SAF06 - Software and Services

Charles Fitzgerald, GM Platform Strategy

Change Drivers

• Broadband
• Services
• Commoditisation
• Complexity
• Consumer focus

Challenge

• To find the value
• It’s never going to be easy because of competition

Services Infrastructure

• 20 million on a slow IM day
• Infrastructure construction dramatic
• $200 million on data centre capacity
• Next to hydroelectric generation facilities
• Millions of servers
• Concrete, copper, steel, electricity

The Tyranny of Or, the Power of And

• In the past we've had to make a lot of choices
• This technology or that
• This way of delivering or that
• This company's services or that company's
• Today we have the ability to combine services more easily
• Mashups
• Partnerships
• Give the customer choice, offer both options

Broadband Inflexion Point

• Web browser designed for limited bandwidth
• Broadband beyond current web 1.0