1. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Vertical IT and Telecom Spending Trends - U.S. Retail Sector Implementation of tracking technology leads to change in participant attitude Telecommunications Group “The growing penetration of IT and telecom in the retail sector has led to rising adoption of product tracking technology. These technical enhancements are expected to offer benefits such as increased revenue, efficiency, and productivity.”

2. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Industry Trends The three trends within the retail sector for IT and telecom spending are: Improved inventory management being accomplished through a combination of IT/telecom services such as wireless and high speed data transfer capabilities with hardware and software products. Effective site integration is leading to investment in advanced IT/Telecom products and services. At the service counter when dealing directly with customers, applications such as electronic credit card validation/authorization enable faster transaction processing and security.

3. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan Provides: Detailed insights into recent developments and trends Opportunities, challenges, and strategic demand recommendations Analyst insights on ‘hot topics’ and emerging opportunities Market sizing and in-depth end-user analysis in the relevant markets Market forecasts and analysis by product type, end-user application and geographic region

4. © Copyright 2004 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 analysis highlighting industry dynamics  Winning strategies to help you create precise business plans

5. © Copyright 2004 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 market share opportunities through new end-user application demand New Entrants  Analyze challenges associated with the industry  Calculate forecasts for end-user growth potential  Position yourself to capitalize on the market’s unmet needs Investment Community  Analyze long-term strategies of test equipment companies that offer signal sources  Determine which participants will outperform the competition  Assess attractiveness of investing in this market

6. © Copyright 2004 Frost & Sullivan. All Rights Reserved. What’s Included  The influence of IP in this market  The impact of RFID on the market and areas it affects  The new trends that are impacting each part of the retail operating process  Forecasts for spending including entire spend and split between software, staffing, and telecom services  A comprehensive brake down of wireline, wireless, and satellite products  The key areas of focus by retail enterprises and the best strategies to fulfill their needs  Conclusions about the market

7. © Copyright 2004 Frost & Sullivan. All Rights Reserved. Key Market Participants  AT&T  AT&T wireless  Bearing Point  BellSouth  Cisco  Cable & Wireless  Global Crossing  Iridium  Lucent  MCI  New Edge Network  Nortel  Qwest  Ruder Finn Technology  Oracle  PeopleSoft  SAP  SBC  SAIC  Siemens  Sterling Commerce  Sprint  Symbol Technologies, Inc.  Verizon  XO Communications  Zebra Technologies

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