Colin Duffy Matt Hillman Joe Valencia Hand-held Computing Colin Duffy Matt Hillman Joe Valencia

Agenda History and Technology Key Players and Key Features Outlook and Business Model

GO Corporation Initial vision in February 1987 $75 million total funding Killer app -- note-taking Too big, too slow, too late. Shut down in 1994

Pen Windows Extension to Windows for the desktop Contracts with hardware manufacturers Never took off

Apple Newton Cool, elegant… and hyped. Killer app -- addresses and appointments Poor synchronization. “Meet with Dlop at Burger Kling.”

Doonesbury (8/27/93)

Technology LCD Displays Touch Screens Flash Memory Handwriting Recognition Operating System Communications

Palm - 3Com 1996 PalmPilot introduced 72% Market Share of installed base Palm Family

Microsoft Windows CE created for hand-held 25% market share of new shipments Hewlett-Packard, Compaq, Casio

Symbian Joint Venture Ericsson, Nokia, Motorola, Psion EPOC 32

Key Features Improved Synchronization Connectivity Smaller, Stronger, Faster

Outlook for the future The Market Industry Alliances The Wireless Data Value Chain Risk(s)

Convergence PDAs + Cel phones = Tomorrow’s hand-held devices Browse the web Send e-mail Access corporate intranet Use wireless enterprise solutions in real-time

The Market 1998 Explosive growth 3.9M shipped 61.4% increase over 1997 Palm - 41%, WinCE - 25%, EPOC32 - 13% Explosive growth 13M - 600M by 2003 Palm - 60%, WinCE 18%

Hand-held Device Market Share

Industry Alliances Wireless hardware relationships Palm Systems Qualcomm pdQ, Alcatel, Sybase, Aether Technologies Microsoft WirelessKnowledge - Qualcomm Symbian Psion, Nokia, Ericsson, Motorola

Risk(s) Infrastructure development 19.2 kbps Competing digital standards

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