1. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION Alberto Ríos Head - Solutions & Marketing Alcatel-Lucent México April 2012 Challenges and Opportunities for public and private stakeholders: A Telecom Provider View

2. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION Fact: Very Low Penetration of BroadBand in CALA Generating Employment (2) : +1 % Broadband Penetration ~ +1% Employment Rate Impact on GDP (3) : +10% Broadband Penetration ~ + 1.5% in GDP Sources: (2) Katz (2009); (3) Katz 2010;Analysis Mason 2010; Mckinsey 2010;Qiang and Rosotto 2009; Czemich et al 2009 Source: Alcatel-Lucent Internal Opportunity: Market needs Growth -> Wants Growth

3. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION Fact: Technology is Transforming the World Devices Apps & Clients Apps & Clients Radios & Antennas Radios & Antennas Cloud(s) Opportunity: New Trends -> New Business Models

4. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION 500 M people/mo use Facebook apps platform 30% of internet traffic by volume; HTTP 18%, Facebook 2%, Skype <1% 46.2% of IP traffic in 2015 (36% in 2010). Up to 20-40% of Mobile traffic offloaded Online Video in 2015 will represent 60% of total data traffic Fact 3: Internet Usage is not Stopping Question: Can Current Mode of Operation/Pricing can support this continuous push for more data? Source: Alcatel-Lucent Internal; Informa Telecoms & Media

5. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION How to foster Investment?

6. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION Fourfold Strategy Ubiquitous Connectivity Spectrum Allocation New Investment Models New Network Usages Developed Countries: Narrow the bridge between Rural and Urban. Mostly in Access Emerging Countries: Shortages in both Access and Backbone Promote usage of wide channels and continuous spectrum. Densification by HetNet Strategies Consolidation and Sharing and/or Usage of new spectrum Increased Infrastructure Sharing and Co-Investment Models through Public/Private Partnerships * Open Backbones + Shared Wireless Access (RAN Sharing) Accelerate the Promotion/Usage of Digital Public Services Assure that Creativity is Foster Promote Access Sharing We must ensure the Intelligence of the Network: Quality of Experience is becoming the main driver in every aspect

7. COPYRIGHT © 2011 ALCATEL-LUCENT. ALL RIGHTS RESERVED. ALCATEL-LUCENT INTERNAL PROPRIETARY USE PURSUANT TO COMPANY INSTRUCTION