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To: Eric L who wrote (15831)	10/16/2001 9:42:38 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: Handspring Treo GPRS PDA with Voice Capabilities Wireless Today October 16, 2001 >> Handspring Speaks First In Voice-Enabled PDA Space Less than a year after it breached the market for adding voice capabilities to PDAs with an add-on modem, Handspring [HAND] yesterday unveiled a PDA with voice capabilities included. Mountain View, Calif.-based Handspring said its Treo device will be available early next year. The Treo will work on GSM networks and will be priced at available for $399 bundled with wireless service activation. Although handset vendors are already offering mobile phones with PDA capabilities in some markets, Handspring is the first PDA player to roll out a handheld computing device with voice capabilities. And Handspring has made a device that will compete for market share with handset vendors' smart phones, said Barney Dewey, an analyst with the Andrew Seybold Group. "It's the smallest one of these smart phones that I've seen," Dewey said. But not too small -- the Treo has a full keyboard, which will facilitate messaging and other text functions more than the touch-screen computing operation of most other smart phones or PDAs. "I think the keyboard is a great move on their part," Dewey said. "It's small, but it works well." Handspring's chief rival as well as the company where its founders created the first handheld computing platform, Palm [PALM], has postponed the launch of its voice-enabled PDA until next year. Microsoft [MSFT] this month rolled out the latest iteration of its mobile computing platform, PocketPC 2002, with the support of dozens of hardware and software vendors, but no PocketPC offering yet supports voice service. The Treo is similar in size and appearance to a PDA, but has a flip-top that contains the ear piece. It will work with general packet radio service (GPRS) technology, which is overlaid on GSM networks to boost data speeds and allow always-on Web connectivity. Handspring last December introduced its VisorPhone plug-in modem to add voice services to its PDAs. However, consumer uptake has not been rapid and in July this year the company halved - from $99 to $49 - the price it charged for VisorPhones sold with wireless service contracts through U.S. GSM providers Cingular Wireless or Voicestream Wireless [DT]. Handspring said it is in talks about distributing Treos with those carriers as well as AT&T Wireless [AWE] in the United States and multiple major European operators. The company also said it is working with Visto, a provider of enterprise mobility software and services, to develop wireless e-mail capabilities for Treo. << - Eric -

To: Eric L who wrote (15831)	10/16/2001 9:57:24 AM
From: carranza2	Read Replies (1) \| Respond to of 34857

Looks like AWS, Cingular and Voice Stream are going to get the NextWave spectrum in exchange for a $16bn payment spread out over 5 years. After paying the Government, NW gets $5bn net over that term. A good news/bad news joke for the Q. No CDMA, lots of cash. Have you quantified Q's interest in NextWave? I was under the impression it was 10% but can't confirm. If deal gets Congressional approval, and 10% figure is correct, and 10% means Q actually gets 10% of the cash which I can't confirm yet, then Q may get an extra $100 million every year for the next five years. Not bad. Means pro forma earnings might actually be higher than reported because NW cash would be an exytraordinary item. Oh, well, I guess we'll manage. vbg Will it mean UMTS will have a substantial footprint in US? Probably.