BCG中国网通战略咨询报告完整版01.pptx

CHINA NETCOM BUSINESS PLAN UPDATE;TODAY’S OBJECTIVES;;KEY CNC STRATEGIC PRINCIPLES;CNC SHAREHOLDERS;BACKBONE BUSINESS;LOCAL ACCESS BUSINESS;INTERNATIONAL GATEWAY BUSINESS;REGULATORY STRATEGY;COMPETITIVE STRATEGY;MARKETING STRATEGY;;REGULATORY HIGHLIGHTS;KEY REGULATORY ISSUES AND IMPLICATIONS;;KEY LICENSE ASPECTS AND IMPLICATION TO CNC;NATURE, SCOPE AND NUMBER OF LICENSES;INTERCONNECTION ISSUES AND IMPLICATION TO CNC;CLEAR GUIDANCE FOR INTERCONNECT ALREADY PUBLISHED, LOCAL PTA OBLIGED TO FOLLOW;;TERMINATION SETTLEMENT MAY REDUCE CNC MARGIN (I);TERMINATION SETTLEMENT MAY REDUCE CNC MARGIN (II)Example: National Long Distance;KEY PRICING REGULATION ISSUES AND IMPLICATION TO CNC;;ROW AND ISSUES RELATED TO BULIDING LOCAL LOOP;FREQUENCY FOR WIRELESS BB NEED TO BE ALLOCATEDCurrently Only Narrow Band Wireless Spectrum Assigned;OTHER REGULATIONS AND OBLIGATIONS;KEY CNC BUSINESS OBJECTIVES AND CORRESPONDING REGULATORY IMPERATIVES;OBTAIN FREQUENCY SPECTRUM IN 6 MONTHS TIME FRAMETo Ensure LMDS Solution Is Available Before June 2000;OBTAIN REGULATORY SUPPORT FOR UTILITY PREVILEGEAvoid Case-by-case Local Negotiation to Ensure Quick Deployment;OBTAIN STRONG ENFORCEMENT AND FAIR SETTLEMENT RATETo Ensure Optimal Economics, Also Obtain Equal Access Provisions;SUMMARY: KEY REGULATORY RELATED CNC IMPERATIVES;;KEY FINDINGS IN MARKET ASSESSMENT (I);KEY FINDINGS IN MARKET ASSESSMENT (II);;DEMAND MODELING METHODOLOGY;;1998 TELECOM MARKET IS RMB 239 BN;MARKET FORECAST;BACKUP: DRIVERS AND ASSUMPTIONS;;EMERGING DATA SERVICES WILL ACCOUNT FOR MORE THAN 20% OF THE TOTAL DATA SERVICES MARKET BY 2004;THE EMERGING SERVICES MARKET IS EXPERIENCING TREMENDOUS GROWTH;;CARRIER: EXPECTED SHARES;LARGE / MEDIUM BUSINESSES: EXPECTED SHARES;OFF-NET VOICE: EXPECTED SHARES;SHARE ASSUMPTIONS;CNC REVENUE PROJECTION;2000;CONTENT;CHINA TELECOM MARKET CONCENTRATED IN TOP CITIESTop 60 Cities Account For 64% of the Voice Data Market;IP / OFF-NET VOICE REPRESENTS SUBSTANTIAL OPPORTUNITY IN NEAR-TO-MEDIUM TERM;F