1. The Changing Telecommunications Network Stuart Henshall June 5, 2000

2. Key Factors Bandwidth: Availability and Cost Government: Intervention and Regulation Involvement: Applications and Usage Innovation: Offerings and Standardization

3. 1910 Emergent Network Bandwidth Government Involvement Innovation Hyper-competition, high cost of access, limited applications, intervention. and standardization

4. 20’s-60’s Monopoly for Scale Bandwidth Government Involvement Innovation Highly regulated, broad penetration bandwidth and involvement

5. 70’s-80’s Scale with Choice Bandwidth Government Involvement Innovation Reduced regulation; lower costs, increase in innovation and choice.

6. 90’s - Value Added with Scale Bandwidth Government Involvement Innovation Bandwidth exploding, costs down, regulation down, increasing complex product choices, new innovative standards

7. Key Questions Where is your focus? Where is the money? Today? Tomorrow? How would we map you today? What is the footprint for tomorrow’s market? What are there tipping points? How are our scenarios reflected?

8. 05’s The Emergent Network? Bandwidth Government Involvement Innovation Bandwidth no longer constrains, traditional regulation unimportant, network becomes invisible, innovation explodes.

9. What is the impact for Customers Channels Products Development Hyper-competition?

10. 05’s The Emergent Network? Bandwidth Government Involvement Innovation Bandwidth no longer constrains, government regulation unimportant, network becomes invisible, innovation explodes.

11. The Changing Network Bandwidth Government Involvement Innovation