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Gold/Mining/Energy : eDispatch.com EWD.V (formerly Instep Mobile)
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To: Lalit Jain who wrote (38)4/12/1999 4:06:00 AM
From: Ontopequity  Read Replies (1) of 289
 
Thank you for your encouragement. I was inspecting an installation my crew had completed for a local surgeon, when I took the fall. Funny thing is, it was actually good for business. I had a great year in the construction side and investment side of my operation. I spent a lot of time pouring over annual reports from Berkshire Hatheway BERK -NYSE and reading books on the famous Warren Buffet. I also read many books on the founding of high technology companies like Microsoft and Intel and it this has changed the direction of my business. Many of the things that these companies struggled with are the same sort of things that eDispatch.com must grapple with as an emerging technology player. Early Microsoft software was always late to market , and Intel had to go to great lengths to design manufacturing processes, and new marketing ploys to stay ahead of the flood of cheap Japanese chip makers.
There is a point at which these companies developed a critical mass of customers which propelled them further in exponential fashion. Consider the first fax machine cost over a million dollars to produce and yet was useless until another one was made. So it goes with communication products which derive at least some of their value from the amount sold. They begin to set de facto standards, and the technology no longer is pushed into the market, the market then begins pushing the technology.
This is why I have always been so bullish on the prospects of EWD. Currently they are pushing this new solution into the corporate world of mobile workers. The have made some remarkable success and yet it is a push and a struggle. Consider what will happen when a number of large mobile telcos begin to push it to their corporate clients. Consider what will happen if this inexpensive dispatch solution begins to enable smaller companies to behave like larger companies. Then the playing field suddenly begins
to PUSH the technology. People will absolutely REQUIRE dispatch technology in order to remain competitive. Can you imagine Federal Express without dispatch technology? Certainly not, but I think a time will come when smaller companies world wide will have to have a similar system in order to compete. Then it will no longer be eDispatch.com pushing it's technology on the corporate world, the corporate world will be pushing the technology. For this reason I keep a close eye on the developments of the company and have thus far been impressed with what has been accomplished with such little resources. I will be watching very closely how things develop with the new financing and people in place for 99. If eDispatch.com is successful in 1999 in signing some US networks as host clients, and ramping up some end users in the US, then today's stock price will prove to be a steal of a buy. US telco's translate into US investor awareness which translates into a farewell to the VSE status. ontopequity.com
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