Casual games industry 2B by 2008 - specifications?

[Sirrus]

Does anyone know what exactly the two billion dollar estimate from the current whitepaper encompasses? Does this include basic ad revenue, poker/gambling sites, etc.? What percentage is purely downloadable payments?

If anyone has any information on this, it'd be quite helpful.

[MerscomMan]

While you're answering, I'd like to know if it also includes international and casual console (i.e. XBLA)?