Infowave Wireless Messaging IW:TSE Message Board

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Gold/Mining/Energy : Infowave Wireless Messaging IW:TSE

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To: P2V who wrote (1251)	1/15/2000 2:32:00 PM
From: axial	of 1690

Rats! Mardy, if I'd known you were buying in, I could have picked up some more on the pullback.<g> Semi O/T - a lot of analysts are saying that the interest rate increases ( 2 @ 1/4% ) have already been priced into the market. Mr. G seems to be saying that he'll just hit the brakes lightly. So there'll probably be some market instability as bonds approach 7%, but if the inflation miracle continues, the market conditions for IW look not too bad as we gear up for NASDAQ. The consistent rumor is that the listing will be in March. Before then, again, the rumor is at least one blockbuster deal, maybe more. Personally, I'm guessing that there will be another blockbuster deal to be announced after NASDAQ - just a guess - to raise awareness in the States after listing. Just speculating, I don't think that $50 in June is impossible, though it may wait until September. A lot will depend on how NASDAQ receives the stock - once IW starts going head-to-head with Aether and Puma. Anybody have thoughts, guesses on the revenue implications of the Sierra deal? Here's a link to coverage maps for CDPD in the US, and the Mobitex site: mobitex.org bellsouthwd.com Hitting the "Overlay Coverage Areas" button will give a good idea of coverage vs. population. Some of the revenue will depend on how fast the Metricom/Ricochet buildout goes. metricom.com Should be a pretty exciting year.

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