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Schedule
15.020/14.28 Competition in Telecommunications
Hausman

 

 

Nov 19, 2000 DRAFT
Due to the large number of speakers, this schedule is subject to change.  Check back often.

NOTE:  MSDW Telecom Primer can be found at  http://sloanfiles.mit.edu/15.020/msdwtelecomprimer.pdf
              Dodd refers to course text Essential Guide to Telecommunications
               Rosenbush refers to course text Telecom Business Opportunity

ASSIGNMENT DUE DATES:   Assignment 1 is due Oct 30, Assignment 2 is due Oct 11, Assign 3 paper is due on Dec 4, and presentations will follow that week.  All assignments are due in class.

Class #

 

Date

 

Subject

 

 

INTRODUCTION TO TELECOM

 

1

Wed Sept 6

Course Introduction & Competitive Structure of Telecoms Industry: The Effect of Convergence

Telecommunication companies, computer hardware and software companies, and cable operators converge to compete for voice traffic, data traffic, and integration of networks.

 

Read:   Nortel's Telephony 101(read first half)

Skim  Dodd, Chap 1,2
Supplementary readings for those interested in the topic:
Competition in US Telecom After 1996 Act by Hausman

 

2

Mon Sept 11

Regulation, Deregulation and the Telecom Act 1996

Competitive Local Exchange Carriers (CLECs) and Unbundled Network Elements.  The effect of government regulation on the framework for competition

 

Read:        Dodd, Chap 3, 4
                 MSDW Telecom Primer pp 84-96
                Finish
Nortel's Telephony 101 from previous class.
Supplementary readings for those interested in the topic:

Effect of Sunk Cost in Telecom Regulation by Hausman
Taxation by Telecom Regulation by Hausman

Consumer-Welfare Approach to Unbundling by Hausman

 

COMPETITION FOR CUSTOMERS

 

3

Wed Sept 13

Competition in Local Service: CLECs and Metropolitan Area Networks

 

Read:      Dodd, Chap 5
               MSDW Telecom Primer pp 3-8
               http://sloanfiles.mit.edu/15.020/clecoverview.pdf
Supplementary readings for those interested in the topic:
Advanced:  Nortel's SS7 Overview

 

4

Mon Sept 18

Competition for Residential Local and Long Distance

The competition for business customers: services, access and revenues.  Discussion of fixed wireless broadband versus other access methods.

 

Speaker: Bill Rouhana, Chairman and CEO, Winstar Communications

Slides:  Winstar Executive Presentation

Read:       Dodd, Chap 6

http://www.winstar.com

MSDW Telecom Primer pp 76 – 83
Supplementary readings for those interested in the topic:
Valuation of New Services by Hausman, pp 1-39

USWest's intro to home office users

5

Wed Sept 20

Mergers and Acquisitions in Telecommunications

Why does size matter in the telecommunications industry?  Discussion of M&A strategies.  The role of DOJ antitrust regulators and the FCC in maintaining a healthy, competitive environment.

 

Read:   MSDW Telecom Primer pp 118-123

 

**SPECIAL OPTIONAL EVENT – CENTRAL OFFICE TOUR ON FRIDAY, SEPT 22. **

**DETAILS TO FOLLOW.  RSVP REQUIRED**

 

 

 

Mon Sept 25

NO CLASS

 

6

Wed Sept 27

Competition in Broadband: DSL

Creation of value by upgrading existing technologyFuture of DSL.  Competing versions of DSL.  DSL vs. cable for broadband access.

 

Speaker:  Mark Washburn, CEO, HarvardNet

Slides:  NO SLIDES

 

Read:   Dodd, Ch 7
"Who will Connect You" from McKinsey Quarterly, 1998
MSDW Telecom Primer pp 97 – 117
Supplementary readings for those interested in the topic:
http://www.xdsl.com
Intro to g.Lite by Dell
Cisco intro to DSL
http://www.coppercom.com/learn/whitepapers.htm

 

7

Mon Oct 2

Competition in Mobile & Wireless Communications

Introduction to wireless technologies.
US: the battle for standards and coverage (TDMA, CDMA, GSM)
International: GSM, roaming, satellite-based services (e.g. Iridium)
Next/3rd generation mobile and standards harmonization

 

Read:     Dodd, Ch 10
MSDW Telecom Primer pp 9-23
"Mobile Telephony" by Hausman
Supplementary readings for those interested in the topic:
http://www.privateline.com/PCS/PCS.htm
Intro to Wireless technology by Dell

 

8

Wed Oct 4

Network Intelligence

A discussion of intelligence on the edge of the network versus intelligence in the core of the network.  How will computers and networked devices evolve?

 

Slides:  EdgeNetworks

Read:   Dodd, Ch 8
Supplementary readings for those interested in the topic:
A Brief History of the Internet
http://www.boardwatch.com/isp/summer99/backbones.html  

 

 

Mon Oct 9

NO CLASS (Columbus Day Holiday)

 

*****14.28 STUDENTS – ASSIGNMENT #2 DUE ON OCT 11 IN CLASS*****

 

ENABLING SERVICES IN TELECOMMUNICATIONS

9

Wed Oct 11

The Direction of Future Competition

Broadband wireless, bundling of services (TV, voice, Internet)
Full service operators (any-distance service, wireline/wireless, voice, Internet access). Integration of voice, data, and wireless networks.

 

Slides:  New Business Models

 

Read:  Network World's Convergence Primer
Nortel's Distributed Workforce
Isenberg’s classic “Rise of the Stupid Network

Supplementary readings for those interested in the topic:
Network World's "Are You Ready for Convergence" an article by your TA

 

10

Mon Oct 16

Competition in Telecom Infrastructure – Time to Market Strategies

Competition in 3 key markets: enterprise, consumers, service providers.  Methods for innovating within a large company.  The make or buy decision.

Speaker:  George Cooney, Vice President Corporate Development, Nortel Networks

Slides:

 

Skim MSDW Technology Primer, Infrastructure

 

11

Wed Oct 18

Carrier Infrastructure – Building a next-generation network

How carriers are re-architecting their networks to address growing competition.  Economic and technical issues facing the carriers in deploying new networks and new technology

 

Speaker:  Jennifer Pigg, Senior Vice President Carriers, Yankee Group

Slides:  Jennifer Pigg's Presentation

 

Read:  Microsoft VPN Intro
Merrill Lynch Optical Primer

Cisco Internetworking Basics (PDF)
Cisco Internetworking Technology Overview 
Supplementary readings for those interested in the topic:
http://www.cisco.com/univercd/cc/td/doc/cisintwk/ito_doc/vpn.htm
http://www.nwfusion.com/whitepapers/vpndom/vpndom_sum.html
Advanced:  Nortel's Introduction to Sonet

 

 

12

Mon Oct 23

Next Generation Carriers:  Voice on the Net

A discussion of voice over packet networks.  Bring your success and horror stories using VoIP services to class for discussion.

 

Read:       Dodd, Ch 9
"VoDSL:  All Talk, No Action...Yet" by Yankee Group. You can obtain this document on the Yankee Group website (www.yankeegroup.com) using the MIT user code and password.
Supplementary readings for those interested in the topic:
http://sloanfiles.mit.edu/15.020/voiplucentprofguide.pdf
http://sloanfiles.mit.edu/15.020/sonustelephony.pdf

 

and if we have time, "Internet Security"

Discussion of security issues for Internet-based commuincations.  Includes discussion of VPNs, remote access, layer 2 and layer 3 security mechanisms, certificates and encryption.

Reading:  Nortel Network Security Intro

 

13

Wed Oct 25

Entrepreneurs in Telecommunications

Key issues to think about when forming a new venture in the telecommunications industry.

 

Slides:  Callan Presentation

Speaker: Carl Stjernfeldt, Battery Ventures
Speaker:  David Callan , President and CEO, RiverDelta Networks

Read:  Review website of speakers

Skim Rosenbush, Part 2 (entrepreneur stories)

 

*****ASSIGNMENT #1 DUE IN CLASS ON OCT 30*****

 

14

Mon Oct 30

B2C Commerce in an Wireless World

A discussion of new technologies that will change how consumers interact with businesses using wireless devices.
Speaker:  Professor Pattie Maes, MIT Media Laboratory
Slides:

 

Read:  "Agents that Buy and Sell" by Maes

Intro to Bluetooth by Dell

 

15

Wed Nov 1

Competition in Mobile & Wireless Communications

How cellular service providers are trying to increase ARPU and reduce churn.

Speaker:  Mohan Gyani, President & CEO, AT&T Wireless Services

Slides:  ATTWS Slides

 

Read :  DLJ's "The Global Wireless Communications Industry" p 4 - 84.

            http://www.attws.com

 

*****ASSIGNMENT 3 TOPICS DUE IN CLASS NOV 6*****

HOW TELECOM IS TRANSFORMING BUSINESS

16

 

Mon Nov 6

E-commerce and Telecommunications

How Internet-based services are driving telecom and internet M&A activity.

 

Speaker:  Chris Greer, Managing Director, Head of Internet and E-commerce M&A, Robertson Stephens

Slides:  RSCO Slides

 

Read:    MSDW Internet Commerce Report pp 7 – 46

 

17

Wed Nov 8

Application Service Providers

Speaker:  John Charters, CEO, Qwest Cybersolutions

Slides:  QCS Slides

 

Read:  http://www.corio.com
http://www.qwestcybersolutions.com/
http://www.usi.net

 

18

Mon Nov 13

Location Independence

A discussion of directory services and directory-enabled networking.

 

Speaker:  Kim Cameron, Vice President, Microsoft Corporation

 

Read:  Microsoft introduction to Directories
Supplementary readings for those interested in the topic:

15.578 Term paper by Toll and Wang, Enterprise Directories
http://www.microsoft.com/windows2000/guide/server/features/dirlist.asp
http://www.iplanet.com/products/whitepaper/usermgmt_wp.html
 http://www.cisco.com/univercd/cc/td/doc/cisintwk/ito_doc/diren.htm

 

19

Wed Nov 15

E-commerce infrastructure

Data centers and managed networks, distributed content.

 

Speaker:  Peter Fortenbaugh, SVP Strategic Planning, Exodus Communications

Slides:  Exodus Slides (5MB)

 

Read:   http://www.nwfusion.com/whitepapers/f5/f5_wp.html
Microsoft's intro to Broadband Business models

20

Mon Nov 20

Storage Area Networks

As we move to an information-based society, data storage becomes more important.  Not only do we need to keep a backup of important information, but we also want to access our information from many locations.

 

Speaker:  Dr. James Rothnie, Senior Vice President, Chief Technology Officer, EMC Corporation
Slides:  EMC Presentation (1.2MB)

 

Read:  Storage Primer from Network World

 

 

 

Wed Nov 22

NO CLASS (Thanksgiving)

 

INTERNATIONAL TELECOMMUNICATIONS MARKETS

21

Mon Nov 27

Competition around the World

Speakers:  You!  Class members from around the world describe competition in their home markets.

 

Read:   http://www.bt.com/global_reports/1998-99/
MSDW Telecom Primer pp 24 – 75

 

22

Wed Nov 29

Competition for Large and International Users

Global markets: opportunities and threats; service offerings and customer needs; challenges, e.g. regulation, degrees of market openness, service consistency

 

Speaker:  Ed Meko, Senior Director Corporate Business Development and Strategy, GlobalOne

Slides:

 

Read:        http://www.globalone.net
                 http://www.bt.com/att-bt-globalventure/
                 http://www.concert.com/

 

FUTURE COMPETITION, PRESENTATIONS, AND COURSE SUMMARY

*****ASSIGNMENT #3 DUE BY MONDAY, DEC 4 IN CLASS*****

23

Mon Dec 4

Student Presentations

 

COURSE EVALUATIONS TODAY!

 

*****Student Presentations will be scheduled for class time on Dec 4 and Dec 6.  
Additionally, we will hold presentations from 6 - 9 pm on Dec 4 in E51-335 and Dec 6 in E51-345*****

24

Wed Dec 6

Student Presentations

 

25

Mon Dec 11

NO CLASSS

 

26

Wed Dec 13

No CLASS

 

 

 

 

 

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