The document discusses the growth of broadband access and internet-based applications. It notes that over 50% of households in top countries have broadband access, enabling new internet-based services. Examples mentioned include YouTube, Skype, and social networking sites, which have seen huge growth. The document argues that broadband availability levels the playing field for providers and enables new forms of competition through internet-based services.

1. Applications – Beyond Bits and Bytes Arjun Roychowdhury Director, Converged Applications & IMS [email_address]

2. Broadband Penetration – Established Markets Key Takeaway: More than 50% of households in all top 25 countries have BB. This is critical for any Broadband ‘Appliance’ to touch our lives

3. Broadband Growth – Emerging Markets

4. Broadband – Growth vs. Penetration vs. Population

11. SaaS:Old Wine, New Bottle, New Buyers

14. The Unification Game – think Service Control Uniformed Service Delivery X Wireline/Wireless Uniformed User/Device Identity Uniformed Charging/Policy Uniformed User Experience Service Delivery Platform LTE WiMAX Irrelevant ! It’s all about a Broadband PIPE IMS!

15. Mobile: Voice vs. Data - Facts Voice Data src: Yankee Group