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This report addresses the rise of data telecommunications as they are expected to become substantially larger than the traditional voice telephony market. Data communications over wireline facilities are facing explosive growth as supply chain efficiencies and partnering creates increasing demand for broadband communications.
RBOC growth relates to the provision of these digital data services. Revenues from data services depend on the type of service provided. Provision of business switched access lines represent a core business for the RBOCs. Data services and products are provided over non-switched access lines.
Non-switched access
lines are suited for high-capacity applications. Uses include bulk
data transmission, video conferencing, automated teller machines,
check/credit card authentication, multimedia and interconnection
with wireless networks.
RBOC
Strategies Market Assessment
2001-2006
Market
Strategies
Market
Opportunities
Market
Forecasts
BROADBAND GROWS THE NUMBER OF ACCESS LINES
Strategic Positions In Balance
Strategic Positioning Creates Market Opportunity
RBOC
DATA
MANY EXISTING MARKET OPPORTUNITIES
MANY NEW MARKET OPPORTUNITIES
PARTICIPANTS IN HIGH GROWTH DATA MARKET SEGMENTS
POSITIONS TO TAKE ADVANTAGE OF INTERNET OPPORTUNITIES
WinterGreen
Research, Inc.
Lexington,
Massachusetts
www.wintergreenresearch.com
The
Study Gives Detailed Information About RBOC Data Market Participation
Rboc
Data strategies, opportunities, and forecasts POSITIONing
TO PARTICIPATE IN HIGH GROWTH SEGMENTS
MARKET STRATEGIES FORECASTS
2001 TO 2006
CHECK
OUT THESE KEY TOPICS
Data
as a significant aspect of global market computing systems
Market
Strategies for Voice over DSL
Internet
Driving the Data Networking Market
Market
Growth Opportunities
RBOC
Role in the Proliferation of the Internet
–Established
and efficient global management
Internet
computing applications
Evolution
of data servers
Market
Forecasts
Worldwide
Market Shares
Data telecommunications is expected to become substantially larger than the traditional voice telephony market. The RBOCs have positioned to expand operations in the data communications market. Data communications over wireline facilities are facing explosive growth as supply chain efficiencies and partnering creates increasing demand for broadband communications.
Key
Drivers In RBOC Data Growth:
Provision
of digital data services
Demand
for non-switched access lines
Demand
for broadband
E-business
demand for greater capacity per line than a traditional switched access lines
Internet
growth
Supply
chain automation
Evolution
of high-capacity applications
Web
hosting demand
Application
services over a network
REPORT
METHODOLOGY
This
is the Fifty-first report in a series of market research reports that provide
forecasts in communications, telecommunications, the internet, computer,
software, and telephone equipment. The
project leaders take direct responsibility for writing and preparing each
report. They have significant
experience preparing industry studies. Forecasts
are based on primary research and proprietary data bases.
Forecasts reflect analysis of the market trends in the segment and
related segments. Unit and dollar
shipments are analyzed through consideration of dollar volume of each market
participation in the segment. market
share analysis includes conversations with marketing directors, distributors,
leading market participants, and companies seeking to develop measurable market
share. Over 200 in depth interviews
are conducted for each report with a broad range of key participants and opinion
leaders in the market segment.
The
Evolution of Data Servers is an Indication of the Value of Keeping Data
Independent of the Applications
in
which it is Processed.
Network
Computing Changes Market Dynamics.
YOU
MUST HAVE THIS STUDY
Table
of Contents
RBOC
Data Communications Executive Summary
ES.1 Key Market Drivers ES-1
ES.2 Summary RBOC Data Market Shares ES-3
ES.3 Summary RBOC Data Forecasts ES-5
ES.4 RBOC Access Line Equivalents ES-6
RBOC
Data Market Description
1.1 Internet Driving Market 1-1
1.2 Market Dynamics 1-3
1.2.1 Volume Of Data 1-5
1.3 IT Infrastructure 1-6
1.4 Quality Of Service (QoS) 1-9
1.5 Data Network Market Driving Forces 1-10
1.6 Network Segments 1-14
1.7 Optical Internet 1-14
1.7.1 Noncaptive Data 1-15
1.7.2 Independent Data Function 1-15
1.7.3 Intelligent Data Networks 1-16
1.8 Availability Of Information 1-17
1.9 Global Economy 1-18
1.9.1 Intensifying Competition On A Global Scale 1-21
1.10 Change In Data Markets 1-22
1.10.1 Packet-Switching Systems 1-24
1.11 Web Hosting 1-25
1.12 Web Hosting Market Driving Forces 1-28
1.13 Application Service Provider Provisioning 1-30
1.13.1 Data Center Market Driving Forces 1-31
1.13.2 Applications 1-32
1.13.3 Key Features Of Server Hosting Services 1-34
1.13.4 Application Hosting Markets 1-37
1.13.5 Application Availability 1-38
1.13.6 Application Service Provider (ASP) 1-39
1.13.7 Application Service Provider Companies (ASPs) 1-41
RBOC
Data Communications Market Forecasts
2.1 RBOC Digital And Data Markets 2-1
2.2 Key Market Drivers 2-1
2.3 Growth Constraints 2-4
2.4 Strategic Benefits Offered RBOC Data Customers 2-5
2.5 Application Service Providers (ASP) 2-5
2.6 Broadband Applications 2-7
2.7 Summary RBOC Data Market Shares 2-8
2.8 Summary RBOC Data Market Segments 2-10
2.9 Summary RBOC Data Forecasts 2-10
2.10 RBOC ATM / Packet 2-12
2.10.1
RBOC ATM / Packet Data Market Forecasts
2-14
2.11 RBOC Frame Relay 2-17
2.11.1 RBOC Frame Relay Data Services Market Forecasts 2-18
2.12 RBOC Leased Lines 2-20
2.12.1 Leased Line Market Driving Forces 2-23
2.13 RBOC DSL 2-24
2.13.1 Key Drivers In RBOC DSL Growth 2-31
2.13.2 ADSL, DSL Markets 2-32
2.13.3 DSL Integrated Network Solutions 2-33
2.14 Data Access Line Summary 2-34
2.14.1 RBOC Total Business Lines
Switched And Voice Line Equivalents 2-34
2.14.2 RBOC Switched Business Lines 2-36
2.14.3 RBOC Access Line Equivalents 2-39
2.15 BellSouth Total And Data Access Lines 2-45
2.15.1 BellSouth Data Transport Services 2-45
2.15.2 Bellsouth Wireless Data 2-47
2.15.3 BellSouth Interactive Marketplace 2-47
2.15.4 BellSouth Interactive Messaging Capabilities 2-47
2.16 Qwest Data Access Line Summary 2-47
2.17 SBC Data Access Line Summary 2-49
2.18 Verizon Data Access Line Summary 2-52
2.18.1 Verizon Positioning 2-55
2.18.2 Verizon DSL 2-55
RBOC
Data Target Markets
3.1 Enterprise Business Units 3-1
3.2 RBOC Data Target Services 3-2
3.2.1 Interconnection Services 3-8
3.2.2 Emerging Broadband Applications 3-10
3.3 Internet Data Services 3-16
3.4 Network Access Services 3-17
3.5 Customer Premises Equipment (CPE) 3-17
3.6 Unbundled Network Elements 3-18
3.7 Digital Subscriber Lines (DSLs) 3-19
3.8 Web Hosting 3-20
3.9 Web Hosting Competitive Factors 3-20
RBOC
Strategic Positioning
4.1 RBOC Strategic Positioning For Data Communications 4-1
4.1.1 Fiber Strategic Positioning 4-3
4.1.2
Qwest All-Optical Nationwide Network
4-3
4.2 SBC Advanced Data Services 4-4
4.2.1 SBC e-Tone 4-8
4.2.2 SBC's DSL Service 4-10
4.2.3 SBC Fiber 4-10
4.2.4 SBC DSL 4-11
4.2.5 SBC e-tone IBM and E*Trade Strategic Alliance 4-12
4.2.6 SBC Aggressively Migrates To Converged
Voice, Data, Video Network 4-13
4.2.7 SBC Voice Trunking Over ATM 4-13
4.3 Qwest 4-14
4.3.1 Network Management 4-17
4.3.2 Qwest Communications All-Optical Nationwide Network 4-17
4.3.3 Qwest High Capacity Fiber Network 4-19
4.3.4 Qwest End To End Network 4-19
4.3.5 Qwest Use Of Advanced Technology 4-20
4.3.6 Qwest Network Management 4-22
4.4 BellSouth Data Positioning 4-24
4.4.1 Bellsouth Data Convenience Services 4-24
4.4.2 Bellsouth Data Directories 4-25
4.4.3 Bellsouth Digital And Data 4-25
4.4.4 BellSouth Wireless Data 4-28
4.4.5 BellSouth Midsize And Small Business Data Strategy 4-28
4.4.6 BellSouth IBM E-Business Alliance Strategy 4-30
4.4.7 Bellsouth / IBM E-Business Initiative
Focused At Web-Enabling Small And Mid-
Sized Businesses 4-31
4.4.8 BellSouth Big Business Strategy 4-33
4.4.9 Bellsouth Telecommunications Digital And Data 4-35
4.4.10 BellSouth Enterprise And Personal
Wireless Data Solutions 4-36
4.4.11 Bellsouth Entertainment 4-38
4.5 Verizon 4-38
4.5.1
Verizon Marketing Of Data
4-41
RBOC
Company Profiles
5.1 Regional Bell Operating Companies (RBOCs) 5-1
5.2 Bellsouth 5-1
5.2.1 BellSouth Research And Development 5-2
5.2.2 Wireless 5-2
5.2.3 BellSouth 2000 Total-Revenues 5-3
5.2.4 Growth Sectors Of BellSouth Businesses 5-3
5.2.5 BellSouth Wireless 5-6
5.2.6 Strengths And Weaknesses Of BellSouth 5-6
5.3 Qwest 5-8
5.3.1 Qwest Partners 5-8
5.3.2 Alliance With Microsoft 5-10
5.3.3 Qwest High-Capacity Fiber Optic Network 5-11
5.3.4 Qwest Equity Investment In Rhythms To Position As Data DSL Provider 5-13
5.3.5 Qwest Investment In Covad To Position As Data DSL Provider 5-14
5.3.6 Strengths And Weaknesses Of Qwest 5-14
5.3.7
Qwest Revenue 2000
5-17
5.4 SBC Communications (SBC) 5-17
5.4.1 SBC End-To-End Service 5-18
5.4.2 SBC Acquisitions 5-18
5.4.3 SBC Prodigy Agreement 5-20
5.4.4 SBC / Sterling Commerce 5-20
5.4.5 SBC / DirecTV Agreement 5-21
5.4.6 SBC / Williams Communications 5-21
5.4.7 Puerto Rico Acquisition 5-21
5.4.8 Radiofone Acquisition 5-22
5.4.9 SBC Information And Entertainment 5-22
5.4.10 Directory And Electronic Advertising Services 5-22
5.4.11 Security Monitoring Services 5-23
5.4.12 Comcast Acquisition 5-23
5.4.13 Cable Television Services 5-23
5.4.14 Cable Television Licenses 5-24
5.4.15 In-Region Long Distance 5-24
5.4.16 SBC Revenue 5-25
5.4.17 SBC National-Local Trends 5-26
5.4.18 Strengths And Weaknesses Of SBC 5-26
5.4.19 SBC Project Pronto 5-30
5.4.20
SBC Wireless
5-30
5.5 Verizon 5-31
5.5.1 Verizon Domestic Telecom 5-39
5.5.2 Verizon Global Wireless 5-40
5.5.3 Verizon Bell Atlantic / GTE Merger 5-42
5.5.4 Verizon Nationwide Wireless Venture 5-43
5.5.5 Strengths And Weaknesses Of Verizon 5-43
Market
Forecasts 2001-2006 Market
Shares 2000
Based
on analysis of year 2000 revenue in multiple market segments
ES.1 Key Market Drivers ES-1
ES.2 Summary RBOC Data Market Shares ES-3
ES.3 Summary RBOC Data Forecasts ES-5
ES.4 RBOC Access Line Equivalents ES-6
Table 1-1 1-2
Classic Network Elements
Table 1-2 1-4
Market Dynamics For Data Independent Of Computer
Table 1-3 1-5
Internet Applications Driving Adoption of Data Area Networks
Table 1-4 1-6
Information Data Systems Changing Balance
Table 1-5 1-7
Information Data Component Groups
Table 1-6 1-8
Types of Modules To Which Data Units Must Connect
Table 1-7 1-9
Quality of Service Variables
Table 1-8 1-11
Data Market Driving Forces
Table 1-9 1-12
Market Changes From Messaging Middleware
Table 1-10 1-20
Market Forces For Global Economy
Table 1-11 1-21
Factors Impacting The Level Of Price And Product Competition
Table 1-12 1-22
Response To Competition
Table 1-13 1-23
Change in Local Data Communications Services
Table 1-14 1-26
Competitive Positioning For Web Hosting Markets
Table 1-15 1-27
Web Hosting Market Success Factors
Table 1-16 1-28
Web Hosting Market Driving Forces
Table 1-17 1-29
Web Hosting Market Positioning
Table 1-18 1-31
Data Center Market Driving Forces
Table 1-19 1-32
Applications Provided By ASPs
Table 1-20 1-35
Key Features Of Server Hosting Services
Table 1-21 1-36
Application Hosting Enhanced Services
Table 1-22 1-36
Factors Contributing to Ability to Manage Growth
Table 1-23 1-38
Data Application Availability Continuum
Table 1-24 1-39
Data Availability Ranges
Table 1-25 1-40
Functions of Application Service Providers (ASPs)
Table 1-26 1-41
Selected ASP Providers
Table 2-1 2-2
Key Drivers In RBOC Data Growth
Table 2-2 2-3
Uses of RBOC Data Communication
Table 2-3 2-4
RBOC Data Market Growth Constraints
Table 2-4 2-5
Strategic Benefits Offered RBOC Data Customers
Table 2-5 2-6
Functions Of Application Service Providers (ASPs)
Figure 2-6 2-9
RBOC Data Market Shares, 2000
Table 2-7 2-9
RBOC Data Market Shares, 2000
Table 2-8 2-10
RBOC Data Market Shares By Segment, Dollars, 2000
Figure 2-9 2-11
US. Data Communications Services Market Forecasts,
Dollars, 2000-2006
Table 2-10 2-11
US. Data Communications Services Market Forecasts,
Dollars, 2000-2006
Figure 2-11 2-13
RBOC ATM / IP Packet Market Shares, Dollars, 2000
Table 2-12 2-13
RBOC ATM / IP Packet Market Shares, Dollars, 2000
Figure 2-13 2-14
U.S. ATM / Packet Market Forecasts, Dollars, 2000-2006
Table 2-14 2-15
U.S. ATM / Packet Market Forecasts, Dollars, 2000-2006
Figure 2-15 2-17
RBOC Frame Relay Services Market Shares, Dollars, 2000
Table 2-16 2-18
RBOC Frame Relay Services Market Shares, Dollars, 2000
Figure 2-17 2-19
RBOC Frame Relay Market Forecasts, 2000-2006
In Millions of Dollars
Table 2-18 2-19
U.S. Frame Relay Market Forecasts, 2000-2006
In Millions of Dollars
Figure 2-19 2-21
RBOC Leased Line Market Shares, Dollars, 2000
Table 2-20 2-21
RBOC Leased Line Market Shares, Dollars, 2000
Figure 2-21 2-22
RBOC Leased Line Market Forecasts, Dollars, 2000
Table 2-22 2-23
RBOC Leased Line Market Forecasts, Dollars, 2000
Figure 2-23 2-25
RBOC DSL Subscriber Market Shares, 2000
Table 2-24 2-25
RBOC Projected DSL Subscriber Market Shares, 2001
Figure 2-25 2-26
RBOC Projected DSL Subscriber Market Shares, 2001
Table 2-26 2-27
RBOC Projected DSL Subscriber Market Shares, 2001
Figure 2-27