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Matthias Kurth Presentation
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1. The impact of technological Innova4on on tradi4onal wireline Networks (mobile, all IP, Internet) is the main reason for some problems and the OTT players are drivers for this change and made beBer use of
this poten4al.
2. Wireline Networks are considered commodi4es by the Financial markets and not a risky high Tec investment. This could be an advantage especially
in disrup4ve dynamic changes. Commodi4es might not offer the highest return, but they generate stable revenues and are Ideal for
Pension funds.
3. Not all Problems of wireline Networks are related to OTT. Risky
interna4onal acquisi4ons, high Debt or inefficient management should not be
underes4mate.
4. On the other side is OTT not always the hen with golden eggs, but a highly compe44ve and
risky business. The success of Google and Apple is challenged and the baBles over
patents and intellectual property rights will go on for quite a while. The Facebook IPO has
underlined, that even a successful OTT Player has problems with his business model. Nokia, Motorola etc. shows how quick a success can
be over.
5. The Slow investment in new wireline Networks has two reasons:
-‐ there is a Gap between Customer demand, willingness to pay and costs for investment Even if modern Networks are available
customers uptake is slow and willingness to Pay Premium prices low
-‐ the investment problem is a last mile problem and a FTTH, FTTB problem
The upgrade of cable infrastructure with the Docsis 3 standard managed to bridge this
gap in a cost-‐efficient way.
6. The solu4on is to enhance coopera4ons between wireline
companies and OTT players. There are already many examples for this.
7. Wireline companies could offer in a nondiscrimina4ng way beBer quality of Service, beBer speed and beBer capaci4es and this will enhance the
Service quality of the OTT's. There is a possibility of Win -‐ Win
strategy if both sides are focused on their experience.