BWA/WiMAX Brazilian Market Analysis 2005 - 2010

Table of Contents

1. Current State of the Brazilian Market

• 1.1 The Fixed Market
• 1.2 The Mobile Market
• 1.3 Internet and Broadband Market
• 1.4 Brazilian Telecom Indicators (2000-2005
  • 1.4.1 PC/Laptop Penetration
  • 1.4.2 Dial-up Users
  • 1.4.3 DSL Penetration
  • 1.4.4 Cable Penetration
  • 1.4.5 Wi-Fi/WLAN Penetration
• 1.5 Market Drivers for WiMAX
  • 1.5.1 Market Drivers for Fixed WiMAX
  • 1.5.2 Market Drivers for Mobile WiMAX

2. Regulatory Overview

• 2.1 Regulation for 3.5 GHz
• 2.2 Regulation for.5 GHz
• 2.3 New Regulation for 2.5 GHz
• 2.4 Regulation for 5.8 GHz
• 2.5 Auctions Expected in06-2007
• 2.6 Upcoming Licenses for 3G

3. License Holders Profiles

• 3.1 License Holders -- 3.5 GHz
  • 3.1.1 Embratel
  • 3.1.2 Vant (Brasil Telecom
  • 3.1.3 DirectNet (Neovia
  • 3.1.4 WKVE
  • 3.1.5 Grupo Editorial Sinos
• 3.2 License Holders Profiles --.5 GHz
  • 3.2.1 Universal Telecom (UT)
  • 3.2.2 Inforwave
  • 3.2.3 Vant
• 3.3 License Holders -- 2.5 GHz:
  • 3.3.1 Neotec
  • 3.3.2 TVA

4. Wireline and Long Distance Operators

• 4.1 Brasil Telecom (BrT)
  • 4.1.1 General Description
  • 4.1.2 WiMAX Strategy
• 4.2 Telefônica
  • 4.2.1 General Descripition
  • 4.2.2 WiMAX Strategy
• 4.3 TELEMAR/Oi
  • 4.3.1 General Description
  • 4.3.2 WiMAX Strategy

5. Mobile Operators

• 5.1 Vivo
• 5.2 TIM Brasil
• 5.3 Claro
• 5.4 Oi
• 5.5 TELEMIG Celular and Amazônia Celular
• 5.6 BrT GSM

6. Other Wireless Service Providers

• 6.1 Neovia
• 6.2 Other ISPs

7. Government

• 7.1 Education Ministry (MEC)
• 7.2 Communications Ministry
• 7.3 Ministry of Planning

8. Main Vendor Initiatives

• 8.1 Airspan
• 8.2 Alvarion
• 8.3 Aperto Networks
• 8.4 Intel
• 8.5 Motorola
• 8.6 Redline Communications
• 8.7 Samsung
• 8.8 Siemens

9. Issues / Risks / Challenges

• 9.1 Wireline Operators
• 9.2 Mobile Operators
• 9.3 Internet Service Providers

10. International Perspective: Case Study for Unwired Australia

• 10.1 Background
• 10.2 Business Structure:
• 10.3 Target Markets & Age Groups:
• 10.4 Current Network:

11. Brazil BWA/WiMAX Market Forecasts (2005-2010

LIST OF EXHIBITS

• Exhibit 1. Fixed lines and public phones
• Exhibit 2. Cellulars by operator
• Exhibit 3. Mobile and fixed service penetration
• Exhibit 4. Broadband subscribers
• Exhibit 5. Dial-up users
• Exhibit 6. ADSL penetration
• Exhibit 7. Cable penetration
• Exhibit 8. Distribution of the pairs of 1.75 MHz blocks
• Exhibit 9. ANATEL Telco Regions
• Exhibit.10. Area covered by 3.5 GHz licenses
• Exhibit.11. Distribution of the pairs of 7.0 MHz blocks
• Exhibit.12. License holdings of EMBRATEL
• Exhibit.13. License holdings of DirectNet
• Exhibit.14. License holdings of WKVE
• Exhibit.15. License holdings of Grupo Editorial Sinos
• Exhibit.16. License holdings of Vant
• Exhibit.17. Unwired Services planned in the future:
• Exhibit.18. Unwired subscriber Growth and History
• Exhibit.19. Financial Results as of Dec05:
• Exhibit 20. Yearly BWA/WiMAX CPE Shipment Forecasts 2005-2010 (Units )
• Exhibit 21. Yearly BWA/WiMAX Base Station Shipment Forecasts 2005-2010 (Units )
• Exhibit 22. Annual BWA/WiMAX Equipment Market Forecasts 2005-2010 (in $)
• Exhibit 23. Total Accumulated BWA/WiMAX Equipment Market Size Forecasts 2005-2010 (in $)
• Exhibit 24. Annual Equipment Market Size Forecast by Frequency 2005-2010 (in $)
• Exhibit 25. WiMAX Equipment Penetration rate Forecast 2005-2010 (in % )
• Exhibit 26. WiMAX Equipment Annual Forecasts: BS and CPEs 2005-2010 (in units )
• Exhibit 27: WiMAX Equipment Annual Forecasts: BS and CPEs 2005-2010 (in $):
• Exhibit 28. BWA and WiMAX Subscribers Forecasts 2005-2010
• Exhibit 29. Summary of Forecast Data 2005-2010