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“It’s déjà vu All Over Again”

“It’s déjà vu All Over Again”. Larissa Herda Chairman, President & CEO Time Warner Telecom. Sound Familiar?. When Was This Going On?. New communications technologies transform everyday life Globalization accelerates Wall Street booms Fortunes are made in San Francisco

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“It’s déjà vu All Over Again”

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  1. “It’s déjà vu All Over Again” Larissa Herda Chairman, President & CEO Time Warner Telecom

  2. Sound Familiar? When Was This Going On? • New communications technologies transform everyday life • Globalization accelerates • Wall Street booms • Fortunes are made in San Francisco • Urban-Youth subculture causing revolutionary change • Immigration issues top of political agenda • Politicians unable to deal with urgent issues • Insurgents threatening Western civilization • President taps patriotic rage to invade poor desert country

  3. Was it… • Mid 1800s • 1990s • Today • All of the above ALL OF THE ABOVE !

  4. Business plans based on promise Focus on getting high stock prices based on building infrastructure Lots of competition with irrational expectations DSL Single purpose networks Funding from proven business models Wall Street rewarding profitability, cash flow and Return on Invested Capital Consolidation Metro and Wide Area Ethernet Convergence & VoIP Then…And Now Back Then… But Now…

  5. A New World Where Innovation is Key • Data revenues beginning to over take voice revenues • IP technology changes everything • Ethernet service is THE enabler • Metro Ethernet equipment market estimated to triple to $15.5 billion worldwide by 2009 (1) • Ports to increase 30-fold between 2004 to 2009 • Metro Ethernet services revenues expected to increase to $22.5 billion worldwide by 2009 (1) (1) Market Data, Infonetics Research “Ethernet Services, Market Size and Forecast”

  6. Opportunity Abounds • Customers are innovating faster than the carriers • Enterprise customers looking for more bandwidth and intelligence from the network • Significant technology shift is occurring – Frame Relay and ATM moving to Ethernet and IP MPLS • Enterprise Customers • Want options – Vendors, Technology = Solutions • “Serve me where I’m at…not just where you have network” • Data networks take priority

  7. Regulatory Impacts • Competition has been greatly reduced • With a limited competitive environment customers fear: • Increased pricing • Stifled innovation • Diminishing customer service • Service Providers still need extended reach beyond our own individual networks • Will we continue to have unfettered access to even the legacy infrastructure? • Copper plant, UNEs, Special Access circuits • Assured access to new transport architectures like Ethernet

  8. Summary • Need for better interconnection strategies amongst network providers • Can’t build everything, everywhere • New technologies require new strategies for interconnection • IP interconnection is not just “peering” • It’s VoIP, VPNs, Ethernet • As an industry, we need to coalesce around these issues • Opportunity abounds for a number of providers with a fundamentally sound business plan

  9. Thank You

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