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San Francisco, April 2004
Wireless Market Update - Recent Trends In The US Telecom Sector

With the recent telecom crisis in mind, companies like Cisco, Nortel Networks, Lucent and Juniper Networks have started to see an increased order flow. Purchase orders from Verizon Wireless awarded Lucent and Nortel Networks with hundreds of millions in Network equipment sales. Cingular's recent purchase of AT&T Wireless, as well as the talk of Verizon Wireless expansion possibilities, exemplifies the long awaited telecom-sector cyclical upgrade activity. In this new cycle of network upgrades, a few technologies stand out as key growth areas, while others have reached a state of stagnation and consolidation.

This White Paper (click here for the complete version) will examine three very different areas that have shown significant growth and thereby present real opportunities for investment, expansion, and other strategic opportunities.

Key growth areas:

- Voice over IP (VoIP) - TimeWarner, SBC South AT&T, Vonage, and Cox Communication are all launching VoIP services in an effort to capture part of the $250 billion fixed line voice market. Providers of VoIP technologies are highly attractive markets for both short and long term investments.
- Mobile Messaging - As the critics are getting fewer by the day, the US SMS market is showing the critical "hockey-stick" growth curve. With Premium SMS charges and unified short codes agreed on and launched, service providers are finally realizing the potential and are starting to see sizable revenues.
- Mobile Entertainment - With camera phones practically flying of the shelves, picture messaging is bringing real revenues right now. MMS portals and MMS games are in high demand by every Carrier across the United States.

About Gerbsman Partners

As a result of Gerbsman Partners' 23 years of maximizing enterprise value for highly leveraged, under-performing, under-valued and under-capitalized companies and their Intellectual Property and specific domain expertise in technology related Intellectual Property, we have developed an established, proven and responsive distribution channel for our clients. Our channel reaches International and US institutional investors, venture capital funds, investment bankers, lawyers and accountants, as well as leveraging Gerbsman Partners' direct relationships with major wireless and technology companies.

Gerbsman Partners, supported by its International Board of Intellectual Capital, has been involved in over $1.5 billion of transactions worldwide and has assisted in M&A, restructuring, licensing, partnership and capital formation strategies for numerous companies and their Intellectual Property. Our international business and technical team, which includes European and Israeli-based sales and technical personnel, looks forward to earning the right to be a resource to you.

The complete "White Paper" mentioned above can be found here.

Previous White Papers:
- Premium SMS
- Wireless Entertainment
- WiFi in the US
- WiFi - Mergers Ahead

Gerbsman Partners
211 Laurel Grove Avenue, Kentfield, CA 94904
Phone: +1.415.456.0628, Fax: +1.415.459.2278
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