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<ul><li><p>Deutsche Telekom Group</p><p>Internet going mobileGABA Event</p><p>June 2008</p></li><li><p>Page 1Page 1</p><p>Demand</p><p>Funding Gap</p><p>Usage All Flat For Free</p><p>today 1-2 years &gt;2 years</p><p>A number of players are trying to capture a piece of the mobile data opportunity, the complexity of the ecosystem is increasing</p><p>1.5</p><p>2007</p><p>4.2</p><p>2008</p><p>7.6</p><p>2009</p><p>10.9</p><p>2010</p><p>14.5</p><p>2011</p><p>Web AdvertisingSearch AdvertisingMessagingMobile TV &amp; VoDIn-Game / Apps</p><p>Trends &amp; Developments in Mobile Data.Present Situation.</p><p>Carrier Challenge: Funding Gap Global Mobile Ad Spend ($B)* Many Players, Complex Landscape</p><p>Revenues (data services)</p><p>Main revenue drivers: web ads, search ads, Mobile TV / video adsMobile adverting is just one aspect of a strongly growing market that has attracted powerful players from many industries</p><p>Pricing: from usage bound to flat rate to free / ad basedIncreasing demand driven by lower prices, more attractive servicesMobile Data revenues are a larger part of mobile industry revenues</p><p>The large opportunity has created an increasingly complex and difficult-to-navigate marketplaceSuccessful launch of mobile data products and services often requires complicated partnerships</p><p>Huge market opportunity, many player, increasing market complexity</p><p>* source: StrategyAnalystics</p></li><li><p>Page 2</p><p>Top Mobile Sites by Country</p><p>Russia China United StatesMobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site</p><p>vkontakte.ru Social Netwk sina.com.cn Infotainment myspace.com Social Netwk</p><p>win.mail.ru Email baidu.com Search google.com Search</p><p>google.com Search google.cn Search mocospace.com Social Netwk</p><p>rambler.ru Search ko.cn Social Netwk yahoo.com Search</p><p>yandex.ru Search news.sohu.com Infotainment facebook.com Social Netwk</p><p>dreamwar.ru Games xiaonei.com Social Netwk live.com Search</p><p>mamba.ru Social Netwk 3g.cn Infotainment hi5.com Social Netwkmarathonbet</p><p>.com Gambling paojiao.com Downloads wikipedia.org Infotainment</p><p>dimonvideo.ru Downloads 188bet.com Gambling itsmy.com Downloads</p><p>wmod.ru Games feiku.com Infotainment ebay.com E-Commerce</p><p>40% of Russian mobile web traffic goes to infotainment or leisure sites, while 55% of China traffic is search or portals and 63% of US traffic goes to social networks.</p><p>List of Top Mobile Sites based on Opera Browser Use</p><p>Source: Opera</p><p>Page 2</p></li><li><p>Page 3</p><p>India United Kingdom GermanyMobile Site Type of Site Mobile Site Type of Site Mobile Site Type of Site</p><p>orkut.com Social Netwk facebook.com Social Netwk google.de Search</p><p>google.com Search google.co.uk Search studivz.net Social Netwk</p><p>in.m.yahoo.com Search live.com Search wer-kennt-wen.de Social Netwk</p><p>peperonity.com Social Netwk bebo.com Social Netwk jappy.de Social Netwkgallery.mobile9</p><p>.com Downloads mocospace.com Social Netwk schuelervz.net Social Netwk</p><p>mocospace.com Social Netwk news.bbc.co.uk Infotainment m.web.de Email</p><p>160by2.com Messaging uk.yahoo.com Search mobile.spiegel.de Infotainment</p><p>mobango.com Downloads itsmy.com Downloads m.gmx.de Infotainment</p><p>itsmy.com Downloads faceparty.com Social Netwk lokalisten.de Social Netwk</p><p>indianrail.gov.in Govt Service ebay.co.uk E-Commerce wap.sport1.de InfotainmentSource: Opera</p><p>49% of Indian mobile web traffic goes to social networks. The UK leads the world with 11% of traffic going to web email, while 28% of German traffic is infotainment.</p><p>List of Top Mobile Sites based on Opera Browser UseTop Mobile Sites by Country</p><p>Page 3</p></li><li><p>Page 4</p><p>Worldwide Handset Sales</p><p>259.0</p><p>91.1</p><p>32.147.7</p><p>15.221.8</p><p>294.3</p><p>115.5</p><p>42.429.923.522.1</p><p>0</p><p>50</p><p>100</p><p>150</p><p>200</p><p>250</p><p>300</p><p>350</p><p>Motorola Samsung Nokia Total</p><p>1Q 20071Q 2008</p><p>+1%</p><p>+14%</p><p>+27%</p><p>+32%-37%+55%</p><p>Sony Ericsson LG</p><p>Overall worldwide handset sales saw strong growth from 2007 to 2008. This growth was not even across handset manufacturers.</p><p>Q1 Handset Sales by OEM</p><p>Source: IDC, Gartner</p><p>Worldwide Handset Sales</p><p>* Handset sales in millions</p><p>Page 4</p></li><li><p>Page 5</p><p>US Smartphone Market Share</p><p>28%Other</p><p>23%Palm</p><p>49%RIM</p><p>18% 8%5%</p><p>35%</p><p>Other Motorola</p><p>Samsung</p><p>RIM 27%Apple</p><p>8% Palm</p><p>12%</p><p>9%</p><p>45%</p><p>OtherMotorola</p><p>3% Samsung</p><p>RIM</p><p>19%</p><p>Apple</p><p>13% Palm</p><p>Market Share 4Q07 Market Share 1Q08</p><p>Share 1Q07</p><p>The first quarter of 2008 saw RIM, Palm and Samsung rebound in US smartphone sales, while Apple and Motorola lost ground. This is still a long ways from 2007.</p><p>Smartphone Sales</p><p>Source: IDC / CNN Money.</p><p>Page 5</p></li><li><p>Page 6</p><p>Worldwide Smartphone OS Market Share</p><p>5%</p><p>7%</p><p>65%</p><p>Symbian</p><p>12%</p><p>Windows Mobile</p><p>11%RIM BlackBerry</p><p>iPhone OS</p><p>Linux</p><p>Market Share 4Q2007</p><p>The smartphone OS market in 2007 was dominated by SymbianQ4 2007 Market Share</p><p>Source: Canalys, Wikipedia</p><p>Page 6</p></li><li><p>Page 7</p><p>Mobile Social Network Use by Country</p><p>Mobile users in some countries are now regularly accessing social networks via their mobile phone, however usage varies by country.</p><p>Comparison of Social Network Use from 4Q07-1Q08</p><p>Source: Nielsen</p><p>Country% of subscribers accessing </p><p>social networks over the mobile internet</p><p>Number of mobile subscribers who access social networks </p><p>per month</p><p>United States 1.6% 4,079,000</p><p>United Kingdom 1.7% 812,000</p><p>Italy 0.6% 293,000</p><p>Spain 0.8% 291,000</p><p>France 0.6% 255,000</p><p>Germany 0.2% 141,000</p><p>Page 7</p></li><li><p>Page 8</p><p>Contact</p><p>Daniel KellmereitDirector Strategy &amp; Innovation</p><p>DETECON Inc. Deutsche Telekom Group</p><p>128 Spear Street, 4th floorSan Francisco, CA 94105</p><p>Phone: +1 (415) 904-7979Mobile: +1 (650) 200.5115</p><p>e-Mail: daniel.kellmereit@detecon.com</p><p>mailto:daniel.kellmereit@detecon.com</p><p>Internet going mobileGABA EventPresent Situation.Top Mobile Sites by CountryTop Mobile Sites by CountryWorldwide Handset SalesUS Smartphone Market ShareWorldwide Smartphone OS Market ShareMobile Social Network Use by CountryContact</p></li></ul>