美国通信业研究报告英文版(pdf 48页)

MCKINSEY & COMPANY
J.R. Lowry
james_lowry@mckinsey.com
McKinsey & Company, Boston: 1-617-753-2110
Jeff Kosowsky
jeff_kosowsky@mckinsey.com
McKinsey & Company, Boston: 1-617-753-2263
Kushe Bahl
kushe_bahl@mckinsey.com
McKinsey & Company, New Jersey: 1-973-549-6462
GOLDMAN, SACHS & CO.
Debra Katz, Communications Software
debra.katz@gs.com
Goldman Sachs, New York: 1-212-357-1377
Natarajan 'Subu' Subrahmanyan, US Communications Technology:
Data Networking and Optical Components and Systems
natarajan.subrahmanyan@gs.com
Goldman Sachs, Menlo Park: 1-650-234-3313
Brantley W. Thompson, US Communications Technology:
Wireline/Wireless Equipment
brantley.thompson@gs.com
Goldman Sachs, New York: 1-212-902-9823
Luanne Zurlo, US Telecommunications Services
luanne.zurlo@gs.com
Goldman Sachs, New York: 1-212-902-6702

 

We would also like to thank all the individuals outside McKinsey and Goldman
Sachs who spent time on this project. These include representatives from the
companies we interviewed, including service providers, equipment and
component manufacturers, operational support systems (OSS) providers, and
systems integrators. We would like to thank the following individuals in
particular: Bruno Codispoti, Jim Frey, Joe Gleeson, George Kawand, Vivek
Khuller, Randy Korn, Tony Marson, Andrew Odlyzko, Debanjan Saha, and Ann
Von Lehmen.
_____________________________________________________________________________
This summary is an abstract of a larger report published jointly by Goldman
Sachs & Co. and McKinsey & Company in August 2001. For a copy of the full
report, please contact your Goldman Sachs & Co. or McKinsey & Co.
representative.
This report is the result of a joint research effort between McKinsey & Company
and Goldman Sachs. This industry-level study owes its genesis to a series of
ongoing conversations among the authors and the mutual decision that pooling
resources would prove a productive means to gain insight into key market
trends. McKinsey & Company was not retained by Goldman Sachs to work on
this effort. Goldman Sachs may subsequently draw on information and
conclusions contained in this report to develop investment recommendations.
McKinsey & Company does not make investment recommendations, in this
report or otherwise, and nothing in this report should be interpreted as an
opinion by McKinsey & Company on the prospects of specific companies.

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