1 - Players involved
1.1 Value chain
1.2 Categories of players and market trends
Data transport players
- Access
- Metropolitan Area Networks
- National/regional transport
- International transport
- Submarine cable operators
Interconnection players
- Collocation providers
- Global Internet eXchanges (GIX)
- Service platform hosts
Content broadcasting optimisation
Main players by service category
2 - Headed for network saturation?
2.1 Change in usage
P2P
On-line gaming
On-line video
Other applications
2.2 Effect on networks?
Impact of usages on Internet traffic
Physical saturation more likely at the network node
Technical progress to compensate for saturation risks
Issues for various players in the value chain
3 - Impact on current models
3.1 Migration of transport network value and broadcasting to distributed content
3.2 Telecom operators positioning options
Refocus on operator's core business
Vertical integration targeting publishing content and services
Diversification and expansion into the CDN business
and capturing control of distribution and revenue sharing
3.3 Conclusions
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