Executive Telecom Briefing #18

Internet Bandwidth
Supply & Demand
The Effect of Video & New Internet Applications on Network Infrastructure Opportunities

Objective | Program

December 12, 2006

Boston University
School of Management, Rm. 412
595 Commonwealth Ave.
Boston, MA 02215

Map | Directions

• Registration fee includes one copy of the briefing notes
  
  
• Space is limited to 50 attendees - first come first serve

Telecom Briefing Objective

The growth in internet traffic is still healthy but not as aggressive as a few year ago. Transport technology continues to be improved thus reducing costs. Despite temporary overcapacity and industry consolidation, the race between growing traffic and growing transport capacity will be key to determining the health of the telecom industry. Right now there seems to be absence between the two, with the result that revenues from long haul transport are roughly constant. This event will explore what the future will bring and what can the industry do to affect it.

Topics to be Addressed

• Supply Side
  
  
  • What is the present bandwidth supply status in both domestic and International?
  • Is there an excess of dark fiber"
  • Is there a business opportunity in dark fiber?
  • Where is the dark fiber?
  • What is happening to the price of dark fiber?
  • How do you find dark fiber?
  • Role of new technologies
  • How much bandwidth will be needed in the access networks?
  • The impact of mergers and acquisitions on network capacity supply.
  • Will the carrier consolidation and foreign ownership pose a national security threat?
    
    
• Demand Side
  
  
  • What types of services are driving Internet traffic?
  • What are the most bandwidth hungry applications, now and in the future?
  • What are the strategies of Google, Yahoo, E-bay,. MSN, & YouTube, etc.
  • What will be the impact of "net neutrality" legislation?
  • What impact will IPTV and VoIP have?
  • What will be the impact of Video and User-generated video?
  • What will be the impact of networked gaming?
  • Where will money be made on new web services?
  • What will be the impact of new technologies?