1. Comparing Wimax & UMTS TDD Thursday June 3 2004 by the Global UMTS TDD Alliance

2. Our Purpose Created by members of the UMTS TDD community, the Alliance’s goal is to bolster the market for solutions based on standard-compatible UMTS TDD. Our objectives include: Interaction: Cross vendor and cross operator venue for the exchange of ideas and experience Scale: Grow the market to increase the number of vendors, their volumes, and hence improve the economies of scale for all UMTS TDD products Education: Promote UMTS TDD as the leading standard for broadband wireless by building the technology’s brand equity and educating the market.

3. Alliance Members IQ Networks Net2Cell The Global UMTS TDD Alliance currently has 40 members.

4. Commercial Services Already Deployed  There are commercial deployments at 1.9, 2.1, 2.5, 2.6, 3.4 GHz –Germany – Airdata 2.5 –Japan – IPMobile 2.0 –Malaysia – Atlas One 2.5 –Portugal – Sonaecom 1.9 –South Africa – Sentech 2.5 –USA – Maui Sky Fiber 2.5 –Australia – IQ Networks –Woosh Wireless – New Zealand 2.0 –15 others that haven’t announced

5. UMTS TDD Is On The Map AMERICAS EMEA CHINA IQNetworks UNITED STATES +1 IRELAND UK FRANCE ITALY AUSTRIA MALAYSIA +1 SINGAPORE HONG KONG * Countries listed for unannounced deployments

6. Performance Of TDD  Cannot get real Wimax data yet

7. Wimax (802.16e) and UMTS TDD  Wimax (e version) Standard under IEEE sometime soon Performance ? Commercial products not designed (2007?) Uses IP core network Vapor CPE cost (a) $500? (e)?  UMTS TDD Standard under 3GPP since release 99 Performance 12Mb/sector Commercial products selling in market (2003) Can use GPRS core or IP Market Proven CPE cost = <$300  But being vaporware is a big advantage when you want to spin a product. Vaporware can do everything well.

8. The Biggest Difference  What’s the biggest difference between UMTS TDD and WiMAX? TIMING

9. Timing Comparison Table TARGET MARKET NOWBy Q2 2005WiFi Backhaul NOWBy YE 2005?Residential “Carrier Grade” VOIP NOWPortability by 2007?Mobile Enterprise Data By Q1 2005 NOW Portability by 2007?Mobile WiFi Backhaul By 2007?Mobile VOIP By 2007?Mobile Broadband By YE 2005?Residential Mass Market Broadband By Q2 2005SOHO Connectivity By Q2 2005SMB Connectivity By Q2 2005Enterprise Connectivity By Q2 2005Cellular Backhaul WIMAX dates from Wimax forum web site and public presentations

10. Customers Want Mobile Broadband Today Almost 40% of US Broadband Subscribers Would Switch to a Wide-Area Portable Broadband Service at Same Speed and Price THE QUESTION New broadband Internet services are available that offer features and speeds similar to your current service (DSL or Cable Modem) at the same price, but allow you to use broadband wirelessly both within your home and in your neighborhood. How likely would you be to switch to such a service?

11. How To Avoid The Hype Cycle  Name your technology with one Four-letter acronym and one Three-letter acronym. It’s as sexy as lint. Accusations that the BBC “sexed-up” the name are false.  Focus on going to market instead of generating buzz  3G UMTS certainly rode the wave, and is starting to deliver UMTS TDD’s Quiet Path Gartner Hype Cycle Hype Time Wimax today UMTS TDD today 3G FDD today TDD no-hype shortcut

12. But Don’t Take My Word For It  “Enterprises should continue watching the technology but not consider short-term deployment” Gartner Research Brief, May 11 2004 Will there really be any market opportunity left in 2009?

13. VALUE PROPOSITIONTIMING Capacity Fill In for WCDMA2007-2008 “Hot Zones” for Mobile Enterprise2005-2006 Ubiquitous Broadband Services2004-2005 1999 2002 2004 Many operators have evolved their views on both the value proposition and timing for TDD. A Change In The Way Operators See TDD

14.  Key Market Trends Growth in broadband, laptops, and digital media  Centrino and WiFi Have Taught Benefits of Mobility But it’s a limited mobility, like a dog on a leash  The Performance of Packet-Based TDD 5x the performance of WCDMA for data  Non-Traditional Operator Success with TDD Proving the business model and consumer appeal  Emergence of Competitive Technologies / Operators WiFi, WiMAX, UMTS TDD 2500 & 3400 Why The Change In The View of UMTS TDD

15. Case Study: Woosh Wireless, New Zealand Commercial services launched in September 2003 By end-2004 – near ubiquitous coverage of Auckland, Christchurch, Wellington, and rural regional award areas In first 8 weeks – signed up 1% of HHs in coverage Outselling DSL 2 to1 in coverage

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