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Holliday’s Holiday Horoscope – 2006. Telecommunications. Telecommunications Forecasts. Telecommunications Forecasts for the New Year. Capital Expenditures. Capital Expenditures. Capital Expenditures. We forecast a 10% increase (2006 over 2005) in telecommunications capital expenditures.
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CapitalExpenditures We forecast a 10% increase (2006 over 2005) in telecommunications capital expenditures
High-Speed Access 1. In 2006, we predict h-s access will achieve 48% - 50% penetration by year’s end.
High-Speed Access 1. In 2006, we predict h-s access will achieve 48% - 50% penetration by year’s end. 2 . For 2006, we predict that the telcos will achieve parity with the cable companies by the end of the year.
Cable Modems xDSL
Network Traffic We predict Network Traffic will increase as much as 150% for 2006.
Mergers and Acquisitions We predict that one or more of the large, traditional telecom equipment vendors will be involved in a major merger, or will leave the US market.
Yahoo E-Bay Vonage Google Skype Microsoft NEW COMPETITORS
Yahoo E-Bay Vonage Google Skype Microsoft NEW COMPETITORS We predict that these New Competitors will have much more active participation in the telecom market place, and by the end of the year one or more will begin to be viewed as more competitor than customer.
Regulatory We predict thatthe network access sharing rules will continue favoring the incumbent carriers; that the Internet will continue untaxed; and that any prospective telecom vendor merger will be allowed.
Network Modernization We predict a definitive movement towards a NGN in 2006.
DWDM DWDM Network Modernization - ROADMs R-OADMs – The Lightwave Under Control! R-OADM EXPRESS WLs Drop WLs Add WLs
R-OADMs – The Lightwave Under Control! DWDM DWDM R-OADM EXPRESS WLs Drop WLs Add WLs Network Modernization - ROADMs We predict that there will be substantial deployment of ROADMs in 2006.
FTTP We predict that SBC will enter the FTTP arena early in 2006 and that BellSouth will begin a similar program by the end of the year.
So, there are our predictions for 2006. We hope they will be useful to you, or at least have offered you a laugh or two. Happy New Year to all! 1 We forecast a 10% increase (2006 over 2005) in telecommunications capital expenditures 2 In 2006, we predict h-s access will achieve 48% - 50% penetration by year’s end. 3 For 2006, we predict that the telcos will achieve parity with the cable companies by the end of the year. We predict Network Traffic will increase as much as 150% for 2006 4
5 We predict that one or more of the large, traditional telecom equipment vendors will be involved in a major merger, or will leave the US market. 6 We predict that these new competitors will have much more active participation in the telecom market place, and by the end of the year one or more will begin to be viewed as more competitor than customer. 7 We predict thatthe network access sharing rules will continue favoring the incumbent carriers; that the Internet will continue untaxed; and that any prospective telecom vendor merger will be allowed. 8 We predict a definitive movement towards a NGN in 2006. We predict that there will be substantial deployment of ROADMs in 2006. 9 10 We predict that SBC will enter the FTTP arena early in 2006 and that BellSouth will begin a similar program by the end of the year.
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