1. Mobile Internet devices 4 perspectives

2. Mobile Internet “devices”: industry perspective:
Wi-Fi in notebook PCs: 5 years (00-04)
3G in notebook PCs: 5 years (04-08)
Wi-Fi in cameras: 5 years (04-08)
% Wireless Penetration
100%
% Wireless Penetration
% Wireless Penetration
100%
100%
90%
90%
90%
80%
80%
80%
70%
70%
70%
60%
60%
60%
50%
50%
50%
40%
40%
40%
30%
30%
30%
20%
20%
20%
10%
10%
10% 0% - 0% - 0% -
2000
2001
2002
2003
2004
2004
2005
2006
2007
2008
2004
2005
2006
2007
2008
Result: great success
Result: very modest success
Result: very modest success  ? ?
Why?
Why?
Why?
Low chipset cost
High chipset cost
Relatively high chipset cost (BOM/ASP)
Global standard
Network operator fragmentation: HW, FW, certification
Network operator fragmentation: network entry, configuration
Growing availability of network where PCs are used
High service pricing
Lack of network where cameras are used
Affordable service pricing
User experience difficulty: screen size, input complications

3. Mobile Internet: customer perspective
applications
devices
work
settings
home
In between
play
I want to-
…be productive
I want to- communicate
I want to- …learn
connection?
use cases
I want to …play
I want to-
…be entertained

4. Mobile Internet: Network perspectives
Wireline
WiFi
WiMAX 3G
Satellite
Mobility
None
limited
Most places an urban person goes
Nearly all places people go
All places with line of site to satellites
Speeds
great
Great
Good
Good down, bad up
Service costs
Expensive
Can be expensive
Breadth of devices
Very good->great
Phones+
Cost to embed
Not much
Much
Very much
Openness of devices
Open
Closed
Bottom line, before WiMAX, Mobile Internet Devices were:
Relatively expensive data plans with OK speed, usually on a phone where the user experience is controlled by the carrier, and locked in a contract, or
A “nomadic” experience, moving from hot-spot to hot spot
With WiMAX, all device OEMs have the opportunity to infuse mobile internet connectivity into their devices, at broadband speeds, at prices their customers can afford

5. Mobile Internet: Application perspective
Gtalk is a good example of application built upon opportunity of that come with a true Mobile Internet:
Users who seek to talk to others are not trapped to limitations of landlines or cellphones
Application, NOT the device, is the primary tool to serve customer’s needs
Allows the user to select AND CHANGE the device that’s appropriate
Allows the user to select AND CHANGE the setting
But, to take advantage of the ability to roam this functionality across devices – they must be connected!
I want to- communicate
application
devices
settings
home
play
work
In between
Which applications will benefit from Mobile Internet?
Data is time sensitive
Application is part of the user’s identity, lifestyle
Data is valuable to the user: emotionally, financially
Application often works better for user on something OTHER a phone

6. Mobile Internet: Device perspective
What makes a good MID:
does at least one or two things VERY well, which solve a user’s problem.
Fits into the user’s lifestyle
Allows the user to interact with the applications they use, now and in the future, in a way that’s better than how those applications are currently used
Allows the user to decide which applications they’d like to use, and even how
Interacts well with the other devices a user owns or uses
Have an affordable device price
Have a very affordable monthly price
What are the device characteristics if a successful MID?

7. Thank you!
Questions?