Bce Inc. · TSX:BCE
Bce — RBC Capital Markets Summit-to-Summit Conference (February 2004)
11 slides from Bce's conference presentation, Feb 5, 2004
Slide 1: Not Telecom as Usual: Seeing Beyond the Hype this Time
Not Telecom as Usual: Seeing Beyond the Hype this Time RBC Capital Markets Summit-to-Summit Conference Michael Sabia President and CEO 1
Slide 2: What We Believed in 2001 … Still True Today
What We Believed in 2001 … Still True Today Technology costs Net generation Platforms would ! would plummet ! would come of age ! converge on IP Broadband Access Subscribers 1,000,000 In Canada Bandwidth (per 100 people) 100,000 11.7 Data Voice Video US $ - Logarithmic Scale 10,000 8.88 Storage 1,00
Slide 3: Looking Forward: New Telecom Fundamentals Emerging
Looking Forward: New Telecom Fundamentals Emerging “Old Telecom” “No Barriers” World " Services in a smart " Cheap “core”, moving bits between “core” — controlled by “smart” edge devices — services telcos can be implemented by many " Multiple special-purpose " Common low-cost infrastructure networks
Slide 4: The “No Barriers” Market: Battle for the Broadband Home heating up
The “No Barriers” Market: Battle for the Broadband Home heating up SATELLITE CO Other Devices Phone TV MOBILE CO High Speed BROADBAND Internet FIXED “Gateway” WIRELESS POWER CO CABLECO TELCO ISP “SOFT CO” Still some “one-off” needs/providers … but the big “play” is for overall customer relationship
Slide 5: Galileo at BCE: Some basics for success with “No Barriers”
Galileo at BCE: Some basics for success with “No Barriers” Listen to customers … … And get the economics right Deliver IP Benefits Realize the IP Productivity Promise Consumers “Likely to Buy” " A “next-generation” cost Integrated, Bundled Solutions structure " “Practicing what we 72% preach” throug
Slide 6: Power the Broadband Home for Consumers
Deliver IP Benefits to Customers: Power the Broadband Home for Consumers e-mail 0.01 " Video “Phone” " Video Web Sites Access Bandwidth — Multiples of DSL Speed Text-based Surfing " Rich e-Commerce " e-Learning; e-Health Dial Up Graphics-rich Surfing 0.1 " Niche Entertainment " Surveillance Music "
Slide 7: Deliver IP Benefits to Customers: Make it easier for Businesses
Deliver IP Benefits to Customers: Make it easier for Businesses Today 10 Bell switching centre dedicated pairs Increased value 2 fax X25 ATM 4 cash registers to customers 3 PBX lines DMS " Inter-operability I Internet access DSLAM IP " Simpler provisioning/self Tomorrow service Bell 1 1 XDSL 1 fibre
Slide 8: Realize IP Productivity Promise: Complex Processes Impact Economics
Realize IP Productivity Promise: Complex Processes Impact Economics Pre-sales/ Assign/ Install Customer Network Order Billing Management OSS Qualify Design Activate service Business Voice Manual BCRIS IPAIRS SPCDM CBSS Nil CALRS Centrex Manual eCENTREX IPAIRS ASAP CBSS Nil CENTRACS Legacy Data Manua
Slide 9: Realize IP Productivity Promise: Driving Simplicity at Bell
Realize IP Productivity Promise: Driving Simplicity at Bell Pre-sales/ Assign/ Install Customer Network Order Billing Management Qualify Design Activate service One One Standard One Selective contact / integrated building IP truck rolls one billing system blocks backbone platform Benefits " Eliminat
Slide 10: Realize IP Productivity Promise: Creating an Affordable Future
Realize IP Productivity Promise: Creating an Affordable Future Set the target… …Now take the tough decisions Business Segment " “Stop-sell” on legacy platforms … start with ATM and frame 20-25% savings " After sufficient migration, shut down on a $4B legacy platforms and realize significant savings
Slide 11: BCE: Driving to be the Standard in IP
BCE: Driving to be the Standard in IP Listen to customers … … And get the economics right Deliver IP Benefits Realize the IP Productivity Promise " Broadest set of platforms in " IP migration plan for 2006 North America – 100% in the core – Wireline, wireless, high – 90% in access speed, video " Kic
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