To: Ian@SI who wrote (13562 ) 10/9/1999 4:55:00 PM From: pat mudge Read Replies (2) | Respond to of 18016
This week the eyes of the world are focused on Geneva. For up-to-the-minute news here's one to bookmark:telecom99news.itu.int Opening keynote by UN Secretary-General Kofi Annan:telecom99news.itu.int And a selection of quotes from a slew of releases:telecom99news.itu.int The dramatic growth of the Internet has propelled American companies with advanced technologies onto the world stage. Currently, there are an estimated 60 to 100 million Internet users worldwide. In a report issued by market research firm Datamonitor PLC (London) in February 1999, the worldwide Internet traffic market is expected to double to US$19 billion by 2002. The cost of transferring data is decreasing because of technological advances--such as dense wavelength-division multiplexing (DWDM)--and demand is rising as users continue to require more bandwidth. Major research houses agree that telcos' main business will be radically shifted by 2005 to the operation of packet-switched communications networks. This will be fueled by the transition to-and extensive growth of-the Internet protocol (IP). Ovum Ltd.(London), a telecom research firm, predicts the worldwide market for IP will be worth $60 billion-with North America alone worth $29 billion-by 2005. Although many U.S. firms have profited from the boom, some have suffered from regulatory troubles and technological problems, as well as misconceived joint ventures and alliances. . . . Content vs. content aggregators:telecom99news.itu.int . . . Content itself will be fool's gold. It's not worth pursuing. The key is aggregation of content." Information is expanding geometrically. The number of information "destinations" is similarly proliferating. Access to both is becoming widespread and instantaneous. So how do you find what you're looking for? Part II:telecom99news.itu.int European Networks:telecom99news.itu.int . . .Most new market players enter the European market cautiously by leasing capacity from established carriers, typically incumbents. Eventually, each company realizes that to be profitable, it must invest in its own infrastructure. Gross margins are constantly decreasing, and operators need to be able to maintain a fixed cost structure. Companies such as Global TeleSystems Group Inc. (GTS, McLean, Va.), Level 3 Communications Inc. (Louisville, Colo.), Qwest Communications International Inc. (Denver), RSL Communications Ltd. (Hamilton, Bermuda) and Viatel Inc. (New York) are building networks in Europe and competing with old-line international carriers like AT&T, MCI WorldCom and Sprint Corp. . . . telecom99news.itu.int . . .The established vendors also are supporting both ATM and IP because it's not yet clear which will emerge as the next-generation network backbone, although in practice, the vendors expect more ATM to be used (or IP over ATM), at least until IP quality-of-service issues shake out.. . . You have to laugh:telecom99news.itu.int Global One:telecom99news.itu.int BT-ATT will showcase Concert:telecom99news.itu.int