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The RBOCs have undertaken a torrid merger and acquisition race.The pace of change is dramatic, reflecting challenges brought by the Internet revolution.
Understand the significant differences between the evolving RBOCs.Qwest has moved to become a full service wholesale provider, stimulating competition in its region and selling bandwidth to every CLEC.Qwest has positioned as a full service application service provider (ASP).In this manner the company can leverage commodity pricing for bandwidth to participate in value added services markets.
Bell South has moved to leverage its strengths in residential markets, improving customer service, adding fiber to the curb systems in its network.BellSouth seeks to achieve competitive advantage in consumer markets.High speed Internet access leverages the company’s strengths as a local service provider.
BellSouth has undertaken a significant initiative with IBM to bring applications that support back office applications to small and midsize businesses.The IBM alliance gives small and midsize businesses access to e-business and web development software and servers.
Verizon is positioning as a major wireless supplier with a nationwide network.As pricing of wireless connections drops, people use wireless telephones to call locally and for long distance.Bell Atlantic changed its name to the name of its wireless subsidiary.
The potential to increase professional productivity via the use of wireless communications has only begun.The impact will be noticed in every industry.
SBC has positioned to transform voice communications systems into data centric systems.The company seeks to be a communications supplier for voice, data, and video.Data wireless, international, and long distance are the areas of investment.These are the market segments driving SBC revenue growth.
RBOC
Strategy Market Assessment
Opportunity To Deliver Value Added Services
RBOCs
The Big Winners
The Last Mile Becomes Increasingly Significant
POSITIONING TO PARTICIPATE IN HIGH GROWTH WIRELESS SEGMENTS
POSITIONING TO TAKE ADVANTAGE OF INTERNET OPPORTUNITIES
RBOC STRATEGIC POSITIONING FOR GROWTH
WinterGreen
Research, Inc.
Lexington,
Massachusetts
www.wintergreenresearch.com
The
Study Gives Detailed Information About The RBOCs
Verizon,
SBC, BellSouth, and Qwest:
Table
of Contents
Positioning
to Participate in changing markets
CHECK
OUT THESE KEY TOPICS
Industry
Restructuring
Market
Strategies
Market
Growth Opportunities
Service
Providers Position With Data Capability
-Local
U.S. Telecommunications Services Market Forecasts
Market
Shares
Residential
Lines
Business
Lines
Wireless
Yellow
Pages
Calling
Features
Data
The
RBOC business opportunity relates to growth of the Internet and value added
services. As local voice services
become commoditized, service providers seek to participate in high margin
services provision.
The
business opportunity relates to the Internet.
The ability to partition mainframes and offer large enterprise software
to small and mid-size businesses opens an entirely new business opportunity to
the RBOCs.
REPORT
METHODOLOGY
This
is the forty third 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.
RBOC
Local Telecommunications Services Strategy
YOU
MUST HAVE THIS STUDY
RBOC
STRATEGY EXECUTIVE SUMMARY
Executive Summary
1. Regional Bell Operating Company (RBOC)
Market Description 1-1
1.1 Communications Industry Overview 1-1
1.2 Business Opportunity 1-2
1.3 Competitive Market Aspects 1-3
.4 RBOC Description 1-4
1.5 RBOC Market Description 1-5
1.6 Reportable Business Segments 1-7
1.7 Change Drives Industry 1-8
1.8 Exchange Telecommunications Service 1-9
1.9 Change In Long Distance and Network Access Fees 1-10
1.10 Telecommunications Act Of 1996 1-11
1.10.1 Competitive Obligations 1-12
1.11 RBOC Support For Competition 1-12
1.11.1 CLECs Target Business Markets 1-14
1.12 Federal Policies 1-15
1.12.1 FCC Powers 1-15
1.12.2 Incentive Regulation 1-16
1.12.3 Universal Service 1-16
1.12.4 Access Charge Reform 1-18
1.12.5 FCC All Elements Rule 1-18
Long Distance Market Entry Based On Local Services
Competition 1-19
1.14 Price Regulation 1-19
1.15 Competitive Forces That Impact RBOC Businesses 1-20
1.16 Wireless Services 1-21
1.16.1 Wireless Technology 1-21
1.16.2 Digital Wireless Advantages 1-23
1.17 Cable Television 1-24
1.17.1 Cable Competition 1-25
1.18 Communications Switching Systems 1-26
1.18.1 Circuit-Switching Systems 1-26
1.18.2 Packet-Switching Systems 1-27
1.19 Web Hosting 1-28
1.20 Application Service Provider (ASP) 1-29
2. RBOC Services Market Forecasts 2-1
2.1 RBOC Services Market Driving Forces 2-1
2.2 RBOC Market Success Factors 2-2
2.3 Competitive Forces 2-3
2.4 Competition In Local Access Markets 2-5
2.5 RBOC Summary Market Shares 2-7
2.6 RBOC Summary Market Forecasts 2-9
2.7 RBOC Local Consumer Services Shares 2-10
2.7.1 RBOC Calling Feature Market Shares 2-12
2.8 RBOC Local Consumer Services Market Forecasts 2-13
2.8.1 RBOC Calling Feature Forecasts 2-15
2.9 Summary RBOC Data Market Shares 2-16
2.10 Summary RBOC Data Market Segments 2-18
2.11 Summary RBOC Data Forecasts 2-19
2.11.1 RBOC Data Market Segment Forecasts 2-23
2.12 RBOC Directory Services Shares 2-24
2.13 RBOC Directory Services Market Forecasts 2-26
2.14 RBOC Network Access Services Shares 2-28
2.15 RBOC Network Access Services Market Forecasts 2-29
2.16 RBOC Wireless Services Shares 2-31
2.17 RBOC Wireless Services Market Forecasts 2-33
2.18 RBOC International Services Market Shares 2-36
2.19 RBOC International Services Market Forecasts 2-38
2.20 RBOC Revenue Analysis By Segment 2-40
2.21 RBOC Capital Investment Strategy 2-41
2.22 RBOC Revenue Summary 2-42
2.23 RBOC Access Line Summary 2-45
2.23.1 RBOC Total Business Lines - Switched
And Voice Line Equivalents 2-45
2.23.2 RBOC Switched Business Lines 2-46
2.23.3 RBOC Access Line Equivalents 2-49
2.24 BellSouth Total And Data Access Lines 2-55
2.24.1 Bellsouth Residential Access Lines 2000 2-56
2.24.2 BellSouth Data Transport Services 2-56
2.24.3 Bellsouth Wireless Data 2-58
2.24.4 BellSouth Interactive Marketplace 2-58
2.24.5 BellSouth Interactive Messaging Capabilities 2-58
2.25 Qwest Access Line Summary 2-58
2.26 SBC Data Access Line Summary 2-61
2.27 Verizon Data Access Line Summary 2-65
2.27.1 Verizon Positioning 2-67
2.27.2 Verizon DSL 2-67
3. RBOC Strategic Positioning 3-1
3.1 BellSouth Strategies 3-1
3.1.1 Bellsouth Fiber-To-The-Curb (FTTC) Systems 3-4
3.1.2 Bellsouth International Strategy 3-4
3.1.3 Bellsouth International Digital Wireless Strategy 3-5
3.2 Qwest 3-6
3.3 SBC Strategy 3-8
3.4 Verizon Corporate Strategy 3-11
3.4.1 Verizon Corporate Wireless Strategy 3-13
3.4.2 Open To New Ideas 3-14
3.4.3 Diversity 3-14
3.5 Strategic Partnering And Acquisitions 3-15
3.5.1 RBOC Operator Strategic Decisions Relate To Alliances 3-15
3.5.2 New Model Of Flexible Partnering 3-16
3.5.3 Go To Market Alliances 3-19
3.5.4 BellSouth IBM E-Business Alliance Strategy 3-21
3.5.5 Bellsouth / IBM E-Business Initiative Focused At Web-Enabling
Small And Mid-Sized Businesses 3-22
3.5.6 BellSouth Big Business Strategy 3-24
3.5.7 BellSouth / Qwest 3-26
3.5.8 Qwest / Microsoft Web Sites 3-27
4. RBOC Regions and Organizational Analysis 4-1
4.1 Regions 4-1
4.1.1 BellSouth 4-1
4.1.2 Qwest 4-2
4.1.3 SBC Regions 4-2
4.1.4 Verizon 4-3
4.2 RBOC Organizations 4-3
4.2.1 Consumer Groups 4-4
4.2.2 BellSouth Organization 4-5
4.2.3 BellSouth Telecommunications Organization 4-6
4.2.4 Qwest Organization 4-8
4.2.5 SBC Organization 4-8
4.2.6 SBC Organization 4-9
4.2.7 Verizon Organization 4-12
4.2.8 Verizon Enterprise Business Unit 4-14
4.2.9 Verizon Global Wireless 4-20
4.2.10 Verizon Directory 4-21
4.2.11 Verizon Other Businesses 4-22
5. RBOC Company Profiles 5-1
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
List
of Tables and Figures
Market
Forecasts 2001-2006
Market Shares 2000
Based
on analysis of year 2000 revenue in multiple market segments
List
of Tables and Figures
Table 1-1 1-3
Varied Range Of Communication Service Providers
Table 1-2 1-5
RBOC Services And Products
Table 1-3 1-6
RBOC Business Divisions
Table 1-4 1-9
Change in Local Communications Services
Table 1-5 1-13
RBOC Competitive Obligations
Table 1-6 1-22
Digital Wireless Technology Market Advantages
Table 1-7 1-23
Digital Cellular Technology Advantages
Table 1-8 1-29
Functions Of Application Service Providers (ASPs)
Table 2-1 2-2
RBOC Services Market Driving Forces
Table 2-2 2-3
RBOC Services Market Success Factors
Table 2-3 2-4
Principal Competitive Factors In RBOC Services Markets
Table 2-4 2-4
Competitive Product Positioning For RBOC Services Markets
Table 2-5 2-6
Competitors In Telecommunication Local Access Services Markets
Table 2-6 2-7
Factors contributing to intensifying competition
Figure 2-7 2-8
RBOC Total Revenue Market Shares, Dollars, 2000
Table 2-8 2-8
RBOC Total Revenue Market Shares, Dollars, 2000
Figure 2-9 2-9
RBOC Total Market Forecasts, Revenue, 2000-2006
Table 2-10 2-10
RBOC Total Market Forecasts, Revenue, 2000-2006
Figure 2-11 2-11
RBOC Landline Local Consumer Services
Market Shares, Dollars, 2000
Table 2-12 2-11
RBOC Landline Local Consumer Services
Market Shares, Dollars, 2000
Figure 2-13 2-12
RBOC Calling Feature Revenue Market Shares, 2000
Table 2-14 2-13
RBOC Calling Feature Revenue Market Shares, 2000
Figure 2-15 2-14
RBOC Wireline Consumer Market Forecasts, 2000-2006
Table 2-16 2-14
RBOC Wireline Consumer Market Forecasts, 2000-2006
Figure 2-17 2-15
RBOC Calling Feature Market Forecasts, Revenue, 2000-2006
Table 2-18 2-16
RBOC Calling Feature Market Forecasts, Revenue, 2000-2006
Figure 2-19 2-17
RBOC Data Services Market Shares, Dollars, 2000
Table 2-20 2-17
RBOC Data Services Market Shares, Dollars, 2000
Table 2-21 2-18
RBOC Data Market Shares By Segment,
Dollars, 2000 In Millions of Dollars
Figure 2-22 2-20
US. Data Communications Services
Market Forecasts, Dollars, 2000-2006
Table 2-23 2-20
US. Data Communications Services Market
Forecasts, Dollars, 2000-2006
Table 2-24 2-21
Key Drivers In RBOC Data Communications Growth
Table 2-25 2-22
Uses of RBOC Data Communication
Table 2-26 2-24
RBOC Data Market Segments, 2000-2006
Figure 2-27 2-25
RBOC Directory Services Revenue Market Shares, Dollars, 2000
Table 2-28 2-25
RBOC Directory Services Revenue Market Shares, Dollars, 2000
Figure 2-29 2-27
RBOC Directory Services Market Forecasts, 2000-2006
Table 2-30 2-27
RBOC Directory Services Market Forecasts, 2000-2006
Figure 2-31 2-28
RBOC Network Access Revenue Market Shares, Dollars, 2000
Table 2-32 2-29
RBOC Network Access Revenue Market Shares, Dollars, 2000
Figure 2-33 2-30
RBOC Network Access Market Forecasts, 2000-2006
Table 2-34 2-31
RBOC Network Access Market Forecasts, 2000-2006
Figure 2-35 2-32
RBOC Wireless Revenue Market Shares, Dollars, 2000
Table 2-36 2-32
RBOC Wireless Revenue Market Shares, Dollars, 2000
Figure 2-37 2-35
RBOC Wireless Market Forecasts, 2000-2006
Table 2-38 2-36
RBOC Wireless Market Forecasts, 2000-2006
Figure 2-39 2-37
RBOC International Revenue Market Shares, Dollars, 2000
Table 2-40 2-38
RBOC International Revenue Market Shares, Dollars, 2000
Figure 2-41 2-39
RBOC International Market Forecasts, 2000-2006
Table 2-42 2-40
RBOC International Market Forecasts, 2000-2006
Table 2-43 2-41
Total RBOC Segment Market Forecasts, 2000-2006
Table 2-44 2-42
RBOC Capital Expenditures, Dollars, 2000
Figure 2-45 2-43
BellSouth Market Segment Revenue, Dollars, 2000
Table 2-46 2-43
Qwest Market Segment Revenue, Dollars, 2000
Table 2-47 2-44
SBC Market Segment Revenue, Dollars, 2000
Table 2-48 2-44
Verizon Market Segment Revenue, Dollars, 2000
Table 2-49 2-45
Total Access Lines, 2000
Table 2-50 2-46
Total Access Lines, 2000
Figure 2-51 2-47
RBOC Switched Access Lines As A Percent
Of Total Access Lines, 2000
Figure 2-52 2-48
RBOC Business Access Line Market Shares, 2000
Figure 2-53 2-49
RBOC Total Access Line Market Shares, 2000
Figure 2-54 2-50
RBOC Switched Access Lines As A Percent
Of Voice Grade Equivalent Access Lines, 2000
Figure 2-55 2-51
RBOC Voice Grade Equivalent Access Lines As A Percent
Of Total Switched Voice Grade Equivalent Access Lines, 2000
Figure 2-56 2-52
RBOC Voice Grade Equivalent And
Switched Access Lines As A Percent
Of Total Switched Voice Grade Equivalent Access Lines, 2000
Figure 2-57 2-53
RBOC Voice Grade Equivalent
Access Line Market Shares, 2000
Figure 2-58 2-54
RBOC Total Switched And Voice Grade Equivalent
Access Line Market Shares, 2000
Figure 2-59 2-55
Bell South Total Switched Access Lines, By State, 2000
Table 2-60 2-56
Bell South Residential Access Lines, By State, 2000
Table 2-61 2-59
Qwest Consumer Access Lines
Table 2-62 2-60
Qwest Business Lines by State, 1999 and 2000
Table 2-63 2-61
Qwest Total Access Lines By State, 1999 and 2000
Wireline Operations Residential Primary Access Lines In Thousands
Table 2-64 2-62
SBC Access Lines, 1999
Table 2-65 2-63
SBC Access Lines, 2000
Table 2-66 2-64
SBC Voice Grade Equivalents, 1999
Table 2-67 2-64
SBC Voice Grade Equivalents, 2000
Table 2-68 2-65
Bell Atlantic Switched Access Lines, 1999
Table 2-69 2-66
Verizon Access Lines, 2000
Table 2-70 2-67
Verizon / Northpoint Subscribers
Table 3-1 3-2
BellSouth Strategic Goals
Table 3-2 3-7
Qwest Strategic Goals
Table 3-3 3-9
SBC Strategic Goals
Table 3-4 3-12
Verizon Strategic Goals
Table 3-5 3-16
RBOC Model Of Flexible Partnering
Table 3-6 3-17
Structure Of RBOC Strategic Alliances
Table 3-7 3-17
Go To Market Alliance Structure
Table 3-8 3-18
Examples Of RBOC Strategic Alliances
Table 3-9 3-25
BellSouth Big Business Strategy
Table 4-1 4-3
RBOC Major Customer Bases
Table 4-2 4-4
RBOC Consumer Services
Table 4-3 4-5
BellSouth Reportable Operating Segments
Table 4-4 4-9
SBC Operating Subsidiary Groups
Table 4-5 4-10
SBC Merger Reorganization Initiatives
Table 4-6 4-15
Verizon Enterprise Services
Voice Switching/Processing Services
Table 4-7 4-16
Verizon Network Optimization Enterprise Services
Table 4-8 4-16
Verizon Video Enterprise Services
Table 5-1 5-3
Growth Sectors of BellSouth Businesses in 2000
Table 5-2 5-5
BellSouth Customer Growth Market Drivers
Table 5-3 5-7
Strengths and Weaknesses of BellSouth
Table 5-4 5-9
Qwest Partners
Table 5-5 5-10
Qwest Network Resource Optimization Factors
Table 5-6 5-13
Qwest Network Advantages
Table 5-7 5-14
Strengths and Weaknesses of Qwest
Table 5-8 5-27
Strengths and Weaknesses of SBC
Table 5-9 5-39
Verizon Wireline Telecommunications Services Offerings
Table 5-10 5-41
Verizon Global Wireless Telecommunications Services
Table 5-11 5-42
Verizon Global Directory Domestic And International
Publishing Business Aspects
Table 5-12 5-43
Strengths and Weaknesses of Verizon
RBOC
Market Dynamics
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of these Key Topics Have Phenomenal Subcategories
about
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WinterGreen
Research, founded in 1985, provides
strategic market assessments in telecommunications, communications equipment,
health care, and advanced computer technology.
Industry reports focus on opportunities that will expand existing markets
or develop major new markets. The
reports assess new product and service positioning strategies, new and evolving
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Market shares are provided. Leading
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and strategic alliances are discussed. The
principals of WinterGreen Research have been involved in analysis and
forecasting of international business opportunities in telecommunications and
advanced computer technology markets for over 30 years.