THE INTERNET REVOLUTION ACT 2 suneet datawind com

THE INTERNET REVOLUTION ACT 2 suneet@datawind. com

Part 1: Introduction to Data. Wind

Data. Wind: – Manufactures, Markets, and Sells Ubi. Slate (Aakash) tablets, Pocket. Surfer handhelds & Ubi. Surfer netbooks on a powerful Web Delivery Platform – 18 Patents issued covering 240 claims – Unique patents enable FREE wireless internet access – World’s lowest computing devices Will enable internet access for the masses of the world

Team Data. Wind – 150 Strong: Category Address Location Team UK: 8 Chase Rd. , Unit 1, London NW 10 QD London, UK 18 Canada: 555 Rene Levesque West, Montreal, QC H 2 Z 1 B 1 Montreal, CA 62 India: 195 Ajit Nagar Sultanwind Rd Amritsar, Punjab Amritsar, IN 23 26 York St. , London, UK 8 7895 Tranmere Drive, Mississauga, ON Toronto, CA 13 Hechtseestr. 16 83022 Rosenheim Munich, DE 3 252 Lakshydeep Plaza, 303 2 nd Floor, Sant Nagar East of Kailash, New Delhi, IN 7 16/F, CITIC City Plaza, Shennan Road Central, Shenzhen, China 5 Staff: Mumbai, Bangalore, Kolkata, Chennai Misc/IN 11 Other:

Leadership Team: President & CEO: Suneet Singh Tuli – Our CEO & co-founder is Suneet S. Tuli who oversees business strategy with emphasis on distribution for various international markets. Prior to this Suneet set-up international distribution for Docuport. Before that, Suneet served as the COO for Wide. Com which markets wide-format office equipment employing over 200 people, with full responsibility for sales, marketing and operations. Chairman, CTO & Visionary: Raja Singh Tuli – Our Chief Technology Officer and co-founder is Raja S. Tuli. Raja has conceptualized our products and developed the core technologies. Raja is considered an expert in the imaging industries, with 48 patents approved to date, and an additional 73 pending. Board: – Andrew Beeson (Co-Chairman) – Lord Bearsted – L. S. Tuli Management: – – – – Chairman & CTO: Raja Tuli CEO: Suneet S. Tuli CFO: Stephen Clarke COO India Ops: Kuljeet Singh COO Americas: Timmy Monico VP UK Operations: Alia Khan VP Int’l Sales: Derek Kopke Chief Engineer: Marian Iordan

Strong R&D Team & Resources: Software Developers App Designers Database Engineers Systems Administrators Embedded Software Developers Visual Designers Kernel Software Engineers RF Design Engineers Related Entity: Nanotech Engineers (Class 1000/100 cleanroom facilities): Thinfilm deposition • • Java, Web Services Developers C++ Developers ASIC Designer Server Architecture Developers Mechanical Designers Industrial Designers Hardware Designers Manufacturing Engineers (Sputtering, Evaporation, Plasma Assisted), Etching (Liquid, Plasma), Lithography

Data. Wind’s core technology: Data. Wind’s Breakthrough Internet-Delivery Platform (18 patents issued & approved) reduces network load, and speeds delivery of content by factors of 10 X to 30 X. INTERNET OR Patented Technology Parallel CORPORATE INTRANET Processing Environment 10 x to 30 x Reduction In Mobile-Network Data Consumption 6 x to 10 x Lower Processing Power & Memory In Client Device Lower Cost Device Desktop-Like Web Experience Lower Data Costs Faster User Experience

Mobile Network Congestion & Costs Business Week article highlighted the crippling effect of higher dataconsuming devices on AT&T’s network in the US: x = 40 MB/hr 15 hrs/mo 600 MB/mo At Rs. 0. 30/MB = Rs. 180/mo.

Data. Wind’s Breakthrough Web Delivery Platform Datawind’s technology provides a richer, faster user experience while consuming much less data: 1. 5 MB/hr (vs. 40 MB/hr) Data cost of 1, 000 web-pages: Scalable Carrier-Class Architecture 20 MB = x Rs. 0. 30 = Rs. 6 Modem Pool (For Circuit Switched) or Internet (For Packet Based) Router: Load Balancing Existing & Future Cellular/PCS Networks Authentication Server: Firewall Internal/External Security Application Servers: Multiple simultaneous client sessions INTERNET OR CORPORATE INTRANET Database Server: Back office: Client account information, billing, bookmarks & cookies cache. Advertising revenue = Rs. 24 CPM (cost per thousand impressions) Result: FREE MOBILE INTERNET 600 MB

Revenue Model Ecosystem: Sustainable ecosystem of Device, Access & Content; Acquisition Tool: Free/low-cost Internet Opportunity: Upsell Hardware: Customer Acquisition Tool Recurring Revenue Streams: Ø Internet Access Fees • ‘Free Access’ creates opportunity for upsell Ø Advertising Revenues • Toolbar contextual, search & Email sponsored links Ø Content Revenues • App store, Ebook store & Music downloads

Part 2: Not the $35 Tablet Story

The Story’s About: Fighting poverty with passion Empowering through education: The pre-requisite to drive development, reduce poverty, improve health, gender equality, peace, and stability. Breaking the barriers of affordability and accessibility for Devices Networks Content Building sustainable ecosystems Thriving businesses vs. Charity

Sustainable Ecosystems Sustainability requires Demand Drivers And, economically viable solutions to fulfill that demand Viable solutions need to meet the “triple bottom line” of sustainability – economic, environmental and social

Demand Drivers: Motivated Parents Youtube search: Indian Teacher Funny http: //www. youtube. com/watch? v=s. Iv 17 Dtw_Y 0

Barriers: Affordability & Accessibility Is affordability a barrier? United States: India: -A computer costs less than 1 week of salary -A computer costs more than 6 months of salary -Monthly internet access costs less than 1 day salary -Monthly internet access costs 2 week salary Internet Users Mobile Phone Users India 100 million internet users (Once per month) 48 million real internet users (Every other day) 4% of the population uses internet – 96% doesnt 900 million mobile phone connections

Affordability Gap: 4 Billion Person Gap What if a computing/internet-access device could be delivered ‘profitably’ for the cost of a mobile phone?

Data. Wind’s Device Affordability Solution: Patented technology shifts burden of processing power & memory to backend servers, allowing richer experience despite lower-cost processors & memory Vertical integration of manufacturing processes squeezes margins from modular components Business model ecosystem shifts margin burden from hardware to recurring residuals AAKASH TABLET: Designed, Developed & Manufactured by Data. Wind

Versions 2, 3, 4, 5: Coming fast & furious 6 month product life-cycle: Network Screen Size Type Processor Battery Aakash Wi. Fi 7” Resistive 366 Mhz Arm 11 2100 m. Ah Ubi. Slate 7 Wi. Fi + GPRS 7” Resistive 700 Mhz Cortex A 8 3200 m. Ah Ubi. Slate 7+ Wi. Fi+ 3 G 7” Capacitive Dual Core Cortex A 9 3200 m. Ah Ubi. Slate 10 Wi. Fi + 3 G 10” Capacitive Dual Core Cortex A 9 4000 m. Ah Smartphone GPRS 4. 5” Capacitive 700 Mhz Cortex A 8 2100 m. Ah

Device Sustainability Margins & market size motivate Data. Wind Manufacturer & channel maintain margins: - better than mobile phones Existing mobile phone channels provide broad distribution Value motivates Consumer Ebook Reader: Offset device cost against cost of printing paper and distribution – and save trees! Internet: Content, Communication & Commerce: The world’s fastest mobile internet device on the developing world’s congested 2 G networks – and it’s a phone! Video Player: Compelling teaching tool – requires no learning curve! Domestic production motivates Governments Creates local employment Generates tax revenue Creates opportunities for local innovation

Is $35/$50/$60 affordable? Priced in the range of a mobile phone 6 billion have been able to afford them Further justified against cost of book printing & distribution In the US: Average cost of books in grade school = $10, 800 over a period of 12 yrs In India: Average no of books per child per grade = 14. 3 Average customer price per book = 109. 9 INR Average customer price of books per child per grade = 1575 INR Printing/Distribution cost = 35. 3% = 556 INR Life of tablet in hands of child = 3 years Total savings on printing & dist over life of tablet= 1668 INR = $33

Network Affordability & Accessibility Solution The network already exists 6 billion mobile phone connections on 2 G networks Data. Wind’s breakthrough web delivery platform delivers a rich, desktop-like experience on existing networks Lower data costs Launch The at Rs. 98 / $2/mo. vision is to deliver basic mobile internet access for FREE

Network Access Sustainability Zero capital investment motivates operators 2 G Networks already exist Minimal bandwidth consumption Stepping stone for 3 G and higher-value services Increased revenues motivates operators Potential for generating revenue without charging for access Advertising based revenue models eliminate customer acquisition costs

Content affordability & accessibility Open source platforms make content development easier App-store concept allows accessibility Advertising based business models drive content/application costs lower Data. Wind’s efforts: Student application contest: Source of innovative ideas Encourage entrepreneurial journey NGO ‘idea’ contest with NASSCOM Marry NGO ideas with app developers Donate devices for field trials

Content Sustainability Mass reach motivates developers & publishers The next billion internet users are coming! Revenue opportunities motivates developers & publishers Proven advertising based monetization models allow broad deployment and significant revenue potential

What’s different this time “Some critics have noted that this is not the first time such a device has been promised for India, recalling the hoopla that greeted earlier devices like the Simputer and the $100 laptop (OLPC) project. What is different this time around? ” Affordability Connectivity Profitable business model and ecosystem (not a charity) Its inspired the consumer’s imagination Flood gates have opened:

Analysts Disagree November 17, 2011: Industry Analyst: “…. tablets to be sold in a year would be in the range of 250, 000 to 500, 000 units. The low price is attractive only for students and the youth, who are aspiring to buy new products”

The Flood Gates Have Opened: November 17, 2011: Data. Wind Demand: 322, 000 Individual Enduser Pre-bookings 3, 000 Corporate/Institutional/Bulk - EOI _________________ 5, 000 Units – 2012 Data. Wind Forecast for India 20 x Analyst Estimates of Indian Tablet market 50% of Indian PC Market

Government’s Role: Make it part of the educational curriculum Open-fair tendering process Promote: Domestic production Content & connectivity E-governance; mobile-health; financial-inclusion; Promote citizen participatory platforms

World Bank’s Support: For Data. Wind (& others): Provide guidance & support We need your domain expertise in the international development space to achieve the deepest impact For Governments: Educate & inform governments around the world Help reduce hurdles to sustainable ecosystem – allow openness & competition Promote open, fair & transparent tendering processes – eliminate favoritism