STATE OF TELECOM - 2007
University - Uris Hall, Room 142
the historic boom and bust of the telecom and Internet sectors,
CITI undertook a comprehensive investigation to determine the
causes and announced its findings in 2003 as "Remedies for Telecom
Recovery." Each year since, CITI has held an annual "State of
Telecom" conference to update facts and analysis.
Today, many would say that the state of telecom is much improved,
and point to the recent telecom and tech stock market performance,
the continued growth of broadband Internet and the resurgence
of dot com entrepreneurs. But, are the positive developments sustainable,
or is there a new "bust" over the horizon?
It is useful to compare the US with other countries. The United
States led the first telecom and Internet boom, but its role has
declined. Can it re-assert leadership in the next stages of wireless
and broadband internet development? Similarly, the trends of technology
will drive the market structure and applications, and it is important
to analyze the next technology push.
To continue the upgrade of infrastructure requires major investments.
The expectations and priorities of the financial sector, therefore,
are important and are directly related to the profitability and
sustainability of multiple infrastructures. Is another over-expansion
is in store for the industry, with a subsequent consolidation
and reduction in competition? And, what are the implications for
public policy, as it tries to support upgrades, competition, ubiquity,
and openness, all at some tension with each other?
The State of Telecom - 2007 will examine these and other critical
All conference presentations have been posted below, adjacent
to speaker names. To download all of the presentations in a zip
file, please click here.
State of Telecom Program
CITI's Conclusions from Previous Years - Eli
M. Noam, Professor of Finance & Economics,
Columbia Business School; Director, CITI - [Presentation]
Industry Overview - Robert C. Atkinson,
Director of Policy Research, CITI - [Presentation]
State of Telecom's Fundamentals: Another Boom? Another Bust?
Investment and Investor Sentiment - Simon Flannery,
Morgan Stanley Research - [Presentation]
Dan Reingold -
Project Director for Telecom Finance, CITI, and former
Senior Telecom Analyst at Credit Suisse, Merrill Lynch
& Morgan Stanley
Regulation and Public Policy - Barbara Cherry,
Professor of Telecommunications, Indiana University -
Bob Rowe - Senior Partner, Balhoff
& Rowe, LLC and former Chairman of the Montana PSC, President
of NARUC, and Chairman of the NARUC Telecommunications
Committee - [Presentation]
Technology - David J. Farber, Distinguished
Career Professor of Computer Science and Public Policy
in the School of Computer Science, Carnegie Mellon University
Matthias Kurth, President, German Federal
Network Agency for Electricity, Gas, Telecommunications,
Post and Railway - [Presentation]
Klaus-Peter Statz, President and CEO, Deutsche Telekom, Inc.
Michel Huet, President, France Telecom
North America - [Presentation]
Lorenzo Pupillo, Executive Director Public and Economic Affairs, Telecom Italia
2:00 - 2:15PM
|Update: State of Telecom in Latin America
Raul Katz, Director of Business Strategy
Research, CITI - [Presentation]
State of Broadband = The State of Telecom
Competing Video-Capable Broadband Infrastructures Economically
Sustainable in Most US Markets? How Many Should We Expect:
2.5? 1.5? 3.5?
Stagg Newman, Chief Technologist, Frontline
Wireless and Principal, Pisgah Comm Consulting - [Presentation]
Michael Kende, Principal Consultant,
Analysys Consulting - [Presentation]
Jon De Luca, President and CEO, Fibernet
Heather Hudson, Professor of Telecommunication,
University of San Francisco - [Presentation]
Dennis Weller, Chief Economist, Verizon
The US "Ahead" or "Behind" Other Countries in Broadband?
Kim Andreasson, Senior Editor, Economist
Intelligence Unit - [Presentation]
Dave Burstein, Editor, DSL Prime -
Scott Wallsten, Senior Fellow and Director
of Communications Policy Studies, Progress and Freedom
Robert Crandall, Senior Fellow, The
Brookings Institution - [Presentation]
Daniel Correa, Research Analyst, Information
Technology and Innovation Foundation - [Presentation]
rate: $150. Academics, government officials, non-profit attendees:
$50. Student registration: $25.
online at http://www.ersvp.com/r/stateoftelecom07.
& CITI affiliates please contact John Heywood at 212-854-4222
for additional information.
Scenarios for Latin American Communications
- October 5, 2007 - Buenos Aires, Argentina
TV/IPTV - November
2, 2007 - Columbia University
Networks IV - Date TBA - Paris, France