BCG－中国网通：战略咨询报告完整版2（ 52）.pptVIP

CONTENT Key strategic principles Regulatory overview Market overview Competition overview Business models Next steps AGENDA Business Models Domestic and international long-distance voice Wholesale/carrier Enterprise solutions Issues going forward METHODOLOGY BEING USED TO DEVELOP BUSINESS MODELS AND OVERALL STRATEGY POTENTIAL BUSINESS MODELS COVER WIDE RANGE OF PRODUCT/MARKET ALTERNATIVES AGENDA Business Models Domestic and international long-distance voice Wholesale/carrier Enterprise solutions Issues going forward APPROACH TO DOMESTIC AND INTERNATIONAL VOICE BUSINESS MODEL LARGE MARKET WITH POTENTIAL TO GAIN SHARE QUICKLY CAREFUL MANAGEMENT OF PRE-PAID CALLING CARD BUSINESS NECESSARY TO ALIGN WITH LONG TERM STRATEGY Prepaid calling cards call for different capability set and target customers than longer term business models Focus on consumers will not complement long term vision of providing enterprise solutions Mass advertising and marketing around a low-cost position may not fit image required for future needs Three factors important to consider in managing prepaid calling card business Attempt to position cards in marketing messages as the first product from a company that is building the most advanced network in PRC Consider selling cards to businesses for their traveling personnel to begin establishing enterprise relationships Carefully manage product life cycle to begin pulling back marketing investment as wholesale and enterprise business models grow CNC VOIP REVENUE AND MARKET SHARE EXPECTATIONS AGENDA APPROACH TO WHOLESALE/CARRIER BUSINESS MODEL OVERALL WHOLESALE MARKET SIZE IS SUBSTANTIAL AND GROWING AT A MODEST RATEAnticipated Price Decrease in Leased Lines Limits Overall Revenue Growth …BUT TECHNOLOGICAL LIMITATIONS AND COMPETITIVE CHALLENGE ARE IMPORTANT FACETS TO MANAGE AGENDA Business Models Domestic and international long-distance voice Wholesale/carrier Enterprise solutions Issues going forward APPROACH TO ENTERPRISE SOLUTIONS BUSINESS