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

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

3. 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

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

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

6. Doonesbury (8/27/93)

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

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

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

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

11. Key Features Improved Synchronization Connectivity
Smaller, Stronger, Faster

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

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

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

15. Hand-held Device Market Share

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

18. Risk(s) Infrastructure development 19.2 kbps
Competing digital standards

19. What more do you want from us?!