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PCTEL Simplifying Wireless. Wireless Solutions For Private And Public Networks. Safe Harbor Statement.

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Pctel simplifying wireless

PCTEL Simplifying Wireless

Wireless Solutions For Private And Public Networks


Safe Harbor Statement

  • This presentation contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. Specifically, the statements regarding PCTEL’s future business prospects, forecasted financial information, technology roadmap, strategy, and perceived growth opportunities are forward looking statements within the meaning of the safe harbor. These statements are based on management’s current expectations and actual results may differ materially as a result of various risks and uncertainties. These risks and uncertainties include, among others:

    • demand for wireless broadband products;

    • PCTEL’s ability to develop and grow its wireless business;

    • PCTEL’s ability to implement new technologies and license its intellectual property;

    • competitive pricing pressures;

    • PCTEL’s ability to make accretive acquisitions and successfully integrate them;

    • PCTEL’s ability to contain operating expenses; and

    • demand for secure smartphones and Android platforms.

  • These and other risks and uncertainties are detailed in PCTEL’s filings with the SEC. The “forward-looking statements” contained in this presentation are made only as of this date, and PCTEL disclaims any obligation to update or revise them including the financial projections.


AGENDA

  • PCTEL History

  • Financials

  • Favorable Trends

  • Products, Competitors And Addressable Market

  • Key Applications

  • PCTEL Secure

  • Summary


From Modems To Wireless2001-2012

Divested (3) $120m

Acquired (11): $88m

  • HSP Modem ($55m)

  • Mobility ($65m)

  • European LMR ($.3m)

  • Antennas ($66m)

  • Scanning Receivers ($21m)

  • Software Tools ($1.6 m)

PCTEL simplifies wireless. We are the leading provider of specialized antennas to private networks and the dominant provider of scanning receivers to the cellular market.

4



Financial performance
Financial Performance

Value Creation

Operating Performance


Revenue
Revenue

($ in Millions)

$20.0

$19.5

$19.1

$18.6

$18.2

$17.8

$17.3

$15.6

Consistent, Long-Term Growth With “Lumpy” Test and Measurement Business


Solid balance sheet
Solid Balance Sheet

The Company Does Not Provide Balance Sheet Guidance



Major Trends Driving Growth

  • LTE Explosion

  • In-Building and Offloading

  • Wire to Wireless Enterprise Transition

  • Vertical Market

    • Process Automation, Oil & Gas, Railroad, Fleet Management, Cellular Offloading, Healthcare

  • Spectrum Crunch

  • Security Issues


Key market trends
Key Market Trends

Source: ABI Research




Pctel flagship products
PCTEL Flagship Products

  • GPS Antennas – High Interference Rejection

  • Railroad And Commercial Fleet Tracking Antennas

  • MIMO And Multiband Antennas

  • MX Scanning Receiver

  • ProsettaCore™


Antenna products
Antenna Products

GPS/Timing

LMR/Public Safety

Tradenames and Trademarks are the property of their respective owners



PCTEL Competitors

Antennas

Scanning Receivers

  • Rhode & Schwarz

  • JDSU

  • Boeing (DRT)

  • Laird

  • Larsen-Pulse

  • Huber Suhner

  • L-COM

  • MTI Wireless


Addressable market
Addressable Market

Scanners

Antennas And Ancillaries

System Solutions TAM

Smart grid, Utilities, Oil & Gas, Process Automation (SCADA)

:$15B+

PCTEL TAM

PCTEL TAM

Scanners

Antenna And Ancillaries

5-10%

Drive Test Systems

DOD: $3B+

Public Safety: $3B+

Precision GPS: $3B+

Enterprise WLAN:$3B

$80M

$1.5B-$3B

Fleet Management & MRM:$2B

$350M

$30B +

Sources: VDC Research, IDC, Dell’Oro Group, Frost & Sullivan, Research And Markets, ARC Advisory Group, PCTEL Estimates



Scanning Receiver Applications For Commercial Cellular

  • Produces Measurements to Assess Performance and Diagnose Problems

  • Key Characteristics: Accuracy, Speed, Signal Level, Multiple Simultaneous Technologies

  • Crucial Data for Use in Planning, Deployment, and Optimization Tools (CLARIFY®)

  • Technologies: GSM, WCDMA, HSDPA, EDGE, CDMA2000/EV-DO, WiMAX, TD-SCDMA, and LTE (FDD & TDD)

  • Covers the Widely Deployed Bands: 450, 700, Japan 800, 850/1900, 900/1800, 1500, 2100, AWS, 2600, and 2500/3500 for WiMAX

Benchmarking or Test and Measurement Solution

OEM SYSTEM

PCTEL

Scanning

Handsets

GPS Receiver

Receiver

Ÿ

WCDMA

Ÿ

EVDO

Ÿ

CDMA

GSM

Ÿ

iDEN

Ÿ

Ÿ

LTE (FDD/TDD)

Network

Characteristics

Position and Call Status



Scada applications oil gas mining waste water smart grid
SCADA Applications:Oil & Gas, Mining, Waste Water, Smart Grid

  • Instrumentation and Automation

  • Remote Monitoring and Data Transfer

  • Manufacturing and Process Control

Products

  • Rugged Yagi Antennas For Remote Monitoring Units

  • Embedded Antennas For Flow Monitoring

  • Meter Reading Antennas

  • Infrastructure Antennas


Focus on verticals has lead to new opportunities and directions
Focus On Verticals Has Lead To New Opportunities and Directions

Applications For Our Antennas

Applications For Scanning Receivers

Acquisition Ideas

Marketing Activities (e.g., No CTIA or MWC Booths; Instead “SCADA in Oil and Gas”)

Exposure - Through Defense Systems Integrators - To The Growing Problem Of Cell Phone Vulnerability


Current risks
Current Risks Directions

  • Audio eavesdropping

  • Trojans, viruses, and other malware

  • Data interception (e.g. email or text messages)

  • Spying using the Microphone, GPS, Bluetooth, WiFi, etc

  • Location Information; Tracking

  • Industrial Network Hacking

    • According to the U.S. Department of Homeland Security, attacks on critical infrastructure jumped to 86 from 11 the same period a year ago (New York Times, March 13, 2012)


PCTEL Secure™ Architecture Directions

  • PCTEL Secure™ Leverages SE Linux and the IsoCore® (Isolation core) Technology

  • IsoCore Monitors Application Performance, Function and Anomalies

  • Protocol Driven Inspection and Action

  • PCTEL Secure IP Protocols Define the IsoCore Foundation

  • PCTEL Secure Leverages Android Policies and Secure Applications.

25


PCTEL SECURE™ Advantages Directions

  • Behavioral vs. Taxonomic Analysis

    • Not looking for specific threats, viruses, files, or patterns, but rather any behavior not allowed in the policy

  • Policies

    • Temporal in addition to cryptographic and other isolation methods

    • Sandboxing, virtualization, etc. cannot provide this level of isolation

  • Device Support

    • Moves easily to new devices without the re-engineering efforts involved in porting virtualization or hypervisor solutions

  • IP Protection

    • Three Patent Disclosures


Pctel secure timeline
PCTEL Secure Timeline Directions

Patent filed on base technology in SCADA environments

(includes fixed wired and wireless)

Technical product requirements complete

Patent filed on base technology (ProsettaCore™)

PCTEL Inc. acquisition of all PCTEL Secure LLC stock and assets

OEM agreement with device manufacturer complete

Patent filed on secure kernel technology

Provisional patent filed on base technology

Prototype dual-mode device

Baseline product complete


Summary
Summary Directions

  • PCTEL Assets

    • We have distinctive capabilities in wireless technology that are fundamental to our businesses

    • We have valuable customer relationships and access to distribution channels that allow us to exploit our capabilities

    • We have enviable positions in growing market segments including LTE, China, SCADA, Offloading, and Security

  • Strong financial characteristics

    • Growing Revenue and Earnings

    • Strong, debt-free balance sheet

  • We Have Opportunities (and past success) For Growth Through Acquisition.


Thank you

Thank You Directions

marty.singer@pctel.com


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