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Author: Sramana Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 15  
Subject: The Convergence Device Trend Date: 10/9/2007 9:11 PM
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A number of companies will be benefitting from the Convergence Device trend that has gained tremendous momentum because of the iPhone.

You can particularly watch the iPhone's competitors, and component providers.

Also, the GPS device is likely to get absorbed into the phone.

Here is a link to further discussion about many of the companies that benefit from this trend:

http://sramanamitra.com/articles/convergence/

I hope you find them useful.

If you are tracking something that I am missing, please flag me.

Cheers,
Sramana
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Author: InCards Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 10 of 15
Subject: Re: The Convergence Device Trend Date: 10/17/2007 12:02 PM
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Non-Cellular Converged Devices: The New Maemo-Linux Nokia 810 Internet Tablet ...

... with Touchscreen AND slideout QWERTY keyboard (and presumably BT portable keyboard support like the N800):

http://www.internettablettalk.com/2007/10/17/the-nokia-n810-internet-tablet/

The scheduled announcement (and specs) are evidently due later today although conflicting reports say October 23rd for the announcement. Photos look PDG.

This explains the fact that the N800 IT is now available here in the USA at Buy.com for the recently dramatically reduced throwaway price of $239 delivered, and I think I may order one (although I'll wait for specs/price on the N810 which is starting to look less like a skunkworks project than its 2 predecessors) ...

http://www.buy.com/prod/nokia-n800-internet-tablet/q/loc/101/204055141.html

http://www.news.com/8301-10784_3-9795889-7.html

There is a good N800 infomercial (conducted by a Nokia rep) at the 1st of the two links directly above.

If the N810 includes GPS or ideally GPS/A-GPS Navigation I may forgo the N800 purchase. The SIRF powered (I think it's SIRF powered but haven't confirmed) BT enabled Navigation kit (~$200) with Navicore 2007 navigation software is optional on the N800.

<< Also, the GPS device is likely to get absorbed into the phone. >>

Nokia is leading that charge. They are in early to the nasent converged device PND segment as a result of its gGate5 acquisition and the pending NAVTEQ acquisition, it's soon to launch Ovi portal (with Nokia Maps), the shipping Nokia 330 and 500 Auto Navigation devices, N800 Tablet Navigation kit, as ell as the Symbian/S60 based Nokia N95, Nokia 6110 Navigator, E90 Communicator, and several other devices coming on stream (about 20 devices anticipated in 2008). More on this emerging market here ...

http://tinyurl.com/yvzscn

Cheers,

- Eric (IC) -

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Author: InCards Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 11 of 15
Subject: Re: The Convergence Device Trend Date: 10/17/2007 1:18 PM
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N810 IT Specs Now Available ...

http://www.nseries.com/index.html#l=home

http://www.nseries.com/index.html#l=products,n810

Built in GPS Reciever:

• Map application with pre-loaded maps including points of interests
• Premium services available on purchase including Wayfinder navigation

Same display as the N800

• High-resolution touch screen (800 x 480 pixels) with up to 65,536 colors

Same Memory and Storage as the N800

• DDR RAM 128MB
• Flash 256MB, 128 MiniSD with extender included in sales package
• Up to 2GB internal memory
• Two internal memory card slots, compatible with SD, MicroSD, MiniSD, MMC, and RS-MMC.
--> Supports memory cards up to 8GB. SD cards over 2GB must be SDHC compatible.

Same TI ARM11 Processor (OMAP 2420 @400Mhz) as the N800

Improved Battery: Operating times¹

• Battery: Nokia Maps BP-4L
• Continuous usage (display on, wireless LAN active): up to 4 hours
• Music playback: up to 10 hours
• Always online time: up to 5 days
• Standby time: up to 14 days

¹ Operating times vary depending on the radio access technology used, configuration and usage.

- IC -

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Author: InCards Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 12 of 15
Subject: Re: The Convergence Device Trend Date: 10/17/2007 2:03 PM
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SDK for Third Party Applications on the iPhone ...

... and iTouch:

http://www.apple.com/hotnews/

This removes a knock-off for the iPhone and legitmizes calling it a smartphone, in the minds of some critics (not me).

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