Convergence winners and losers - who

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Convergence winners and losers- whos where on
the hype curve?

• Peter Gardner
• Global Sector Head, Communications, 3i Group

The WiFi Business Development Summit Milan,
Wednesday 26 October 2005
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Agenda

• Introduction to 3i
• Convergence
• The Hype Cycle
• Who is doing what (selection)
• Wifi
• VoIP
• Location
• Broadband
• Broadcast

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3i the facts

• A world-leader in private equity and venture
  capital
• Established for 60 years
• FTSE 100 company valued at 6 billion
• 14,000 investments since 1946 and 1,000 IPOs
• Over 500 trade sales and 83 IPOs in the past 5
  years
• Over 250 market-facing investment professionals
• Proven international, cross-border offer

As at 31 March 2005
International scale and reputation
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Venture capital investment criteria

• Investment range 1.5 - 40 million
• High quality founders and management team
• Differentiated technology or service proposition
• Clear attainable market proposition
• Significant growth potential
• Clear opportunity for 3i to add value
• Clear opportunity for realisation of value sale
  or float
• Venture capital team focuses on
• Communications
• Software
• Healthcare
• Electronics, semiconductors and advanced
  technologies

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GLOBAL
UK
US
NORDIC
C. EUROPE
Ere Kariola
Ian Lobley
David Aslin
Peter Gardner
Achim Lederle
Vesa Sadeharju
ASIA
Robin Murray
Mike Reid
Kimmo Korpela
Jean-David Chamboredon
Jarkko Virtanen
Cynthia Ng
Krishna Visvanathan
Mikko Suonenlahti
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Convergence
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Visibility
Key Time to Plateau
Less than two years Two to five years Five to 10
years More than 10 years
See www.gartner.com
Sorting the problems
Mature technology and businesses
Emerging technology
Problems sorted now for execution
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
802.11a/g Wi-Fi
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
802.11a/g Wi-Fi
VoIP
Wi-Fi Hotspots
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
802.11a/g Wi-Fi
VoIP
VoWLAN
Wi-Fi Hotspots
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Wi-Fi Hotspots
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Wi-Fi Hotspots
SIP Based Push to Talk
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
Wi-Fi Hotspots
SIP Based Push to Talk
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
Wi-Fi Hotspots
SIP Based Push to Talk
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
Wi-Fi Hotspots
SIP Based Push to Talk
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
HSUPA
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
VoIP
VoWLAN
Location Aware Applications
HSUPA
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
1x EvDO Rev A
VoIP
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
1x EvDO Rev A
802.16d WIMAX
VoIP
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
802.11a/g Wi-Fi
1x EvDO Rev A
802.16d WIMAX
VoIP
802.16e WIMAX
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
Mobile TVStreaming
802.11a/g Wi-Fi
1x EvDO Rev A
802.16d WIMAX
VoIP
802.16e WIMAX
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
Visibility
HSDPA
VoWLAN Phones
VoWLAN Phones
Mobile TVStreaming
Mobile TV Broadcast
802.11a/g Wi-Fi
1x EvDO Rev A
802.16d WIMAX
VoIP
802.16e WIMAX
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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Visibility
HSDPA
VoWLAN Phones
Mobile TVStreaming
Mobile TV Broadcast
802.11a/g Wi-Fi
1x EvDO Rev A
802.16d WIMAX
VoIP
802.16e WIMAX
VoWLAN
Location Aware Applications
HSUPA
1x EvDO
Wi-Fi Hotspots
SIP Based Push to Talk
WCDMA / UMTS
Technology Trigger
Peak of Inflated Expectations
Trough of Disillusionment
Slope of Enlightenment
Plateau of Productivity
Maturity
Source Gartner 2004-5
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thank you

• For further information please visit
• www.3i.com