U.S. Communications Services Markets

Table of Contents

1. U.S. Communications Services Market Overview and Future Outlook

1. Introduction to the U.S. Communication Services Market

1. Title Slide

2. Legal Disclaimer

3. Table of Contents

4. U.S. Communication Services Market Introduction

5. Communication: Three Major Market Participant Types and Market Overlap

6. Market Segmentation

7. Telecom: Utilities in transformation to High Tech

8. Communication Timeline

9. Poor Investment Decisions in the 1990�fs and Early 2000�fs Reaps Dividends for Consumers

2. Overview of the U.S. Communcation Services Market

1. Overview of the U.S. Communication Services Market

2. Publicly Held Telecom and Cable Providers Focused on in this Study

3. U.S. Communications Market Size by type of Company 2003

4. Telecom Earnings for 2003:

5. Telecom Industry Retained Earnings for Select Companies 2003

6. Revenue Per Employee for Telecom Firms

7. Revenue per Employee for Cable and Satellite Firms

8. U.S. Communications Market Overview 2003 Revenue by Market Segment

9. Overall Cable and Satellite Market Share by Revenue

10. Telecom Market share by Overall Revenue for 2003

11. Communications Industry Percent of Revenue Spent on Cap Ex by Segment and Year

12. Telecom Industry Cap Ex Spending 1998-2002

13. Leading Network Equipment Vendors Wireless Networking Revenue 2003

14. Cingular Wireless Cap Ex Case Study

15. Cingular Cap Ex Projections for Cap Ex Case Study

16. Pension Funds and Stock Options a Huge Potential Problem for Telecom Firms

17. Is Technology the Remedy for Low Communications Industry Profits?

18. Bundling: From Panacea to Placebo

19. Bundling 2: Commercial Airlines and Telecom; Bundling and Frequent Flier Programs

20. Bundling 3: Conclusions on Bundling

3. Wireless Telecommuncations

1. Wireless Communications Market

2. Wireless Communications Market Overview

3. Wireless Communications Market Growth Drivers & Restraints

4. Wireless Communications Market Size & Share for Mid Year 2003 by Subscriber

5. Annual Subscriber Growth Rates for Top Carriers 2001-2003.5

6. Market Share Gain or Loss for Top Wireless Carriers from 2001-2003.5

7. Wireless Industry Growth is Slowing; Moderate Growth Period Approaches

8. Wireless Market Exponential Growth is Slowing; Moderate Growth Period Approaches

9. Cell Sites Have Kept Pace with Subscriber Growth Improving Call Quality

10. Not all Growth is Good; Wireless ARPU; Minutes; and Effect on Price 1993-2003

11. Not all Growth is Good: Subscriber growth plus Average Price declines; plus Average minutes per Subscriber; equals hyper growth in network usage

12. How has the Wireless Industry Stayed ahead of Rapid Price Erosion? Economies of Scale

13. Wireless Communications Market Forecasts 2004-2010 for Revenue; Subscribers;and ARPU

14. Wireless Communication Market Forecast 2004-2010 for Subscribers; Population; and Market Penetration

15. Wireless Market Strategies

4. Cable and Satellite Television Market

1. Cable & Satellite Television and Burgeoning Premium Radio Market

2. Cable & Satellite Television Market Size and Overview

3. Cable & Satellite Television Market Size & Share Overview 2

4. Growth Drivers & Restraints

5. Market Share for Cable & Satellite Providers; 2003

6. Cable & Satellite Market Size by activity; 2003

7. Satellite Radio

8. Premium Radio Key Drivers

9. Key Statistics shed light on Potential of Satellite Radio Market

10. Key trend Cable providers attempt to increase content access: Case Study Comcast and Disney

11. Cable & Satellite Market Forecast for Revenue Subscribers and ARPUs; 2004-2010

12. Overall Cable and Satellite Market Strategies

5. Wireline Internet Service Market

1. Wireline Internet Service Market Consumer and Small Business only

2. Wireline Internet Service Market Overview

3. Wireline Internet Service Market Growth Drivers & Restraints

4. Wireline Internet Service Market Share by Subs

5. Wireline Internet Market Share by Revenue

6. U.S. Internet Subscribers by type; 1999-2003

7. Average Monthly Price for type of Internet Service

8. Wireline Internet Service Market Forecasts

9. Internet Service Provider Revenue Forecast

10. Wireline Internet Service Market Strategies

6. Wireline Telecommuncations

1. Wireline Telecommunications

2. Wireline Telecommunications Market Overview

3. Wireline Voice Communications; Local; Long; and International

4. Wireline Telecommunications Market Growth Drivers & Restraints

5. Local Wireline Market Share by type

6. Local Wireline Revenue and Lines along with average price consumer and combined for 1999-2003

7. Local Wireline Market Size by type

8. Local Wireline Service Market Share by Subs 2002

9. Local Revenues by type of Carrier 1999-2002

10. Long Distance International and Domestic Price Erosion 1991-2003

11. U.S. Wireline Long Distance Revenue Domestic and International; 1987-2002 and Percent International

12. Long Distance Market Share 2000-2002

13. U.S. International Long Distance; Minutes; Average Price; and Revenue; 1980-2002

14. International Calls by Country and World Region

15. U.S. International Long Distance; Minutes; Average Price; and Revenue Growth rates for time period; 1980-2002

16. U.S. International Calls; Average Duration; Price; and Price per Minute 1980-2002

17. U.S. International Long Distance Revenue by Carrier for 2002

18. Wireline Telecommunications Market Forecast

19. Wireline Telecommunications Market Strategies

7. End User Analysis

1. End User Analysis

2. U.S. Average Monthly Household Spending on Communications Services

3. Communication Penetration Rates; 2004-2010

4. Wireless Replacement of Wireline

5. Phone Number Portability

6. ARPUs

7. U.S. Household Telephone Access Penetration Peaked in 2002

8. Subscribers for Internet access; Wireline local; Wireless; and Cable & Satellite TV

8. Conclusions; Strategies; and Awards

1. Overall Conclusions; Strategies; and Market Forecasts

2. Total U.S. Communications Market Forecast by Vertical

3. Vertical Market Forecast and Annual Growth Rates Throughout Time Series

4. Total U.S. Communications Market Forecast by Vertical Including Wireline Segmentation

5. Vertical Market Revenue Forecast along with Annual Percent Change in Revenue

6. 2010 Projected Market Share by Segment

7. U.S. Communications Market Segment Share Change in Vertical 2004-2010

8. Key Advantages: Internet Service Providers

9. Key Disadvantages: Internet Service Providers

10. Key Advantages: Wireless

11. Key Disadvantages: Wireless

12. Key Advantages: Cable & Satellite

13. Key Disadvantages: Cable & Satellite

14. Key Advantages: Wireline

15. Key Disadvantages: Wireline

16. Overall Industry Trends and Outlook

17. Awards