Watching for Danger

By Rob Enderle  |  Posted 2004-06-08 Print this article Print

But while we often talk about Microsoft, RIM and even Good, we dont spend much time with Danger, and that company is doing too well to ignore. Danger makes the Hiptop smart phone, which is marketed by T-Mobile in the United States (T-Mobile currently has the most aggressive data plans) as the Sidekick. This product is targeted at the consumer segment right now, but it is clearly trending toward the SMB (small to midsize business) space. For example, Oracle has brought a large number of them onto its campus to explore the products potential to move new Oracle database solutions.
PalmOne and IBM unveiled diminutive devices at the Digital Experience show. Click here to read more.
While the Sidekick accounts for only 1 percent of T-Mobiles phone sales—which are currently manufacturer-constrained— it accounts for 10 percent of the data revenue, which is why it is gaining popularity in Asia and Europe. What makes the Danger Hiptop/Sidekick so different in a market that most think is dominated by RIM is the companys focus on the consumer segment, as opposed to the enterprise customer. Next page: Beware the rocky shoals of the enterprise.

Rob Enderle Rob Enderle Enderle Group 389 Photinia Lane San Jose, CA 95127

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