《波士顿为某电信企业制作战略咨询报告完整版》由会员分享，可在线阅读，更多相关《波士顿为某电信企业制作战略咨询报告完整版（143页珍藏版）》请在金锄头文库上搜索。
1、- 1 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHICHINA NETCOM BUSINESS PLAN UPDATEDecember 14, 1999 - Beijing- 2 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHITODA
2、YS OBJECTIVESReview the overall analysis of regulation, competition, and market development Discuss the specific implications for CNC strategyReview the specific draft business models for CNC How we might attack the business, carrier, and IDD/DLD markets What key trade-offs we need to make What are
3、the key success factors and assumptions?Discuss the initial economics of these business models, and of CNC overallDiscuss the specific next steps in two key areas: How to finalize and endorse the overall CNC business model How to move forward with the refined financials, organization design, and the
4、 plan for implementation- 3 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHICONTENTKey strategic principlesRegulatory overviewMarket overviewCompetition overviewBusiness modelsNext steps- 4 -China Netcom - The Boston Consulting Group
5、-Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHIKEY CNC STRATEGIC PRINCIPLESThe objective of these principles is to provide further clarity in the development and evaluation of the CNC business modelThese will be revisited and refined as the project progresses Our development o
6、f business models will seek to be aligned with the principlesStrategic principles and key assumptions will be considered in the following aspects CNC shareholders Backbone business Local access business International gateway business Regulatory strategy Competitive strategy Marketing strategy- 5 -Ch
7、ina Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHICNC SHAREHOLDERSPrinciples: Leverage shareholders concerted vision in creating a new generation IP broadband communication infrastructure and a profitable, successful company Leverage share
8、holders existing backbone assets, local access assets, research capabilities and local government relationships to secure time-to-market and create competitive advantage Set a model of a new type of “SOE”, as efficient as the best of the FIE/private companies; beat shareholders expectations by deliv
9、ering high returnAssumptions: CAS: strong interest in seeing CNC successful and profitable quickly, stands ready for favorable regulatory influence and research support; wants opportunities for networking R how to handle?- 6 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredd
10、ing-45034-05-Interim-14Dec99-TZD-gx-SHIBACKBONE BUSINESSPrinciples: Target advanced backbone among 15 key cities in Eastern China; start with 2 cores from shareholders but quickly build own network Use backbone for a variety of wholesale and retail voice and data services Maintain the leading edge I
11、P/packet network, both for technological superiority and to fulfill shareholder mission Maintain the best cost position, using ROWs, purchasing clout, right technology Build reserve capacity/conduit to deter othersAssumptions: The costs of construction and ROW will be the majority of new network cos
12、ts -virtually all of the network will use MOR or SARFT right of way Network will be IP or packet in nature Deployment plan will keep costs low, build out quickly, and create good position -lay large number of conduits in one time -later fill, light up, and color fiber strands -lease out conduit/fibe
13、r/bandwidth to maximize return (utilization)- 7 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHILOCAL ACCESS BUSINESSPrinciples: Be very focused in local deployment, targeting priority business areas only Emphasize broadband to the cu
14、stomer, using FTTB and LMDS where logical Seek strong local market share, especially in new data services growth areas Differentiate from China Telecom by superior services, quality, responsiveness -Build strong local team to enable fast service response -Emphasize “end to end” network ownership and
15、 managementAssumptions: SH, BJ, GZ, and SZ business districts as targets for the near term -These account for the vast majority of business telecom demand -Need to set specific estimates for timing and sequence of deployment Assume that CNC will have access to key city ROW, such as subway systems Wi
16、ll need specific assumptions about the ease and cost of hooking up buildings Assume that primary emphasis will be on FTTB, but that LMDS can play an important role, especially in initial deployment and in secondary cities Will need specific assumptions about timing of adding secondary cities- 8 -China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99
