1. What will the Internet industry look like in 2007? Thursday 09 th September 2004 Internet Week ISPA Internet Week ISPA What will the Internet industry look like in 2007? Thursday 09 th September 2004 Presented by: Winston Smith Portfolio Manager: MyWireless Presented by: Winston Smith Portfolio Manager: MyWireless

2. Internet in 2007 by winston smith What it will NOT look like ! Telkom Life cycleLife cycle Time

3. Internet in 2007 by winston smith What it will NOT look like ! 78

4. Internet in 2007 by winston smith What it will NOT look like !

5. Internet in 2007 by winston smith Our View  De-regulated market  More affordable access bandwidth  Single platform to provide voice / data / video services  Ubiquitous devices to access all multimedia services and applications  IP as the dominant medium for Telecomms services

6. Internet in 2007 by winston smith Our View  Multiple providers of wireless broadband services offering ubiquitous  The “ G ” will not matter – access and cost the driverswill  Data services will be billed / offered in packages similar to mobile voice  Partnering of access providers with PC vendors and content providers – the likes of a AOL / Time Warner with Apple as a bundled solution

7.  VoIP will only be lucrative as part of a bundled solution  Home networking is a norm – rather than an exception – bigger market than pure appliances only  80% of residential fixed line calls – via packet switched networks  20% of total voice calls are unmanaged IP based  Internet users complain that 1Mb is a pathetic Internet service! Our View Internet in 2007 by winston smith

8.  STM16 is the preferred access medium for ISP core networks  G.SHDSL has been offered by some providers to the home user – 2.3Mbps  10% of the market - Metro Ethernet for business users  Triple services are available – across various devices  IP Voice services will be carried on SIP V10? Our View Internet in 2007 by winston smith

9.  Multi-functional informational appliances – combining IP telephony, Internet, video conferencing, personal video recorders and TV and a PC – available below US$250  Your mobile phone has more memory capacity than your current PC  There are more IP addresses in the appliances in your home than the LAN in your current office Radical View – Truth or Not! Internet in 2007 by winston smith

10.  Customers have more choices  Greater flexibility offerings  Mobility in everything  Focus shifts from technology to economics – supplier, service provider and the consumer Our View Internet in 2007 by winston smith

11. Internet in 2007 by winston smith What we believe it WILL look like New MCO, xNO with their Partnered Content Providers Life cycleLife cycle Time The current incumbents

12. Internet in 2007 by winston smith What it WILL look like! Best in Southern Hemisphere

13. Internet in 2007 by winston smith What it WILL look like !

14. Our Goal by 2007 Internet in 2007 by winston smith

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