BCG中国网通战略咨询报告完整版02.pptxVIP

;AGENDA;Economic modeling;CNC AT A CRITICAL STRATEGIC CROSSROADS;;Enterprise solutions ;AGENDA;APPROACH TO DOMESTIC AND INTERNATIONAL VOICE BUSINESS MODEL;DOMESTIC AND INTERNATIONAL VOICE SUMMARY;LARGE MARKET WITH POTENTIAL TO GAIN SHARE QUICKLY;CAREFUL MANAGEMENT OF PRE-PAID CALLING CARD BUSINESS NECESSARY TO ALIGN WITH LONG TERM STRATEGY ;;PRELIMINARY ECONOMICS FOR LONG DISTANCE VOICE MODEL (PHASE I BUILDOUT)VOIP Revenue Alone Justifies Building Backbone;AGENDA;APPROACH TO WHOLESALE/CARRIER BUSINESS MODEL;WHOLESALE/CARRIER SUMMARY;POTENTIAL WHOLESALE CUSTOMERS INCLUDE ISPs, MOBILE OPERATORS, AND FIXED LINE CARRIERS ;OVERALL WHOLESALE MARKET SIZE IS SUBSTANTIAL AND GROWING AT A MODEST RATEAnticipated Price Decrease in Leased Lines Limits Overall Revenue Growth;CARRIERS SEEKING ALTERNATIVES...;…BUT TECHNOLOGICAL LIMITATIONS AND COMPETITIVE CHALLENGE ARE IMPORTANT FACETS TO MANAGE;PREDICTED WHOLESALE ECONOMICS ADD SIGNIFICANT VALUE TO VOIP BUSINESS MODELAdditional CapEx and OpEx Minimal;AGENDA;APPROACH TO ENTERPRISE SOLUTIONS BUSINESS MODEL;ENTERPRISE SOLUTIONS SUMMARY;ENTERPRISE SOLUTIONS BUSINESS MODEL MOST COMPLEX WITH HIGH CAPEX AND OPEX REQUIREMENTS...;…BUT COMPRISES TREMENDOUS UPSIDE POTENTIAL;CUSTOMER NEEDS EXIST THRUGHOUT THE VALUE CHAINCT’s Offering Yields Significant Gaps;STAGED PRODUCT INTRODUCTION NECESSARY TO MANAGE QUALITYHypothesized Product Introductions;CNC SHOULD USE CREATIVE WAYS TO GROW THE MARKET, AVOID HEAD TO HEAD COMPETITION;TOTAL GDP VS. GDP/CAPITA IS A PRELIMINARY INDICATOR FOR ATTRACTIVE LOCAL ACCESS MARKETSExample: 15 Initial Cities with POPs on CNC Network;;SHANGHAI ECONOMICS VERY ATTRACTIVE DUE TO HIGH BUILDING AND BUSINESS DENSITY;;PRELIMINARY FUZHOU ECONOMICS UTILIZING LMDS VERY FAVORABLE;OTHER CITIES OF SIZEABLE POPULATION BUT RELATIVELY LOW GDP/CAPITA MAY NOT WARRANT INVESTMENTExample: Shijiazhuang;OVERALL ECONOMICS APPEAR MARGINAL FOR SHIJIAZHUANG;OVERALL REVENUE AND MARKET SHARE EXPECTATIONS: ENTERPRISE SOLUTIONS;;GOING F