Investment by Project Type Source: World Bank PPI database
Investment by Sector Source: World Bank PPI database
From SOTE to POTE Equity, Debt, Retained Earnings Emerging markets; Growth markets; Global synergies; Servicing MNCs; Experimental Saturation in home markets; Supporting domestic stock price; Strategic expansion
From Entry to Exit 3 G debt; Dot. bomb; Threats and opportunities in home markets, especially broadband; International alliances fail 1997; Regulatory failure*; No chance of 50% ownership
‘Moore’s Law’ Next Generation Networks Standalone Networks Falling cost vs Growing of electronic scale of components network IP-structured architecture with routers Contestable markets vs Diverse software-driven services vs Externalities (duplex) Economie s of Scale Economies of scope Network Economics
Undermine Fixed IDD and NLD revenues, and substitution of mobile cellular for fixed Reduce Fixed IDD and NLD cross-subsidy to local loop “Rebalance” local loop tariff and accelerate mobile: fixed substitution
Switching and Transmission Costs Compared
Costs Fixed 75 C: 25 V - 40% sunk High and falling Mobile 70 C: 30 V - 40% sunk Half* and falling Tariffs Regulated Rebalancing Competitive Unbalancing Revenues Steady Falling Rising Steady
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