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1、 From Pioneer of HandheldDevices to Mobile & Wirelesssolutions and Service LeaderCa YankowSsKi1Worgan Stanley Dean WriterWarch7, 2001 This presentation includes forward4ookingstatements about Palm and its business.These statements are Subjectto risks anduncertainties, which may cause actual resultsa
2、nd events to differ materially. These risksand uncertainties are detailed in Palms SECfilings, including its Form 10-K effective只ugust 16, 2000, and its most recent Form10-Qfiled January 12, 2001.Palm Leading the Handheld Revolution旬 Pioneered and spurring the growthoftodays handheld market鲁 #1 mark
3、et share in device and OS，pre- and post-licensing8 $522 million in sales in FQ2 01100% Yr Over Yr Growth: a rarecombination.also profitable，cashflow positive Coming to market with products andservices at EARLY stage ofemerging mobile and wirelessmarket PalmToday -A Company with a Clear Vision重 Evolv
4、ing device centric company into solutionsbased company serving multiple high-growthmarket segmentse Expanding OS market share and addingsignificant new OS licensees se Strong line up of innovative wireless solutionsand OS releases Palm is the Market Share Device LeaderPalm Handheld:68% worldwide Per
5、sonal Companionshare, 1H 2000 IDC61% US retail share, Jan. 2001 PC Data#1 U.S.#1 U.K.#1 Europe#1 Asia Pacific 上11 million handhelds sold晤 focus on enterprise，ualon and consumermarketsGrowing Markets Create Large Opportunities$25B+ Device MarketPlus Access and Content Smart Phones Handheld Companions
6、 Infotainment Devices昌 全下了 了2 吕 306 邓 442重 三 避，主w 是 记昌5 和呈 量w下 中 让 oo。 CAGR=164% 2 200 CAGR=38% ze 39 CAGR=37% am4Sovee: IDc Tie 归砍atHatd: Tie ope: nc Ti 归欢 起Hatd Dec 20四 ooe: IDc Reporg,paim Et at 2000Hadietl Dealef 则枯Read snaheeabaDaED 国Dee2m0 曾 如 鉴 AcComing Explosion in Wireless Handhelds“By 2003
7、, more than 60 percent of all mobilecomputing devices sold will be wirelesslyenabled.” Forester64% 团 和 of devicesthat will beWirelesslyenabled2000 2001 2002 2003Acquiring Best-of-Breed to Add to PalmsMobile & Wireless Solutions Capabilitieseded Extended Systems purchase一will give Palm an extendedgat
8、eway intothe enterprise market and intothe office ofthe CIO人wesnc es Our most recent acquisition, WeSync - provides us with group，Wireless and web synchronization capabilities人 es Our Actual Software purchase - provided Palm with a robustAeront e-mail clientes Our AnyD purchase - provided Palm with
9、thefoundationof our wireless PIM strategy and MyPalm portal, which hasbeen Yery well receivedse Smartcode purchase- provided Palm with communicationstacks and associated engineering capabilities SyARTCODEEarly Success in Enterprise Market，Enormous Opportunities Emerginges Over 350 companiesstandardi
10、ze on Palm ，tnet5 Rnganiss FO区 UNEs 80% of Palm units areSynchronized at work; 4096paid for or reimbursed bycompany HUNDREDes New wireless productscoming in 2H01 withrobust E-maillnstantMessaging Wireless Service Bureauinitiative to empowermobile solutions for theenterpriseBlue Chip Partners and Cus
11、tomersBode Wellfor Priority Palm Enterprise Growth Partners蛙殉 =EuTERS 9 IotusgsvesE 隅蜂王牙 20 =eesrORACLE 圆Remedy AETHER Mobile Applicationsvorzvo-，广ppm UsNAY et 全1 so CE CITIZEN此 The Atmtyonmal-consttion Wireless Applications3县ChatesScdhwab 全 Pmdential GB CMSINIbeutsche Bank 回 memr爸mmene Americanairines入RS由 国countywide
