Preliminary Worldwide PDA Shipment Estimates by Operating System Q1 2004

                                         1Q04             1Q03
                                         Market           Market
                                  1Q04   Share     1Q03   Share Growth
Company                        Shipments   (%)   Shipments  (%)    (%)
----------------------------------------------------------------------
Palm OS                       1,113,089   40.7 1,403,418   49.0 -20.7
Windows CE                    1,099,931   40.2 1,051,401   36.7   4.6
Research in Motion              405,000   14.8    89,500    3.1 352.5
Linux                            52,300    1.9    52,967    1.8  -1.3
Others                           64,490    2.4   268,278    9.4 -76.0
Total                         2,734,810  100.0 2,865,564  100.0  -4.6
----------------------------------------------------------------------

The US will gain 8.5 million new broadband households by the end of the year, with most of the gain coming from new cable subscribers, according to Strategy Analytics. DSL will contribute 2.9 million new households.

According to AOL Research, the following features are used most widely on instant messengers: buddy icons (85%), sounds (59%), wallpapers (43%), file-sharing (26%), customer service (14%), games (13%).

According to the latest Market Pulse report from Sage Research, 53% of US business professionals at companies with over 100 employees use application service providers (ASPs) for one or more applications. Furthermore, another 28% of business professionals told Sage that they do not currently use ASPs, but plan to within the coming 2 years, leaving less than 20% not planning to use ASPs.

eMarketer quotes the WebMetric study on Web sites ranked by the speed of load:

1. Google
2. Gator
3. Altavista
4. Disney
5. Peel
6. Infospace
7. Kazaa
8. About
9. Microsoft
10. Classmates

IDC says that in 2003, businesses spent on average $42 bln on security, compared to $43 bln on printers and other peripherals, accounting for 4.8% of total IT spending.

The worldwide market for handheld devices declined in the first quarter of 2004 due to seasonally sluggish demand and vendor re-focusing. According to IDC?s Worldwide Handheld QView, device shipments decreased 11.7% year-on-year in Q1 2004 and dropped sequentially 33.1% to 2.2 million units.

In its fifth annual Web@Work study, Websense finds that 51% of US employees who use the Internet at work spend between 1 and 5 hours online at the office for personal reasons. The most popular categories for browsing at work are news, travel, personal e-mail, shopping and online banking.

Worldwide spending on chip-making equipment will rise an estimated 48% this year and 28% next year, topping out at $43.1 billion before dipping 5% in 2006.

Gartner listed top 10 technologies that will become strategic in 2005:

1. Instant messaging
2. WLAN
3. Taxonomies
4. Voice over IP
5. Software as a service
6. Real-time enterprise infrastructure
7. Utility computing
8. Grid computing
9. Network security convergence
10. RFID

A study conducted by KidsGuard.com among a sample of over 66,000 children in the UK determined that kids receive an average of 1.46 pornographic e-mails each day and 10 per week. KidsGuard bases its findings on a survey of over 692,000 spam e-mail messages received by 66,063 children between October and December 2003. The study found that in addition to porn e-mails, children also receive large volumes of finance and get rich quick spam, averaging 2.39 and 1.47 respectively, per day.

Revenues from broadband Internet access in Europe are expected to grow to 22.7 billion euros ($26.94 billion) in 2008 from 3.3 billion euros this year as its use widens to 30 percent of households from eight percent, a report said on Thursday. Some 45 million European households would have a broadband connection by 2008, according to the report, prepared by a group of 20 leading communications companies and presented at a European Union ministerial meeting in Ireland, current holder of the EU presidency.

Information technology spending in Asia, excluding Japan, is expected to rise 10% this year to nearly $88 billion as the global economic recovery gathers steam, a research group said on Thursday. International Data Corp’s forecast is nearly triple the 3.4% increase in IT spending for 2003, when the economy began to pick up after two years of weakness.

The online survey found that 90% of consumers have no more than 1,000 songs on their PCs. And 77 percent of the consumers Jupiter questioned said they’d be interested in purchasing a portable media player with a capacity of 1,000 songs.

Average enterprise broadband spending has decreased significantly in the last 12 months and Australian businesses are spending more on IP services this year, compared to 2003, according to an IDC report. The study Australian Broadband and IP services Usage and Preferences 2004 found that on average, surveyed companies were now spending about $3500/month on broadband connections. In 2003, they spent $7600 on average per month.

Microsoft currently has around 90% share of the client operating system market with Windows but this will fall to 58% by 2007 as new devices increasingly appear, IDC said. By 2007, Windows on PCs will account for 58% of the client operating system market, with the Symbian OS for communication devices taking 17%, according to IDC figures. Only smart mobile phones with the ability to run applications are considered to have true operating systems, in IDC’s definition. Windows for communication devices will account for 6% of the market and Linux for digital video recorders will account for 5%. The server market will also remain mixed, with variants of Unix accounting for 36%, Windows for 35% and Linux for 15%.

A recent user survey of over 3,000 enterprise and public sector CIO and IT managers region wide illustrates that better times for IT suppliers are surely ahead. This survey had 58% of respondents noting that overall IT expenditure will increase in 2004, compared to a minority of 2.5% noting a decrease in spending. A similar trend was observed for calendar year 2003 as well, with spending increases vastly outpacing spending decreases. Region wide, the surveyed average budget growth of between 11% to 13% for these two years, correlates strongly to our current regional forecasts for the enterprise segments.

According to Nielsen/NetRatings, 42.5 mln of Internet users live in the households with combined incomes of $50K-75K, 37.8 mln in households with $25K-50K of combined income, 26,4 mln in $75K-100K and 17,8 mln in $100K-150K. The smallest internet share belongs to extremely rich (7.9 mln live in households with $150K+ combined income) and very poor (8 mln users have combined household income of $25K and less).