North American Triple Play Outlook

Table of Contents

1 ANALYSIS OF NORTH AMERICAN ILEC AND MSO TRIPLE PLAY STRATEGIES

• Introduction
  • Disclaimers
  • Overview
  • Table of Contents
  • Executive Summary
• Competitive Landscape
  • Telecom Services Competitor Matrix
  • The ILEC View of The World
  • U.S. ILEC Access Line Loss Sources
  • MSO: The Main Competitor
  • MSO: Video Strength
  • A Third/Fourth Player: The Main Threat in the Long-Term
  • What About IXCs / CLECs?
  • The MSO View of The World
  • MSO Strategy Overview
  • MSO Video Strategy: Defend
  • MSO Data Strategy: Develop
  • MSO Voice Strategy: Attack
• The Strategic Importance of the Triple Play
  • Service Provider Corporate Strategy Positioning
  • ILEC / MSO Battlefield: Bundle Versus Bundle
  • Two-Player Market Becoming a Multiple Player Market
  • Bundling Rationale (ILECs)
  • Bundling Rationale (MSOs)
• Service Provider Implementation Plans for the Triple Play
  • ILEC FTTX Plans - Summary
  • ILEC RFP Plans: Bell South Deploys Broadband Infrastructure
  • ILEC RFP Plans: Qwest Has no Current RFPs
  • ILEC RFP Plans: SBC Deploys Broadband Infrastructure
  • ILEC RFP Plans: Verizon Deploys Broadband Infrastructure
  • Canadian ILECs: Bell Canada
  • Canadian ILECs: MTS / Allstream
  • Canadian ILECs: Telus
  • U.S. MSO Strategy IP Telephony Deployments
  • MSO Plans: Cablevision
  • MSO Plans: Comcast
  • MSO Plans: Cox
  • MSO Plans: Time Warner Cable
  • Canadian MSO IP Telephony Deployment Plans
  • Canadian MSO: Rogers Communications
  • Canadian MSO: Shaw Communications
  • Canadian MSO: Videotron (Quebecor)
  • What About Vonage?
• How the Triple Play Impacts An Operators Bottom Line
  • Potential ARPU Impacts
  • ILEC Potential Revenue Mix / Home: 2003 x 2010
  • MSO Potential Revenue Mix / Home 2003 x 2010
  • Evidence that the Bundle Works
  • A Closer Look at Coxs Experience
  • Benefits to the Customer
• Impact of Regulatory Constraints on Operators Triple Play Strategies
  • UNE-P and Its Triple Play Impact
  • June 2004 UNE Ruling Impacts
  • The October Fiber Ruling and Its Implications
  • U.S. VoIP Regulation Backdrop
  • Canadian VoIP Regulation Backdrop
• Market & Technology Issues
  • Triple Play Impact of POTS
  • IP Multi-Cast Usage for TV Programming: Issues
  • FTTN Pros and Cons
  • FTTP Pros and Cons
  • FTTX Associated Last Mile Technologies: Distance Tradeoff
  • US RBOC Loop Length Analysis
  • Expected MSO CAPEX / Customer
• A Look at Some Triple Play Offerings (North America)
  • US ILEC Triple Play Offerings
  • Canadian ILEC Triple Play Offerings
  • US MSO Triple Play Offerings
  • Canadian MSO Triple Play Offerings
• Conclusions
  • Concluding Remarks
• Awards
  • Infrastructure Vendor Market Leadership Award
  • Competitive Strategy Leadership Award
  • Product Innovation Award
• Appendix
  • Alternative Last Mile Technologies
  • Broadband Wireless: WiFi / WiMax
  • PONs: Passive Optical Networks
  • VDSL: An Alternative to Satellite
  • Broadband Over Power Lines (BPL)
  • What will the "killer apps" be?
  • Glossary