We make the things that make communications work

1. Lucent Technologies Bell Labs Innovations Tim Clark Regional Technical Director GSM/UMTS RTC We make the things that make communications work Positioning for the Mobile Internet

2. Will Mobile Internet happen ? The i-mode story gives us an indication of the opportunities in store for the rest of Asia... ….expect Asia to have approximately 500 million mobile internet users by 2005 Yes, it will happen... !

3. Drivers of the Mobile Internet Enriched application, content and services …making use of... New Enabling technologies & Faster bandwidth …& combined with…. More “mobile internet friendly devices” will drive us up the growth curve…..

4. Content/ applications Gateway equipment Network equipment Network operators User Terminals The Mobile Internet Value Chain Total global market may be >200 billion USD by 2003

5. The Mobile Internet Value Chain Content/ applications Gateway equipment Network equipment Network operators User Terminals • Portals • Information services • Intranets • Application providers • Aggregators Content & applications

6. Application Provider Partnerships • Strategy for success…… • Begin with global partnerships .. • ..increasing the focus with number of regional and local partners • Localization and local partnerships with content aggregators and application developers is key to identifying and bringing the killer ap to the local market • Identify the value the content aggregator can bring to the operator - “were all in this to make money”

7. Local Partnerships MOU signed : I-WAP - Malaysia based , regional role Application developer with comprehensive set of existing WAP applications

8. Application Provider Partnerships Internet savvy. Local app developers. Local market knowledge. Application developer (Partnership) New applications and Unique product differentiators Wireless savvy Global/regional prescence Next Gen & MI Gateway products Network Suppliers

9. Technical reqs Timelines Revenue model New Services MIIC / live service trial ‘Typically 4-6 weeks” Creation of new apps…. Application developer Network Supplier Network Operator

10. The Mobile Internet Value Chain Content/ applications Gateway equipment Network equipment Network operators End user Terminals • Gateways • Security • ISG • Messaging • Billing Gateway equipment

11. Intelligent Services Gateway • EXPANDS • Allows an enhanced suite of applications to subscribers to be crafted • PROTECTS • Network operator controls access to network resources on a per-application basis • TRANSLATES • API to network protocol • Network protocol to network protocol • INTEGRATES • Applications can span multiple network domains • Applications can utilize multiple network capabilities & resources

12. Call Control Location User Interaction Data Connectivity Status / Presence Prepaid Messaging Web VoiceXML . . . WAP SCP SMSc WAP Server Any Path GMLC MSC SGSN @udio Portal Prepaid Intelligent Services Gateway 2G MSC eMRS WAP Push HLR Web Server Intelligent Services Gateway ( ISG )

13. The Mobile Internet Value Chain Content/ applications Gateway equipment Network equipment Network operators End user Terminals • Base station, Switches • GPRS, 3G • WAN, LAN, IP/ATM • OSS • In-building solutions • Services - system integration, RF planning Network equipment

14. Future networks GPRS - Provides faster and more data efficient bandwidth than existing GSM… “Once we have the content that will capture the users attention GPRS will enable the network to carry that content to the user” “3G takes this to the next dimension with increasing data bandwidth and all IP networks…..”

15. The Mobile Internet Value Chain Content/ applications Gateway equipment Network equipment Network operators User Terminals • Access and transport • Wireless ISPs • Wireless ASPs • Virtual network operators • Marketing Network operators

16. Operator Marketing Strategies Marketing strategies - target users idle/downtime - give people what they want - allow “unofficial” sites Youth Market for the gadget crazy 15-29yr olds - music & ringing tones - MP3 - screen savers, pictures, images - MPEG4, GIF - games - interactive Consumer Market - credit card replacment - small change replacement - parking fees, laundry

17. Supporting the Internet Business Model Server Farm DMZ/Protected Hosting for Official Apps Firewall Array Secure Hosting Caches Web Switch Server Farm IP Services Switch IP Router Switch Application Performance Management IP over SDH (STM-x) Ethernet Switch Firewall Charging RADIUS Public Hosting “Unofficial apps” L2/L3 Network Management DNS/DHCP IP Services Management Mediation Management

18. New Services Creation

19. The Mobile Internet Value Chain Content& applications Gateway equipment Network equipment Network operators User Terminals User Terminals PDAs, phones, laptops, pagers Browsers SIM Cards Game players Modems

20. User Terminals • Are current Terminals ready for “mobile internet” ? • PDAs and Handphones will “collide” • 2001 will see the first widespread availability of a new breed of terminal suitable for mobile internet, with : • Colour • Java • GPRS/packet • file management/Windows environments

21. Thank You !