文档介绍：CONTENT Key strategic principles Regulatory overview Market overview Competition overview Business models Next steps AGENDA Business Models Domestic and international long-distance voice Wholesale/carrier Enterprise solutions Issues going forward Economic modeling Choice of business models to pursue and timing Roadmap for pursuing business models and expected financial performance Integrated approach C business plan Major issues Expected output How do the market sizing and share assumptions translate into overall top line revenue C? What capital investments will be necessary to build out metro and long haul works? Predicted cash flow profile by business model and selected scenarios Assessment of market opportunities How will China market develop? How large is the overall opportunity for a new entrant? Overall market sizing and revenue forecast by product area Regulatory petitive analysis What type of regulatory environment will evolve in China? Will equal access for voice and data be granted and when? What effect will WTO have? Regulatory mapping C share predictions across scenarios Strategic implications and capabilities assessment METHODOLOGY BEING USED TO DEVELOP BUSINESS MODELS AND OVERALL STRATEGY - Current areas of focus CNC AT A CRITICAL STRATEGIC CROSSROADS Preliminary Conclusions mendations/Decisions to be Made VOIP predicted to generate to provide breakeven economics for building backbone1 Wholesale revenue provides significant upside potential Majority of wholesale revenue relies on access to mobile carriers Enterprise solutions economics very attractive, but plexity and resources involved High-bandwidth international gateway critical to ess in both wholesale and enterprise Economic predictions highly sensitive to a set of key assumptions Accelerate vendor selection and backbone construction; time to market critical Commitment to utilizing IP/DWDM invlolves risk to mobile carrier business RFP to vendors shoul