Introduction to the U.S. Communication Services Market

• Title Slide
• Legal Disclaimer
• Table of Contents
• U.S. Communication Services Market Introduction
• Communication: Three Major Market Participant Types and Market Overlap
• Market Segmentation
• Telecom: Utilities in transformation to High Tech
• Communication Timeline
• Poor Investment Decisions in the 1990’s and Early 2000’s Reaps Dividends for Consumers

Overview of the U.S. Communcation Services Market

• Overview of the U.S. Communication Services Market
• Publicly Held Telecom and Cable Providers Focused on in this Study
• U.S. Communications Market Size by type of Company 2003
• Telecom Earnings for 2003:
• Telecom Industry Retained Earnings for Select Companies 2003
• Revenue Per Employee for Telecom Firms
• Revenue per Employee for Cable and Satellite Firms
• U.S. Communications Market Overview 2003 Revenue by Market Segment
• Overall Cable and Satellite Market Share by Revenue
• Telecom Market share by Overall Revenue for 2003
• Communications Industry Percent of Revenue Spent on Cap Ex by Segment and Year
• Telecom Industry Cap Ex Spending 1998-2002
• Leading Network Equipment Vendors Wireless Networking Revenue 2003
• Cingular Wireless Cap Ex Case Study
• Cingular Cap Ex Projections for Cap Ex Case Study
• Pension Funds and Stock Options a Huge Potential Problem for Telecom Firms
• Is Technology the Remedy for Low Communications Industry Profits?
• Bundling: From Panacea to Placebo
• Bundling 2: Commercial Airlines and Telecom; Bundling and Frequent Flier Programs
• Bundling 3: Conclusions on Bundling

Wireless Telecommuncations

• Wireless Communications Market
• Wireless Communications Market Overview
• Wireless Communications Market Growth Drivers & Restraints
• Wireless Communications Market Size & Share for Mid Year 2003 by Subscriber
• Annual Subscriber Growth Rates for Top Carriers 2001-2003.5
• Market Share Gain or Loss for Top Wireless Carriers from 2001-2003.5
• Wireless Industry Growth is Slowing; Moderate Growth Period Approaches
• Wireless Market Exponential Growth is Slowing; Moderate Growth Period Approaches
• Cell Sites Have Kept Pace with Subscriber Growth Improving Call Quality
• Not all Growth is Good; Wireless ARPU; Minutes; and Effect on Price 1993-2003
• Not all Growth is Good: Subscriber growth plus Average Price declines; plus Average minutes per Subscriber; equals hyper growth in network usage
• How has the Wireless Industry Stayed ahead of Rapid Price Erosion? Economies of Scale
• Wireless Communications Market Forecasts 2004-2010 for Revenue; Subscribers; and ARPU
• Wireless Communication Market Forecast 2004-2010 for Subscribers; Population; and Market Penetration
• Wireless Market Strategies

Cable and Satellite Television Market

• Cable & Satellite Television and Burgeoning Premium Radio Market
• Cable & Satellite Television Market Size and Overview
• Cable & Satellite Television Market Size & Share Overview 2
• Growth Drivers & Restraints
• Market Share for Cable & Satellite Providers; 2003
• Cable & Satellite Market Size by activity; 2003
• Satellite Radio
• Premium Radio Key Drivers
• Key Statistics shed light on Potential of Satellite Radio Market
• Key trend Cable providers attempt to increase content access: Case Study Comcast and Disney
• Cable & Satellite Market Forecast for Revenue Subscribers and ARPUs; 2004-2010
• Overall Cable and Satellite Market Strategies

Wireline Internet Service Market

• Wireline Internet Service Market Consumer and Small Business only
• Wireline Internet Service Market Overview
• Wireline Internet Service Market Growth Drivers & Restraints
• Wireline Internet Service Market Share by Subs
• Wireline Internet Market Share by Revenue
• U.S. Internet Subscribers by type; 1999-2003
• Average Monthly Price for type of Internet Service
• Wireline Internet Service Market Forecasts
• Internet Service Provider Revenue Forecast
• Wireline Internet Service Market Strategies

Wireline Telecommuncations

• Wireline Telecommunications
• Wireline Telecommunications Market Overview
• Wireline Voice Communications; Local; Long; and International
• Wireline Telecommunications Market Growth Drivers & Restraints
• Local Wireline Market Share by type
• Local Wireline Revenue and Lines along with average price consumer and combined for 1999-2003
• Local Wireline Market Size by type
• Local Wireline Service Market Share by Subs 2002
• Local Revenues by type of Carrier 1999-2002
• Long Distance International and Domestic Price Erosion 1991-2003
• U.S. Wireline Long Distance Revenue Domestic and International; 1987-2002 and Percent International
• Long Distance Market Share 2000-2002
• U.S. International Long Distance; Minutes; Average Price; and Revenue; 1980-2002
• International Calls by Country and World Region
• U.S. International Long Distance; Minutes; Average Price; and Revenue Growth rates for time period; 1980-2002
• U.S. International Calls; Average Duration; Price; and Price per Minute 1980-2002
• U.S. International Long Distance Revenue by Carrier for 2002
• Wireline Telecommunications Market Forecast
• Wireline Telecommunications Market Strategies

End User Analysis

• End User Analysis
• U.S. Average Monthly Household Spending on Communications Services
• Communication Penetration Rates; 2004-2010
• Wireless Replacement of Wireline
• Phone Number Portability
• ARPUs
• U.S. Household Telephone Access Penetration Peaked in 2002
• Subscribers for Internet access; Wireline local; Wireless; and Cable & Satellite TV

Conclusions; Strategies; and Awards

• Overall Conclusions; Strategies; and Market Forecasts
• Total U.S. Communications Market Forecast by Vertical
• Vertical Market Forecast and Annual Growth Rates Throughout Time Series
• Total U.S. Communications Market Forecast by Vertical Including Wireline Segmentation
• Vertical Market Revenue Forecast along with Annual Percent Change in Revenue
• 2010 Projected Market Share by Segment
• U.S. Communications Market Segment Share Change in Vertical 2004-2010
• Key Advantages: Internet Service Providers
• Key Disadvantages: Internet Service Providers
• Key Advantages: Wireless
• Key Disadvantages: Wireless
• Key Advantages: Cable & Satellite
• Key Disadvantages: Cable & Satellite
• Key Advantages: Wireline
• Key Disadvantages: Wireline
• Overall Industry Trends and Outlook
• Awards