August 3-4, 2004 San Jose, CA Panel Session: The Consumer VoIP ‘Food Chain’ Date: Wednesday, August 4, 2004 Time: 4:15 – 5:00 PM Room: Donner Pass Moderator: Allan Armstrong, RHK, Inc.

August 3-4, 2004 San Jose, CA A new day dawns VoIP small, but boundless opportunity Legacy: TDM voice is booooring! VoIP is a major change vector, challenges the carrier landscape VoIP established in core transport VoIP finally penetrating the local loop VoIP industry is in a formative period

August 3-4, 2004 San Jose, CA Panelists Marty Wachi, Director of Channel & Product Development, V-Tech/Advanced American Telephones Pradyumna Sant, Sr. Business Development Manager, Renesas Technologies America Jeff Dionne, CEO, Arcturus Networks, Inc. Allan Armstrong, Program Director, Comm. Semis., RHK, Inc. Jeff Bonforte, CEO & President, SIPphone.com

August 3-4, 2004 San Jose, CA Why Partners Are Important to Service Providers Service is useless without endpoints Distribution channels proliferate the Service Firmware and Processors enable customization, unique offerings Multiple vendors, but common user experience, protect the Service Provider Reliance on industry standards Simple user provisioning is key to adoption Security is our nightmare

August 3-4, 2004 San Jose, CA The Role Of The ODM/OEM Convergence Technologies Like VoIP Creates Disruptive Opportunities New Convergent Markets & Products Create New Challenges For ODMs/OEMs The Relationship Of The ODM/OEM To Their Customers And Their Chip Partners Has Never Been More Important

August 3-4, 2004 San Jose, CA IP Communication Paradigm Shift  Voice & Mobile Data Pradyumna Sant / Renesas Market Opportunity Economics Productivity Advanced Services Market Challenges Fragmentation Crossing the Chasm Value Chain TTM, QoS & Security Partnerships Technology Collaboration Security Wireless Focus: IP Telephony

August 3-4, 2004 San Jose, CA End Point Software Defines the User Experience Service Providers: –Clear Specifications, –Standards Compliance, –Accessible Certification, –Security OEMs: –Partnering in Design, –Customers in Production, –Efficient Channels Silicon Vendors: –Partners in Solution Development –Robust DSP Platform –Features and Roadmap

August 3-4, 2004 San Jose, CA Is VoIP a “Big Bang?” Enable and incent carriers Identify and create key building blocks Solve problems before they hamper acceptance –unified hardware platforms –software portability, legacy OSS integration –Multi-function CPE: VoD –Security –Infrastructure and CPE in lockstep Cooperate as a community to grow the pie