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Technology Stocks : CDCO - CidCo Incorporated -- Ignore unavailable to you. Want to Upgrade?


To: Rob S. who wrote (108)3/26/1998 5:09:00 PM
From: Jim Mac  Read Replies (2) | Respond to of 204
 
Think about it: at least 1 million iPhone users paying Cidco $4.95 per month to strip/compress their current ISP's data, so they can have extra access in the house, like in the kitchen.

That works out to at least $0.50 EPS per Q for Cidco.

That's where the big money is.

Cidco plans to upgrade iPhone software this year to make this possible. So, you can keep your AOL/Earthlink/ATT Worldnet/etc. on your computer (your main access), and pay a few bucks more for extra access elsewhere in the house.

And when cookies and frames are supported, and iPhone is in color, we'll have a winner. Recession-proof, recurring revenue baby. I like it.

Good deal.



To: Rob S. who wrote (108)3/29/1998 5:01:00 PM
From: Jim Mac  Respond to of 204
 
Alcatel just announced their webphone, and it looks way better than iPhone, judging from the full-page ad in SF Chronicle today.

Link: biz.yahoo.com

Alcatel's looks much more elegant, has built-in smartcard reader, larger pop-out keyboard, color touchscreen, and is based on Sun's PersonalJava.

Planned U.S. introduction summer 1998. Looks like a killer product. Cidco better get going with improvements or Alcatel may hurt iPhone sales big time.