Ericsson vs. Alcatel
Ericsson vs. Alcatel
Ericsson vs. Alcatel
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Rajko Baletic<br />
Siniša Soro<br />
Milan Lecic<br />
Milan Vlatkovic<br />
United Business Institute Brussels<br />
IIM-Euro Novi Sad<br />
MBA Studies-Corporate Intelligence<br />
May 2004.<br />
1
History<br />
<strong>Ericsson</strong><br />
• 1876 Lars Magnus <strong>Ericsson</strong> opens a telegraph<br />
repair workshop with three employees.<br />
• 1878 <strong>Ericsson</strong> sells improved version of Bell<br />
telephone. Total production 22 telephones a year.<br />
• 1892 First desk telephone introduced.<br />
• 1956 <strong>Ericsson</strong> launches the Ericofon.<br />
• 1971 First <strong>Ericsson</strong> picture phones.<br />
• 1978 First digital AXE exchange installed in Turku.<br />
• 1981 Firs AXE cut over in Mexico. <strong>Ericsson</strong><br />
Information Systems (EIS) is set up.<br />
• 1986 First <strong>Ericsson</strong> implementation of Intelligent<br />
Network.<br />
• 1987 First handheld mobile telephone produced for<br />
NMT 900<br />
• 1991 Has 3 percent of world market for mobile<br />
phones.<br />
• 1995 World` s first GSM 1900 mobile system in<br />
service.<br />
• 1999 Takes about 50 per cent of the orders for<br />
GPRS<br />
• 2002 First 3G WCDMA call on public networks.<br />
• 2003 Restructuring consumed a total of 44 jobs.<br />
<strong>Alcatel</strong><br />
• 1898 Pierre Azaria sets up the Compagnie<br />
General d`Electricite.<br />
• 1925 Absorption by CGE of Compagnie des<br />
Cables de Lyon.<br />
• 1966 Absorption by CGE of the Alsacienne de<br />
Constructions Atomiques (<strong>Alcatel</strong>).<br />
• 1985 Merger between CIT-<strong>Alcatel</strong> and<br />
Thomson Telecommunications.<br />
• 1987 Privatization of CGE.<br />
• 1988 Link-up with GE Company (UK)<br />
• 1990 CGE-Fiat agreement.<br />
• 1991 CGE changes its name to <strong>Alcatel</strong><br />
Alsthom.<br />
• 1992 <strong>Alcatel</strong> Alsthom acquired AEG Kabelmanufactured<br />
in Germany .<br />
• 1993 Acquisition of STC Submarine Sistems.<br />
• 1998 <strong>Alcatel</strong> Alsthom is renamed <strong>Alcatel</strong><br />
• 2000 Acquisition of the Canadian Newbridge,<br />
worldwide leader in ATM tehnology networks.<br />
• 2002 front-runner in next generation SONET<br />
Metro Optical Sistems.<br />
• 2003 Sales 50% shareholding in Antlinks<br />
2
2003 FACTS AND FIGURES<br />
<strong>Ericsson</strong><br />
<strong>Alcatel</strong><br />
2003 Sales ( mil Euro )<br />
12.801<br />
12.513<br />
1- Year Sales Decline ( % )<br />
19<br />
22<br />
Domestic Sales ( % )<br />
5 ( Sweden )<br />
13 ( France )<br />
Other Markets ( % )<br />
95<br />
87<br />
Active ( no. of countries )<br />
140<br />
130<br />
2003 Employees<br />
51.583<br />
60.486<br />
1-Year Employees Decline ( % )<br />
20<br />
15<br />
3
Sales by Product Segment<br />
Mobile communications (mil)<br />
<strong>Ericsson</strong><br />
8.928<br />
<strong>Alcatel</strong><br />
3.539<br />
1-Year Decline ( %)<br />
19<br />
27<br />
Fixed communication (mil)<br />
870<br />
5.708<br />
1-Year Decline (%)<br />
32<br />
27<br />
Others ( mil)<br />
3.174<br />
3.643<br />
1-Year Decline (%)<br />
18<br />
12<br />
Inter segment sales (mil)<br />
174<br />
377<br />
4
Sales-Geographical Diversification<br />
Europe ( % of sales)<br />
1-Year Decline (%)<br />
Asia & Pacific (%of sales)<br />
1-Year Decline (%)a<br />
North America ( % of sales)<br />
1-Year Decline ( %)<br />
Rest of World ( % of sales)<br />
1-Year Decline (%)<br />
<strong>Ericsson</strong><br />
35<br />
21<br />
23<br />
24<br />
15<br />
24<br />
27<br />
10<br />
<strong>Alcatel</strong><br />
50<br />
21<br />
18<br />
20<br />
15<br />
74<br />
17<br />
18<br />
5
R & D<br />
Investment in R&D 2003 ( mil )<br />
1-Year Decline (%)<br />
% of Sales<br />
Employees 2003<br />
1-Year Decline (%)<br />
Number of R&D sites<br />
Number of patent 2003<br />
<strong>Ericsson</strong><br />
2.320<br />
21<br />
20<br />
16.500<br />
20<br />
25<br />
1.000<br />
<strong>Alcatel</strong><br />
1.593<br />
28<br />
13<br />
14.700<br />
21<br />
22<br />
750<br />
6
Employees by Regions<br />
Domestic<br />
1- Year Decline (%)<br />
Rest of Europe<br />
1- Year Decline (%)<br />
North America<br />
1- Year Decline (%)<br />
Asia<br />
1-Year Decline<br />
Rest of World<br />
1- Year Decline (%)<br />
<strong>Ericsson</strong><br />
24.408 (Sweden)<br />
19<br />
11.263<br />
21<br />
4.460<br />
30<br />
6.468<br />
17<br />
4.984<br />
28<br />
<strong>Alcatel</strong><br />
18.989 (France)<br />
15<br />
20.360<br />
21<br />
9.075<br />
10<br />
8.716<br />
3<br />
3.346<br />
12<br />
7
Presence in Growing Markets<br />
China<br />
Thailand<br />
Russia<br />
India<br />
Ukraine<br />
Iraq<br />
Nigeria<br />
Ghana<br />
Afghanistan<br />
<strong>Ericsson</strong><br />
<strong>Alcatel</strong><br />
8
Competitive Fact Sheet<br />
Mission/<br />
Vision<br />
Strategy<br />
<strong>Ericsson</strong><br />
All Communicating world, voice data, images,<br />
conveniently communicated anywhere and anytime<br />
in the world, increasing Both quality-of-life,<br />
productivity and enabling a more resource-efficient<br />
world and be the global leader in providing<br />
communicates solutions, to be the prime innovator<br />
of industry.<br />
•To be a market, technology and operational leader.<br />
•Create economies of scale.<br />
•Develop superior product and services.<br />
•Offer customers competitive advantages.<br />
<strong>Alcatel</strong><br />
A Communications solutions Company-connected<br />
everywhere, anytime to broaden your life and enabling<br />
successful multimedia services, architects of an Internet<br />
World.<br />
•To be creator of high value-added communications<br />
solutions.<br />
•Sustainable development.<br />
Activities<br />
•Systems<br />
•Phones<br />
•Other operations<br />
•Fixed communications.<br />
•Mobile communications.<br />
•Private communications.<br />
9
LM <strong>Ericsson</strong> (ADR)<br />
Telefonplan SE - 126 25<br />
Stockholm<br />
LM <strong>Ericsson</strong> (<strong>Ericsson</strong>) is a supplier of mobile systems<br />
worldwide. The Company provides total solutions covering<br />
everything from systems and applications to services and<br />
core technology for mobile handsets. With Sony <strong>Ericsson</strong>, it<br />
also is a supplier of complete mobile multimedia products.<br />
<strong>Ericsson</strong> has been active worldwide since 1876. Products<br />
and services include mobile systems, multi-service<br />
networks, enterprise services, transmission and transport<br />
technologies, advisory services, management and<br />
optimization services, third-generation (3-G) mobile<br />
telephony, multimedia messaging services, general packet<br />
radio services (GPRS) and Bluetooth wireless technologies.<br />
Total Employees<br />
51,583<br />
<strong>Alcatel</strong> (ADR)<br />
54 Rue La Boetie<br />
Paris, 75008<br />
<strong>Alcatel</strong> is a provider of end-to-end communications<br />
solutions, enabling carriers, service providers and<br />
enterprises to deliver content to any type of user. The<br />
Company provides products such as digital subscriber line<br />
(DSL) and fiber to the user, asynchronous transfer mode<br />
(ATM) switches and Internet protocol (IP) core routers,<br />
private branch exchanges (PBX), local area network (LAN)<br />
switches, data communication equipment and global<br />
systems for mobile communications (GSM) and general<br />
packet radio service (GPRS) handsets, space-based systems<br />
for the high-speed transport of voice, data and multimedia<br />
communications, batteries and components and subsystems.<br />
Total Employees<br />
60,486<br />
10
STOCK EXCHANGE TICKER SYMBOL<br />
ERICY<br />
ALA<br />
STOCK OVERVIEW<br />
Current value<br />
30.56 $<br />
Current value<br />
15.78 $<br />
FINANCIAL SUMMARY<br />
Fiscal year ended 12/31/03, revenues fell 19%, Net loss<br />
decreased 43% to EUR 1.178 billion. Results reflect<br />
lower volume of mobile and fixed network systems.<br />
Net loss reflected lower operating profit margins<br />
Fiscal year ended 12/31/03, net sale fell 24% to EUR<br />
12.51 billion. Net loss fell 85% to EUR 1.72 billion.<br />
Revenues reflect sales declines across all businesses and<br />
all geographic markets. Net losses were offset by<br />
improved gross margins and fewer operating expenses. 11
Competitive estimation<br />
Organizational<br />
Structure<br />
Market<br />
Image<br />
Products<br />
<strong>Ericsson</strong><br />
<strong>Alcatel</strong><br />
Grow<br />
Strategy<br />
Global Presence<br />
Research &<br />
Development<br />
12
<strong>Ericsson</strong><br />
13
Austria<br />
1 Subsidiaries<br />
Denmark<br />
1 Subsidiaries<br />
Finland<br />
1 Subsidiaries<br />
France<br />
2 Subsidiaries<br />
Germany<br />
1 Subsidiaries<br />
Sweden<br />
19 Subsidiaries<br />
Hungary<br />
1 Subsidiaries<br />
Italy<br />
2 Subsidiaries<br />
Ireland<br />
4 Subsidiaries<br />
Russia<br />
1 Subsidiaries<br />
Norway<br />
1 Subsidiaries<br />
Netherlands<br />
3 Subsidiaries<br />
Spain<br />
1 Subsidiaries<br />
Turkey<br />
1 Subsidiaries<br />
Switzerland<br />
1 Subsidiaries<br />
United Kingdom<br />
3 Subsidiaries<br />
Croatia<br />
1 Subsidiaries<br />
14
<strong>Ericsson</strong> Subsidiaries in Europe<br />
Sweden<br />
•<strong>Ericsson</strong> AB<br />
•<strong>Ericsson</strong> Shared Services AB<br />
•<strong>Ericsson</strong> Shared Services AB<br />
•<strong>Ericsson</strong> Network Technologies AB<br />
•<strong>Ericsson</strong> Business Innovation AB¹<br />
•<strong>Ericsson</strong> Enterprise AB¹<br />
•Ercisson Microwave Systems AB¹<br />
•<strong>Ericsson</strong> Severige AB¹<br />
•<strong>Ericsson</strong> Telecom AB²<br />
•SRA Communications AB²<br />
•AB Aulus ²<br />
•LM <strong>Ericsson</strong> Holding AB²<br />
•<strong>Ericsson</strong> Cables Holding AB²<br />
•<strong>Ericsson</strong> Gamsta AB³<br />
•<strong>Ericsson</strong> treasury Services AB³<br />
•<strong>Ericsson</strong> Credit AB³<br />
•<strong>Ericsson</strong> Project Finance AB³<br />
•AB LM <strong>Ericsson</strong> Finans³<br />
•Sony <strong>Ericsson</strong> Mobile Communications¹<br />
Austria<br />
•<strong>Ericsson</strong> Austria GmbH¹<br />
Denmark<br />
•LM <strong>Ericsson</strong> A/S<br />
Norway<br />
•Ericssocross-n A/S<br />
Finland<br />
•Oy LM <strong>Ericsson</strong> AB<br />
France<br />
•<strong>Ericsson</strong> Participations S.A<br />
•<strong>Ericsson</strong> France¹<br />
Germany<br />
•<strong>Ericsson</strong> GmbH<br />
Hungary<br />
•<strong>Ericsson</strong> Hungary Ltd<br />
Ireland<br />
•LM <strong>Ericsson</strong> Ltd<br />
•LM <strong>Ericsson</strong> Holdings Ltd<br />
•<strong>Ericsson</strong> Treasury Ireland Ltd<br />
•<strong>Ericsson</strong> Financial Services Ireland<br />
Turkey<br />
•<strong>Ericsson</strong> telekomunikasyom S.A¹ a<br />
Italy<br />
•<strong>Ericsson</strong> Telecommunicazioni S.P.A<br />
•<strong>Ericsson</strong> S.P.A<br />
Russia<br />
•<strong>Ericsson</strong> Corporatio AO<br />
Switzerland<br />
•<strong>Ericsson</strong> AG<br />
United Kingdom<br />
•<strong>Ericsson</strong> Ltd¹<br />
•<strong>Ericsson</strong> Mobile Communications Ltd<br />
•<strong>Ericsson</strong> Holding Ltd²<br />
The Netherlands<br />
•<strong>Ericsson</strong> Holding International B.V²<br />
•<strong>Ericsson</strong> Nederland B.V²<br />
•<strong>Ericsson</strong> Telecommunicatie B.V²a<br />
• Spain<br />
•<strong>Ericsson</strong> Espana S.A<br />
Croatia<br />
<strong>Ericsson</strong> Nikola Tesla<br />
1- Manufacturing , distribution and development companies<br />
2- Holding companies<br />
3- Finance companies 15
<strong>Ericsson</strong> Subsidiaries ROW<br />
North America<br />
-USA<br />
•<strong>Ericsson</strong> Inc¹<br />
•<strong>Ericsson</strong> Net Qual Inc¹<br />
•<strong>Ericsson</strong> Wireless Comm. Inc¹<br />
•<strong>Ericsson</strong> IP Infrastructure ¹<br />
•<strong>Ericsson</strong> Amplified Teshnologies¹<br />
•<strong>Ericsson</strong> Holding II Inc²<br />
-Canada<br />
•<strong>Ericsson</strong> Canada Inc¹<br />
Australia<br />
•<strong>Ericsson</strong> Australia Pty.Ltd¹<br />
•Teleric Pty Ltd²<br />
Asia And Pacific<br />
-China<br />
•<strong>Ericsson</strong> Ltd¹<br />
•<strong>Ericsson</strong> Company Ltd¹<br />
•Nanjing <strong>Ericsson</strong> Panda Comm. Co.Ltd¹<br />
•Beijing <strong>Ericsson</strong> Mobile Comm.Co.Ltd¹<br />
-India<br />
•<strong>Ericsson</strong> India Private Ltd¹<br />
-Malaysia<br />
•<strong>Ericsson</strong> Sdu.Bhd¹<br />
•<strong>Ericsson</strong> Mobile Comm. Sdu.Bhd²<br />
-Singapore<br />
•<strong>Ericsson</strong> Telecomm. Pte.Ltd¹<br />
•<strong>Ericsson</strong> Consumer Product<br />
Asia Pacific Pte.Ltd¹<br />
-Taiwan<br />
•<strong>Ericsson</strong> Taiwan Ltd¹<br />
-Thailand<br />
•<strong>Ericsson</strong> (Thailand) Ltd¹<br />
-Japan<br />
•Nippon <strong>Ericsson</strong>K.k¹<br />
Central end South America<br />
-Mexico<br />
•Teleindustria <strong>Ericsson</strong> S.A¹<br />
•<strong>Ericsson</strong> Telecom S.A¹<br />
-Argentina<br />
•Cia <strong>Ericsson</strong> S.A.C.I. ¹<br />
-Brazil<br />
•<strong>Ericsson</strong> Telecomunicacoes S.A²<br />
•<strong>Ericsson</strong> Services de Telecom. ¹<br />
16
<strong>Alcatel</strong><br />
17
Austria<br />
1 Subsidiaries<br />
Belgium<br />
1 Subsidiaries<br />
Poland<br />
1 Subsidiaries<br />
France<br />
14 Subsidiaries<br />
Germany<br />
4 Subsidiaries<br />
Italy<br />
2 Subsidiaries<br />
Switzerland<br />
1 Subsidiaries<br />
United Kingdom<br />
3 Subsidiaries<br />
Norway<br />
1 Subsidiaries<br />
Spain<br />
1 Subsidiaries<br />
Portugal<br />
1 Subsidiaries<br />
Netherlands<br />
2 Subsidiaries<br />
Luxemburg<br />
1 Subsidiaries<br />
18
<strong>Alcatel</strong> Subsidiaries in Europe<br />
France<br />
•<strong>Alcatel</strong> Business Systems S.A¹<br />
•<strong>Alcatel</strong> CIT¹<br />
•<strong>Alcatel</strong> Cable France¹<br />
•<strong>Alcatel</strong> Space¹<br />
•<strong>Alcatel</strong> Submarine Networks S.A¹<br />
•Alda Marine¹<br />
•Evolium Holding SAS¹<br />
•Thales¹<br />
•<strong>Alcatel</strong> Participations²<br />
•Compagnie Financiere <strong>Alcatel</strong>²<br />
•Coracel²<br />
•Lubelec²<br />
•Saft Participations²<br />
•Electro Bancue³<br />
Austria<br />
•<strong>Alcatel</strong> Austria AG¹<br />
Belgium<br />
•<strong>Alcatel</strong> Bell NV¹<br />
Germany<br />
•<strong>Alcatel</strong> Contracting GmbH¹<br />
•<strong>Alcatel</strong> Optical fiber GmbH¹<br />
•<strong>Alcatel</strong> SEL A.G¹<br />
Italy<br />
•<strong>Alcatel</strong> Italia S.p.A¹<br />
Poland<br />
•<strong>Alcatel</strong> Polska S.A¹<br />
Portugal<br />
•<strong>Alcatel</strong> Portugal S.A¹<br />
Switzerland<br />
•<strong>Alcatel</strong> Schweiz AG¹<br />
Norway<br />
•<strong>Alcatel</strong> Telecom Norway B.V¹<br />
United Kingdom<br />
•<strong>Alcatel</strong> Submarine Limited Networks¹<br />
•<strong>Alcatel</strong> Telecom Limited¹<br />
•<strong>Alcatel</strong> UK Limited²<br />
Nederland<br />
•<strong>Alcatel</strong> Telecom Nederland B.V¹<br />
•<strong>Alcatel</strong> NV²<br />
Luxembourg<br />
•Electro Re³<br />
Spain<br />
•<strong>Alcatel</strong> Espana S.A¹<br />
1- Manufacturing , Distribution and Development companies<br />
2- Holding Companies<br />
3- Finance companies<br />
19
<strong>Alcatel</strong> Subsidiaries ROW<br />
North America<br />
- Canada<br />
•<strong>Alcatel</strong> Canada Inc¹<br />
•<strong>Alcatel</strong> Holding Canada Corp.²<br />
-USA<br />
•<strong>Alcatel</strong> USA Inc¹<br />
•Radio Frequency Systems Inc¹<br />
Asia and Pacific<br />
-China<br />
•<strong>Alcatel</strong> China investment CO Ltd¹<br />
•<strong>Alcatel</strong> Shangai Bell¹<br />
•<strong>Alcatel</strong> Suzou Telecommunications CO Ltd¹<br />
•Shangai Bell <strong>Alcatel</strong> Mobile<br />
Communication System CO Co. Ltd¹<br />
-Taiwan<br />
•Taiwan International Standard<br />
Electronic System CO¹<br />
Australia<br />
•<strong>Alcatel</strong> Australia Limited¹<br />
20
Executive Management<br />
R & D Business Units Market Unit & GCA’s Other Business Units<br />
Group Functions<br />
& Common Units<br />
•Radio Network<br />
Development<br />
•Access<br />
•Systems<br />
•Enterprise<br />
•Core Network<br />
Development<br />
•Service Layer<br />
Development<br />
•Research<br />
• Mobile Systems<br />
CDMA<br />
•Transmission &<br />
Transport Networks<br />
•Global Services<br />
•Market Unit<br />
•Global Customer<br />
Account<br />
•Microwave Systems<br />
•Mobile Platforms<br />
•Network Technology<br />
•Other Business<br />
Operation<br />
21
Executive Management<br />
Fixed<br />
Communications<br />
Mobile<br />
Communications<br />
Private<br />
Communications<br />
Group Functions<br />
& Common Units<br />
•Fixed Solutions<br />
•Access Networks<br />
•Mobile Solutions<br />
•Mobile Radio<br />
•Solutions for<br />
Vertical Market:<br />
•Voice Networks<br />
•IP<br />
•Optical Networks<br />
•Optical Fiber<br />
• Mobile Phones<br />
• Wireless<br />
Transmission<br />
•Radio Frequency<br />
Systems<br />
1. Enterprise<br />
Solutions<br />
2. Space Solutions<br />
3. Transport<br />
Solutions<br />
4. Integration &<br />
Services<br />
•Power System<br />
•Industrial Components<br />
22
Company Presence in Different Sectors<br />
<strong>Ericsson</strong><br />
Systems<br />
• Mobile Networks<br />
• Fixed Networks<br />
• Professional services<br />
Phones<br />
Other Operations<br />
• Defense Systems<br />
• Microwave Systems<br />
• Network Technologies<br />
• Enterprise Systems<br />
• Mobile Platforms<br />
• Technology Licencing<br />
<strong>Alcatel</strong><br />
Fixed Communications<br />
• Fixed Solutions<br />
• Access Networks<br />
• Voice Networks<br />
• IP<br />
• Optical Network<br />
• Optical Fiber<br />
• Power Systems<br />
Mobile communications<br />
• Mobile Solutions<br />
• Mobile Radio<br />
• Mobile Phones<br />
• Wireless Transmission<br />
• Radio Frequency System<br />
Private Communications<br />
• Solution For Vertical Markets ( Enterprise solution, Space<br />
solution, Transport solutions, Integration&services<br />
• Industrial Components<br />
23
<strong>Ericsson</strong> SWOT Analysis<br />
Strength:<br />
•Flexibility<br />
•Mobile Systems<br />
•Economies of scale<br />
•Global presence<br />
•R&D<br />
Weaknesses:<br />
•Variability in operating results<br />
•Credit and other risk regarding customers<br />
Opportunities:<br />
•New emerging markets<br />
•Service application<br />
•Network management services<br />
Threats:<br />
•Fast market changing<br />
•Technically complicated<br />
•Telecommunications environment<br />
•Limited protection of intellectual property rights<br />
•Highly competitive telecommunications markets<br />
24
<strong>Alcatel</strong> SWOT Analysis<br />
Strengths:<br />
•Line with evolution of the telecommunications market<br />
•Fixed communications<br />
•Broadband<br />
•Flexible and responsive organization<br />
•Presence in the most dynamic markets<br />
•R&D<br />
Weaknesses:<br />
•Additional source to finance business<br />
•International presence<br />
Opportunities:<br />
•New emerging markets<br />
Threats:<br />
•Weakening dollar<br />
•Weakness in the telecommunications market<br />
•Rapid changes in technology<br />
•Limited number of large customers<br />
•Limited protection of intellectual property rights<br />
•Weakness its thinness in America and on the Net<br />
25
Risk Factors of CT Industry<br />
Risk Factors<br />
•Competitive telecommunications markets<br />
•Currency fluctuations in world markets<br />
•The impact of economic conditions in different countries.<br />
•Protection of intellectual property rights or unauthorized third party use.<br />
Problematic joint venture and acquisitions<br />
•Negatively impact of the regulatory environment for telecommunications systems.<br />
•Depended upon hiring and retaining highly qualified management and other employees.<br />
•The new technologies may not become commercially successful<br />
•Engaging in customer finance which leads to certain credit and other risk.<br />
•CT industry has substantial cash requirements and additional sources of funds.<br />
•Dependence on key customers.<br />
•Developing new products which are complex and may not be successful in the market.<br />
•Long – term contracts which leads to risk cost overruns and extended payment terms.<br />
•Problematic outside suppliers.<br />
<strong>Ericsson</strong><br />
high<br />
med<br />
med<br />
low<br />
low<br />
med<br />
med<br />
med<br />
low<br />
high<br />
low<br />
high<br />
med<br />
med<br />
<strong>Alcatel</strong><br />
high<br />
high<br />
high<br />
low<br />
high<br />
med<br />
high<br />
high<br />
low<br />
high<br />
high<br />
high<br />
high<br />
med<br />
26
Key Competitors<br />
30.000,00<br />
29.387<br />
25.000,00<br />
20.000,00<br />
15.000,00<br />
10.000,00<br />
5.000,00<br />
20.509<br />
12.801<br />
8.600<br />
12.513<br />
7.600<br />
21.473<br />
SIEMENS<br />
NORTEL<br />
ERICSSON<br />
NOKIA<br />
ALCATEL<br />
LUCENT<br />
MOTOROLA<br />
0,00<br />
2003<br />
27
New Players<br />
ASIAN TIGERS<br />
Siemens<br />
Motorola<br />
Nokia<br />
<strong>Alcatel</strong><br />
<strong>Ericsson</strong><br />
Lucent<br />
Nortel<br />
Probably acquired<br />
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3 G<br />
Broadband Digital<br />
Voice and Extended Data (MMS)<br />
Beyond tomorrow<br />
2.5 G<br />
GPRS (GSM)<br />
Tomorrow<br />
2 G<br />
Digital<br />
Today<br />
1 G<br />
Analogue<br />
Yesterday<br />
Faster than mind<br />
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Five Years Forecast<br />
Great Step<br />
Go Ahead<br />
Significance<br />
Don't wait<br />
More quickly<br />
Time<br />
• Broadband & Video – Providing:<br />
• Broadband service will reach 128 billion $ sale in 2008.<br />
Key factors: availability , functionality, quality, convenience, price.<br />
• Global GSM service revenue will reach 229,7billion $ in 2008. Comparing 93,4 billion $ in 2002<br />
• Seamless Service- connected anytime and everywhere<br />
• IP Telephony is expected to represent 44% of market in 2008.<br />
• Mobile users will reach second billion within 2008<br />
• Real challenge is knowledge management-unlock and share critical information, turn information into<br />
actionable business knowledge, leverage human to human interactions. 30
Makes things happen<br />
Watch things happening
…FURTHER<br />
’’ONCE YOU START TO UNDERSTAND THIS PATTERN YOU START<br />
TO SEE IT ANYWHERE. I’M CONVINCED THAT IDEAS AND<br />
BEHAVIOURS AND NEW PRODUCTS MOVE THROUGHT A<br />
POPULATION VERY MUCH LIKE A DISEASE DOES.’’<br />
’’The tipping Point’’ by Malcolm Gladwell<br />
CT – spreading like a disease!!!<br />
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Sources<br />
• www.hovers.com<br />
• www.finance.com<br />
• Global Information Inc.<br />
• Global Industry Analysts<br />
• www.reuters.com<br />
• Business Week<br />
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