2009 telecom outlook

2009 Telecom OutlookA CHALLENGING YEAR AND EMERGING

OPPORTUNITIES

"This is the exact time to invest -if you can– because not

only is there opportunity, but there are lots of

resources out there.“ Mike Lazaridis, RIM co-CEO

Expected growth rate for 2009 for the Telecom equipment

market, compared to the year before (IDATE).

Expected negative growth rate for 2009 for mobile phone

shipments, compared to the year before (IDC).

Nortel will cut 3,200 positions on top of previous cuts, Nokia will

cut another 1,700 jobs and Microsoft will

cut 5% of its workforce over the next 18 months.

The

industry

is reaching

a tipping point.

The outlook for the Telecom Industry is challenging, but the industry

was facing decreasing margins and a flattening

growth rate for voice before the crisis.

The

AppStore

changed the

power

balance.Developers have access to the mobile market without getting first

an operator's blessing. New players now have

the capacity to influence the market.

Apple's AppStore now has over 25,000 downloadable applications and

will become a $1B business by the end of 2009. Palm, RIM, Nokia,

Windows and Android announced app stores for 2009.

Mobile Apps

and

Smartphones

will drive growth

in

2009.

Traditional infrastructure vendors will struggle through the recession

but 2009 will be a big year with opportunities

for Smartphones and Mobile Applications.

New

players will

benefit

from new

opportunities.

Apple

changed

the rules

of the

game.Operators, technology vendors, content providers and handset

vendors will now have to play by these rules,

whether they like it or not.

"Despite the economic environment, we grew revenues in 2008,

and I expect 2009 will be another year of overall revenue

growth and solid progress for our company,"

Raul Castanon, MBAhttp://telcolatam.blogspot.com/

http://www.linkedin.com/in/rcastanon