Visions and business opportunities for wireless and mobile communications

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Visions and business opportunities for wireless
and mobile communications
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Index

• Introduction
• Speed Ventures Strategy
• Processes VC corporation
• Breedlab Program
• Speed Venturess Vision

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Mission The VC Corporation
To create leading edge companies within focused
high growth areas in close co-operation with the
industry
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Speed Ventures Co-operation
BREEDLABs
Pro Active Deal s.
Evaluation
CO-INVESTMENTs JVs
Incubation
Acceleration/ Roll-out
Investments/ Product Development
TRADE SALES
Exit
Investments/ Product Development
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An idea is born with the entrepreneur ...
Seed ofan idea
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... or Internal or within Breedlab
Seed ofan idea
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Building in steps
Seed ofan idea
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Summing up -Speed characteristics

• Early stage investments
• Active ownership
• Industrial partnerships
• IP telecom focus
• Pro-active deal sourcing
• Process driven methodology

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Important trends in the Telecom market

• Telecom goes IP (access agnostic)
• Mobile Networks will open up

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1_ Telecom goes IP
Network Intelligence
IP Highway
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Speed Ventures cases in this area
Next generation communication products based on
SIP to the Internet and wireless
market Internet infrastructure solutions and
services that take advantage of the Mobile IP
standard switch cluster products insuring
availability, scalability and security to network
infrastructure
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2_ Mobile Networks Will Open Up

• Existing Revenue Stream are not sufficient to
  generate a good ROI (ARPU down to 35.6 per month
  in 2003)
• Need to finance Huge Investments ( 260 bn in
  UMTS network and license costs across Europe)
• Voice traffic far from finance the investments
• Developing new services and applications critical
  success factor
• Limited experience in service creation
• Maximize Capacity Utilization (mainly in the
  off-peak hours)

Source UMTS Report an investment prespective by
Durlacher Research ltd., Edvitech Parners Oy
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What is the Telecom Industry Vision ?
Game
Parking
Tickets
Voice
PC
Any Content
Phones
Laptop
Any Device
PDAs
Gaming Device
GPRS
DSL
3G
Wlan
PC
Any Network
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What is the situation today?
Low billing and authentication relationship with
user No standard proprietary interfaces trus
t relationship only with the operator Roaming
access difficult No interconnection between
different type of network Network under
utilized
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Where are the opportunities ?
New content and services Enabling services and
technology Define new business models and new
revenue models Any services and content,
anywhere, anytime in any device Access
Anywhere Enabling access services and
technology Whole network sales
Enablers
Enablers
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Future Scenario

• Clearly defined interfaces based on industry
  standards
• Interaction between players that shares functions
  in trusted networks
• Examples of standards
• Parlay, SIP, MIP, ENUM, Diameter, Jalda

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Investment opportunities

• IP Billing/Charging
• AAA and profiling (identity)
• Access enablers (roaming technologies)
• Value-added Services enabler (aggregators)

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