Introduction

• Disclaimers
• Overview
• Table of Contents
• Executive Summary

Competitive Landscape

• Telecom Services Competitor Matrix
• The ILEC View of The World
• U.S. ILEC Access Line Loss Sources
• MSO: The Main Competitor
• MSO: Video Strength
• A Third/Fourth Player: The Main Threat in the Long-Term
• What About IXCs / CLECs?
• The MSO View of The World
• MSO Strategy Overview
• MSO Video Strategy: Defend
• MSO Data Strategy: Develop
• MSO Voice Strategy: Attack

The Strategic Importance of the Triple Play

• Service Provider Corporate Strategy Positioning
• ILEC / MSO Battlefield: Bundle Versus Bundle
• Two-Player Market Becoming a Multiple Player Market
• Bundling Rationale (ILECs)
• Bundling Rationale (MSOs)

Service Provider Implementation Plans for the Triple Play

• ILEC FTTX Plans - Summary
• ILEC RFP Plans: Bell South Deploys Broadband Infrastructure
• ILEC RFP Plans: Qwest Has no Current RFPs
• ILEC RFP Plans: SBC Deploys Broadband Infrastructure
• ILEC RFP Plans: Verizon Deploys Broadband Infrastructure
• Canadian ILECs: Bell Canada
• Canadian ILECs: MTS / Allstream
• Canadian ILECs: Telus
• U.S. MSO Strategy IP Telephony Deployments
• MSO Plans: Cablevision
• MSO Plans: Comcast
• MSO Plans: Cox
• MSO Plans: Time Warner Cable
• Canadian MSO IP Telephony Deployment Plans
• Canadian MSO: Rogers Communications
• Canadian MSO: Shaw Communications
• Canadian MSO: Videotron (Quebecor)
• What About Vonage?

How the Triple Play Impacts An Operator's Bottom Line

• Potential ARPU Impacts
• ILEC Potential Revenue Mix / Home: 2003 x 2010
• MSO Potential Revenue Mix / Home 2003 x 2010
• Evidence that the Bundle Works
• A Closer Look at Cox's Experience
• Benefits to the Customer

Impact of Regulatory Constraints on Operators' Triple Play Strategies

• UNE-P and Its Triple Play Impact
• June 2004 UNE Ruling Impacts
• The October Fiber Ruling and Its Implications
• U.S. VoIP Regulation Backdrop
• Canadian VoIP Regulation Backdrop

Market & Technology Issues

• Triple Play Impact of POTS
• IP Multi-Cast Usage for TV Programming: Issues
• FTTN Pros and Cons
• FTTP Pros and Cons
• FTTX Associated Last Mile Technologies: Distance Tradeoff
• US RBOC Loop Length Analysis
• Expected MSO CAPEX / Customer

A Look at Some Triple Play Offerings (North America)

• US ILEC Triple Play Offerings
• Canadian ILEC Triple Play Offerings
• US MSO Triple Play Offerings
• Canadian MSO Triple Play Offerings

Conclusions

• Concluding Remarks

Awards

• Infrastructure Vendor Market Leadership Award
• Competitive Strategy Leadership Award
• Product Innovation Award

Appendix

• Alternative Last Mile Technologies
• Broadband Wireless: WiFi / WiMax
• PONs: Passive Optical Networks
• VDSL: An Alternative to Satellite
• Broadband Over Power Lines (BPL)
• What will the "killer apps" be?
• Glossary