Morgan Stanley Global Telecom Outlook Day - October 17, 2005

Morgan Stanley's Telecom Research conducted a Global Telecom Outlook Day on Monday, October 17th, 2005. Below, please find the link to the 268 page presentation from the day. Topics discussed include:

I. Wireline Primer & Outlook
  • Substitution & Line Loss: How High Can It Go?
  • VoIP & Cable Telephony, Part 1: Understanding the Threat
  • VoIP & Cable Telephony, Part 2: Judging "Revenue-at-Risk"
  • Next-Gen Networks: What's Happening...and What Will?
  • IPTV: Is There a Future for Telcos?
II. Wireless Primer & Outlook
  • Voice: Mature of Untapped? * The Mobile Internet: Deflation, or the Next Growth Driver?
  • MVNOs: Does the Business Model Work?
  • WiFi / WiMax: The Bull & Bear Cases
  • The Latest Gizmos: Device Trends
III. FCF Deployment: Capex, Dividends & M&A
  • FTTH & 3G Build-Out Economics: What Does Next-Gen Actually Cost?
  • Finding the Untapped Dividend Wells
  • Does M&A Get in the Way?
IV. What are Internet Players up to in Communications?

Global Telecom Outlook Day Presentations (268 pages)