11CONTACTSMCKINSEY&COMPANYJ.R.Lowryjames_lowry@mckinsey.comMcKinsey&Company,Boston:1-617-753-2110JeffKosowskyjeff_kosowsky@mckinsey.comMcKinsey&Company,Boston:1-617-753-2263KusheBahlkushe_bahl@mckinsey.comMcKinsey&Company,NewJersey:1-973-549-6462GOLDMAN,SACHS&CO.DebraKatz,CommunicationsSoftwaredebra.katz@gs.comGoldmanSachs,NewYork:1-212-357-1377Natarajan'Subu'Subrahmanyan,USCommunicationsTechnology:DataNetworkingandOpticalComponentsandSystemsnatarajan.subrahmanyan@gs.comGoldmanSachs,MenloPark:1-650-234-3313BrantleyW.Thompson,USCommunicationsTechnology:Wireline/WirelessEquipmentbrantley.thompson@gs.comGoldmanSachs,NewYork:1-212-902-9823LuanneZurlo,USTelecommunicationsServicesluanne.zurlo@gs.comGoldmanSachs,NewYork:1-212-902-6702CONTRIBUTORS/ACKNOWLEDGEMENTSManypeopleatGoldmanSachsandMcKinseyparticipatedinthecreationofthisreport.Inparticular,weacknowledgethefollowingindividuals:MCKINSEY&COMPANYGOLDMAN,SACHS&CO.CoreTeamKusheBahlChrisGilbertJeffKosowskyMoshikoLevharJ.R.LowrySarahPohlenDaiVuBobHuManishSinhaGiladSokolovAbhinavTanejaShingYinSteeringCommitteeGregBesioPeterBissonBradBrownTomFrenchVivekMohindraMikeNevensStaggNewmanJimSeabergOtherAdvisors/ContributorsSimonBlackburnCurtisCopelandPerryCuiFerozeDewanChipHardtJamesKaplanAndrewKincheloeSimonLandlessDanaMaorGregMooreJudithStopardCoreTeamHerbBeatsonSaraDawesChristopherFineLisaFontenelliJamesSimmonsErnestKwarteng(parttime)ResearchAnalystsDebraKatzNatarajan'Subu'SubrahmanyanBrantleyW.ThompsonLuanneZurloOtherContributors/ReviewersJeffAdamsLawrenceCalcanoFrankConnorFrankGovernaliChuckHarrisMaryHenryJimHimesTimIngrassiaBradKoenigGregoryLeeRyanLimayeWewouldalsoliketothankalltheindividualsoutsideMcKinseyandGoldmanSachswhospenttimeonthisproject.Theseincluderepresentativesfromthecompaniesweinterviewed,includingserviceproviders,equipmentandcomponentmanufacturers,operationalsupportsystems(OSS)providers,andsystemsintegrators.Wewouldliketothankthefollowingindividualsinparticular:BrunoCodispoti,JimFrey,JoeGleeson,GeorgeKawand,V...
