2005年电信制造商预期收入和支出计划调查报告(Survey of Telecom Vendor Revenue and Spending Expectations for 2005)

I. INTRODUCTION AND KEY FINDINGS
　　1.1 Key Findings
　　1.2 Report Structure

II. ABOUT THE RESPONDENTS
　　2.1 Systems Vendor Survey Respondents
　　2.2 Components Vendor Survey Respondents

III. REVENUE EXPECTATIONS FOR 2005
　　3.1 Systems Vendor Expectations for Service Provider Spending
　　3.2 Systems Vendor Revenue Expectations for 2005
　　3.3 Systems Vendor Profit Expectations for 2005
　　3.4 Components Vendor Expectations for Systems Vendor Spending
　　3.5 Components Vendor Revenue Expectations for 2005
　　3.6 Components Vendor Profit Expectations for 2005

IV. SYSTEMS VENDOR GROWTH DRIVERS FOR 2005
　　4.1 Most Promising Product Sectors for 2005
　　4.2 Least Promising Telecom Sectors for 2005
　　4.3 Impact of Emerging Services on Systems Vendor Revenue

V. COMPONENTS SPENDING AND REVENUE PROJECTIONS

APPENDIX
　　APPENDIX A: ABOUT THE SURVEY
　　APPENDIX B: LEGAL DISCLAIMER

LIST OF FIGURES
　　SECTION I
　　SECTION II
　　　　Figure 2.1 Product Categories Sold by Systems Vendors Surveyed
　　　　Figure 2.2 Respondents by Systems Vendor Type
　　　　Figure 2.3 Systems Vendor Respondents by Geographic Region
　　　　Figure 2.4 Annual Revenues of Systems Vendors Surveyed
　　　　Figure 2.5 Components Vendor Respondents by Geographic Region
　　　　Figure 2.6 Annual Revenues of Components Vendors Surveyed
　　　　Figure 2.7 Geographic Markets Reached by Component Vendors Surveyed
　　SECTION III
　　　　Figure 3.1 Overall Projections by Systems Vendors of Carrier Spending for 2005 (All Respondents)
　　　　Figure 3.2 Carrier Spending Growth Rate Expectations of 10 Percent or More for 2005 (By Selected Product Type)
　　　　Figure 3.3 Systems Vendor Company Revenue Expectations for 2005 (All Respondents)
　　　　Figure 3.4 Company Revenue Growth Rate Expectations of 10 Percent or More for 2005 (By Selected Product Type)
　　　　Figure 3.5 Systems Vendor Profit Margin Expectations for 2005 (All Respondents)
　　　　Figure 3.6 Company Profit Margin Growth Rate Expectations of 10 Percent or More
　　　　for 2005 (By Selected Product Type)
　　　　Figure 3.7 Overall Projections by Components Vendors of Systems Vendor Spending in 2005 (All Respondents)
　　　　Figure 3.8 Components Vendor Company Revenue Expectations for 2005 (All Respondents)
　　　　Figure 3.9 Components Vendor Profit Margin Expectations for 2005 (All Respondents)
　　SECTION IV
　　　　Figure 4.1 Product Sectors With Strongest Growth Potential (All Respondents)
　　　　Figure 4.2 Product Sectors Most Likely to Experience a Downturn (All Respondents)
　　　　Figure 4.3 Emerging Services That Will Have a Major Positive Impact on Revenue (All Respondents)
　　SECTION V
　　　　Figure 5.1 Comparative Spending/Revenue Projections: Access/Enterprise Components
　　　　Figure 5.2 Comparative Spending/Revenue Projections: Ethernet Components
　　　　Figure 5.3 Comparative Spending/Revenue Projections: Sonet/SDH Transport Components
　　　　Figure 5.4 Comparative Spending/Revenue Projections: Packet/Cell Transport Components
　　　　Figure 5.5 Comparative Spending/Revenue Projections: Optical Components