VOIP对美国电信业之影响.pdf

文档介绍：VoIP: Services Sector
Impacts
CITICITI WorkshopWorkshop
MayMay 25,25, 20042004
GlenGlen CampbellCampbell
&& CableCable AnalystAnalyst
MerrillMerrill LynchLynch CanadaCanada
Everything Over IP: The Direction is Clear
THE PAST: THE FUTURE:
„ Applications tied to purpose-built „ Applications separate from the
work
„ Cable TV and phone service as „ Multiple application providers;
natural monopolies two or more works
„ Billing based on time and „ Billing based on bandwidth and
distance applications
„ Broadband as a value added „ Broadband is the new core
service service
„ Regulation focuses on voice as „ Regulation focuses on
essential service broadband availability
2
..But the Pace is Less Clear
„ GATING FACTORS: RESIDENTIAL VOICE
4 regulatory plexity
4 the broadband duopoly/tied services
4 in-home wiring
„ GATING FACTORS: ENTERPRISE VOICE
4 work reliability and security
4 internal systems and processes
„ GATING FACTORS: VIDEO
4 content access/aggregation
4 DRM: ensuring content security
4 PCs as TVs
3
Who Will Play?
IXCs and Telcos "Virtual" In-House/
Resellers CLECs
X-Region
Cablecos Operators IT Services










































































































































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