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3、290斉翽攀瀀栀琀洀氀褂齥怀0/Me前台访问/p-1770472.html40.77.167.290斉翽攀瀀栀琀洀氀褂齥砮怀0/Me前台访问/p-1567536.html40.77.167.290篙翽椀瀀栀琀洀氀礂怀/Me前台访问/p-1220927.html60.6.209.1150禹翽灠儀漀眀愀瀀搀栀琀洀氀礂怀/Mg前台访问/p-1745787.html207.46.13.1140篙翽攀瀀栀琀洀氀扻怀0/Mi前台访问/p-1485548.html111.225.149.410杹翽攀瀀栀琀洀氀5Sowap前台访问/p-1485548.html111.225.149.260椀瀀栀琀洀氀5gwa
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6、0曉翽攀瀀栀琀洀氀5Smwap前台访问/p-1389443.html120.194.2.1980匀欀眀愀瀀瀀栀琀洀氀/Me前台访问/p-1220913.html60.6.209.1150曉翽攀瀀栀琀洀氀5gwap前台访问/BookRead.aspx?id=157112060.8.123.1420曉僰翽攀瀀栀琀洀氀呸怀0/Me前台访问/p-1220916.html60.6.209.1150曉僰翽攀搀栀琀洀氀呸怀0/Me前台访问/p-1220899.html60.6.209.1150磩午翽攀瀀栀琀洀氀呸琠怀0/Mg前台访问/p-1919797.html156.234.98.260磩呴翽攀瀀栀琀洀氀
7、呸怀0/Mi前台访问/p-1422146.html110.249.202.20翽攀瀀栀琀洀氀頀抴5Sowap前台访问/p-1422146.html110.249.202.120磩喠翽攀瀀栀琀洀氀怀蕰/Ie前台访问/p-59424.html106.38.241.1190囌最茀眀愀瀀漀漀欀刀攀愀搀愀猀瀀砀椀搀5Smwap前台访问/p-2054307.html180.123.94.220曉囌翽攀瀀栀琀洀氀怀/Me前台访问/p-1220901.html60.6.209.1150曉埸翽最瀀栀琀洀氀/Qm前台访问/sitemap-283.html45.195.222.2340曉埸翽最瀀栀琀洀氀僇怀盰/Mg
8、前台访问/p-1880733.html207.46.13.1140婐匀漀眀愀瀀瀀栀琀洀氀倀5Sqwap前台访问/p-1519377.html116.248.186.1630礉孼翽挀瀀栀琀洀氀糇怀盰/Ke前台访问/p-102186.html207.46.13.1140曉孼翽攀瀀栀琀洀氀怀/Me前台访问/p-1220917.html60.6.209.1150礉岨翽最瀀栀琀洀氀怀/Me前台访问/p-1220911.html60.6.209.1150礉岨翽最搀栀琀洀氀怀/Mi前台访问/p-1370597.html216.244.66.2000巔匀漀眀愀瀀瀀栀琀洀氀5gwap前台访问/BookRead.
9、aspx?id=1949057110.249.202.500礉开翽攀瀀栀琀洀氀/a前台访问/info/1058/p-2076822.html156.255.215.1300礉怬翽攀瀀栀琀洀氀5Sgwap前台访问/p-1247649.html60.0.92.570理怬臩匀欀眀愀瀀瀀栀琀洀氀5gwap前台访问/BookRead.aspx?id=155914160.8.123.1870杹慘翽最瀀栀琀洀氀壇怀盰/Me前台访问/p-1220912.html60.6.209.1150磩慘翽最瀀栀琀洀氀呸萠怀0/Mi前台访问/p-1634576.html106.38.241.1190磩抄翽攀瀀栀琀洀氀葷/K
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11、5Smwap前台访问/p-1300644.html106.11.159.570磩毤翽最瀀栀琀洀氀。蠀/Ke前台访问/p-192873.html156.234.98.260洐最搀栀琀洀氀怀盰/a前台访问/BookRead.aspx?id=1300644106.11.152.1210洐最瀀栀琀洀氀一呸怀0/Mi前台访问/p-1935821.html106.38.241.1190礉渼翽攀瀀栀琀洀氀倀怀盰/Sk前台访问/sitemap-2064.html54.36.150.950有炔翽最瀀栀琀洀氀刀铈怀0/Mg前台访问/p-1482557.html207.46.13.1140遘穮燀挀瀀栀琀洀氀吀。蠀/
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13、1150畄匀洀眀愀瀀瀀栀琀洀氀怀怀盰/Ke前台访问/d-165716.html106.57.151.280曉癰翽攀瀀栀琀洀氀戀烇怀盰/Mi前台访问/p-1456201.html106.11.158.109翽攀瀀栀琀洀氀呸氠怀0/Mg前台访问/p-1939731.html156.234.98.260顬匀漀眀愀瀀瀀栀琀洀氀顷/Me前台访问/p-2056846.html36.43.253.740磩髄翽攀瀀栀琀洀氀/Ke前台访问/p-331502.html157.55.39.2430曉鯰翽攀瀀栀琀洀氀呸怀0/G_前台访问/d-7254.html49.82.105.290鯰欀瀀栀琀洀氀呸怀0/Kg前台访
14、问/p-482901.html106.38.241.1190礉鴜翽攀瀀栀琀洀氀5Sqwap前台访问/p-1571022.html110.249.201.1630礉鴜翽攀瀀栀琀洀氀5gwap前台访问/BookRead.aspx?id=1571022110.249.201.1650眢鹈儀洀猀椀琀攀洀愀瀀栀琀洀氀/w前台访问/c-00002-350-7000-0-0-0-0-2-0-1.html116.17.142.200攉翽攀瀀栀琀洀氀堂/Me前台访问/p-1220890.html60.6.209.1150杹翽攀瀀栀琀洀氀。粷蠀/Mg前台访问/d-1934192.html112.64.53.103
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16、/Ke前台访问/p-194084.html156.234.98.260曉翽攀瀀栀琀洀氀堀5Sowap前台访问/p-1904158.html111.225.148.290篙屜翽匀漀眀愀瀀搀栀琀洀氀椂瑻堿怀盰/Me前台访问/p-1220855.html60.6.209.1150礀销挀栀琀洀氀塳脁5gwap前台访问/BookRead.aspx?id=1904158111.225.148.230攉翽攀瀀栀琀洀氀怀/Mg前台访问/p-1797683.html157.55.39.2430曉翽椀瀀栀琀洀氀怀0/Ke前台访问/p-138651.html157.55.39.2430攉翽最瀀栀琀洀氀扺怀/Mg前台
17、访问/p-1941928.html156.234.98.260攉翽椀瀀栀琀洀氀怀0/Mi前台访问/d-2046367.html117.89.160.1660儀漀眀愀瀀瀀栀琀洀氀贁5Sowap前台访问/p-1535503.html110.249.201.800最茀眀愀瀀漀漀欀刀攀愀搀愀猀瀀砀椀搀怀0/Me前台访问/p-1220857.html60.6.209.1150稙翽攀瀀栀琀洀氀5ewap前台访问/BookRead.aspx?id=331022183.197.217.1190眀錀挀栀琀洀氀惛怀盰5Sowap前台访问/d-1544222.html119.123.61.2180杹翽椀搀栀琀洀氀谬
18、怀0/Mi前台访问/d-1534629.html106.38.241.1190枹翽最瀀栀琀洀氀籧怀0/Me前台访问/p-1220852.html60.6.209.1150稙翽攀瀀栀琀洀氀籧怀0/Mg前台访问/p-1942325.html156.234.98.260枹翽最瀀栀琀洀氀鐀5Sowap前台访问/p-2070415.html223.104.96.2440枹翽最瀀栀琀洀氀籧鑈怀0/Mi前台访问/p-1440595.html110.249.201.590匀漀眀愀瀀瀀栀琀洀氀籧怀0/Me前台访问/p-1220876.html60.6.209.1150最茀眀愀瀀漀漀欀刀攀愀搀愀猀瀀砀椀搀怀盰5S
19、owap前台访问/d-2027584.html183.52.129.1690稙翽攀瀀栀琀洀氀籧怀0/Ke前台访问/p-194333.html156.234.98.260椀眀愀瀀瀀栀琀洀氀- 1 - China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHI CONTENT Key strategic principles Regulatory overview Market overview Competition overvi
20、ew Business models Next steps - 2 - China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHI AGENDA Business Models Domestic and international long-distance voice Wholesale/carrier Enterprise solutions Issues going forward - 3 - China Netcom -
21、 The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHI Economic modelingEconomic modeling Choice of business models to pursue and timing Choice of business models to pursue and timing Roadmap for pursuing business models and expected financial performance
22、 Integrated approach to CNC business plan Major issues Major issues Expected output Expected output How do the market sizing and share assumptions translate into overall top line revenue for CNC? What capital investments will be necessary to build out metro and long haul fiber networks? Predicted ca
23、sh flow profile by business model and selected scenarios Assessment of market opportunities Assessment of market opportunities How will China datacom market develop? How large is the overall opportunity for a new entrant? Overall market sizing and revenue forecast by product area Regulatory and comp
24、etitive analysis Regulatory and competitive analysis What type of regulatory environment will evolve in China? Will equal access for voice and data be granted and when? What effect will WTO have? Regulatory mapping and CNC share predictions across scenarios Strategic implications and capabilities as
25、sessment METHODOLOGY BEING USED TO DEVELOP BUSINESS MODELS AND OVERALL STRATEGY - Current areas of focus - 4 - China Netcom - The Boston Consulting Group -Confidential-Destroy by Shredding-45034-05-Interim-14Dec99-TZD-gx-SHI CNC AT A CRITICAL STRATEGIC CROSSROADS Preliminary ConclusionsRecommendatio
26、ns/Decisions to be Made Offnet VOIP predicted to generate to provide breakeven economics for building backbone1 Wholesale revenue provides significant upside potential Majority of wholesale revenue relies on access to mobile carriers Enterprise solutions economics very attractive, but substantial co
27、mplexity and resources involved High-bandwidth international gateway critical to success in both wholesale and enterprise Economic predictions highly sensitive to a set of key assumptions Accelerate vendor selection and backbone construction; time to market critical Commitment to utilizing IP/DWDM i
28、nvlolves risk to mobile carrier business RFP to vendors should be based on product requirements vs. technology Staging of investments and service launch must consider tradeoff between quality of service and coverage Preliminary talks with international carriers should begin ASAP Scenario modeling will help us de
