Stratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market

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Table of Contents

Stratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, Introduction and MethodologyIntroductionIntroductionMethodologyStratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, U.S. Communications Services MarketMarket-Level Analysis & ForecastsIntroductionKey Trends in Local Voice MarketKey Trends in Long Distance Voice and Data MarketsKey Trends in Mobile Wireless MarketKey Trends in Residential Broadband/Internet Access MarketKey Trends in Video Subscription Services MarketStratecast Partners U.S. Communications Services Revenue ForecastCapital Expenditure ForecastThe Last Word on Market-Level Forecasts and TrendsStratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, Analysis of Key U.S. Regulatory IssuesAnalysisIntroduction Regarding the 1996 Telecommunications Act and Local Competition ProvisionsRegulations Regarding Identification and Pricing of Unbundled Network Elements (UNEs)FCC Rulemakings and Policy Statements Regarding the Regulatory Treatment of Cable Modem and DSL ServiceRegulatory Treatment of ISP-Bound TrafficCable Consolidation and Regulations Regarding Cross-OwnershipPole Attachment RulesWireless Local Number Portability (LNP) Automatic Location Identifier - Wireless E911Stratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, Company-Level Strategic AssessmentsAOL Time WarnerCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Corporate Issues and Operational Issues To AddressRevenue; EBITDA and Capital Expenditure ForecastStratecast Partners Predicts: The Future of AOL Time WarnerAT&TCompany Snapshot and Strategic PrioritiesAT&T Solutions - Key Element of AT&T Business ServicesAT&T ConsumerRecent Financial and Operational PerformanceAnalysis of International StrategyCurrent and Forecasted Approaches to Providing Local Network ServicesRevenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of AT&TAT&T ComcastCompany Snapshot and Recent Financial/Operational PerformanceCorporate Structure of AT&T Comcast Following Merger ClosureTop Business Objectives for AT&T Comcast Following Completion of DealThe Role of Residential Telephony in Near-Term Future of AT&T ComcastAT&T Comcast: Near-Term New Service Initiatives To Be Aggressively PursuedMicrosoft: Enhancing Its Position At The Expense of AOLAT&T Comcast Future Activities with Residential TelephonyAT&T Comcast - Pro Forma View and Revenue; EBITDA; CapEx ForecastStratecast Partners Predicts: The Future of AT&T ComcastBellSouth CorporationCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Partnerships and AlliancesInternational StrategyApproach to Providing Local Services on a Nationwide Basis in the U.S.Technology PrioritiesRevenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of BellSouthQwestCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Partnerships and AlliancesInternational StrategyApproach to Providing Local Services on a Nationwide Basis in the U.S.Revenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of QwestSBC CommunicationsCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Partnerships and AlliancesInternational StrategyApproach to Providing Local Services on a Nationwide Basis in the U.S.Recent Data/IP Service InitiativesRevenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of SBCSprint CorporationCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Partnerships and AlliancesInternational StrategyAnalysis of Sprint Local Telecommunications Division (LTD)Analysis of Sprint National-Local StrategyTechnology PrioritiesRevenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of SprintVerizon CommunicationsCompany Snapshot and Strategic PrioritiesRecent Financial and Operational PerformanceKey Partnerships and AlliancesInternational StrategyApproach to Providing Local Services on a Nationwide Basis in the U.S.Revenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of VerizonWorldCom Inc.Company Snapshot and Corporate-Level Strategic PrioritiesWorldCom Group and MCI Group: Strategic Objectives and PrioritiesRecent Financial and Operational PerformanceKey Merger/Acquisition Activities Related to Business ExpansionInternational StrategyCurrent and Forecasted Approaches to Providing Local Network ServicesTechnology PrioritiesRevenue; EBITDA and Capital Expenditure ForecastsStratecast Partners Predicts: The Future of WorldComMicrosoft - Its Role in Communications Industry EvolutionIntroductionMicrosoft TVMSNMicrosoft .NETWhy Microsoft Will Emerge as a Major Force in CommunicationsStratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, Comparative Analysis Of CompaniesComparative Analysis Of CompaniesNoteComparison of Capabilities as Residential Service ProvidersComparison of Capabilities as Business Service ProvidersComparative Analysis of Financial Condition of CompaniesStratecast 2002: Strategic Assessment & Forecast of the U.S. Communications Services Market, Stratecast Partners Predictions - Industry Growth And ConsolidationForecasted Shifts in Company Market Shares 2001-2003Forecasted Shifts in Company Market Shares 2001-2003Local Voice MarketLong Distance Voice MarketData/IP MarketVideo MarketMobile Wireless MarketStratecast Partners Predictions - Industry ConsolidationAT&TAT&T ComcastAOL Time WarnerBellSouthMicrosoftQwestSBCSprint CorporationVerizonWorldComMiscellaneous Scenarios to ConsiderPreview of Market Shares As of 2004




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