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1
A presentation to: Wi-Fi Business Development Summit
2
Convergence winners and losers- who’s where on the hype curve?
Peter Gardner
Global Sector Head, Communications, 3i Group
The WiFi Business Development Summit
Milan, Wednesday 26 October 2005
3
A presentation to: Wi-Fi Business Development Summit
Agenda Introduction to 3i
Convergence
The Hype Cycle
Who is doing what (selection) Wifi VoIP Location Broadband Broadcast
4
A presentation to: Wi-Fi Business Development Summit
3i – the facts
International scale and reputation
As at 31 March 2005
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
5
A presentation to: Wi-Fi Business Development Summit
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
6
A presentation to: Wi-Fi Business Development Summit
US UK
ASIA
NORDIC
Jarkko Virtanen
Kimmo Korpela
Vesa Sadeharju
Ere Kariola
Cynthia Ng
Robin Murray
David Aslin
Mike Reid
Jean-David
Chamboredon
Achim Lederle
Ian Lobley
C. EUROPE
GLOBAL
Peter Gardner
Krishna Visvanathan Mikko Suonenlahti
7
A presentation to: Wi-Fi Business Development Summit
Convergence
WirelessFixed
Wireline
Broadcast
Person / Machine
Voice
MobileData
Person to Person
Machine to Machine
Pulled content
Pushed content
Passive
Active
8
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
Emerging technology
Sorting the problems
Problems sorted now
for execution
Mature technology and
businesses
See
www.gartner.com
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
VisibilityKey: Time to Plateau
Less than two years
Two to five years
Five to 10 years
More than 10 years
9
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
10
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
11
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
12
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN
13
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
VoWLAN
14
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN
15
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
16
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
17
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
18
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
19
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
20
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
21
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A
22
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A802.16d WIMAX
23
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A802.16d WIMAX
802.16e WIMAX
24
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A802.16d WIMAX
802.16e WIMAX
Mobile TVStreaming
25
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
Visibility
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
VoWLAN Phones
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
Visibility
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A802.16d WIMAX
802.16e WIMAX
Mobile TVStreaming
Mobile TV Broadcast
26
A presentation to: Wi-Fi Business Development Summit
Source: Gartner 2004-5
TechnologyTrigger
Peak of InflatedExpectations
Trough ofDisillusionment
Slope ofEnlightenment
Plateau ofProductivity
Maturity
VisibilityKey: Time to Plateau
Less than two years
Two to five years
Five to 10 years
More than 10 years
802.11a/g Wi-Fi
Wi-Fi Hotspots
VoIP
SIP Based Push to Talk
VoWLAN Location Aware Applications
Location Aware Technology
Location Aware Services
VoWLAN Phones
WCDMA / UMTS
HSUPA
HSDPA
1x EvDO
1x EvDO Rev A802.16d WIMAX
802.16e WIMAX
Mobile TV Broadcast
Mobile TVStreaming
27
A presentation to: Wi-Fi Business Development Summit
28
A presentation to: Wi-Fi Business Development Summit
29
thank youFor further information please visit:
www.3i.com