DataWind Value Chain Justification

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DataWind Value Chain Justification
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DataWind Value Proposition Summary

• Wireless device enabling platform with the
  potential of providing ubiquitous Internet access
  on a variety of devices.
• Wireless ISP that enables Carriers and
  ISPs/Portals to increase average revenue per
  subscriber, reduce churn, reduce network costs
  and increase quality of service.
• Wireless ISP software that can be licensed by
  end-user enterprises to provide mobile access to
  enterprise data with no need for re-formatting or
  re-configuration into WAP, WML etc

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US Mobile Data Industry Value Chain Players
Network Equipment
Software
Services
Distribution
Infrastructure Software
Portal
End User
Mobile Network Operators
Mobile Service Providers
Infrastructure
Distribution Channels
Components
Content
Handsets/ Devices
OS/API/GUI
Other than MNOs
Apps
IM
Bank
Game
Shop
News

• Chipsets
• Qualcomm
• Motorola
• Lucent
• Intel
• Samsung
• Nokia
• National
• DSPs
• TI
• Motorola

• Infrastructure
• Ericsson
• Nokia
• Motorola
• Nortel
• Lucent
• Cisco
• Samsung
• Handsets/ Devices
• Nokia
• Motorola
• Ericsson
• Samsung
• Palm
• RIM
• Compaq
• Sony
• Sierra
• Novatel

• Enabling software solutions
• Infrastructure/ handset makers
• Openwave
• Nuance
• Tellme
• Speech-Works
• Conita
• IBM
• Signal/Soft
• PacketVideo
• OS/API/GUI
• Symbian
• Microsoft
• Sun
• Palm
• Openwave
• Convergent Solutions (UM/UC)
• Commmerse
• Telecordia

• ISPs/Portal
• AOL
• Yahoo
• MSN
• Club Nokia
• Destination
• Amazon
• eBay
• Citibank
• Fidelity
• Sony
• Enterprise Apps
• Aether
• 724 Solutions
• SAP
• Siebel
• IBM
• Oracle

• Voice Centric
• Verizon
• Cingular
• ATT
• SPCS
• Nextel
• Voice-Stream
• Int. Carriers
• Data Centric
• Arch
• Cingular Int.
• Motient
• Skytel
• Weblink

• Retail chains
• Radio-Shack
• BestBuy
• Staples
• CircuitCity
• WalMart
• Office Depot
• Dealer /Agent network
• Operator direct
• Operator owned stores
• Sales force

• Data Centric Resellers/MVNOs/ ASPs
• Aether
• GoAmerica
• OmniSky
• YadaYada
• Palm.net
• Metrocall
• Voice Centric Resellers/MVNOs/ ASPs
• Qualcomm
• Virgin
• WorldCom
• Club Nokia

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US Mobile Data Industry Pain Points
Distribution
Network Equipment
Software
Services
Infrastructure Software
Mobile Network Operators
Portal
End User
Mobile Service Providers
Infrastructure
Distribution Channels
Content
Components
Handsets/ Devices
OS/API/GUI
Other than MNOs
Apps
IM
Bank
Game
Shop
News
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The DataWind SolutionAddresses All Critical Pain
Points
Distribution
Network Equipment
Software
Services
Infrastructure Software
Infrastructure Software
Mobile Network Operators
Portal
End User
Mobile Service Providers
Infrastructure
Distribution Channels
Distribution Channels
Content
Components
Handsets/ Devices
OS/API/GUI
OS/API/GUI
Other than MNOs
Apps
IM
Bank
Game
Shop
News

• Intuitive user interface (same as their desktop
  browser)
• Software easy to install, cheap to acquire and
  maintain
• No new infrastructure necessary
• Ability to drive new data revenue (thus
  increasing revenue).
• Ability to reduce churn by increasing ancillary
  products sold (data with voice)
• Better than 301 effective increase in data
  throughput.
• Functions on current and future networks

• WYSIWYG - Intuitive user interface
• Handset size no longer an issue (separate from
  data access device)
• Can be leveraged across multiple operating
  systems
• Inexpensive and ubiquitous access

• DONT NEED A PARTNERSHIP WITH WIRELESS CARRIERS
• Direct control over end-users web home page
• Access to ALL web-based applications immediately
• Matches Anywhere strategies (e.g, AOL
  Anywhere).
• No reformatting of existing content
• Capability to install and run service themselves,
  or NextNet can run service as ASP

• No change in customer behavior necessary
• Intuitive user interface
• Inexpensive access
• All web applications available