What They’re Saying About NXTcomm08 and the Industry
What do you see as the top challenges for our industry?
“The key to our customers’ survival, in this extremely competitive entertainment delivery industry, will depend upon their ability to quickly deliver the most exciting and reliable content possible, while at the same time minimizing the time it takes to deliver these services, and reducing the cost associated with each subscriber turn-up. While they must aggressively fund the growth of these new services, they must also figure out a way to reduce the cost of ownership of legacy switch and transport infrastructure, while extending the life of that imbedded legacy investment for at least the next 10 years. The cost associated with maintaining this old wireline infrastructure, while wireline subscribers are dropping off like flies, will continue to be a major challenge.”
Michael C. Stephens
President & CEO, CBM of America, Inc.
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Conference Affiliates
Co-locating with InfoComm08
Conference NXTcomm Programming NXTcomm Programming June 17 NP1103S-Alternative Scenarios
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Alternative Scenarios for IP Networks in Emerging Markets
Tuesday, June 17 • 11:20 am - 11:40 am • Room S111
The investment in new services — including VoIP, triple play, etc. — in emerging markets enabled by IP network technological advances carries substantial uncertainty, especially where economic growth and consumer demand are increasing rapidly and local firms are firmly entrenched in core services. Alternative scenarios for how consumers, regulators, and incumbents might respond to new services and technologies are needed to better assess the potential market risks and rewards, especially the growth rates in key new markets such as broadband, VoIP, triple play, IPTV, mobile TV etc. In this presentation we showcase the importance of scenarios to capturing opportunities in emerging markets. We will use a case study on Brazil to show how to develop specific insights on emerging market trends and uncertainties before making new services investments and allocating resources. Some of these insights can also be applied to other emerging markets. Our basic premise is that, given the uncertainties created by technological change, new services, competitive strategies, and regulatory actions, techniques like scenarios that attempt to address explicitly the full range of uncertainty are required to fully understand emerging-market opportunities and threats. No single point forecast should be relied upon for long-term investment decisions.
Presentation Materials:
PowerPoint (PDF)
Speaker
Octavio A. Sampaio, Telecommunications Industry Consultant, Telintnet Research
Octavio Sampaio is a telecommunications industry consultant advising on technological, competitive and regulatory factors with an impact on the take-off of new services and on profitability, including new technologies and services, regulations and and competition policy. He also provides scenario assessment of alternative futures in high uncertainty situations. Stanford University doctoral level training in economic analysis and management science. Previous training in engineering and experience in telecommunications. Overall background especially suitable to analyzing new telecommunications industry issues involving technological change, market forces, and regulatory developments. Past experience includes a scenario planning study of the Brazil telecoms sector, assessment of the results of telecommunications privatization in Latin America for the World Bank, analysis of competition for international satellite service for Intelsat, a telecommunications demand and pricing model for Pacific Bell, analysis of trends in the US telecommunications industry for OTA, and experience in planning regional telecommunications networks in Brazil for Telebras.