2008-09 CNB Mobile Broadband Product Strategy Update

1. 2008-09 CNBMobile Broadband Product Strategy Update Scott MenscherAugust 8, 2008

2. Agenda • Topics to Discuss • Current WWAN status • 2008-2009 hardware and software product roadmap (includes MRD info) • WiMAXupdate

3. Executive Summary • Summary: • CNB is ramping up on WWAN • Selling 300+ units per month today on CTO • 1 WWAN-enabled platform today • 7 platforms by mid 2c09 • 12 platforms by 2010 • By 3c08, all 4 regions will be shipping WWAN • Goal is to push WWAN to be commoditized and reduce product complexity • Switching to Gobi WWAN in 3c08 – game changer that allows customer choice and supports both CDMA and GSM networks • Late 2009 goal on software side is to pre-install HP CM 3.0 across all CNB platforms, regardless of WWAN • Pushing HP branded generic CM • WiMAX has pretty much taken a step backwards at this point from the last time we evaluated the technology • Decision points: • Do we want to pre-install HP CM 3.0 across all CNB platforms in 3c09? • Do we want to enable GPS before 3c09? Like in 1.5c09 w/ Van Gogh? • When do we launch WiMAX(if at all)?

4. Current WWAN STATUS

5. What we Offer today • WWAN in 2c08: • Regions • NACC CTO • EMEA • Platforms • Blade (14.1”) • Embedded WWAN modules: • Warbler (CDMA) • Sora (GSM) • External cards: • Verizon v740 ExpressCard (for US only) • Operators: • NACC: • US: Verizon • EMEA: • UK: Vodafone, T-Mobile • Italy: TIM • Nordics: Telenor, Elisa, 3

6. U.s. Embedded WWAN Sales to Date Units 2007 2008 U.S. Embedded WWAN Sales Detail: Platforms: HP Pavilion dv2000 series & HP Pavilion dv4t series (14.1”) Operators: Verizon Channels: CTO Total sales to date: 3,447 units (rough average of 345 units/month)

7. U.S. External WWAN Sales to Date Units 2007 2008 U.S. External WWAN Sales Detail: External modules sold: Verizon v740 ExpressCard Operators: Verizon Channels: CTO (only available with purchase of notebook, not separately) Total sales to date: 4,468 units (rough average of 319 units/month)

8. 2008-2009 HW & SW Roadmap

9. Current Mobile Broadband Roadmap 2C08 3C08 1C09 2C09 3C09 1.5C08 1.5C09 1C10 1.5C10 Mar Apr May Dec Jan June Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Jul Aug Sept Oct Nov Feb Mar Apr May Harbour (8.9”/10.1”) Harbour 2.0 Clifton (11.6”) Clifton 2.0 Luke (12.1” tab) Van Gogh (12.1”) (would include HP CM 2.0 on-image) Frodo (13.3/13.4”) Platforms Bond (13.3/13.4”) Bond 2.0 Rhett 2.0 & Scarlett 1.0 Rhett 3.0 Rhett (13.3/13.4”) Viking (14.1”) Blade (14.1”) Krueger 2.0 & Christine 1.0 (14.0”) Krueger (14.0”) Krueger 3.0 Jones & Raven 2.0 (15.6/16.0”) Jones 3.0 Warbler (EV-DO) Gobi 2(UnDP combo + GPS) Gobi(UnDP combo) Modules Sora(HSPA) Verizon CM (CDMA) HP CM 2.0 HP CM 3.0 (Full featured + GPS & WiMAX) HP CM 2.0 web update (Full featured) HP CM 1.1 (WWAN only) Software Voda CM HP CM 1.0 HP WiMAX Launch (w/Intel “Calpella”) HP CONFIDENTIAL Current platform Plan on Record Future – Not Defined In Planning In Concept

10. 2009 WWAN Hardware Strategy • Hardware in 2009: • General strategy is to treat WWAN as a mainstream feature in 2009 • Goal is to treat WWAN as a commoditized component as best as possible • Trying to reduce complexity, both on a HW and SW side • Pushing the regions and operators to accept a generic solution • Platform support: all possible 16.0” platforms and under (including netbooks) • Regulatory support for modules • Full regulatory support; same as non-WAN models • Exceptions only for countries where legally prohibited • Ex: In Egypt, GPS is prohibited

11. 3c08 Country/Operator support • Mobile Broadband in 3c08: • Regions/Operators targeted • NA: • US: Verizon, AT&T (new to list) • LA (new): • Brazil: TIM, Claro • Mexico: Telcel, Movistar • Colombia: Comcel, Movistar • Chile: Entel, Movistar • APJ (new): • Malaysia: Maxis, Celcom • Singapore: Starhub • Thailand: DTAC, AIS • Hong Kong: CSL, PCCW • Taiwan: CHT, FET

12. 3c08 Country/Operator support • Mobile Broadband in 3c08: • Regions/Operators targeted continued: • EMEA: • UK: T-Mobile, Vodafone, 3 (new) • Italy: TIM • Nordics: Telenor, Elisa, 3 • Germany (new): T-Mobile • Austria (new): T-Mobile • Greece (new): Vodafone, Cosmote, WIND • Turkey (new): Turkcell • UAE (new): Du, Etisalat • Baltics (new): Omnitel, EMT, Elion • South Africa (new): Vodafone, Cell C, MTN • Russia (new): MTS

13. 1c09 Country/Operator support • Mobile Broadband in 1c09: • Regions/Operators targeted • NA: • US: Verizon, AT&T • LA: • Brazil: TIM, Claro • Mexico: Telcel, Movistar • Colombia: Comcel, Movistar • Chile: Entel, Movistar • Argentina (new): Personal, Movistar • Peru (new): Claro, Movistar • Venezuela (new): Digitel, Movistar

14. 1c09 Country/Operator support • Mobile Broadband in 1c09: • Regions/Operators targeted continued: • APJ: • Malaysia: Maxis, Celcom • Singapore: Starhub • Thailand: DTAC, AIS • Hong Kong: CSL, PCCW • Taiwan: CHT, FET • Philippines (new): Globe, Smart • S. Korea (new): SKT, KTF • Australia (new): Telstra, Optus • New Zealand (new): Vodafone NZ, TCNZ • Japan (new): NTT, eMobile • Indonesia (new): Indosat, Telkomsel

15. 1c09 Country/Operator support • Mobile Broadband in 1c09: • Regions/Operators targeted continued: • EMEA: • UK: T-Mobile, Vodafone, 3 • Italy: TIM • Nordics: Telenor, Elisa, 3 • Germany: T-Mobile • Austria: T-Mobile • Greece: Vodafone, Cosmote, WIND • Turkey: Turkcell • UAE: Du, Etisalat • Baltics: Omnitel, EMT, Elion • South Africa: Vodafone, Cell C, MTN • Russia: MTS • France (new): Orange • Israel (new): Orange • Spain (new): Telefonica • Portugal (new): Sonae • Netherlands (new): TBD

16. 3c08 Switch to Gobi WWAN Module • Gobi (UNDP) Features and Benefits: • New minicard module that supports both HSDPA (GSM) and EV-DO (CDMA) • Selected firmware is loaded onto module from the notebook’s hard drive instead of being built into the module itself • Benefits: • $80 cost ($75 net with Qualcomm $5 rebate) • 31% less than Warbler (EV-DO) and 50% less than Sora (HSDPA) • Reduces complexity • Allows for consumer choice in operators • Competitive advantage over other laptop manufacturers • Can be used with generic HP-branded connection manager • Better software experience • New, more user-friendly Welcome Module program for activation • WWAN benefits are better messaged (see backup slides) • HP Connection Manager 1.1 more robust than current solution • Support for HSPA 7.2 (faster theoretical throughput) • Allows CDMA WWAN consumers to roam internationally

17. WWAN Module Comparisons

18. 3c09 Switch to Gobi II • Gobi II Added Features: • Full support for GPS and A-GPS • Support for HSPA 7.2DL/5.76UL • Lower cost (how much lower is TBD)

19. GPS Support • Availability: • Will definitely have GPS support by 3c09 with Gobi II; evaluating GPS sooner, though, with Gobi – possible launch with Van Gogh? • GPS Features: • Standard feature for all WAN notebooks – business and consumer • A-GPS support or equivalent • HP CM include ability to provide location information/coordinates • Support HP ProtectTools solutions remote track/lock/wipe solutions; current candidates from Absolute Software (Computrace) and HP Mobility Solutions Organization (based on bitfone technology) • Expose NMEA port for 3rd party mapping and navigation applications (support MS Streets, Navtech, TomTom) • Stretch target - GPS port exposed/works in Linux; currently don’t know what Linux GPS applications will be available; need to investigate • Enable other opportunities such as MNO LBS, regional attach sales of GPS applications and services

20. 2009 WWAN Software Strategy • Software in 2009: • Image strategy • Incorporate WAN support in standard images; no separate WWAN images starting with 2009 platforms, except for Telco sell-through models • HP CM 3.0 broadly deployed on all WWAN and non-WWAN models • Links between Total Care Setup, HP Advisor and HP CM to drive awareness and activations • Localizations • Full set of localizations; same as non-WWAN models • Rollout • 3c08: HP CM 1.1 • 1c09: HP CM 2.0 (web update) • 2c09: HP CM 2.0 (on-image) • 3c09: HP CM 3.0

21. 2c08 WWAN Software • HP Connection Manager 1.0: • Developed by Sierra and based on their “Watcher” client • Generic connection manager able to access most GSM networks • WWAN functionality ONLY • App to be used with Sora GSM module (EMEA only in 2c08) • Warbler CDMA module (only U.S.) will still use Verizon VZAccess client • Uses Welcome Module 1.0 to install client manager and help with activation • Not a great solution, but a decent stopgap before Welcome Module 2.0 goes live in 3c08 • HP CM 1.0 and Welcome Module 1.0 are the software deliverables BNB used for their 2007 WWAN products • For 2008 (summer), BNB is switching to Gobi and therefore HP CM 1.1 and WM 2.0

22. 2c08 WWAN Software - screenshots

23. 2c08 WWAN Software - screenshots

24. 3c08 WWAN SOftware • HP Connection Manager 1.1: • Developed by Birdstep • A scaled down version of HP CM 2.0 • Generic connection manager able to access GSM & CDMA networks • WWAN functionality ONLY • CM to be used with Gobi/Bird Dog WWAN module • Supports self activation for select partner operators • Easy to use profiles • Update local setting (printer, file sharing, homepage, etc.) • Auto-launch VPNs, other applications • Will be combined with new robust Welcome Module 2.0 • Better messaging of WWAN features and benefits • Better & easier activation help • Slicker UI • HP CM 1.1 and Welcome Module 2.0 are the software deliverables BNB will be using for their 2008 WWAN products

25. 3c08 WWAN Software - Screenshots

26. 3c08 WWAN Software - Screenshots

27. 3c08 WWAN Software - Screenshots

28. 2c09 WWAN Software • HP Connection Manager 2.0: • Developed by Birdstep • Will be available as web update for HP CM 1.1 in early 2009 • CNB will add to image in 2c09 (except for Van Gogh, which will be 1.5c09) • Just like 1.1, but will add back in the missing features that originally gave the application real value as an aggregator of connectivity • Most notably, that includes WLAN, Ethernet, modem, and BT support • May support GPS • Development schedule still under review, but October is targeted • Will use Welcome Module 2.0

29. 2c09 WWAN Software - screenshots

30. 3c09 WWAN Software • HP Connection Manager 3.0: • Brand new, redesigned CM • Developer is TBD • MRD is being finalized now • New features scoped for HP CM 3.0: • New profile setup wizard • New, easier to use UI • WiMAX support • GPS support • HP Wireless Assistant module (no HP WA integration, however, until 4.0) • HP Home Network Center integration • Diagnostic tools • Total Care Setup integration • Easier Bluetooth pairing • Goal is to deploy HP CM 3.0 software across ALL CNB platforms

31. Linux Support • Connection Manager for Linux: • Currently under evaluation and is being planned for 2009 • Schedule for delivery is TBD (estimate is mid 2009) • Will most likely be a separate application than HP CM • Will most likely be for WWAN connectivity only • Per 2009 WWAN MRD: • Linux distro’s to be tested: SUSE, Ubuntu (Symphony?), Redhat, Redflag • Stretch targets: Mandriva, Debian

32. Operator-specific CM SUPPORT • Operator-Specific Connection Manager Software: • Per 2009 WWAN MRD: • Plan to support select MO CM’s per Telco strategy (now in development) • Operator CMs would be for Telco sell through model only; not for general distribution through HP channels • Models with operator CMs would not require any welcome module or HP-provided OTA/OTI activation capability

33. WiMAX Update

34. WiMAX Update • Proposed CNB WiMAX Launch: • WiMAX is currently being planned for 3c09 Intel Calpella launch • Kilmer Peak 1x2 module • HP CM 3.0 support • Platform(s) TBD • Why 3c09? • Network coverage will not be adequate until late 2009 (if then…) • User experience will be similar to WiFI hotspots, not like WWAN • Intel’s Echo Peak solution will not be fully baked until 1Q09, anyway • Ex: Echo Peak will not support Clearwire network until 2009 • 2nd generation module (Kilmer Peak) should be better and cheaper • Mass adoption is not expected until 2010 • Best Buy has changed its attitude towards WiMAX (for the worse) • Analysts have downplayed the technology • Can build a WiMAX story around Intel Calpella launch

35. XOHM* Launches Baltimore Big Event for first U.S. WiMAX City National attention, local activities Intel WiMAX Notebook Launch Intel + OEMs + Carriers Oct XOHM Launches Chicago, D.C. Baltimore-focused promotions (Others TBD): Online, Best Buy, XOHM & Sprint Retail, Consumer Direct, Independent retail*** Q4 CES, Las Vegas National PR, demos, briefings, etc. Intel + Carriers + OEMs + Ecosystem Jan New Clearwire Launches Multiple Cities Major launch with full marketing Q1 U.S. Carrier Rollout Plan (Intel) Go-to-Market Timeline WiMAX Rollout Plans(what has been announced) Sept. Clearwire: Portland, Atlanta, Las Vegas, Grand Rapids XOHM: Baltimore, DC, Chicago, Philadelphia, Dallas/Ft. Worth, Boston/Providence** 2008 2009 2010 ~21M POPs Covered (15M XOHM, ~6M Clearwire) 60–80M POPs Covered(New Clearwire) 120–140M POPs Covered (New Clearwire) *Code names, schedules and features are preliminary in nature and subject to change without notice. Other names and brands may be claimed as the property of others. ** Philadelphia, Dallas/Ft.Worth, Boston/Providence in network preparation stage; launch date TBD *** XOHM distribution channels will vary with device type

36. WiMAX Competitive Info • Competitive: • Dell • Recent press releases talk about “next generation mobile broadband” options in upcoming products – are they referring to WiMAX or Gobi? • New CM makes reference to being “WiMAX ready” • Acer • The Aspire 5920 will be WiMAX-enabled and sold through Sprint in a cell phone-like business model (multi-year contract for subsidized HW) • Lenovo • Recently announced 2008 products have WiMAX as configurable options on some platforms (shows up on configurator but is grayed-out) • Toshiba • Is on-board with WiMax, but no products have been announced • Asus • Announced eeePC with WiMAX; has other notebooks in the works • Apple & Sony • No announced WiMAX plans

37. iSuppli: Mobile WiMAX subscribers Thousands of Subscribers

38. WiMAX forecasts

39. Recommendations • Decision points: • Do we want to pre-install HP CM 3.0 across all CNB platforms in 3c09? • Yes, pre-install the software, as it will add value and allow us to catch up with competition • Will depend on $$, delivery schedule, and performance • Do we want to enable GPS before 3c09? Like in 1.5c09 w/ Van Gogh? • Would be nice to build a story around GPS • Have the potential to be first to market (or close to it) in launching GPS on consumer units • When do we launch WiMAX(if at all)? • Current recommendation is to launch 1 or 2 platforms in 3c09 with Calpella

40. Backup slides

41. Parks Assoc: U.S. WWAN Interest Wireless WAN Review: 4/4/08

42. 3-Year Mobile Broadband Roadmap 42

43. HP cm Release Plan • Have had issues with the HP CM software supplier Birdstep • De-scoped features to hit launch (v 1.1) • Feature recovery plan for 3Q & 4Q (v 2.0 & v2.1) • Re-negotiating Birdstep licensing agreement

44. 3-Year Communication SW Roadmap • Focus: • Consolidate wireless support into fewer applications • Develop HP CM as a source of competitive differentiation • Continually enhance ease of use

45. 2009 WWAN Regulatory – APJ & NA 45

46. 2009 WWAN Regulatory – LA

47. 2009 WWAN Regulatory – EMEA