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To: Stephen L who wrote (4421)	11/27/2001 5:49:14 PM
From: elmatador	Read Replies (1) \| Respond to of 46821

Telecom Vendors To Abandon "One-Stop-Shop" Aim -Dataquest There will place for everyone at the table and they will not try to eat everything like a dog: If another comes close to the bone, they chase them away QUOTE Telecom Vendors To Abandon "One-Stop-Shop" Aim -Dataquest LONDON -- Market research company Dataquest, a unit of Gartner Inc. (ITB), said Monday that the world's eight leading telecom equipment vendors will all fail in their aim of becoming "one-stop-shops" for telecommunication equipment. A Dataquest report on the telecommunication industry said that the economic slowdown will "change radically" the relationship between vendors and their clients, forcing them to narrow the focus of their offerings. Eight companies - Alcatel (ALAO), Cisco Systems Inc. (CSCO), Ericsson Communications Inc. (X.ERC), Lucent Technologies Inc. (LU), Motorola Inc. (MOT), Nokia Corp. (NOK), Nortel Networks Corp. (NT) and Siemens Information & Communications (X.SIS) - account for about 80% of the telecom equipment market. The report said that all of the companies will be forced to abandon their aim of providing a complete range of equipment to their carrier clients before the year-end. The vendors' product portfolios and market focus are expected to change, said the report, leading to a clearer distinction between enterprise vendors and carrier vendors. Dataquest said that while the telecom equipment market will continue to be dominated by the same companies in 2005, the nature of the companies will be markedly different. All vendors are now refocussing, said the report, though none of them has yet outlined a long-term vision. The Dataquest report includes contributions from more than 30 telecommunication sector analysts. END QUOTE

To: Stephen L who wrote (4421)	11/27/2001 6:46:39 PM
From: elmatador	Respond to of 46821

How the telco will evolve. In simple terms: On the business side the telco will restructure its fixed-line unit, dividing it into wholesale and retail segments: A wholesale will sell PABX access, 0800 numbers and such for the business users that need reliability. For that they will have an IP network, via a gateway they will connect IP telephones. The existing telephones are routed to this IP network via another gateway. Then the will put a gateway here and there and connect the mobile network into it. Like before when have Appletalk, Novell etc and we put routers in between all those networks started talking to each other. The retail will sell to everyone else. For that the telco doesn't need its cable plant. So this soon to be technically obsolete assets will be sold out. Like Eircom, the Irish operator, did recently. It will start with the smaller telcos in Europe and then it will go up the scale to all the other telcos. Telephony users will be ported to wired or wireless as it fits. Perhaps porting low use wired subscribers to wireless where it is cheaper to administrate them. All this evolution is all mapped up and set. It is kjust a matter of time to be implemented.