Research and Markets (http://www.researchandmarkets.com/research/dssljc/google_a)
has announced the addition of the "Google
- A Telecom Threat?" company profile to their offering.
This report asks if Google is a threat to Telecom. By threat, of course,
we mean competitive threat. The simple answer to this question is YES!
As with many simple answers to complex questions, this leaves a lot
unsaid. Some of what is unsaid would include questions as to the
existence of a market to even be concerned about - surely Google doesn't
want to compete for the traditional wireline market, which appears to be
dying. Would Google like to compete in the broadband market? From their
activities in Kansas City it certainly appears that there is some
What about mobile? The recent (but still awaiting regulatory approvals)
purchase of Motorola assets by Google, suggest that they may want to get
into the handset and other devices business. That business certainly has
worked out well for Apple. Finally, who besides Google may be a major
threat to the RBOCs? What about Apple or Microsoft?
All of these questions and others are addressed in this report. In 2010
we published a report on about the ame subject, Google and the RBOC'S.
This is an update of that report and a complete re-write of much of it.
In terms of Google's activities, 2010 is like ancient history. So, in
this report we will try to move from ancient history to current events.
This report, focuses on the perceived strategies of Google, the RBOCs,
and other super-competitors. The RBOCs that we will focus on are Verizon
and AT&T. The report will use these companies' public announcements and
private interviews and the author's years of experience in this area to
develop a view of their strategies, comments on the strategies and
likely outcomes. The report will provide forecasts on all the topics of
We will start the report with a description underlying economic
situation. Because of the overriding importance of the state of the US
(and World) economy, we will provide a review of our forecasts for the
nation's economy as well as its impact on telephony. That portion of the
report will also provide our forecast for capital spending over the next
five years. The report will then continue with a review of the current
telecom market structure. With that background, we will look in detail
at the activities of Google and the major RBOCs. From these activities
and the market structure, we will develop and present our view of each
company's strategy and comments on each. Forecasts will be provided for
each of the areas addressed.
In addition to the strategies of Google and the RBOCs we will also look
at some other major companies that may be in or coming to the
telecommunications space in the US.
We also feel that the following are the major issues in today's
competitive structure in telecommunications.
- Telcos become wireless, rather than wireline companies.
- The Advanced Access Architecture deployments being undertaken by the
major RBOCs and many smaller telcos.
- Overbuilding by major telcos.
In addition to the detailed discussion of the competitive environment
and the companies' strategic response to that environment, his report
will address each of these areas, and provide forecasts as to our
expectations for each. For reference, our view of the planning
environment is provided in an Appendix.
For more information visit http://www.researchandmarkets.com/research/dssljc/google_a
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