1. TECHNOBABBLE April 2011 Copyright © 2011 The New Group. This document contains information that is confidential and property of The New Group.

2. NEWS iPad 2 Other tablets: Xoom, Galaxy Tab 8.9 and 10.1, PlayBook, LG

3. NEWS New browsers! IE 9 FF 4 Chrome ### Twitter: no new client apps! Facebook’s contextual ads Yahoo: super-search Amazon App Store Google’s Think Quarterly

4. DISCUSSION NFC National Football Conference: NO Near Field Communication: YES

5. What is NFC? A set of short-range wireless technologies (< 4cm) ISO/EIC standard approved 12-8-2003 Always involves an initiator and a target Initiator generates RF field Can power a passive target Tags, stickers, and things w/o batteries Peer-to-peer also possible

6. What use is NFC? Mobile payment Mobile ticketing Smart posters Identification Electronic keys Device communication (P2P)

7. Mobile payment Device contains credit card information All transaction data auto captured (no receipt)

8. Special offers

9. Smart posters

10. Pharmacy instructions

11. Smart toys

12. Foursquare test program Instant check-ins Merchant deals

13. Google Places Portland is a test market Las Vegas “ultimate tourist guide” Businesses can order RFID swag

14. P2P communication

15. Share contact information instantly

16. What if YOU are the other device?

17. Disaster relief Haiti 35,000 “Clean Water” buckets Health worker scans RFID tag Answers questionnaire and data is sent back to DSI headquarters DSI can monitor who has clean water Previous process was paper-based, slow, and error-prone

18. Who’s working on this? 14 mobile network operators (40% of global market) BouyguesTélécom, China Mobile, AT&T, KPN, Mobilkom Austria, Orange, SFR, SK Telecom, TelefonicaMóvilesEspaña, Telenor, TeliaSonera, Telecom Italia Mobile (TIM), Vodafone, Deutsche Telecom “The future is NFC,” says Coupons.com exec

19. A little company called Google Roll out 1,000s of terminals in NY & SF within 4 mos Devices that support it: Samsung Nexus S: Yes iPhone 5: Maybe RIM: No Nokia: Pledged 100% of phones, before MS deal

20. Yeah, but who’s NOT supporting NFC? Merchants Human behavior

21. Some little companies called Visa, MasterCard, American Express

22. UPDATE! Amex: Serve Visa, Fiserv and CashEdge Rumor: Google, MasterCard and Citigroup working together Possibly this year

23. Companies with big investments in RFID 7-11 Walmart Department of Defense

24. What is the RISK? Fraud Electronic pickpockets

25. Fear: real or perceived? Most enthusiastic about mobile transactions China: 76% India: 75% Brazil: 70% Korea: 56% Japan: 47% US & Europe: 26%

26. Solutions? RIM’s “Pinch to Pay” 2 (or 3 sensors) to activate NFC

27. The future is inevitable Mercator forecasts: 116M NFC smartphones shipped in 2011 260M in 2012 510M by 2015 Only needs the first Killer App