Presentations day 1

Chair of morning sessions:

Jonathan Dann, Senior Managing Director, Bear, Stearns International

• Incumbents – how are their business models adapting to support flat rate and openness? What will happen to the walled garden approach and associated revenue streams?
  • Service provider or pipe?
  • How are the models shifting?
  • How will they continue to raise their game?
• How are new entrants finding the right route to market to carve a niche and differentiate against cellular data offerings?
• What is the lifespan of the subsidised handset model? How will value added content be delivered, priced and charged for?
• Integrating fixed and mobile broadband – how close are we to all you can eat broadband bundled across fixed and mobile?
• Are WiMAX / WiFi operators partners or competitors with each other and with mobile operators?

Panelists include:

Johan Wickman, VP, Head of R&D, TeliaSonera

Gerard MacNamee, CTO, UK Broadband (UK)

Dan Lowden, Vice President Business Development & Marketing, Wayport

• Photos, video, mobile TV, VoIP – how will they be consumed in a mobile environment?

Mark Bole, CEO, ShoZu

• OMI is an alliance between content providers (they started this), mobile network operators, technical service providers and web analytic companies
• Long term objective of OMI

• Joint efforts:

  o MNO’s will enable user recognition for Content providers to improve consumer’s mobile experience (to be completed end 2008)

  o Joint promotion campaign ‘Discover Internet on your mobile phone’ (end 2007)

  o Working on code of conducts to secure consumer trust (2008)

  o Campaign to increase awareness with major brands and content providers (2008)

Paul Brackel, OMI Chairman, Open Mobiel Internet

• How do Internet applications & service providers want to work with operators?

Gerrit Mueller, Senior Director of Mobile Products, Yahoo! Connected Life

Chair of afternoon sessions:

Phillip Shepherd, Partner, PricewaterhouseCoopers

• How is the communications profile changing as digital ‘natives’ enter the workplace? With what impact on mobile broadband demand and usage patterns?

  · Truly mobile applications versus nomadic – who is willing to pay for them? Do you really need handover for data? At what cost?

  · Personal use versus desk bound applications – which are likely to drive mobile broadband usage?

  · How has the iPhone opened up the debate around usability versus design? What new ways of thinking is emerging around ease of use for the consumer?

  · What will the hardware of 2010 look like? How will the mobile world, pc world and home entertainment world converge?

Speakers will be joined by:

Gary Negus, Strategic Business Development, iPass

Rémy David, Head of International Mobility Business Unit, Orange Business Services

Michael Weening, Director, Communications Sector UK, Microsoft

Ben Timmons, Senior Director of Business Development, Qualcomm CDMA Technologies (QCT) Europe

Dan Lowden, Vice President Business Development & Marketing, Wayport

Do private equity sources view the Telecoms broadband market as a no go area in these times of uncertainty or as an area of opportunity? What is needed so that a mobile broadband business is more likely to be backed and why. The presentation will talk about some of the models that 3i has been tempted to invest in and invite discussion around what we found attractive in them.

Peter Gardner, Sector Partner (Communications), 3i Group plc

Who will pay, what are the opportunities, why will certain business models suceed, when should we expect step-change in growth, how will network congestion and ultimately capex be affected- a round up from today's speakers

Maurice Patrick, Managing Director, Bear, Stearns International