1 SOS Interop Stocktaking and Next Steps Karl Heinz Rosenbrock, Director General Margot Dor, Business development & Partnerships ETSI SOS Interop III ETSI, Sophia Antipolis, February 2006

2 Why we started SOS Interop  Market watch  factors impacting ICT standards making  Fragmentation of ICT markets –including standards making  Usage/applications-driven technology developments  ICT increasingly software intensive  Stakes moving up towards upper layers (middleware…)  Industrial strategies with open source software  Interoperability, which flavor? (ex ante/ex-post)  Questions for ETSI  How to get the big picture?  How disruptive the above? / How to adapt?  What standards to enable the creation of value/industrial ecosystems around a technology?

3 In addition  Intensive activity from policy makers  Study on ICT standardization in EU (DG ENTR)  Communication on Interoperability (DG ENTR)  Revision Directive 98/34 (DG ENTR)  EU Interoperability Framework for e-gov (IDABC, DG ENTR)  ICT Task force (DG INFSO/DG ENTR)  Consultation on patent system in EU (DG Internal market)  And in other regions as well (US Congress, FTC, DoJ…)  Issues for ETSI  How to get the big picture?  How to ensure we work together at an early stage?  How to influence?

4 The SOS Initiative Standards, open standards and Interoperability  The Way  Pro-active approach with the workshop series (“It’s not peace we’re seeking, it’s meaning”)  The Objectives  Understanding issues and stakes from market players  Agree on key problem(s) definition(s)  Analyze implications on strategy and methods  Progress towards solutions in a concerted manner

5 SOS Interop I, May 05  Very good response from stakeholders  Three main tracks identified  Interoperability: same goal, new meanings  where do we go from here?  Open standards, many definitions to choose from…  IPR policy: can one size fit all?  A variety of viewpoints (sometimes conflicting) yet a consensus that topics and timing were key to ICT industry and that ETSI should pursue with the initiative

6 SOS Interop II, September 05  Participation raised in number and geographically (overseas)  A day and a half event – opportunity for more debates, more networking  Plenary sessions and 3 break out sessions - moderated by Members.  Follow up on tracks  Interoperability: focus on Technical Interoperability (conformity and interoperability tests and Inter-working)  architecture, standards integration.  Open standards: go ahead with criteria as defined at GSC#10  IPRs in standards: ask GA to create an IPR working group to progress on identified issues.

7 SOS Interop III, February 06  Taking stock of the way the work is progressing on Interoperability  Continue developing issues relating to interoperability of software and industrial strategies with regards to open source software  Explore economic and policy implications of IP issues and potential impacts on standards making

8 SOS Interop III “Demandez le programme”

9 SOS Process SOS 1 Issues induced by a definition of « open standards »  3 tracks SOS 2 Open standards Interoperability IPRs in standards IPR Reform Committee SOS 3 Beyond definitions Technical interop > moving forward OSS and standards Policy issues and economics of IP in standards GSC#10 GA#46 SOS Interop and IPRR, two different animals IPRR Process

10 Session 1 - Technical Interoperability, walking the talk 10:05Vision of the e-Mobility platformFiona Williams Chair e-Mobility platform Ericsson 10:30 Interoperability & standards: at the heart of the Commission's ICT standardization policy Costas Andropoulos Head of Unit- Technology for Innovation ICT industries & e-business EC DG ENTR 11:00Standardization to ensure InteroperabilityGeorg Lütteke Chair EICTA Interoperability Task Force Philips 11:30Coffee 11:45ETSI OCG Working Group on Interoperability and Testing Anthony Wiles Manager Protocol and Testing Competence Center ETSI 12:00The 3GPP IMS test bedAli Soujeh Senior Specialist for Interoperability Ericsson 12:30Software interoperability in the NGN service layer Dave Penkler CTO Open Call Hewlett Packard 13:00Regulation/Conformance/ Interoperability, “Dangerous liaisons”? Didier Chauveau Head of prospective Unit ARCEP 13:30Lunch

11 Session 2 - OSS and standardization 15:00Presentation of the study “Impact of OSS on ICT standardization” Herve Rannou CEO JB Soufron Legal counsel ITEMS International 15:30 - Panel discussionHow OSS can/will/should impact standardization? 15:30 - Panel discussion – How OSS can/will/should impact standardization? Moderator Denis Audoly R&D Manager NewLogic - a Wipro Company PanelistsGerald Lane Director corporate standards office IBM Walter Legrand CTO office standards Manager EADS Secure Networks Amy Marasco General Manager, standards Strategy Microsoft Yann Dietrich EMEA IP attorney Intel Corporation UK Ltd Bernard Dugerdil EMEA Standards coordinator Freescale Semiconductor, Inc. Herve Rannou, Jean Baptiste SoufronITEMS International 17:30Coffee Break 18:00Report Session 18:30Meeting adjourns - Social event at Hotel Omega

12 Session 3 - IPRs in Standards, Economics and policy issues 9:00Standards as Prior Art at the EPORené Bourbon Manager, Scientific and Technical Information Acquisition European Patent Office 9:30Seeking Antitrust Agency guidance on disclosure of licensing terms during standard setting Gil Ohana, Director Antitrust and Competition, Cisco Systems 10:00 Coffee 10:30 - Panel discussion Standards making and the market for IP 10:30 - Panel discussion - Standards making and the market for IP Moderator Mark Paxman PA consulting group PanelistsNicholas Banasevic EC DG Competition, Directorate Information, Communication & Media Dan Bart, Senior Vice President, Standards & Special Projects Telecommunications Industry Association, USA Grazyna PiesiewiczEC DG Internal market, Directorate D2, Industrial property Wen Mengbin, IPR Dept of Huawei Technologies CO LTD China Communications Standards Association, China Richard Owens Director Copyright E-Commerce, Technology and Management Division World Intellectual Property Organization Paul Carpenter, Director of StandardsResearch In Motion Ltd René BourbonEPO 12:15Progress of the IPR Reform CommitteeKarsten Meinhold, Siemens Chair ETSI IPR Reform Committee, 12:45Wrap up and next stepsKarl Heinz Rosenbrock Margot Dor 13:00-13:15Meeting adjourns and lunch

13 Quote from a key market player « ETSI is the only shop in town where those issues are being discussed » …. So what’s next?