`
The
Dawn of the Internet As A Market Force In Telecommunications
Picture
By Susie Eustis
THE
INTERNET AS A MARKET FORCE IN TELECOMMUNICATIONS:
MARKET
STRATEGIES
MARKET
FORECASTS 2000 TO 2005
Network
Integration
Packet Networks
Mobile Internet
Access
Business Exchanges
Economies of
Scale
Online Sales
Summary
Internet Telecommunications
Equipment
and Services Market Forecasts
Fortifying
End-To-End Network Integration
Optical
Networks
Routing and Switching
The
Internet is driving significant change in telecommunications markets. Circuit switch architecture is being replaced by packet
transmission.
The
Internet revolution is in response to demand for Internet connectivity. Services providers are responding to a growing number of
Internet users by evolving solutions for business to business exchanges and
for Internet site management. Economies
of scale offered to businesses by the Internet are dramatic.
Cisco
has monthly online sales that top $1 billion.
Annual operating cost savings equal $825 million.
70 percent of support calls are resolved over the Internet and customer
satisfaction has increased significantly.
The
Internet brings a revolution in every market.
The revolution impacts companies in every industry segment.
As IT managers implement online technology to achieve economies of
scale, equipment and services markets are seeing pockets of strong growth.
Internet market participants are increasing the number of strategic
alliances with large and complex organizations.
The
Study Addresses These Questions:
·
What
is driving high growth for telecommunications services?
·
What
are market trends?
·
How
do companies position?
·
Which
products are doing well?
·
Which
services are doing well?
·
How
are products positioned?
·
What
are interesting technologies?
·
What
are the successful strategic market alliances?
·
What
are market directions?
·
What
are market opportunities?
Market Opportunity Analysis
·
Shift in use of network
·
Improvement of information
availability
·
Improvement of business
efficiency
·
Impact of voice messaging and
pervasive computing
·
Application interfaces replace
custom point to point interfaces
·
Increased need to interconnect
application modules from different vendors
·
Connection to the Internet
·
Impact of broadband
·
Need to link enterprise
resources
·
Increased use of wide-area
networks
·
Adoption of centralized business
management and analysis
·
Rapid
growth of the Internet and e-commerce
COMPANIES PROFILED
ADC
Telecommunications
Advanced
Fibre Communications (AFC)
Alcatel
Agilent
Technologies
Ancor
Communications
Bosch
Cisco
Citadel
Computer
Datalogic
COMPUSA
Efficient
Networks
EMC
Ericsson
Fujitsu
Hand
Held Products
IBM
Intel
Intermec
Technologies
Infinitec
Kansai
Electric Co., Ltd.
Kinetic
Computer
LXE
Lucent
Marconi
Microsoft
Mitsubishi
Electronics
Monarch
Marking Systems
Motorola
NEC
Next
Level Communications
Nokia
Nortel
Percon
Proxim
Redback
Redknee.com
Scientific
Atlanta
Sharp
Electronics
Siemens
Sun
Microsystems
Tellabs
Telos
Trillium
TXcom
S.A.
TXOLUTIONS
Wind
River Systems
Market
Strategies
Economies of Scale
Summary Internet
Telecommunications
Equipment and
Services Market Forecasts
Fortifying End-To-End
Network Integration
Optical Networks
Internet
Telecommunications Market Definition
Internet
Revolution
Internet
Commerce
Partnering
Issues
Business
Requirements For Real Time Transactions
Network
Integration
Driving
Down Costs
Transport
Protocol
Test
Participants
Broad
Applications In The Internet
SCTP
Test Network
High-Performance
Signaling System
The
Internet As A Market Force In Telecommunications
Global Economy
Intensifying
Competition On A Global Scale
Liberalization Of
Carrier Markets
Competitive Forces
Business Forces
Driving Change
Pace Of Technological
And Product Change
2-9
Response To Change
2-10
Circuit Networks Vs
Packet Networks
Convergence of Voice
And Data
Need for Internet
Enabled Equipment
Service Provider
Deregulation Issues
Internet Protocol
(IP) Mission Critical Functionality
E-Services
E-Services Partnering
2-19
Internet
Internet users
Online services
Server markets
Web Lifestyle
2-40
Internet Hosts
Internet
Telecommunications Market Forecasts
Impact Of Internet
Customer Demands
Market Driving Forces
Market Segments
Summary Internet
Telecommunications Equipment Market Forecasts
Carrier Circuit
Switch Market Shares and Forecasts
PBX Markets
IP Telephony
Digital Loop Carrier
Market Shares
Digital Loop Carrier
Market Forecasts
Penetration Analysis
Digital Loop Carrier
Shipment Forecast
Replacement Market
Wireless Markets
DWDM Markets
Central Office ATM
Markets
LAN ATM Markets
XDSL Markets
Telecommunications
Internet services Market Forecasts
Telecommunications
Internet Services Market Forces
Competitive Forces
Customer Demands
Market Drivers
Internet Services
U.S. Internet Service
Provider Revenues
Web Hosting
Internet
Telecommunications Services Summary Forecasts
ATM Services Market
Forecasts
Integrated Network
Solutions
ADSL, xDSL, Market
Forecasts
Cable Modems
Intranet
Voice Over DSL
Telecommunications
Internet Broadband Applications
Telecommunications
Equipment Company Internet Strategies
Selected
Supplier Company Internet Strategies
Cisco
Regional
Leadership
Market Position
Acquisitions
Cisco
Positioning In Telecommunications Markets
Cisco
Assessment Of Internet
Strategic
Alliances
Online
Positioning
Business
Solutions
Vertical
Market Solutions
Internet
Ecosystem
Scale
Architecture
Building
The Future
Intelligent
Networks Beyond 2000
Internet
Business Solutions And Convergence
Lucent
Service
Provider Networks
Acquired
Companies
Customer
Relationship Management Systems
Lucent
Technology Development
Internet
Switching Architectures
Impact
of Commodity Trunk PSTN Service Markets
Internet
Architectural Model
Lucent
Bell Labs Leveraging Technical Excellence
Breakthrough
Technologies
Optical
Technology
Communication
System Impacts
Call
Centers
New
Communications Software
IP
PBX
Wireless
Technology
Network
Optimization
Virtual
Private Networks
Next-Generation
Networks
Plastic
Optical Fiber
DWDM
Wideband
Speech Coder
Bell
Labs Research
Intel
Communications
Infrastructure
Data
Center Services
Intelligent
Networks
NEC
DWDM
Small
DWDM Footprint
DWDM
OC-192 Channels
PBX
Telephony System
Optical
Network
End-To-End
Solution
Integrated
Service Node
Integrated
Wireless Communications /
Advanced
Healthcare Communications
Nortel
Optical Internet
Solutions
Enabled Through Additional Bandwidth
Customer
Interaction System And Advanced Speech Recognition
In-Vehicle
Multimedia Solution
Integrated
Ebusiness And Customer Relationship Management
IBM /
IBM MQ Integrator (MQSI)
IBM
Websphere
IBM
/ Compaq Storage Networks
Fujitsu
/ Siemens Computers
Net
Commerce
Internet
Security
Integration
For Implementation Of Modern IT Solutions
Fujitsu
/ Siemens Computer Portfolio
Global
Service And Application Support
Data
Center Technologies
Fujitsu
Translation
System
Fujitsu
Corporate Branding
Corporate
Brand Framework
Fujitsu
Group's Global Portal Site
Customer
Relationship (CRM) Solutions
Siemens
Customer
Care And Billing Solution
DWDM
Optical
Transmission Field Trials
Optimization
Between Hardware And Software Components
New
Class Of IP Appliance
Call
Processing
IP
Telephony Client Applications
Multimedia
Keyboard
Ericsson
Bluetooth
Radio Modules
Bluetooth
Wireless Technology
Ericsson
Microelectronics
Ericsson
Access Ramp
Multi-Service
Network Infrastructure
Exchange
B-Business
Partners
Ericsson
Optical Backbone
DWDM
And Erion
Infrared-Enabled
Data Over WAP
XML
Nokia
Nokia
/ Whirlpool Solutions For Networked Home
Nokia
& WAP
Telecommunications
Equipment Company Internet Strategies
(Continued)
Alcatel
LMDS
And Alcatel Wireless IP
Alcatel
Access
Alcatel
Multimedia Multiservice
WAP
And GPRS Solutions
Calls
Over The Internet
IP
and DECT Phones
Sun
Microsystems
Business
Strategy
Developing
Network Computing Products
EMC
Internet
Business
NEC
Storage
Microsoft
Telecommunications
Internet Company Profiles
ADC
Telecommunications
Revenue
ADC
and PairGain Technologies
Advanced
Fibre Communications (AFC)
Advanced
Fibre Communications / Marconi Communications
Distribution
Advanced
Fibre Communications DLC Network Access System
Platforms
Global
Presence
Advanced
Fibre Communications Revenues
Industry
Alliances
Markets
And Customers
Revenue
Geographic
Revenues
Alcatel
Alcatel
Acquisitions
Alcatel
Organization / Internet Division
Alcatel
Revenue
Networking
Enterprise
and Consumer
Agilent
Technologies
Ancor
Communications
Customers
Ancor
Strategic Positioning
Ancor
Revenue
Products
Technological
Advantages
Bosch
Citadel
Computer
Datalogic
COMPUSA
Efficient
Networks
EMC
Sales
Offices
Alliances
EMC
Acquires Data General
EMC
And Computer Network Technology Alliance
EMC
Revenue
Geographic
areas
Emc
Symmetrix Enterprise Storage Systems
EMC
Clariion Fibre Channel Storage Systems
6-40
Ericsson
Flexible
Access Products
Ericsson
Makes Strategic Investment In Saraïde.com
Acquisitions
and Investments
Fujitsu
Fujitsu
Internet
Fujitsu
Network Communications
Hand
Held Products
IBM
IBM
Revenue
IBM
Software
IBM
e-Commerce And Integrator
IBM
SAN strategy
IBM
Global Services - Mobile and Wireless
Centers
of Competency
Intel
Intermec
Technologies
Infinitec
Inteleflex™
A New Generation Digital Loop Carrier
Kansai
Electric Co., Ltd.
Kinetic
Computer
LXE
Lucent
Company
Organization
Enterprise
Products
Outsourcing
Portfolio
Lucent
Second Quarter 2000 Revenue
Lucent
1999 Revenue
Lucent
Customer Base
Lucent
Acquisitions
Acquisition
of Excel Switching
Enterprise
Product Line Expanded with Xedia Corporation Acquisition
Outsourcing
portfolio EXPANDED WITH INS
Ascend
Business Segments
Nexabit
Networks
Spring
Tide
Divestiture
Of Enterprise And Microelectronics
Marconi
Marconi
/ Reltec
Global
Presence
Mitsubishi
Electronics
Monarch
Marking Systems
Motorola
Motorola
Revenue
Telecommunications
Internet Company Profiles
(Continued)
Motorola
Strategy for Convergence
Corporate
Structure
Handset
Products
Network
Systems Segment
Commercial,
Government, and Industrial Systems Segment
Motorola
Wireless Strategic Alliances
Motorola
Customer Base
Semiconductor
Products Segment
MIT
Media Lab
Internet
and Networking Group
Strategic
Alliances
Motorola
Corporate Organization
Internet
And Networking Group
Motorola
/ General Instrument Acquisition
NEC
Switching
and Mobile Communications Systems
Communications
Systems and Equipment
Information/Communications
Systems Operations
Next
Level Communications
Outsource
Manufacturing
Customers
Equipment
Revenue
Products
Nokia
Nortel
Enterprise
Solutions
Service
Provider and Carrier Group
Nortel
Revenue
Percon
Proxim
Proxim
Target Markets
Proxim
Products
Proxim
Q4 and Year End 1999 Results
Redback
Products
Differentiation
Customers
Distribution
And Partners
Redback
Network Revenue
Redknee.com
Scientific
Atlanta
Sharp
Electronics
Siemens
Siemens
Revenue
Siemens
Information and Communication Networks Revenue
Optical
Networks
Integration,
Services and Applications (ISA)
Unisphere
Solutions
Fujitsu
and Siemens Computer Initiatives
Siemens
and NEC Team for 3G Development
Siemens
Investments
Sun
Microsystems
Tellabs
Tellabs
Advanced Switch Interfaces
Telos
Trillium
TXcom
S.A.
TXOLUTIONS
Wind
River Systems
List of Table and Figures
Summary Internet
Worldwide Telecommunications Equipment Market
Forecasts, Dollars, Total, 1999
Summary Internet
Worldwide Telecommunications Equipment Market
Forecasts, Dollars, 2005
Summary Internet
Worldwide Telecommunications Equipment Market
Forecasts, Dollars, Total, 1999-2005
Summary
Telecommunications Internet Services Market
Forecasts, Dollars, Total, 1999
Summary
Telecommunications Internet Services Market Forecasts, Dollars, 2005
Summary
Telecommunications Internet Services Market Forecasts, Dollars, Total,
1999-2005
Telecommunications
Market Partnering Issues
Supply Chain
Exchange Elements
Critical Network
Infrastructure Needs
Subnets Linked By
A Wide-Area Network Emulator (WAN)
SCTP Test Network
Scenarios
Functions Of The
Protocol
Market Forces For
Global Economy
Factors Impacting
The Level Of Price And Product Competition
Competitive Forces
Response To
Competition
Business Forces
Driving Change
Telecommunications
Equipment Provider Response To Change
ATM Market Impact
Key Strategies Of
The Internet Equipment Providers
Service Provider
Internet Strategy And Issues
Functions Of An IP
Addressing Device
Benefits Of an
IP Addressing Device
List of Table and
Figures (Continued)
E-Services
Partnering Strategy
E-Services Systems
Strategy
Assessment Of
E-Services Communications Equipment Positioning
E-Services
E-Services
Marketing Directions
E-Services Market
Positioning
E-Services Modular
Strategy
E-Services
Component Strategy
E-Services
Challenge
Internet Market
Driving Forces
Internet Purchases
Market Forecasts, Dollars, 1997-2003
E-Commerce
software Applications
Growth of Internet
Users, 1995-1999
Worldwide Growth
of Internet Users, 1995-1999
Internet User
Forecasts, 1997-2003
Worldwide Internet
Users, 1999
On-Line Services
Markets
America Online
Total Revenue
Global LAN Ports,
1998-2003
U.S. LAN Ports,
1998-2003
Servers Installed
E-Mail Messaging
Users, 1998
E-Mail Messaging
Product Shipments, 1998
Worldwide Internet
Host Servers, 1999
U.S. Internet Host
Servers, 1999
European Internet
Host Servers, 1999
Principal
Competitive Factors In Internet Markets
Competitive
Product Positioning For Internet Telecommunications Markets
Market Success
Factors for Internet Telecommunications
Internet
Telecommunications Carrier Customer Demands
Internet
Telecommunications Market Positioning
Telecommunications
Market Driving Forces
Telecommunications
Equipment Markets That Are Impacted Most By The Internet
Telecommunications
Services Markets Most Impacted By The Internet
Worldwide Internet
Equipment Telecommunications Market Segments, 1999
Worldwide Internet
Equipment Telecommunications Market Segments, 2005
Worldwide Internet
Equipment Telecommunications Market Forecasts, 1999-2005
Global
Telecommunications Central Office Equipment Shipment Forecast by Segment,
Dollars, 2000-2005
Global
Telecommunications Enterprise Equipment Shipment Forecast by Segment, Dollars,
2000-2005
Total Worldwide
Telecommunications Equipment Market Forecasts, Shipments, Dollars, 2000-2005
Worldwide Circuit
Switch Market Shares, Dollar Shipments, 1999
Worldwide Circuit
Switch Market Forecasts, Dollars, 2000-2005
Worldwide PBX
Market Shares, Dollar Shipments, 1999
Worldwide PBX
Market Forecasts, Dollars, 2000-2005
DLC Competitors
Worldwide Digital
Loop Carrier Market Shares, Dollar Shipments, 1999
Digital Loop
Carrier Market Penetration, Unit Shipment Analysis, United States, 2000-2005
Worldwide Digital
Loop Carrier Market Forecasts, Dollars, 2000-2005
Digital Loop
Carrier Shipment Analysis, United States, 2000-2005
DWDM Market
Shares, 1999
DWDM Market
Forecasts, 2000-2005
Worldwide Carrier
ATM Market Shares, Dollar Shipments, 1999
Worldwide Carrier
Core ATM Market Forecasts, 2000-2005
Worldwide LAN ATM
Market Shares, Dollar Shipments, 1999
Worldwide LAN ATM
Market Forecasts, 2000-2005
Worldwide xDSL
Market Shares, Dollar Shipments, 1999
Worldwide LAN ATM
Market Shares, Dollar Shipments, 1999
List of Tables and Figures
(Continued)
Worldwide LAN ATM
Market Forecasts, 2000-2005
Telecommunications
Internet Services Market Forces
Principle
Competitive Factors in Telecommunications Internet Services Market
Competitive
Product Positioning for
Telecommunications
Internet Services Market Success Factors
Customer Demands
Telecommunications
Internet Services Market Positioning
Carrier Market
Drivers
Global Businesses
Online Market Forecasts, 1999-2005
Descriptions of
Businesses on the Internet
Internet Access
Services Market Segments, 2005
Internet Access
Business Services Market Forecasts, 1999-2005
Internet Access
Consumer Services Market Forecasts, 1999-2005
Internet Access
Services Market Forecasts, 1999-2005
Businesses Online
Market Forecasts, 1999-2005
Dedicated Access
Web Hosing Market Forecasts, 1999-2005
Web Hosting Data
Center Market Forecasts, Dollars, 1999-2005
Internet Segment
Growth Differentiation
Summary
Telecommunications Internet Services Market Forecasts, Dollars, Total, 1999
Summary
Telecommunications Internet Services Market Forecasts, Dollars, 2005
Summary
Telecommunications Internet Services Market Forecasts, Dollars, Total,
1999-2005
ATM Services
Market Forecasts, Dollars, 1999-2005
xDSL Subscriber
Market Forecasts, 1999-2005
xDSL Market
Forecasts, Dollars, 1999-2005
Cable Modem
Subscriber Market Forecasts, 1999-2005
Cable Modem
Internet Connection and Services Market Forecasts, 1999-2005
Cable Internet
Market Forecasts, Dollars, 1999-2005
Corporate Intranet
Services Market Forecasts, Dollars, 1999-2005
Voice Over DSL (VoDSL)
Services Market Forecasts, Dollars, 1999-2005
Telecommunications
Internet Broadband Applications
Cisco Assessment
Of The Principal Competitive Factors In The Internet Markets
Cisco's
Enterprise-Wide Internet Business Solutions
Cisco's Small And
Medium Business Internet Solutions
Cisco Vertical
Markets Internet Business Solutions
Bell Labs
Breakthrough Technologies
Bell Labs Optical
Technology
Bell Labs
Next-Generation Network Innovations
Lucent
Next-Generation Network Features
Next-Generation
Network Requirements
Applications For
Broadband Sound
Lucent
ClearPresence Coder Applications
IBM MQSI V2
Functions
Web-Based
Japanese-English/English Japanese
Translation System
Features
Customer Care And
Accurate Billing Systems Features
Key Elements of
Sun Microsystems Strategy
AFC Strategic
Technology Alliances
Ancor Strategic
Positioning
Bosch Divisions
EMC Computer
Companies Resellers
EMC Alliances With
Integrators and Software Companies
EMC Notes of
Interest Third Quarter of 1999
Ericsson Portfolio
IBM Global
Services Positioning
Lucent
Acquisitions 1999
Lucent
Acquisitions 1998
Selected RelTec
Customers
Motorola Strategy
for Convergence
List of Tables and Figures
(Continued)
Motorola Wireless
Strategic Alliances
Motorola Strategic
Alliances
Motorola Corporate
Organization
Real Time Wireless
Computing Solution Examples
Redback Key
Customers
REPORT METHODOLOGY
This is the forty-second in a series of market forecasts of
communications, integration, software, and middleware infrastructure.
The project leaders have significant experience preparing industry
studies. Forecasts are based on
primary research and proprietary data bases.
In-depth interviews are conducted with a broad range of key vendor
and user participants in the market. Opinion
leaders are interviewed to determine market directions and new product
features needed.
about
the company
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 WinterGreen Research
reports assess new product and service positioning strategies; new and evolving
technologies; and technological impacts on products, services, and markets.
Market shares are estimated. Leading
market participants are profiled, and their marketing strategies, acquisitions,
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.
about
the principal authors
Ellen T. Curtiss, Technical Director, co-founder of WinterGreen
Research, conducts strategic and market assessments in technology-based
industries. Previously she was a
member of the staff of Arthur D. Little, Inc., for 23 years, as Vice President
of Arthur D. Little Decision Resources, specializing in strategic planning and
market development services. She is
a graduate of Boston University and the Program for Management Development at
Harvard Graduate School of Business Administration.
She is the primary author of Top 10 Telecommunications Company Strategies
and Global Telecommunications Strategies and Forecasts to 2002.
Susan Eustis, President,
co-founder of WinterGreen Research, has done research in communications and
computer markets and applications. She
holds several patents in microcomputing and parallel processing.
She is the author of recent studies of the Regional Bell Operating
Companies' marketing strategies, Applications Integration and Message Broker
Markets, and of studies of Internet and Intranet markets.
Ms. Eustis is a graduate of Barnard College.
Order Form
Return to:
WinterGreen Research, Inc.
Tel (781) 863-5078
6 Raymond Street
Fax (781) 863-1235
Lexington, MA 02173 USA
PDF or Print Copy
Please
enter my order for:
THE INTERNET AS A MARKET
FORCE IN TELECOMMUNICATIONS:
Strategies and
Forecasts 2000 to 2005
____Enclosed
is my check for $2800
____Please
bill my company using P.O. Number______________________
____Please
charge my American Express Card Number __________________ Exp. Date____
____Please
charge my MasterCard/Visa Card Number __________________ Exp. Date____
______Additional
copies, @ $375 (Extra copy price in effect only with initial order)
Signature x
Date
Name
Title
Company
Division
Address
City
State
Zip
Telephone
Fax
E-mail:
Please
Note: Residents of Massachusetts
and Connecticut must include appropriate sales tax.
Subscribers
outside the United States must provide prepayment in U.S. Funds