Table of Contents
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PPT Slide
Markets Poised for Next Wave of Growth
Building Shareholder Value Through Clear Strategies
2002 Key Business Objectives
Palm Has Regained Focus and Market Traction
Despite Turbulent Year, Palm Retains Device and OS Leadership
The Palm Economy ? A Strong Competitive Advantage
Objective 1: Creating Two, Well-Capitalized, Profitable High-Growth Companies
Strong Sequential Revenue Growth
Steady State Gross Margins Should Rise to Approximately 30%
Aggressive E-Marketing Leads to Positive Web Sales Results
Disciplined Operating Expense Management
Focused Inventory Management
Objective 2: Executing on the Enterprise Strategy
More Than Just Email and Messaging…
Palm Wireless Messaging Server: ThinAir Acquisition Adds Software Capability
Beyond the Wireless Messaging Server are More Server Based Developer Products
Our Deliverables for the Mobile Enterprise
Platform & Applications – Key Features in our Pitch to IT Managers
TCO – A Key Feature in our Pitch to IT Managers
i705 Provides Palm with Three Revenue Sources
Go-To-Market Strategy
First of Four Strategic Alliances is with CRM Leader Siebel Systems
Recent Enterprise Wins
Objective 3: Delivering the Best ARM-Based Solutions
The Foundation for ARM: Palm OS 5
Palm OS Provides Licensees with Smooth Transition to ARM
Palm Solutions Group Chooses Texas Instruments for ARM Products
Introduce a Broad Array of Wireless Technologies This Year
Why is ARM Transition So Significant?
Regaining Momentum
This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include statements regarding the following: beliefs and expectations regarding the markets for handhelds, devices, software, services and accessories and the growth of such markets; beliefs and expectations about building shareholder value, Palm’s mission and related strategies regarding growth of the Palm Economy and solutions for consumers and enterprises; beliefs and expectations regarding business objectives, including turning Palm into two well-capitalized, profitable high-growth companies, executing the enterprise strategy and introducing the industry’s best ARM-based wireless solution; beliefs and expectations regarding Palm’s focus, market traction, management team, balance sheet and operational improvements, growth, market share, execution on PalmSource, Inc. business separation, execution on enterprise strategy and accelerating innovation; beliefs and expectations regarding Palm’s device and OS leadership, the Palm Economy and developers and software applications; beliefs and expectations regarding milestones relating to objectives, including the completion of the internal separation, achieving break-even operating results and positive cashflow from operations, the external separation of the OS subsidiary, introducing an enterprise integrated wireless device, full behind-the-firewall server-based corporate e-mail capability, establishing strategic alliances with enterprise partners, the beta release of ARM-based Palm OS 5.0, introducing broad wireless capabilities in Palm solutions and introducing Palm-branded, ARM-based product line with wireless capabilities; beliefs and expectations regarding revenue growth, channel inventory, gross margins, component costs, modifications to existing products, improvements in reverse logistics operations, new products, in-house inventory, enterprise penetration, web sales and e-marketing, expenses and operating expense management and inventory and inventory management; beliefs and expectations regarding the i705 and revenue sources provided by the i705; beliefs and expectations regarding the wireless messaging server, the acquisition of ThinAirApps, software capabilities, behind-the-firewall e-mail and other messaging capabilities, higher margin software licensing and service revenue streams, enterprise software knowledge and experience, server based developer products, mobile applications and developer products for the mobile enterprise; beliefs and expectations regarding a wireless database access server and server infrastructure; beliefs and expectations regarding the messaging server and go-to-market strategy; beliefs and expectations regarding strategic alliances and the alliance with Siebel; beliefs and expectations regarding enterprise strategy and the enterprise market; beliefs and expectations regarding Palm OS 5, the Palm OS and Palm OS ready program and the transition to ARM and its significance; beliefs and expectations regarding the relationship with Texas Instruments; beliefs and expectations regarding introduction of broad array of wireless technologies; beliefs and expectations regarding Palm’s momentum, Palm’s team, Palm’s strategy and milestones, operational improvements and financial performance, enterprise and wireless focus and new products in 2002. These statements are subject to risks and uncertainties that may cause actual results and events to differ materially, including but not limited to those related to possible development or marketing delays relating to Palm’s product and solution offerings, potential defects in the products and solutions developed, the acceptance by the market of Palm’s products and solutions, possible fluctuations in the demand for Palm’s products and solutions, the growth of the markets for Palm’s existing and future products and solutions, possible problems arising from the separation of Palm’s OS subsidiary, Palm’s ability to continue existing and create new strategic relationships and alliances, Palm’s ability to compete effectively with existing or new competitors, and possible future price cutting or other actions by competitors. Additional risks and uncertainties are detailed in Palm’s annual and quarterly reports and other filings with the Securities and Exchange Commission, including its quarterly report on Form 10-Q for the quarter ended November 30, 2001, as amended. Palm, Inc. undertakes no obligation to update forward-looking statements to reflect events or circumstances occurring after the date of this presentation.
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Author: Cynthia Kondratieff
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