城域网客户接入机会及电信业兴衰分析.pptx

TIA/UTCConferenceJanuary21,2002MetroAreaNetworkCustomer-To-NetworkEnablementOpportunitiesAccentureProprietaryConfidential

Source:GoldmanSachs(August2001);Bear,StearnsCo.(October2001);NASDAQindex(January1997–November2001);IDC(August2001)ILECshavethwartedCLECsinretailspace—9CLECfailuresfromMay2000toAugust2001,moreexpectedBustdestroyedvalue—toptentelcoslostover$2trillioninmarketvalueBoom-bustcyclemirrorspatternofotherderegulatedindustriesOvercapacityremainsinkeysegments—uptotwoyearsinlonghaultransportUndercapacityplagu