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The impact of developing markets WBS Forum – 8 October 2007 Gary Baker Corporate Strategy October 2007 The views expressed here are the personal views of the presenter  and do not necessarily represent the views of Alcatel-Lucent
The impact of developing markets This is a not a unique example there are many similar high growth players e.g. MTS, Vimpelcom, Bharti Airtel, Zain/Celtel, Etisalat, Orascom, America Movil, … As well as some established players increasingly leveraging developing market growth e.g. Telefonica, Orange, Vodafone, …  8.1 48.2 12.4 Subscribers MTN   African and ME  Mobile operator -0.4 27.9 28.9 Exchange Lines BT   UK Fixed Line operator Net Adds 1H 2007 End June  2007 End March 2005 No. (Millions)
The impact of developing markets Population Developing Markets Evolution Latin America China Russia Sub-Sahara Africa 0.3 0.4 0.5 0.2 0.1 Middle East & North Africa Pakistan & Bangladesh Less developed Middle East India Indonesia 100 1000 500
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Mobile telecommunications in developing countries part 1

  • 1. The impact of developing markets WBS Forum – 8 October 2007 Gary Baker Corporate Strategy October 2007 The views expressed here are the personal views of the presenter and do not necessarily represent the views of Alcatel-Lucent
  • 2. The impact of developing markets This is a not a unique example there are many similar high growth players e.g. MTS, Vimpelcom, Bharti Airtel, Zain/Celtel, Etisalat, Orascom, America Movil, … As well as some established players increasingly leveraging developing market growth e.g. Telefonica, Orange, Vodafone, … 8.1 48.2 12.4 Subscribers MTN African and ME Mobile operator -0.4 27.9 28.9 Exchange Lines BT UK Fixed Line operator Net Adds 1H 2007 End June 2007 End March 2005 No. (Millions)
  • 3. The impact of developing markets Population Developing Markets Evolution Latin America China Russia Sub-Sahara Africa 0.3 0.4 0.5 0.2 0.1 Middle East & North Africa Pakistan & Bangladesh Less developed Middle East India Indonesia 100 1000 500
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