Competitive Analysis of Satellites vis-à-vis Terrestrial Technologies Satellite Broadband Services: Contender for Terrestrial Broadband Market or Just a Niche Market? “Broadband industry players are divided in their estimation of the market share satellite broadband direct access services are likely to capture. Satellites provide a strong support for Internet backbone trunking services and serve both corporate and residential users.” Satellite Group Analyst Team Frost & Sullivan © Copyright 2002 Frost & Sullivan. All Rights Reserved. Key Features Frost & Sullivan provides: • Detailed insights into recent developments and trends • Drivers, restraints, challenges, and strategic recommendations • Analyst insights on ‘hot topics’ and emerging applications in the satellite vis-à-vis terrestrial technologies market • Market sizing and competitive analysis • Market forecasts and opportunity analysis • Quarterly assessments • End user analysis within each report © Copyright 2002 Frost & Sullivan. All Rights Reserved. What We Offer • Coverage: U.S., Canada, Mexico • Proven methodology encompassing extensive primary and secondary data and research • Focused information and strategies that cover business and technology issues • Credible data and analysis highlighting industry dynamics • Winning strategies to help you create precise business plans © Copyright 2002 Frost & Sullivan. All Rights Reserved. Who Will Benefit? Current Market Participants • Find out how you compare to the competition • Assess current and future drivers and restraints • Determine and exploit new market share opportunities New Entrants • Analyze challenges associated with the industry • Calculate time scales for strategy implementation • Position yourself to capitalize on the market’s unmet needs Investment Community • Analyze long-term strategies of companies • Determine which participants will outperform the competition • Assess attractiveness of investing in the market © Copyright 2002 Frost & Sullivan. All Rights Reserved. . Key Market Participants Adelphia Communications Corp. Advanced Wireless Technologies, Inc. Agilent Technologies, Inc. Alenio Aerospazio Anacom, Inc. Antenna Technology Communications, Inc. (ATCI) AOL Time Warner, Inc. Asiasat (Asia Satellite Telecommunications Co., Ltd.) Astra-Net, Societe Europeenne des Satellites SA (SES) ASTROLINK International LLC AT&T Broadband AT&T/Media One BellSouth Corp. BroadLogic Network Technologies, Inc. Cablevision Systems Corp. Caldera Systems, Inc. Channel Master Charter Communications, Inc. Codan Ltd. Comatlas-VLSI Technology, Inc. Combox Ltd. Comcast Corp. Comlink, Inc. Communicado Data Ltd. Communications and Power Industries, Inc. (CPI) Comtech Telecommunications Corp./EFData Cox Communications, Inc. Crawford Communications, Inc. Cyberstar (Loral CyberStar) Dassault Automatismes et Telecommunications Datron/Transco, Inc. Direct Internet Communications Corp. DiviCom, Inc. Echostar Data Networks (formerly Media4, Inc.) EMS Technologies, Inc. Europe Online Networks-SA Eutelsat S.A. Fantastic Corp. Flash Networks, Inc. Fourelle Systems, Inc. © Copyright 2002 Frost & Sullivan. All Rights Reserved. Key Market Participants . GE Americom (combined with SES Astra to form SES Global S.A.) Gilat Satellite Networks Ltd. Globecomm Systems, Inc. Harmonic Data Systems, Inc. Helius, Inc. HOT Telecommunications GmbH Hughes Network Systems, Inc. IDB Systems, Inc. Infoline Intelsat Ltd. InterCache (renamed SkyServ, Inc.) International Communications Products, Inc. International Datacasting Corp. Internet SkyWay GmbH InterPacket Group, Inc. IST Korea Japan Satellite Systems, Inc. (JCSat) KenCast, Inc. KiSS Nordic A/S (KiSS Technology A/S) Korea Telecom Corp. KVH Industries, Inc. L-3 Communications Corp. Logic Innovations, Inc. Loral Orion, Inc. Loral Space & Communications Ltd. Main Data Mediacom Communications Corp. Menicx International Co., Ltd. Mentat, Inc. Micronik Multimedia GmbH Microspace Communications Corp. Mindport Broadband Internet Systems Mitec Telecom, Inc. NDS, Ltd. NEC America, Inc. - Satellite Communications Group Nera Telecommunications Ltd. NetSat Express, Inc. New Skies Satellites NV Norsat International, Inc. Nortel Networks Ltd./DASA © Copyright 2002 Frost & Sullivan. All Rights Reserved. Key Market Participants NSI Communications, Inc. Nuera Communications, Inc. OnSat Network Communications, Inc. OrbLynx, Inc. Pace Micro Technology Plc Pacific Century CyberWorks Ltd. Pacific Softworks, Inc. PanAmSat Corp. PentaMedia Co., Ltd. Philips Digital Video Systems Planetweb, Inc. Prodelin Corp. RAD Data Communications Ltd. Radyne ComStream, Inc. Raytheon Company RCN Corp. Sagem SA - Sat Samsung Electronics America, Inc. Satellite Terminal Access Sattel Global Networks, Inc. SBC Communications, Inc. Scientific-Atlanta, Inc. Shiron Satellite Communications Ltd. Sierracom (acquired by Microwave Engineering Corp.) SkyBridge LP, Inc. SkyStream Corp. Societe Europeene des Satellites SpaceBridge Networks Corp. (ComDev International and Newbridge Networks Corp.) Spaceline Communication Services GmbH SpyGlass, Inc. SSE Telecom, Inc. Stanford Telecomunications, Inc. Starburst Software (acquired by Adero, Inc.) StarGuide Digital Networks, Inc. STM Wireless, Inc. Strong (UK) Ltd. Tachyon, Inc. Tandberg Television ASA (formerly NDS) Teledesic LLC © Copyright 2002 Frost & Sullivan. All Rights Reserved. Key Market Participants TELEMANN Satellite Solutions (Telemann Communications, Inc.) Telesat Canada Thomcast Communications, Inc. Titan Corp. UEC Technologies (Pty) Ltd. US West Communications, Inc. Verizon Communications Vertex Communications Corp. ViaSat, Inc. Visiosat-MAEC Vitacom, Inc. WAVO Corp. Xcom Multimedia Communications Xedia Corp. ZakSat © Copyright 2002 Frost & Sullivan. All Rights Reserved. For More Information • Call toll free 877 GO FROST (877.463.7876) • Fax toll free 888.690.3329 • E-mail myfrost@frost.com • Visit www.frost.com © Copyright 2002 Frost & Sullivan. All Rights Reserved.