文档介绍:BUSINESSPLANUPDATEDecember14,1999-BeijingTODAY’petition,CHowwemightattackthebusiness,carrier,andIDD/DLDmarketsWhatkeytrade-essfactorsandassumptions?Discusstheinitialeconomicsofthesebusinessmodels,extstepsintwokeyareas:anizationdesign,CSHAREHOLDERSPrinciples:Leverageshareholders’municationinfrastructureandaprofitable,panyLeverageshareholders’existingbackboneassets,essassets,researchcapabilitiesandlocalgovernmentrelationshipstosecuretime-to-petitiveadvantageSetamodelofanewtypeof“SOE”,asefficientasthebestoftheFIE/panies;beatshareholders’expectationsbydeliveringhighreturnAssumptions:CAS:essfulandprofitablequickly,standsreadyforfavorableregulatoryinfluenceandresearchsupport;workingR&DMORandSARFT:essassetsandROWmainfocusonusingMORforrightofway,willnotuseSARFTlocalCATVinthenearterm,buttheyareakeyuserofthebackboneLeverageCATV’,CmeetstheexpectationasaprofitcenterforMORShanghaiMunicipalGov't:EagertomakeShanghaiasChina’stestgroundforbuildinghigh-techinfrastructure(.,CATV,)inparticular,oneissue:SPTandATTJV;howtohandle?BACKBONEBUSINESSPrinciples:Targetadvancedbackboneamong15keycitiesinEasternChina;workUsebackboneforavarietyofwholesaleandretailvoiceanddataservicesMaintaintheleadingedgeIP/work,bothfortechnologicalsuperiorityandtofulfillshareholdermissionMaintainthebestcostposition,usingROWs,purchasingclout,righttechnologyBuildreservecapacity/conduittodeterothersAssumptions:workwillbeIPorpacketinnatureDeploymentplanwillkeepcostslow,buildoutquickly,imelaterfill,lightup,andcolorfiberstrandsleaseoutconduit/fiber/bandwidthtomaximizereturn(utilization)ESSBUSINESSPrinciples:Beveryfocusedinlocaldeployment,targetingprioritybusinessareasonlyEmphasizebroadbandtothecustomer,usingFTTBandLMDSwherelogicalSeekstronglocalmarketshare,bysuperiorservices,quality,responsivenessBuildstronglocalteamtoenablefastserviceresponseEmphasize“workownershipandmanagementAssumptions:SH,BJ,GZ,esstokeycityROW,suchassubwaysystemsWillneedspecificassumptionsabouttheeaseandcostofhookingupbuildingsAssumethatprimaryemp