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Competitive Business Case

Competitive Business Case. UBI – Dec/2003 Alex Cutrim / Suzana Roma. Corporate Personal Consumer. Service Providers. Vodafone, T-Mobile, …. Telecomm. Equipments. Core network switching and transmission equip., wireless handsets, satellite equip.,…. Basic Components.

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Competitive Business Case

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  1. Competitive Business Case UBI – Dec/2003 Alex Cutrim / Suzana Roma

  2. Corporate Personal Consumer Service Providers Vodafone, T-Mobile, … Telecomm. Equipments Core network switching and transmission equip., wireless handsets, satellite equip.,… Basic Components Processors, electronics, plastics,… Layered, Multi-Player Mobile Industry Creates Complex Business Environment

  3. Service Providers - Abundance of Players VoiceStream Wireless Southern Linc Dobson Comm. Alltel AT&T wireless group Sprint PCS Century Tel. Dynamic Mobile Data Vodafone Cellular One Centennial Comm. T-Mobile WinphoriaNetworks Cingular Wireless GoAmerica Triton PCS Metricom Western Wireless Nextel Comm. MCI WorldCom Cell phone - Dominated by Top 5 Towering Service - Major Players American Tower Corporation 14600 towers, USA, Brazil, Mexico Crown Castle International Australia, P.Rico, UK, USA AT&T, Sprint Nokia Motorola Telecommunications Spectrasite Comm., Inc. 8000 towers. USA, Canada Ericsson Pinnacle Towers, Inc. 2300 towers. USA, Canada Siemens Information and Communications Alcatel SBA Comm., Inc. 3700 towers. USA, P.Rico Components - No clear leaders, fragmented Texas Instruments Bluetooth capabilities, wireless infrastructure, RF products Good Morning Electronic Information Taiwan based Supplies: Nokia, Ericsson, Motorola, Siemens Sanyo Battery maker: Nokia, Ericsson, Motorola Geo Tex Creative Plastics

  4. Visions of a Near Future… Estimate of 1 Billion mobile subscribers by 2003!

  5. Visions of a Farther Future… Connecting OBJECTS with BUSINESS APPLICATIONS for added-value products and services Employee dB Consumer ERP Business Mobile Network CRM House www.com TV Car

  6. The Challenge Integrating the plethora of systems and protocols along the value chain The real challenge is connecting Business Interests to a Common Goal Cellphones, PDAs, smartphones, blackberry,… Java, XML, XHTML, VXML,… Employee dB Consumer Microsoft, Symbian, Palmsource,… ERP Business Mobile Network CRM GSM, CDMA, TDMA, GRPS, UMTS, EDGE, W-CDMA,… House WAP, Windows, Linux,… www.com TV Car WLAN, bluetooth,…

  7. … under a changing Technological Landscape 3rd Generation: Broadband Digital Voice and Extended Data (MMS) Higher connecting users => populated areas 3G WCDMA CDMA2000 EDGE UMTS 2.5G GPRS (GSM) 2nd Generation: Digital Voice and Data (SMS) Intel tracking: extended batt. life Limitation on # connecting users 2G (850 MHz) GSM TDMA CDMA 1G 1st Generation: Analogue Limited to Voice Services Always-on: limited batt. life=> limited mobility Subject to cloning/fraud

  8. Standardization of Technologies Diversity in Technologies Synergies in value chain Complexity of Hardware Efficiency, Lower Investments Abundance of Equipment Types Increased Service Value Increased Equip. Revenues Service Providers Telecomm. Equipment Opposing Strategies Will Slow the Expansion Process Profit

  9. In the End, Consumer will Decide Diversity of Technologies Standardization of Technologies More Service Proliferation of Devices / Providers Consolidation Faster Transmission, More Power Limited Transmission Higher Start-up Costs Higher On-going Costs “You Pay for What We Have” “You Get What You Pay For”

  10. Rapid Expansion in Mobile Internet Use Will Test Capability of Providers to Keep Up MM

  11. Growth Strategy Research & Development Global Presence Competitive Assessment Organizational Structure Products Market Image

  12. Growth Strategy

  13. Global Presence

  14. Products

  15. Market Image

  16. Organizational Structure

  17. Research and Development

  18. Growth Strategy Research & Development Global Presence Competitive Assessment Organizational Structure Products Market Image

  19. Executive Summary • Vodafone is well positioned to become the World’s true leader in Mobile services • Focused, global, execution • Leveraging global presence to drive mobile industry to deliver increased value • The real power of a global player is not in leveraging seamless global services • T-Mobile has the technological global competitive edge to be in the forefront of the industry • Does not appear to be committed to this

  20. Vodafone’s Choice for Verizon in the US appears to be driven by quality opposed to strategy • Verizon is based on the CDMA platform • Not one of Verizon Wireless services carry the Vodafone brand • “Put option” on $10 billion 45% stake can be exercised by Vodafone • AT&T Wireless and T-Mobile USA are GSM

  21. Reference Sources • New York Times • PMN Publications • Qualcomm • Reuters • Robert Kahn, “Father of the Internet” • The Motley Fool • This Is Money.com • T-Mobile International • Vodafone • Wall Street Journal • World Investment AK • Yahoo! Finance • BIGresearch • CeBit News • CNET News.com • Duke University • Gartner • GlobalWirelessNews • GSM association • gsm world • Intermarket Group • Microsoft • MIT University • MULTEX

  22. About the Authors • Suzana Roma is a Statistician major • She has broad experience with applied statistics to Marketing Intelligence • She has worked in several consumer oriented companies such as Coca-Cola, Telemar (Telecom) and Fininvest (Bank) • suziroma@yahoo.com • Alex Cutrim is an Electronics Engineer major • He has extensive practical background in Strategic Intelligence functions • He has worked in several areas of The Coca-Cola Company and Sony • alexc@domain.com.br

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