The Mobile Internet Report Key Themes*

VoIP = Material Impact on Traditional Switched Access Lines
17MM+ Lines Lost to Cable / VoIP (1) in USA Since CQ2:01
USA Total Switched Access Line Losses, CQ1:04 – CQ3:09
Quarterly Switched Access Line Net Loss (000)
1Q04A 4Q04A 3Q05A 2Q06A 1Q07A 4Q07A 3Q08A 2Q09A
0
(500)
(1,000)
(1,500)
(2,000)
(2,500)
Net Lines Lost to Wireless + Others
(3,000)
Net Lines Lost to Cable (VoIP)
Y/Y growth
0%
-2%
-4%
-6%
-8%
-10%
-12%
Switched Access Line Y/Y Growth (%)
Note: (1) 17MM cumulative cable telephony net adds in USA from CQ2:01 to CQ3:09, all cable telephony operates on VoIP
technology. Source: Morgan Stanley Telecom Research.
113