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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (42023)	12/20/2004 12:52:17 AM
From: Johnny Canuck	Respond to of 68849

Dear Colleague, Heavy Reading (www.heavyreading.com), Light Reading Inc.'s market research division, has released results of a major survey that offers a unique and exclusive inside look at service provider budget and spending expectations for 2005. As an industry insider, you now have the chance to purchase this must-read report at a substantial discount - provided you act quickly! The Survey of Service Provider Revenue and Spending Expectations for 2005 unveils carrier revenue and spending plans and expectations for the coming year by going directly to the sources who know best - the employees at service providers worldwide. The invitation-only survey includes full results from 120 service provider managers, engineers, and operations staff, representing more than 70 carriers, and addresses the following critical topics: - Service provider revenue growth expectations for 2005 - Service provider capital expenditure expectations for 2005 - Advanced service rollout plans for 2005 and 2006 The survey was conducted as part of a massive effort by Heavy Reading to assess the current state of the telecom industry supply chain. Preliminary results from this project were presented to attendees of the Light Reading Links 2004 Executive Summit, but this is the first time that full results from the surveys are being made available. Key findings from the report include the following: The mood within service provider organizations is decidedly upbeat regarding revenue expectations for 2005. The majority of respondents (58.7 percent) said they believe their company will increase revenues by 10 percent or more in 2005, and only a very small minority (13.0 percent) said they expect revenues in 2005 to be flat or lower than in 2004. Service provider revenue growth expectations for 2005 are highest for triple-play, Ethernet, and mobility services. The majority of respondents said they expect double-digit growth rates for each of these services, with triple play leading the way. Even among large service providers, expectations for strong growth are high for each of these three service types. Survey responses suggest that there's a growing optimism that carriers will ramp up capital spending in 2005. More than 75 percent of respondents said their company will increase its capex budget next year. In contrast, only 10.5 percent of all respondents said their company will cut back on capex in 2005. Although the degree to which capex will increase is not clear, the general perception among respondents is that capital spending will improve in 2005. VOIP is the hottest technology button for increased carrier capital spending. 58.8 percent of all survey respondents said their company would boost capex for VOIP by 10 percent or more in 2005. Smaller carriers are ready to expand their VOIP capex aggressively - 50 percent of respondents from small service providers (those with fewer than 5,000 employees) said their company would increase VOIP capex by 25 percent or more in 2005. The report is essential reading for a wide range of industry participants, including the following: - Systems and components vendors: What product sectors are likely to draw the most capital spending from service providers in 2005? Will those spending trends carry over to 2006 and beyond? Which services are carriers most interested in pursuing, and how does your product line mesh with those targeted services? Are your revenue expectations in sync with carrier plans, or are there potential dislocations that need to be addressed? - Investors: What are the service and technology hot buttons for 2005? Which types of vendors are likely to benefit most from carrier capex expansion plans? Do carrier plans for service rollouts match up to anticipated demand from consumer and enterprise customers? Do service providers have realistic expectations for revenue growth in 2005? Which service and technology sectors are headed for a downturn? - Service providers: How do your revenue and spending plans for 2005 match up to overall industry expectations? Which types of services hold the most promise for significant revenue growth? Which service areas are prone to price pressure because of a surplus of competition? Do your plans for service rollout truly match your customers' needs and expectations, or do you need to consider making some adjustments? Lock in your quick-action discount by December 31, 2004! The Survey of Service Provider Revenue and Spending Expectations for 2005, a 27-page report, costs $2,495. The price includes an enterprise license covering all of the employees at the purchaser's company, as well as access to a searchable database of all results from our worldwide survey of service provider professionals. However, with this call-to-action discount, you qualify for a 20 percent quick-action discount - provided you place your order by December 31, 2004. With the special discount, the cost of the report is only $1,995. To purchase the Survey of Service Provider Revenue and Spending Expectations for 2005 at the special promotional price of $1,995, please click the link below and enter promo code HRS722QA20: metacast.agora.com This report is also available as part of the complete series of Heavy Reading surveys on 2005 revenue and spending expectations, covering the entire telecom supply chain. Other reports in this series include: - Survey of Enterprise Telecom Purchasing Plans for 2005 - Survey of U.S. Consumer Telecom Purchasing Plans for 2005 - Survey of Telecom Vendor Revenue and Spending Expectations for 2005 The complete series of survey reports on the telecom supply chain's 2005 revenue and spending expectations is available for $4,995 - a discount of almost 50 percent off the individual survey prices - provided you place your order by December 31, 2004. To purchase all four Heavy Reading surveys on the telecom supply chain's 2005 revenue and spending expectations at the special promotional price of $4,995, please contact Heavy Reading Sales Director Dave Williams. To place your order, get additional information on subscriptions, or request a free executive summary of this report, contact: Dave Williams Sales Director Heavy Reading (415) 321-3750 ext. 30 dave.williams@heavyreading.com