© Copyright 2003 Frost & Sullivan. All Rights Reserved. North American Multimedia Messaging (MMS) Markets Next Generation Mobile Communications Mobile Communications Group “Seamless interoperability of multimedia messaging services (MMS) in North America is challenged by the presence of multiple network technologies and varied business interests among major mobile network operators (MNOs). “

© Copyright 2003 Frost & Sullivan. All Rights Reserved. Industry Trends Contrary to popular belief, MMS services do not require 3G bandwidths and can be successfully deployed over existing networks like GPRS and cdma2000 (1xRTT) The success of messaging in North America through SMS has validated the potential for peer-to-peer messaging and is likely to expedite the adoption of MMS services Until critical mass of handsets is achieved, seamless convergence of MMS with other messaging services like , WIM, and SMS will drive usage and traffic Premium content services over MMS have enormous market potential and will drive the development of applications for A2P MMS services The evolution of MMS from basic long-text to graphics, pictures, audio, and video will constantly present the market with new applications and continue to drive adoption and ARPU

© Copyright 2003 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Overview of MMS and a discussion of the key challenges, drivers, and restraints specific to the North American market Strategic market analysis of the MMS ecosystem and emerging business and revenue models Strategic recommendations for mobile operators, device manufacturers, infrastructure vendors, and application platform providers Segmented market forecasts and opportunity analysis for P2P and A2P applications Competitive analysis and profiles of leading mobile operators, device manufacturers, infrastructure vendors, and application platform providers

© Copyright 2003 Frost & Sullivan. All Rights Reserved. What We Offer Coverage: North America Proven methodology encompassing extensive primary and secondary data and research Focused information and strategies that cover business and technology issues Credible data and reliable analysis highlighting industry dynamics Winning strategies to help you create precise business plans

© Copyright 2003 Frost & Sullivan. All Rights Reserved. Who Will Benefit?  Current Market Participants  Find out how you compare to the competition  Assess current and future drivers and restraints  Determine and exploit new market share opportunities  New Entrants  Analyze challenges associated with the industry  Calculate time scales for strategy implementation  Position yourself to capitalize on the market’s unmet needs  Investment Community  Analyze long-term strategies of mobile communications companies  Determine which participants will outperform the competition  Assess attractiveness of investing in the mobile data market

© Copyright 2003 Frost & Sullivan. All Rights Reserved. What’s Included Two levels of market segmentation down to the application level Detailed discussion of forecast methodology and assumptions Over 35 charts and figures of market metrics and forecasts 20 competitive profiles of leading market participants Frost & Sullivan Awards recognizing the successful market participants in the North American MMS market

© Copyright 2003 Frost & Sullivan. All Rights Reserved. Mobile Network Operators AT&T Wireless (USA) Bell Mobility (Canada) Cingular Wireless (USA) Microcell PCS (Canada) Nextel Communications (USA) Rogers Wireless (Canada) Sprint PCS (USA) TELUS Mobility (Canada) T-Mobile USA (USA) Verizon Wireless (USA) Key Market Participants MMS Infrastructure Vendors Comverse Ericsson LogicaCMG Nokia Openwave Application Platform Providers InfoSpace, Inc. LightSurf Technologies, Inc. Run Tones, Inc. Summus, Inc. Taral Networks

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