWireless. Internet Week ISPA. Internet in 2007. by winston smith. - PowerPoint PPT PresentationTRANSCRIPT
What will the Internet industry look like in 2007?
Thursday 09th September 2004
Internet Week ISPA
Internet Week ISPA
What will the Internet industry look like in 2007?
Thursday 09th September 2004
Presented by: Winston SmithPortfolio Manager: MyWireless Presented by: Winston SmithPortfolio Manager: MyWireless
Internet in 2007
by winston smith
What it will NOT look like !
Telkom
Life cycle
Time
Internet in 2007
by winston smith
What it will NOT look like !
TRANSTEL
Digital Access Index
Source: IEEE Spectrum and ITU78
Internet in 2007
by winston smith
What it will NOT look like !
5.4% 1.5%
92.4%
1%
Analogue
ISDN
ADSL
LL
Internet in 2007
by winston smith
Our View
De-regulated market
More affordable access bandwidth
Single platform to provide voice / data / video services
Ubiquitous devices to access all multimedia services and applications
IP as the dominant medium for Telecommsservices
Internet in 2007
by winston smith
Our View Multiple providers of wireless broadband
services offering ubiquitous
The “G” will not matter – access and cost the driverswill
Data services will be billed / offered in packages similar to mobile voice
Partnering of access providers with PC vendors and content providers – the likes of a AOL / Time Warner with Apple as a bundled solution
VoIP will only be lucrative as part of a bundled solution
Home networking is a norm – rather than an exception – bigger market than pure appliances only
80% of residential fixed line calls – via packet switched networks
20% of total voice calls are unmanaged IP based Internet users complain that 1Mb is a pathetic
Internet service!
Our View
Internet in 2007
by winston smith
STM16 is the preferred access medium for ISP core networks
G.SHDSL has been offered by some providers to the home user – 2.3Mbps
10% of the market - Metro Ethernet for business users
Triple services are available – across various devices
IP Voice services will be carried on SIP V10?
Our View
Internet in 2007
by winston smith
Multi-functional informational appliances – combining IP telephony, Internet, video conferencing, personal video recorders and TV and a PC – available below US$250
Your mobile phone has more memory capacity than your current PC
There are more IP addresses in the appliances in your home than the LAN in your current office
Radical View – Truth or Not!
Internet in 2007
by winston smith
Customers have more choices
Greater flexibility offerings
Mobility in everything
Focus shifts from technology to economics – supplier, service provider and the consumer
Our View
Internet in 2007
by winston smith
Internet in 2007
by winston smith
What we believe it WILL look likeNew MCO, xNO with their Partnered Content Providers
Life cycle
Time
The current incumbents
Internet in 2007
by winston smith
What it WILL look like!
TRANSTEL
Digital Access Index
Source: IEEE Spectrum and ITU
Best in Southern Hemisphere
Internet in 2007
by winston smith
What it WILL look like !
Access mediums
10%5%
7%1%
65%
12% Analogue
ISDN
xDSL
LL- copper
BBW-mobile
BBW-fixed
Our Goal by 2007
Internet in 2007
by winston smith
THANK YOU