Wireless & Mobile Industry Introduction Iain Gillott (512) 263-5682 iain@iGR-Inc.com

The Day Ahead 8:30 Mobile Industry Introduction 9:00 Smart devices 9:20 AT&T Mike Woodward, VP, Business Voice/Data and Wireless Product 10:00 Break 10:20 Open Network Access 10:40 Gemalto Jean-Louis Carrara, VP Telecom NA 11:20 PTT, Push Email, Qchat 11:40 Lunch 1:00 Mobile Technology Overview 1:40 Operator Metrics 2:00 kajeet Carol Politi, VP Marketing 2:40 Break 3:00 Content, Advertising and Mobile Software 3:20 Nokia Lenn Pryor, VP Product Marketing Services & Software 4:00 Summary and Takeaways

About iGR Market strategy consultancy focused on the wireless and mobile communications industry Research and analyze the impact new wireless and mobile technologies will have Clients typically include carriers, equipment vendors, handset OEMs, solution/application developers Range of services and products Custom consulting Honoraria Subscription research services Multiclient studies Teen Tween 2007 Seniors 2007 Chinese Mobile Workers, 2007

Worldwide Cellular Subscribers by Region, 2007 - 2012 51.6% 18% 7.3% 46.6% 22.4% 9%

Worldwide Cellular Subscribers by Technology, 2007 - 2012 GSM family 71.1% CDMA2000 17.2% UMTS/HSPA/EV-DO 19.4% GSM family 80.8% CDMA2000 19.2% UMTS/HSPA/EV-DO 40.2%

North American Subscribers by Technology, 2007 - 2012 Market is clearly maturing Children aged under 10 Market is clearly maturing Operators are running out of new subscribers to sell to Recent pace of growth cannot continue Opportunities at present lie at opposite ends of the age spectrum Seniors: 50 percent do not currently have a cell phone Children aged under 10 Rapidly getting penetrated through family rate plans Still significant growth opportunities Under 5 years generally considered to be out of the target market All of the other age segments are effectively saturated Technology becoming less relevant Compare strongest (VZW) and weakest (Sprint) Both use same network technology T Mobile one of most successful and not even have 3G yet iPhone successful with ‘slow’ EDGE Majority of subscribers not using higher speed data Customer experience main market driver VZW has hijacked perception of network quality Sprint Nextel suffering due to poor experience Highlighted by Hesse as main area for improvement Intense competition Churn rates low for some operators but other still struggle Sprint’s rapid decline Speed of response to unlimited rate plans “Shocked” Seniors

Consumers under contract Postpaid consumers aged 25 - 65 currently under contract Remaining length of contract Expected action at the end of the contract

Child: What types of things do you like to do/would like to do on a cellular phone? Is there any way to organize this graph so it shows the most liked services at the top (moving down to the least used?)

Interest in Open Access Postpaid consumers aged 25 - 65

Move from Service/Application centric to User Centric Devices Discrete Music Video Photos Games Home Email Home IM Home VM Work IM Work Voice Email Work VM SMS COMPLEX & SEPARATE Individual Devices My Communication My Entertainment My Persona Communities SIMPLE & INTEGRATED Connected

Technology Evolution 4G? 3G 2.5G 2G GPRS GSM EDGE TDMA iDEN CDMA2000 WCDMA/ UMTS Voice & Data CDMA GSM Voice TDMA GPRS Data TDMA HSUPA Data CDMA LTE Voice & Data OFDMA EDGE Voice & Data TDMA HSDPA Data CDMA HSPA+ Data CDMA 4G? TDMA Voice 3G WiMAX Data OFDMA iDEN Voice TDMA 2.5G 2G CDMA2000 1xRTT Voice & Data CDMA EV-DO Rev. A Data CDMA CDMA Voice CDMA IS-95B Voice & Data EV-DO Rev. C/ UMB Voice & Data OFDMA EV/DO Data CDMA EV-DO Rev. B Data CDMA