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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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From: tech101	12/6/2006 11:57:30 AM
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"Yet even as the industry focuses much of its energy on creating the infrastructure to support a new generation of telcom services, actual revenue contributions made by IP services represent just 0.9 percent of all global wireline and wireless telecommunications service revenues forecasted for 2006 and just 5.7 percent of those forecasted for 2011. Thus, while the attention of the industry focuses on enabling a next generation of services, the revenue impacts remain modest throughout the next several years. " insight-corp.com The 2007 Telecommunications Industry Review: An Anthology of Market Facts and Forecasts The 2007 Telecom Industry Review summarizes current conditions across the global telecommunications industry, providing analysis of over a dozen infrastructure and service segments. From fundamental background issues to detailed five-year forecasts accompanied by practical strategic advice, this study provides a sweeping examination of the telecom marketplace. ...... Report Excerpt 1.1 Telecommunications Industry Economic Conditions The worldwide communications infrastructure has already started moving gradually and inexorably in the direction of ubiquitous broadband access and transport, an adoption that will completely revamp the meaning of what constitutes a telecommunications service. Table I-1 shows the stark contrast between broadband and narrowband wireline and wireless services worldwide. Broadband wireline revenues are growing at a 10.5 percent compound annual growth rate (CAGR) over the forecast period, while narrowband wireline service revenues are actually declining by almost 1.5 percent over the same period. An important worldwide trend is the much higher growth rate of wireless service in comparison to wireline service. Wireless revenues grow from 46.3 percent of all telecommunications services revenues in 2005 to 55.6 percent in 2010—a virtual flip within the five-year period. Wireless service revenues are growing at 9.9 percent CAGR over the forecast period, while wireline service, which includes both broadband and narrowband services, grows much more modestly at 2.0 percent.

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