CDCO - CidCo Incorporated Message Board

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Technology Stocks : CDCO - CidCo Incorporated

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To: intdfollower who wrote (118)	4/2/1998 2:38:00 PM
From: Lizzie Tudor	Read Replies (2) of 204

<OT> I recently stumbled upon this company by accident and the quality of top mgmt here is amazing given the concept. They've got Eilers which as I understand it was one of the few decent execs from Apple... supposed to be a software guy - whats he doing with these stupid phones? And its not just Eilers theres supposed to be an excellent mfg VP also. And another company, I think in this same space (internet on phones) managed to recruit 2 VPs from Oracle, these guys actually left the enterprise software arena for this - come on! Im involved with a startup enterprise software company (like Ariba) and we would kill for people like Cidco has. Even the VC cant deliver anybody. And in my space, were talking about companies with potential mkt cap of minimum 500M, and the extended supply chain space is wide open. I just wish these guys would think about the concept a little more before they get involved with these companies. Compare the value add to the customer of a smart phone vs. software that uses the internet to consolidate and 'cut out the middleman' for business. Just a thought. Michelle

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