Wireless Industry Overview Jan 2006

NEW – International Wireless Industry Consortium
Interactive Technical Workshop

WORKSHOP GOAL: Which Wireless Systems and Technologies will have a Financial IMPACT on Wireless Industry Markets in 2006 and beyond? The Wall Street Community has its view of the Wireless Industry and Wireless Industry Leaders have their views - more than likely these views are not in agreement. The GOAL of this workshop is to bring the financial market analysts together with wireless industry and supply chain leaders -- to share "real" data and exchange "real" points of view and try to reach a common understanding of current and future markets and deployments of various segments and technologies of the wireless industry. We don't expect many to agree -- but that is how we can all learn from each other.

Monday, January 23, 2006
7:00 PM	SOCIAL RECEPTION	At Hotel
Tuesday, January 24, 2006
7:00 AM	Registration and Breakfast
8:00 AM	Opening Remarks	Each person is asked to introduce themselves and tell us what they are hoping to learn from this workshop.
8:15 AM	Self Introductions
9:00 AM	Wall Street Analysts Presentations What Content Requires Wireless Mobile Broadband and will the Consumer Pay? Fast Internet Access TV - 1 or 2 way Picture messaging Music Personalized and Context Sensitive Advertising Location Based Services Gaming Other Services? What is the Impact of Mobile Broadband on Wireless Service Providers What can we learn from Mobile Broadband Trials? What are the incremental benefits from a Mobile Broadband network compared with fixed wireless broadband networks? Are consumers willing to pay the premium for the instant gratification of broadband anywhere, anytime? Is there a profitable business case with high speed data using: 3G and beyond Networks? Internet Protocol Networks? Will xG and IP Networks compete or compliment each other? Other network options? How are the Public Service requirements on Mobile Broadband? Who owns and what impact does the newly cleared 700 MHz spectrum band have on mobile broadband service evolution? What is the impact of legacy equipment on system choices? What economic impact, if any, will "neutral hosts" have on CAPEX and OPEX of Mobile Broadband Networks? Which major population region will adopt deployment first? Europe? China? North America? Other? Will their be convergence between Fixed and Mobile Networks? How do the rate plans (pay by MB, bucket size plans vs unlimited use) effect the adoption rates and how does this effect the CAPEX spending by the carriers? What impact will young people have on rate plans and mobile broadband use and deployment? Will Fixed or Mobile Carriers deploy and benefit from Broadband Mobile? ILECs? CLECs? How will digital rights management and other security issues effect the profitable use of mobile broadband?	Deutsche Bank Securities Inc. Wireless Mobile Broadband-Hype or Reality? Brian Modoff Director, Global Equities Title TBA Jonathan Goldberg Associate Fixed-Mobile Convergence Vijay Doradla Associate
10:00 AM	Break
10:30 AM	Wall Street Analysts Presentations (continued) What is the Impact of Mobile Broadband on Wireless Equipment What impact will Mobile Broadband Content delivery have on handsets? Handset design Handset components Handset Power Management What impact will Mobile Broadband Content Delivery have on Infrastructure Equipment? Tradeoffs of xG vs Internet Protocol Networks? Tradeoffs of conventional vs distributed antenna systems for maximum coverage and maximum data rate What impact, if any, will Mobile Broadband Infrastructure have on Wireless In-Building Coverage? What Convergence, if any, will take place between fixed and mobile broadband infrastructure? What economic impact, if any, will "neutral hosts" have on CAPEX and OPEX of Mobile Broadband Networks? What Disruptive Technologies are on the horizon for Mobile Broadband Equipment?
11:00 AM	PANEL - Wall Street Analysts All of the Deutsche Bank persons will sit on a Panel and take and ask questions from the audience.
Noon	Lunch
1:00 PM	PANEL - What is the Impact of Mobile Broadband on Service Providers? What can we learn from Mobile Broadband Trials? What are the incremental benefits from a Mobile Broadband network compared with fixed wireless broadband networks? Are consumers willing to pay the premium for the instant gratification of broadband anywhere, anytime? Is there a profitable business case with high speed data using: 3G and beyond Networks? Internet Protocol Networks? Will xG and IP Networks compete or compliment each other? Other network options? How are the Public Service requirements on Mobile Broadband? Who owns and what impact does the newly cleared 700 MHz spectrum band have on mobile broadband service evolution? What is the impact of legacy equipment on system choices? What economic impact, if any, will "neutral hosts" have on CAPEX and OPEX of Mobile Broadband Networks? Will their be convergence between Fixed and Mobile Networks? How do the rate plans (pay by MB, bucket size plans vs unlimited use) effect the adoption rates and how does this effect the CAPEX spending by the carriers? What impact will young people have on rate plans and mobile broadband use and deployment? Which major population region will adopt deployment first? Europe? China? North America? Other? Will Fixed or Mobile Carriers deploy and benefit from Broadband Mobile? ILECs? CLECs? How will digital rights management effect mobile broadband use?	Confirmed Panel Members CONXX NextG Networks Sprint/Nextel Swisscom Innovations TELUS Mobility
2:00 PM	PANEL - Impact of Mobile Broadband on Handset Makers What impact will the many mobile broadband radio air interfaces have on future handsets? What impact will Mobile Broadband Content Delivery have on handset design, components, power management and manufacturing? Displays Memory Processors Transceiver Modules Power Sources Antennas Packaging Materials Assembly Test Others What disruptive technologies are on the horizon for handsets ? Are there any barriers which may interfere with the acceptance of mobile broadband handsets, such as digital rights management for content or other security issues?	Confirmed Panel Members Elcoteq Flextronics Kyocera Wireless RIM ZTE
3:00 PM	BREAK
3:30 PM	PANEL - Impact of Mobile Broadband on Infrastructure Equipment What are the equipment roadmaps for provisioning 3G and beyond networks? What are the roadmaps for provisioning Internet Protocol Mobile Broadband Networks? Which network protocols can and should be integrated? What are the OPEC and CAPEX tradeoffs for upgrading legacy equipment vs new system overlay installations? What is the impact on Public Safety requirements on mobile broadband infrastructure equipment? What effect will the newly cleared 700 MHz spectrum band have on mobile broadband systems and installations? How can the equipment makers design their equipment so that the carriers can quickly and easily adapt (bolt-on to or create) their networks proportional to the customer demands, growth and applications of any region in the world? What impact will Distributed Antenna Systems and Remote Basestations have on equipment power requirements, size, weight, unit volume and costs? What impact will the evolution of MultiCarrier Hosts (or Neutral Hosts) have on equipment design and unit volumes? What impact will OBSAI, CPRI and other standards have on infrastructure equipment supply chain? What impact will SDR have on systems and deployments? What disruptive technologies are on the horizon? How will digital rights management effect mobile broadband equipment?	Confirmed Panel Members Alvarion Corridor Systems Hypres iP Wireless Lucent Powerwave RedLine Communications Siemens Qualcomm ZTE
4:30 PM	Open Discussion At this point in the day, we will have heard from the Financial Analysts AND the Industry Leaders and no doubt there will be disagreement between the data presented. This Open Discussion is an opportunity to discuss points of disagreement and come to a better mutual understanding of the issues.
5:15 PM	Take Aways	Each person is asked to share what they learned from the day.
6:00 PM	Adjourn for Day

7:00 PM	Social Reception for DAS Workshop	At Hotel (separate workshop registration required)

DEADLINE FOR HANDOUT MATERIALS:

Deadline for electronic version of handout materials: January 9, 2006.

COSTS/REGISTRATION FEE:

ALL Hosts, Speakers, Panel Members and Attendees will be asked to cover out of pocket workshop costs such as conference room costs, food (Social Reception plus First Day breakfast/lunch plus 2 Breaks), booklet copying, audio/visual costs, etc.

We estimate that these costs will be $299. (USD) per person. (For IWPC Members, only.)

ALL Hosts, Speakers, Panel Members and Attendees will be asked to pay this fee in advance with either Visa, Mastercard, American Express, cash, personal check or business check.

Make checks payable to IWPC.

HOTEL:

The Westin
San Francisco Airport
1 Old Bayshore Highway
Millbrae, CA 94030
Phone: (650) 692-3500
Fax: (650) 872-8111

Please contact the hotel directly for reservations. Mention the IWPC room block rate of $159 USD

Cut-off date for reservations is January 9, 2006. After that date rooms cannot be guaranteed at the IWPC rate.

A personalized Web site for IWPC occurring

(January 23, 2006 - January 27, 2006) has been created.

Guests can access the site to learn more about the event and to book,

modify, or cancel a reservation from December 14, 2005 to January 30, 2006

Access to the site is organized by guest type and can be obtained by going to

the appropriate link below:

Attendee

IWPC (click here or cut/paste the following into a browser)

http://www.starwoodmeeting.com/StarGroupsWeb/res?id=0512145717&key=7D2DA

AUDIO VISUAL:

A Computer Projector will be available for the speakers.

In addition, we audiotape all presentations and the interactive discussions. Post workshop, presentations are made available to IWPC Members on the IWPC WEB site, along with “movies” of all presentations and panel sessions.

BUSINESS CARDS:

Business cards will be collected at the door from all attendees. We will make copies of these cards, which will be available to all who provided a business card.

DRESS:

Business casual suggested. No ties, please !!

HANDOUT MATERIALS:

IWPC prepares a handout binder with ALL presentation materials delivered to the IWPC on or before the deadline.

For ALL IWPC members:

All IWPC members are invited to submit a maximum of 4 pages of materials to include in this handout binder. These pages should NOT BE SALES MATERIALS. Rather, we suggest it contain technical information about your technology as it relates to the workshop topics.

For all companies who will be making a presentation at the Workshop:

You are invited to submit an advance copy of your presentation, complete with graphics and illustrations.

These materials will be copied and handed out at the workshop and included in the IWPC Web site.

Please submit these materials either by email, as a Word for Windows file, Power Point files or PDF files.

Please send electronic materials (any size file) to:

[email protected]

or by snail mail to:

IWPC

600 Louis Drive, Suite 104

Warminster, PA 18974 USA

Click HERE to Register