Washington DC / Paris

P. JarichResearch Director, Mobile & Converged Core

Current Analysis

April 8, 2009

CTIA 2009: What Was HOT and What Was NOT

CTIA 2009:A Blast From the Past?

The NOT HOT:What Came Up Short of Expectations…or Short Of Exciting?

The Mood attendance economy everything else

WiMAX still kicking & finding niches waning support

LTE Biz Model application uncertainty expertise uncertainty uncertainty uncertainty

IMS vs. Applications

Femtocells

The HOT:What Seemed To Capture Buzz – Worthy or Not?

LTE

3G Extensions multi-standard RAN HSPA+ femtocells

Government Largess stimulus support financing support

Applications

Core Evolved Packet Core femto integration transport / backhaul

CTIA 2009:Telecom Infrastructure Takeaways

LTE core & backhaul justification “tipping point” demos (yet, again) opportunity vs. fear

– security– “real IP”– backhaul

3G HSPA+ HSPA+ momentum CDMA migration Huawei & Cox

Mobile BroadbandEvolution Paths

source: Starent

CTIA 2009:Telecom Infrastructure Takeaways

Femtocells demos (yet again) enterprise (yet again) applications 3G vs. 4G

WiMAX new infrastructure new devices & apps new momentum Nokia the Naysayer

Mobile Core Evolved Packet Core backhaul / microwave the recession vs.

phased spending

VS.