The competition for customers: services, access and revenues

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15.020 Schedule
DRAFT.
Due to the large number of speakers, this schedule is subject to change. Check back often.
NOTE: MSDW Telecom Primer can be found at http://sloanfiles.mit.edu/15.020/msdwtelecomprimer.pdf
MSDW B2B Internet Report can be found at http://sloanfiles.mit.edu/15.020/b2bp1a.pdf
Dodd refers to course text Essential Guide to Telecommunications
Rosenbush refers to course text Telecom Business Opportunity
Class #
1
2
3
4
Subject
INTRODUCTION TO TELECOM
Wed Sept 6
Course Introduction & Competitive Structure of Telecoms Industry:
The Effect of Convergence
Telecommunication companies, computer hardware and software
companies, and cable operators converge to compete for voice traffic,
data traffic, and integration of networks.
Slides: Course Summary
Read: Dodd, Chap 1,2
Supplementary readings for those interested in the topic:
http://raven.stern.nyu.edu/networks/telco96.html
http://sloanfiles.mit.edu/15.020/telephony101revised.pdf
Mon Sept 11
Regulation, Deregulation and the Telecom Act 1996
Competitive Local Exchange Carriers (CLECs) and Unbundled Network
Elements. The effect of government regulation on the framework for
competition
Slides:
Read:
Dodd, Chap 3, 4
MSDW Telecom Primer pp 84-96
Supplementary readings for those interested in the topic:
http://sloanfiles.mit.edu/15.020/effectsunkcost.pdf
http://sloanfiles.mit.edu/15.020/taxationbyregulation.pdf
COMPETITION FOR CUSTOMERS
Wed Sept 13
Competition in Local Service: CLECs and Metropolitan Area
Networks
Speaker:
Slides:
Read:
Dodd, Chap 5
MSDW Telecom Primer pp 3-8
http://sloanfiles.mit.edu/15.020/clecoverview.pdf
Supplementary readings for those interested in the topic:
Advanced: http://sloanfiles.mit.edu/15.020/ss7intro.pdf
**SPECIAL OPTIONAL EVENT – CENTRAL OFFICE TOUR ON FRIDAY, SEPT 15. **
**DETAILS TO FOLLOW. RSVP REQUIRED**
Mon Sept 18
Competition for Residential Local and Long Distance
The competition for customers: services, access and revenues. The
importance of offering bundled service packages. Discussion of longdistance market.
Speaker:
Slides:
Read:
Dodd, Chap 6
http://sloanfiles.mit.edu/15.020/homeoffice.pdf
MSDW Telecom Primer pp 76 – 83
Supplementary readings for those interested in the topic:
http://sloanfiles.mit.edu/15.020/valuationnewservices.pdf pp 1-39
Page 1 of 5
Date
15.020 Syllabus, Version 9/28/99
Class #
5
Date
Wed Sept 20
Subject
Next Generation Carriers: Voice on the Net
Mon Sept 25
Speaker:
Slides:
Read:
Dodd, Ch 9
http://sloanfiles.mit.edu/15.020/yankeevodsl.html
Supplementary readings for those interested in the topic:
http://sloanfiles.mit.edu/15.020/voiplucentprofguide.pdf
http://sloanfiles.mit.edu/15.020/sonustelephony.pdf
NO CLASS
6
Wed Sept 27
Competition in Broadband: DSL
Creation of value by upgrading existing technology.
Speaker: Mark Washburn, CEO, HarvardNet
Slides:
Read: Dodd, Ch 7
http://sloanfiles.mit.edu/15.020/whowillconnectyou.pdf
MSDW Telecom Primer pp 97 – 117
Supplementary readings for those interested in the topic:
http://www.dell.com/us/en/biz/topics/vectors_1999-glite.htm
http://www.cisco.com/univercd/cc/td/doc/cisintwk/ito_doc/adsl.htm
http://www.coppercom.com/learn/whitepapers.htm
7
Mon Oct 2
8
Wed Oct 4
Competition in Mobile & Wireless Communications
Introduction to wireless technologies.
US: the battle for standards and coverage (TDMA, CDMA, GSM)
International: GSM, roaming, satellite-based services (e.g. Iridium)
Next/3rd generation mobile and standards harmonization
Slides:
Read: Dodd, Ch 10
MSDW Telecom Primer pp 9-23
Supplementary readings for those interested in the topic:
http://www.privateline.com/PCS/PCS.htm
http://www.dell.com/us/en/biz/topics/vectors_1999-wireless.htm
Competition in Mobile & Wireless Communications
How cellular service providers are trying to increase ARPU and reduce
churn.
Speaker: XX
Slides:
Read:
NO CLASS (Columbus Day Holiday)
Mon Oct 9
*****14.28 STUDENTS – ASSIGNMENT #2 DUE ON OCT 11 IN CLASS*****
Page 2 of 5
15.020 Syllabus, Version 9/28/99
Class #
9
10
11
12
13
14
Page 3 of 5
Date
Subject
ENABLING SERVICES IN TELECOMMUNICATIONS
Wed Oct 11
E-commerce infrastructure
Data centers and managed networks, distributed content.
Speaker: Beverly Brown, Executive Vice President Marketing, Exodus
Communications
Slides:
Read: http://www.nwfusion.com/whitepapers/f5/f5_wp.html
http://sloanfiles.mit.edu/15.020/broadbusmodels.pdf
http://sloanfiles.mit.edu/15.020/opticalprimer.pdf
Supplementary readings for those interested in the topic:
Cisco Internetworking Basics (PDF)
Cisco Internetworking Technology Overview
http://sloanfiles.mit.edu/15.020/networksecurityintro.pdf
Mon Oct 16
Competition in Telecom Infrastructure – Time to Market Strategies
Competition in 3 key markets: enterprise, consumers, service providers.
Methods for innovating within a large company. The make or buy
decision.
Speaker: George Cooney, Vice President Corporate Development,
Nortel Networks
Slides:
Skim http://sloanfiles.mit.edu/15.020/msdwtechprimer0500c.pdf
Wed Oct 18
Carrier Infrastructure – Building a next-generation network
Speaker: Jennifer Pigg, Senior Vice President Carriers, Yankee Group
Slides:
Read: http://sloanfiles.mit.edu/15.020/microsoftvpnintro.pdf
Supplementary readings for those interested in the topic:
http://www.cisco.com/univercd/cc/td/doc/cisintwk/ito_doc/vpn.htm
http://www.nwfusion.com/whitepapers/vpndom/vpndom_sum.html
Advanced: http://sloanfiles.mit.edu/15.020/sonet101.pdf
Mon Oct 23
Entrepreneurs in Telecommunications
Speaker Panel: Moderated by Carl Stjernfeldt, Battery Ventures
Company 1 TBD
Company 2 TBD
Slides:
Read: Skim Rosenbush, Part 2 (entrepreneur stories)
Wed Oct 25
Network Intelligence
A discussion of intelligence on the edge of the network versus
intelligence in the core of the network. How will computers and
networked devices evolve?
Slides:
Read: Dodd, Ch 8
Supplementary readings for those interested in the topic:
A Brief History of the Internet
http://www.boardwatch.com/isp/summer99/backbones.html
*****ASSIGNMENT #1 DUE IN CLASS ON OCT 30*****
Mon Oct 30
The Convergence of PCs and Telecommunications
Analysis of the role of software platforms in future networks, discussion
of intelligent edge devices.
Speaker:
Slides:
Read: Isenberg’s classic “Rise of the Stupid Network,” at
http://www.phonezone.com/whitepaper/stupidnet.htm
http://www.microsoft.com/ISN/IndOutlook_Trends.asp
15.020 Syllabus, Version 9/28/99
Class #
15
16
17
18
Date
Wed Nov 1
Subject
Mergers and Acquisitions in Telecommunications
Why does size matter in the telecommunications industry? Discussion of
M&A strategies. The role of DOJ antitrust regulators and the FCC in
maintaining a healthy, competitive environment.
Slides:
Read: MSDW Telecom Primer pp 118-123
*****ASSIGNMENT 3 TOPICS DUE IN CLASS NOV 6*****
HOW TELECOM IS TRANSFORMING BUSINESS
Mon Nov 6
B2B Commerce - Interaction of Technology and Business Strategy
Discussion of how emerging telecom services will affect B2B markets.
Discussion of economic productivity numbers.
Slides:
Read: MSDW B2B Internet Commerce Report pp 7 – 36, 43 – 46
Wed Nov 8
Application Service Providers
Mon Nov 13
19
Wed Nov 15
20
Mon Nov 20
Wed Nov 22
Page 4 of 5
Speaker: John Charters, CEO, Qwest Cybersolutions
Slides:
Read:
http://www.corio.com
http://www.qwestcybersolutions.com/
http://www.usi.net
Location Independence
A discussion of directory services and directory-enabled networking.
Speaker:
Slides:
Read: http://sloanfiles.mit.edu/15.020/metadire.pdf
Supplementary readings for those interested in the topic:
http://www.microsoft.com/windows2000/guide/server/features/dirlist.asp
http://www.iplanet.com/products/whitepaper/usermgmt_wp.html
http://www.cisco.com/univercd/cc/td/doc/cisintwk/ito_doc/diren.htm
B2C Commerce in an Wireless World
A discussion of new technologies that will change how consumers
interact with businesses using wireless devices.
Speaker: Patty Maes, Professor at the MIT Media Lab and Founder of
Open Ratings.
Slides:
Read: http://www.dell.com/us/en/biz/topics/vectors_1999-blue.htm
Storage Area Networks
As we move to an information-based society, data storage becomes more
important. Not only do we need to keep a backup of important
information, but we also want to access our information from many
locations.
Speaker: EMC
Slides:
Read: http://sloanfiles.mit.edu/15.020/storageprimer.pdf
NO CLASS (Thanksgiving)
15.020 Syllabus, Version 9/28/99
Class #
21
22
23
24
25
26
Page 5 of 5
Date
Subject
INTERNATIONAL TELECOMMUNICATIONS MARKETS
Mon Nov 27
Competition around the World
Speakers: You! Class members from around the world describe
competition in their home markets.
Read:
http://www.bt.com/global_reports/1998-99/
MSDW Telecom Primer pp 24 – 75
Wed Nov 29
Competition for Large and International Users
Global markets: opportunities and threats; service offerings and
customer needs; challenges, e.g. regulation, degrees of market openness,
service consistency
Speaker: Ed Meko, GlobalOne
Slides:
Read:
http://www.globalone.net
http://www.bt.com/att-bt-globalventure/
http://www.concert.com/
FUTURE COMPETITION, PRESENTATIONS, AND COURSE SUMMARY
*****ASSIGNMENT #3 DUE BY FRIDAY DECEMBER 1, 12 PM*****
Mon Dec 4
Student Presentations
Student Presentations 6 – 9 pm on Dec 4 and Dec 6
Wed Dec 6
Student Presentations
Mon Dec 11
The Direction of Future Competition
Broadband wireless, bundling of services (TV, voice, Internet)
Full service operators (any-distance service, wireline/wireless, voice,
Internet access). Integration of voice, data, and wireless networks.
Slides:
Read: http://sloanfiles.mit.edu/15.020/convergenceprimer.pdf
http://sloanfiles.mit.edu/15.020/distworkforce.pdf
Supplementary readings for those interested in the topic:
Network World's "Convergence, a strategic analysis"
"Are You Ready for Convergence"
Wed Dec 13
Course Summary and New Business Model
15.020 Syllabus, Version 9/28/99
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