2009 Predictions for the
Anywhere Economy
Zeus Kerravala, Senior Vice President
Declan Lonergan, Vice President
Ashvin Vellody, Senior Vice President
December 11, 2008
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com

Agenda
• The Anywhere Economy
• 2009 Predictions
• Summary
• Q&A
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 2

The Anywhere Economy
• 2009 will be a watershed year for communications marketplace
• The economic crisis will drive global transformation
• The momentum toward ubiquitous connectivity continues
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Agenda
• The Anywhere Economy
• 2009 Predictions
• Summary
• Q&A
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 4

Wired switch port sales will decline for the
first time in history.
Aruba
3Com
Cisco
Cisco
HP ProCurve
Extreme
Meru Networks
Nortel
Trapeze Networks
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Desktop virtualization will replace PC
replacement.
Dell
HP
Citrix McAfee
Qwest Software Microsoft
(Provision Networks)
VMware Symantec
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Premium brands will lose market share.
Apple iPhone
Blyk DoCoMo
Lebara Mobile Nokia Nseries
Skype Telefonica
Yoigo Vodafone
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Cord cutters will emerge from the economic
mist.
3 BT
O2 Telecom Italia
Dell Telekom Malaysia
Ericsson Wifi
Telstra
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Two of the eight global network equipment
manufacturers will be forced out of major
markets.
Cisco Alcatel-Lucent
Ericsson Motorola
Juniper Nokia Siemens
Huawei Nortel
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 9

Subsidies on smart phones will strangle
operator profits.
AT&T
Apple T-Mobile
HTC Verizon Wireless
Nokia
RIM
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 10

Agenda
• The Anywhere Economy
• 2009 Predictions
• Summary
• Q&A
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 11

Yankee Group 2009 Predictions Summary
1. Wired switch port sales will decline for the first time in history.
2. Desktop virtualization will replace PC replacement.
3. Premium brands will lose marketshare.
4. Cord cutters will emerge from the economic mist.
5. Two of the eight global network equipment manufacturers will be forced out of major
markets.
6. Subsidies on smart phones will strangle operator profits.
7. Video enabled business processes will be born in 2009.
8. Sunny skies for cloud computing.
9. Door will close to open access devices in 2009.
10. Point network software solutions will miss the mark.
For complete details, read our new Report:
“It’s the Economy, Stupid: Yankee Group’s 2009 Predictions”
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Recommended Reading
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Recommended Reading continued
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 14

Conclusions
• Necessity forces adaptation.
• 2009 will drive rapid changes.
NEED GRAPHIC HERE
• The road to Anywhere will be further shaped
by the economic crisis.
• Stay tuned for updated forecast data.
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 15

Agenda
• The Anywhere Economy
• 2009 Predictions
• Summary
• Q&A
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 16

Questions and Answers
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. 2009 Predictions for the Anywhere Economy December 2008 Page 17

Thank you!
Zeus Kerravala, Senior Vice President
zkerravala@yankeegroup.com
Declan Lonergan, Vice President
dlonergan@yankeegroup.com
Ashvin Vellody, Senior Vice President
avellody@yankeegroup.com
For schedules, please visit our web site:
www.yankeegroup.com
© Copyright 2008. Yankee Group Research, Inc. All rights reserved. www.yankeegroup.com