Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Kenneth KarlbergPresident, Telia Mobile Senior Executive Vice President, Telia AB

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Is Europe still in the wireless lead?

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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The Swedish example

•Openness

•Simplicity

•Trust

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Telia Mobile Number of customers, owner-share and growth July-Sept. 2002

Norway 1 022 0001

+26 000

Sweden 3 540 000 2

+56 000

Denmark 449 000+36 000

Omnitel (27,5%) 759 300** +79 900

Lithuania

Latvijas Mobilais Telefons (24,5%) 441 100** +27 700

Latvia

Estonia Eesti Mobiiltelefon (24,5%) 413 700**+7 900

Finland 247 000 +12 000

RussiaMegaFon (17,8%)

2 300 000** +620 000

Subscribers,Nordic region

5 258 000 +130 000

Subscribers,Nordic region

5 258 000 +130 000

Subscribers,Baltic/Russia

3 914 100 +735 500

Subscribers,Baltic/Russia

3 914 100 +735 500

** Total number of subscribers

Total Nordic3, Baltics and Russia, 6 259 000(proportionate number of customers)

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Unmatched Nordic and Baltic fixed footprint

1) Residential 2) Equivalent standard lines 3) Excluding Internet broadband in ComHem

SwedenTelia: 100%Fixed network

access lines2): 6,510,000Internet broadband3): 267,000Internet (dial-up): 722,000

DenmarkTelia: 100%Fixed network

access lines2): 256,000Internet broadband: 70,000Internet (dial-up): 94,000CATV: 186,000

FinlandSonera:

100%Fixed network

access lines2):

736,000Internet broadband1):

28,000Internet (dial-up):

253,000CATV:

150,000

EstoniaEesti TelefonSonera: 24.5%,

Telia: 24.5%Fixed network

access lines2):

472,000

LatviaLattelekomSonera:

49%Fixed network

access lines2):

701,000

LithuaniaLietuvos TelekomasSonera: 30%,

Telia: 30%Fixed network

access lines2):

1,075,000

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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#2#1

#4

#1

#1

#1

#1

Unmatched Nordic and Baltic mobile footprint

Finland (penetration 77%)Sonera: 100%Subs. June 30, 2002: 2,484,000Market share: 61%

Norway (penetration 75%)NetComTelia: 100%Subscibers June 30, 2002:996,000Market share: 32%

Denmark (penetration 68%)Telia: 100% Subscibers June 30, 2002:413,000Market share: 8%

Sweden (penetration 80%)Telia: 100%Subscibers June 30, 2002:3,484,000Market share: 49%

Latvia (penetration 26%)LMTSonera: 35.8%1), Telia: 24.5%Subs. June 30, 2002: 413,000Market share: 58%

Estonia (penetration 52%)EMTSonera: 24.5%, Telia 24.5%Subs. June 30, 2002: 406,000Market share: 54%

Lithuania (penetration 27%)OmnitelSonera: 27.5%, Telia: 27.5%Subs. June 30, 2002: 679,000Market share: 58%

1) Direct ownership 24.5% and indirect through Lattelekom 11.3%Note: Penetration rate as of December 31, 2001 and market shares based on subscribers as of December 31, 2001.

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Openness

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Simplicity

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Trust

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Europe in the lead up to now

•More than one technology

•Free market competition

•Let services rule

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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No driver on a regulated market

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Fears for the future

•Regulations – too local

•Closed interfaces

•Technology focus

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Not so customer-friendly trends

•Locked-in customer

•One-network services

•Roaming just in your own network

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Content Content

Distributor Distributor

Network operator

Network operator

Full-fledged mobileoperator

Full-fledged mobileoperator

Customer Customer

Service Provision

Service Provision

Content Content

Content Content

Content Content

Service Provision

Service Provision

Service Provision

Service Provision

Content Content

A new business logic

Customer Customer

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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Keys for the future

•Openness

•Simplicity

•Trust

Kenneth Karlberg "Does Europe still have the wireless lead"

2002-11-21

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