AT&T Kathleen Early 15.398 Class Two Howard Anderson.

Slides:



Advertisements
Similar presentations
Making Successful Cities Urban Economy The APELDOORN: British-Dutch Dialogue Dr Cathy Garner FSS FRSA Rotterdam, 6-8 th March 2011.
Advertisements

Mobility Speed Anywhere Anytime By 2009 in the U.S. alone, wireless service revenue will surpass wireline service revenue for the first time.
Statistical text mining using R Tom Liptrot The Christie Hospital.
America’s Energy Future at a Crossroads BizWest Energy Summit Loveland CO July 10, 2014 Christopher Guith Senior Vice President - Policy Institute for.
Warm-Up  What would you do with $2 million?  You invested and got rich…quick! In a paragraph or more, tell me all about your plans. What will you do.
THE GREAT DEPRESSION FROM BOOM TO BUST “Brother, can you spare a dime?”
U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum February 17, 2000 Presented By: Peter Jarich & James Mendelson.
ECO 436 Industry Seminar Dr. David G. Loomis Illinois State University
Copyright © 2004 Pearson Education, Inc. Slide 1-1 E-commerce Kenneth C. Laudon Carol Guercio Traver business. technology. society. Second Edition.
Stacie Stuart (VZ) November 8, Criteria As of 11/7/2011 Holding return 23.86% YTD return.4% 3.6% of portfolio ~Third of Tele. Services sector Reuters.
Anaphora Analaura De La Cruz Kathleen Dos Santos.
PACIFIC CENTURY Presented by Group 1B. PACIFIC CENTURY Agenda 1)Background of PCCW 2)Industry Life Cycle 3)Key Strategies -Where to compete -How to compete.
 AEP is one of the largest investor-owned electric public utility holding companies in the United States.  AEP’s primary business segment is utility.
Liberty Global – Virgin Media Merger Analysis
Delta Airlines, Inc. Financial Analysis Presented By: Karen Brown Chintan Patel Pina Patel.
M A Y T E L E C O M S E C T O R : O V E R V I E W Presentation to FIN 824 (SPRING QUARTER) Marc Reitter Siddhesh Sankulkar T E L E C O M S E C.
Chp. 3 – Industry Overview Traditional Telephone Companies & Cable TV Providers Mobile Providers Smaller Competitors Internet Based Competitors Why Governments.
De·reg·u·la·tion dē- ˌ re-gyə- ˈ lā-shən The act or process of removing restrictions and regulations DEREGULATION.
Alex McCollough Deregulation of the local cable market.
McDonald’s Corporation
© Proprietary and Confidential Information of Radieux. Alvaro Baeza Angela Raub Bruce Smith Mary Udie Navaneeth Aguru Rob Latham.
TeleSoft Partners Fifth Annual Limited Partner Meeting Doug Garland Vice President & General Manager Access & Distribution October 25, 2002.
Shareholders’ Debrief Presentation Team Name:
A sharp contrast to the extreme poverty conditions that you read about yesterday.
Apple Inc..
Wireless Communication Sprint Nextel Team members' name omitted on purpose New Horizons Wireless Communication Sprint Nextel.
Disclaimer The views expressed here contain information derived from publicly available sources and have not been independently verified. No representation.
Predicate The verb and other words about the subject.
GROUP # 3 曾冠瑋 H 陸凱拉 H 李星諭 H PROFESSOR KUANG-CHIU HUANG 11/5/2013.
A T & T Wireless Are you looking to buy a stock? Look Here.
The End of Long Distance Telephony?: the converging telco landscape Bill Blessing Senior Vice President – Corporate Strategy and Development October 19,
Report to Congress Fifth Annual CMRS Competition Report August 3, 2000.
Tale of two cities ---- Comparison of Capital Markets System In London and Shanghai Joyce Wang
August 20,  Write the following paragraph in cursive. ◦ It was the best of times, it was the worst of times, it was the age of wisdom, it was the.
Period 1, 5, & 6  We will examine the causes of the Great Depression  Go over video questions  Chapter 14.1 Notes  Quiz  Chapter 14.2 Reading.
GROUP # 3 曾冠瑋 H 陸凱拉 H 李星諭 H PROFESSOR KUANG-CHIU HUANG 12/13/2013.
Parallelism Objective Today, we are going to identify and correct faulty parallel structure in sentences. 1.What are we going to do today? 2.What are.
Andrea Forrest. -AT&T began in 1875 with founder Alexander Graham Bell’s invention of the telephone  -During the 1800’s, AT&T became a parent company.
6-1. Sales Knowledge: Customers, Products, Technologies Chapter 6 Copyright © 2006 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.
September, Investing in Russian Telecoms.
Tellabs, Inc 4/1/02 Al Goldstein Economic Overview Economic Recovery is expected in 2002 –Strength of recovery is uncertain –Stock markets have surged.
Revenue Growth and Cash Management. What is the Cash Gap? Collection Period Payables Period Inventory Days.
Communications: Equipment and Services Presented By Team #9.
2-1 © 2006 by Nelson, a division of Thomson Canada Limited 1/12/2016 Slides developed by: Peter Yannopoulos Chapter 2 Defining and Assessing Markets.
Direct from Dell Micheal Dell. Michael Dell Saw an opportunity and grabbed it Saw an opportunity and grabbed it Turned a $1000 venture into a multi billion.
3.05 Entrepreneurship 1 CONDUCT MARKET ANALYSIS. MARKET ANALYSIS What Is It ? An evaluation of the market for a company's goods and services. For example,
Examples of Anaphora and Antithesis. Anaphora: repetition of a word or words at the beginning of two or more successive verses, clauses, or sentences.
TEMPLATE. 1 ADD TITLE CONTENT ONE It was the best of times, it was the worst of times; it was the age of wisdom, it was the age of foolishness.
Financial Review Bell Manufacturing H. Bell March 24, 2002.
National Association of Wheat Growers 415 Second St. NE, Suite 300 / Washington DC
Alternative Facts The Challenges of Settlements & Emerging Insurance Issues 10th Annual McGill Conference of International Aviation Liability & Insurance.
Formalism a few important terms.
Ceragon Networks (CRNT)
Verizon Communications Inc.
town planning I urban design I environmental assessment
Parallelism What is parallelism?.
Media Content Providers
T E M P L A T E.
T E M P L A T E.
Nutritional Supplements for Active Adults
Global Telecom Cable Market Report : Trends, Forecast and Competitive Analysis 1.
LOGO XX学校 这回我们毕业啦 其实是答辩的标题地方 我们毕业啦 其实是答辩的标题地方 答辩人 指导老师.
Hello It was the best of times, it was the worst of times; it was the age of wisdom, it was the age of foolishness.
It’s me ABOUT ME DAMEN POWER
Anaphora.
LOGO XX学校 这回我们毕业啦 我们毕业啦 其实是答辩的标题地方 答辩人 李某某 指导老师 XX教授.
T E M P L A T E.
Repetition Repetition.
让我们开始吧 DAMEN PPT.vol 1.
Anaphora.
Presentation transcript:

AT&T Kathleen Early Class Two Howard Anderson

“…It was… “ the best of times, it was the worst of times, It was the age of wisdom, it was the age of foolishness, It was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, It was the Spring of Hope, it was the Winter of Despair

“We had everything before us, “we had nothing before us….” AT&T Problem: Long Distance, very quickly, goes from a cash cow/profitable to …. Barely profitable. … and they are not alone.

A T & T Sales$67 Business: 50% Business Growth: - 11% ($34 B) 2001: expected: - 17% ($28.2 B) Debt: $62 B ( MediaOne, TCI) Wireless: $10.4 B, up 35% Broadband: UP 10.4% Cost of new local subscriber: $600

ATT Long Distance: will shrink: $6 B ($29B)

Example: Worldcom Revenue by segment Voice % Data % International % Internet Related Serv % Wholesale & Consumer Other % Total %

What do we learn? 1. Long Distance is a pure commodity (Ellen Hancock: $.05/mile OC48 - $.01) 2. AT&T’s issues are the same as Worldcom, Sprint, etc : Fortune Favors the Bold… A. Buy new competitors: McCaw, Teleport. B. Buy cable properties: TCI, MediaOne C. Build Internet Businesses D. Assume slower deterioration of LD; get control of end user.

The Market Will Be Heard –Stock Mar 99Feb01 $60$21 Market Cap$240 B$81 B Lost: $160 Bill + $100 Bill ( debt) - =trouble.

The “Hail Mary” Pass ATT: 4 companies Wireless: $9.6 Bill – 18.6% Margin “A” Broadband: $9.3 B – 24.3% Margin “A-” Consumer$19.B 41% Margin “C” Business$28.4B 36% Margin “B- Tot:$66 B

Restructure: Wireless: $9.6 3X$27b Broadband b Consumer $ b Business X 56 Total Breakup Value: $129 B or 50% premium

Wireless Industry Subscribers U.S Source: Yankee Group

Global Wireless Forecast (Billions of Subscribers) – – –Source: Yankee Group

Internet Influence 2000 Wireless Internet users:660 M 1 billion web pages 75 million host computers

Questions: 1. What is AT&T’s Internet Strategy? 2. How has it changed? 3. What will be different with 4 companies? 4. With companies like PSI in the tank, what part of the market looks attractive? 5. At some point, will you not be competing with your former sister divisions?