1.3 Billion mobile Users worldwide.
200 in china, 400 in europe, 400 in americas, Japan - 80and the rest. (In general ARPU have come down from the days of govt regulation from 50$ to roughly 35 now and that is why operators are a worried lot these days).
ARPU - 35$ per month - 400 per year => 400Billion revenues per year for the operators.
10% of it is data -> 40 billion.
P2P Messaging accounts for most of the mobile data - ?? exact numbers.
10% of it is corporate -> 40 billion
Mobile infrastructure investments = 10% - 40Billion
Mobile Solutions investment = 10% of data revenues typically -> 4-5 billion.
Out of this - 40% to service, 40% to enabling platforms and 20% to applications. Which means the market for applications is just 800 million. (from a vendor's perspective).
Philiphines has this highest data%age ARPU - around 35% comes from mob data. (is it the operator which has crush games). India - ARPU of 700 bucks.
CDMA - 15% GSM/GPRS/3G - 85%.
Number of 3G subscribers - 50 million (mainly cdma - 49 - South Korea - 22, Japan - 10 , US - 10). UMTS - only 1.4 million subs. ( 3 is thinking of around 1 million in one year - just to get an idea).

Applications - 3 categories - a) Basic Services - Gateways, Session controllers, Subscriber databases b) Enabling services - messaging, location, streaming, billing, content managment, content delivery, download, etc.. c)Apps - enterprise, entertainment - gaming, commn, chat etc, financial services, m-commerce, information search - currently pull to location.

Interesting fact - gaming business is as big as movie biz. 21 Billion compared to 19 billion from box-office takings. 450 million mobile phones sold every year ???? (i thot only 100 million were getting added as subscribers every year - replacement market - is it that huge - 3 times the normal market). 6% use gaming of 1.3billion - 80 million - great market. (may soon outstrip the ppl playing games on consoles). Roughly 3$ per game and some are subscribtion based.
How does Nokia's ngage compete with sony and nintendo? - mobility,voice( boundary of mobility and gaming - users can play network games with ppl miles away). (Nintendo is third behind Sony and MS).