Behind the Scenes
@ Daniel Henkel
Struktur
I.
Über mich
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II.
Verantwortung
Chronologie: Abitur  Promotion
Persönlich: Fachwissen, Erfahrung, ToDo
DeTeCon Erwartungen
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Leitung
Kurzfristig
Mittelfristig
Langfristig
© Google
1990: Neue Horizonte
• Schulwechsel: Thüringen – Niedersachsen
• Eichsfeld Gymnasium:
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Neue Freiheiten
Englisch in USA/Oxford
“Jugend forscht” Wettbewerb
Eigene Firma zur Computerberatung/Verkauf
• Hervorragende Vorbereitung auf Studium
1995: Studium in Ilmenau
• Wi.-Ing.-Wesen (ET, Marketing, Finanzierung)
• Abschluss: Diplom
• Beratung/Werksarbeit:
– Carl Zeiss Jena GmbH: Lotus Notes Datenbank
– Otto Bock GmbH: MS Access Db (VBA)
• Bergfest ’95: Finanzvorstand, Sponsoring
• Swing und sci e.V.
Verantwortung
1998: Moskau und Rolling Stones
• DAAD Stipendium
• 4-Wochen Russisch Sprachkurs
– MIRBIS
– Pushkin Institute
• August ‘98: Börsencrash, Konzert
• Seitdem: Freunde und Kontakte
Fremdsprache
1999: Praktikum, Leicester, UK
• Water Software Systems Group
– Kooperation mit DeMontfort University
• Projektcontrolling
– Industrieprojekte/Uni-Forschung
– Meilensteine, Verantwortlichkeiten
– Finanzierung und Budgetierung
• Cambridge CAE Zertifikat
2000: Lotus/IBM, München
• Diplomarbeit: Post-Merger Integration
– Hypo/Dresdner Bank, Daimler/Chrysler, IBM/Lotus
– Kommunikation problematisch
– Lotus PMI Suite / KM
• Implementierung in Lotus Notes
2000-02: Fulbright Scholarship
• University of Colorado, Boulder
• Interdisciplinary Telecommunications Program
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Degree: Master of Science in Telecommunications
Data Networking, Wireless Technologies
Strategic Planning, Business Plan Preparation
Law and Regulation
• Teaching Assistant: Data Communications
2002: Extracurricular
• International Festival
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28 countries, 3500 participants
Food samples, entertainment, booths
Budget: $20,000, 25 student volunteers
Chair of Festival, treasurer leadership
• Business Analyst: Wireless LAN
– MindCommerce Publishing LLC, Denver
– Report: “Capitalizing on Wireless LANs”
Motivation, Delegation
2002-03: Infineon, USA
• Fiber Optic R&D Center, Longmont, CO
– Transceiver development
• Assistant to director of R&D NA
– Market studies, prepare decisions
– Roll-out of eRoom DMS
leadership
• Logistics planning for pilot line
– Forecast demand, track usage
– Interact with 15+ vendors
Impatience
2003/04: Infineon, Berlin, GER
• Transceiver Marketing
– Specification sheets, use cases
– OEM manufacturing coordination
• Test setup for first 4Gbps transceiver
• Preparation for PhD work in Germany
Optimism
2004-08: PhD Research Years I
• External PhD student in Ilmenau
• All research work in Boulder, US
• Communication with unmanned aircraft
– Delay-Tolerant Networks (DTN)
– Wireless radios, routing strategies
– Plane swarming algorithms
2004-08: PhD Research Years II
• Class: R&D and Portfolio Management
– Product selection and stage-gate processes
– Portfolio development for Alcatel-Lucent
• Class: Project Management
– Knowledge areas in-depth, real-world project
– PMI member, will certify in June ‘08
DeTeCon: Future Possibilities
• Short-term
– Leverage technical/business expertise in daily projects
– Find mentors and build connections
• Medium-term
– Work with in-house experts (technology, processes)
– Knowledge building: articles, talks, conferences
• Long-term
– Develop new business models for telcos and cellcos
– Enter developing markets and “connect the world”
– Build/maintain strategic client relationships
Conclusion
Me
Loves travelling/relocating
Technical, analytic abilities
Business background
Open, social personality
DeTeCon
Global
Telecom solutions
Strategy Consulting
Client focused
Thank You for your patience!
Backup Slides
Vision – Mission - Values
Vision: To enrich people’s lives by
transforming the way the world
communicates
Mission
Values
Ensuring that our custo- Customers First
mers thrive, our business
Innovation
grows, and people’s perTeamwork
sonal communications
Accountability
experience gets enriched.
Respect
Research Strategy & Focus
Bell Labs main R&D facility
• Develop technically advanced products
• Conduct fundamental research
• Create innovations for ALU’s new products
Current focus
• Wireless network modeling
• WiMAX technology
• Next generation cellular networks
ALU SWOT Analysis
Strengths
• Worldwide presence
• IP portfolio
• Innovation capability
• WiMAX leader
Opportunities
• Wireless broadband
• All-IP networks
• Emerging markets
Weaknesses
• Financial situation
• Merger integration
• Product line confusion
Threats
• Few big customers
• FCC regulation
• Fast technology pace
• Strong competitors
Financials
Shares down 47% YoY
• Q3’07: op.margin 1.6%, net income €-258M
• €12.36B market cap
Markets & Customers
Market segments along wireless network lines
• 2G voice – CDMA, GSM
• 3G voice and data – WCDMA, EV-DO
• 4G all-IP – LTE, WiMAX
• Fund/Platform – CR, SDR
Main customers in cellular network industry
• Verizon Wireless
• Deutsche Telekom
• China Telecom
Opportunities in WISP market
Competitors
Strong worldwide competition
Company
Symbol
Cisco Systems, Inc.
CSCO
Nokia Corp.
NOK
QUALCOMM Inc.
QCOM
LM Ericsson Telephone Co.
ERIC
Motorola Inc.
MOT
Alcatel-Lucent
ALU
Nortel Networks Corp.
NT
Price/$ Market Cap
27.45
166.54B
39.49
151.39B
40.12
65.66B
24.93
39.62B
16.3
37.23B
8.08
18.25B
16.92
7.39B
Asian players are growing fast
P/E
21.8
16.12
20.56
9.85
81.09
N/A
N/A
Project Selection Methodology
New Project Sources
• Customer input
• Employee idea process
• Alcatel-Lucent Venture
• University Cooperation
Value Scorecard
Criteria – scale {0, 4, 7, 10}
• Option Value (3)
• Strategic Fit (9)
• Innovation Content (7)
• Prob. of technical success (5)
• Prob. of commercial success (6)
• Core Competency (4)
Resource Limitations
Estimated €2.2bn R&D budget (total)
• At disposal now: €360 million (wireless)
• 2G (10%): €36m, 3G (25%): €90m
• 4G (40%): €144m, F/P (25%): €90m
Full Time Employees
• Not the bottleneck
Portfolio Findings
29 projects evaluated – c:11, o:10, d:8
2G
3G
- HTC handset venture
- GSM base station redesign
- Stop CDMA v1 BS
4G
- LBS for HSDPA network
- US-F inter-cultural training
- Phase out Alcatel WCDMA
Fundamental/Platform
- WiMAX for WISP market
- LTE standards activities
- Exit UMB market
- Cognitive Radio research
- Enhance SDR platform
- Stop DTN research
17 projects funded – c:7, o:8, d:2
Balance Example Plot
Visual Balance - 2G Bucket
$35
CDMAsec-o
$30
Option Value / $M
$25
$20
GRedes-o
$15
$10
LMDS-d
CDMA1-d
$5
Gconf-c
$-1
$(5)
0
1
2
3
4
A-Lteam-o
$(10)
Overall Risk / [0...10]
X – Risk
Y – Value Size – Strategic Fit
Innovation Content:
High
Medium
Low
Summary & Outlook
• Alcatel-Lucent strong innovator, but
distracted by merger integration
• Tailored project selection methodology
supports financial and subjective criteria
• Currently 17 out of 29 projects funded
• €328M spent, 32M contingency
• Portfolio: strategic fit, optimal value and
balance
• Strong performance expected in 2009
Portfolio Findings
29 projects evaluated – c:11, o:10, d:8
2G
3G
- HTC handset venture
- GSM base station redesign
- Stop CDMA v1 BS
4G
- LBS for HSDPA network
- US-F inter-cultural training
- Phase out Alcatel WCDMA
Fundamental/Platform
- WiMAX for WISP market
- LTE standards activities
- Exit UMB market
- Cognitive Radio research
- Enhance SDR platform
- Stop DTN research
17 projects funded – c:7, o:8, d:2