1. www.idate.fr institut de l’audiovisuel et des télécommunications en europe October 29th, 2001 VMA International association for enhanced services Unified Multi Media Messaging J.C. Doineau

2. www.idate.fr October 29th, 2001 Summary: Perspectives of Messaging services 2001-2004 Evolution towards Multi Media Messaging services

3. www.idate.fr October 29th, 2001 High increase of number of mobile voice-based messaging (1995-2000): Key markets were Western Europe and Asia: 1995 ( 87 500 Ksubscribers) 1- Perspectives of Messaging services 2001-2004: Evolution of Messaging services number of users worldwide 1999 (642 322 Ksubscribers)

4. www.idate.fr October 29th, 2001 Overwhelming increase of number of users worldwide through 2004 : 1 - Perspectives of Messaging services 2001-2004: Evolution of Messaging services number of users worldwide

5. www.idate.fr October 29th, 2001 European situation: Actual n°1 in Unified messaging market (fix and mobile) is Active Voice (19,9%), second Comverse (16,1%), then Lucent (12%), Unisys (9,5%), Alcatel (5,5%), Ericsson (5%), Nokia(4,5%) On the mobile sector, leaders are Comverse (22%) and Unisys (13%) in Europe; Lucent, Siemens are far away; Alcatel, Nokia and Ericsson are implementing solutions in their radio-based networks. Fastest growing market in management services paltform markets 2002- 2004 1 - Perspectives of Messaging services 2001-2004: Actual Unified Messaging market in Europe

6. www.idate.fr October 29th, 2001 European situation: The fastest growing market in mobile services across europe The first step towards value added messaging services A start-up service for every mobile data business 1 - Perspectives of Messaging services 2001-2004: Actual SMS market in Europe PaysDecember 2000 June 2001December 2001(*) France8751 3001 800 Germany2 3002 9003 950 Italy9251 4001 800 Spain7501 2001 600 Sweden5558501 000 United Kingdom 6751 3001700 Total Europe10 25015 100020 000

7. www.idate.fr October 29th, 2001 Leading application dedicated to leverage mobile operators ARPU : Evolution of the relative importance of ARPU generated by unified messaging revenues 1 - Perspectives of Messaging services 2001-2004: Evolution of Messaging services revenue generation

8. www.idate.fr October 29th, 2001 How will Messaging-related services ARPU will reach that level?  The main services that will create traffic and ARPU over messaging service will, at the beginning, be SMS and voice-mail consultation  Use of e-mail messaging through mobile networking as an additional information channel to SMS services  Customers will be progressively turning their use of signalling devices from the SMS world (easy to use, but difficult to store and forward, to consult with another device than the mobile device) to e- mail world (almost as easy to use than SMS, but easy to use, forward and consult) 2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation

9. www.idate.fr October 29th, 2001 How will Messaging-related services ARPU will reach that level?  It will be indeed of a great importance at that time that customers, who will be notified that there are some voice-mails they can consult, will be notified, at the same time, that they have e-mails in their mail boxes.  The unified messaging device that will have been put in place by mobile network operators will then become the first gateway through messaging activities. 2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation

10. www.idate.fr October 29th, 2001 What about migration towards rich media?  It will be induced by the appearance of real UMTS- compatible access devices (meaning dual GSM & UMTS devices as well as including a friandly user interface)  It could be favoured through implementation of customized portals, dedicated to customers. From that portal, customer will find access to their various messaging boxes (voice, e-mail and fax), but also to their favorites, portfolios, etc….  Unifed messaging servers could then become gateways to rich media content servers. 2 - Evolution towards Multi Media Messaging: Evolution of Messaging services revenue generation