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To: Craig Freeman who wrote (20070)	4/12/2001 7:42:06 AM
From: Road Walker	Respond to of 60323

Compaq to boost production of iPaqs By Bloomberg News April 11, 2001, 12:40 p.m. PT news.cnet.com Compaq Computer is expanding production of its iPaq handhelds to meet worldwide demand as it extends the sales to Japan later this month, the company's Japanese unit said. ''We have unfilled orders for 600,000 to 700,000 devices,'' Makoto Baba, a vice president of Compaq said at a news conference here. (The devices first went on sale in the United States and Europe last April.) "Our annual production capacity will reach 5 million units in the latter half of this year.'' Baba said the company currently makes about 100,000 units a month. The remarks reaffirmed Houston-based Compaq's statement last month that sales of its handhelds remain strong. As No. 1 handheld maker Palm lowered its earnings forecast on March 27 because of rising inventories, Compaq said hundreds of thousands of its iPaqs were on back order. ''Compaq wants to grab at least 25 percent to 30 percent of the global market, which is expected to reach 13 million units this year,'' Baba said. ''In Japan, where the market is said to total 1.4 million, we'd like to get at least a 10 percent share, and I think we can.'' The handheld runs on Microsoft's Pocket PC operating system, as do devices from Casio and Hewlett-Packard. Pocket PC-based handhelds compete with those running on Palm's operating system, which has about 70 percent of the worldwide handheld market. The iPaq's market share in the United States is still miniscule. Compaq will introduce two color-screen models in Japan. It will ship a model with 32MB of memory later this month for $482 (59,800 yen). A 64MB model will go on sale next month for $720, the company said. The two models will include expansion modules for wireless communications and increased file storage. Copyright 2001, Bloomberg L.P. All rights reserved.

To: Craig Freeman who wrote (20070)	4/12/2001 10:19:59 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Craig, my information sources are obviously different from yours. My understanding is that our aircraft was FORCED to land by the second Chinese fighter, which actually fired a shot at our plane. The Chinese military had a different spin on the incident, in an effort to cover up what was really nothing less than a very provocative act. Fortunately, the Chinese Premier, along with some cooler heads on our side, had the sense not to let this incident escalate into something really serious. My information source also believes that the Chinese would get little or no help from the damaged instruments and destroyed data files on board the aircraft. However, they might be just a little upset to realize that these aircraft can monitor phone conversations, and even fax messages. I hope they will be both upset and humbled by their discovery. Art