To: Crazy Canuck who wrote (318 ) 8/10/1999 1:27:00 PM From: Crazy Canuck Respond to of 1252
>>As you pointed out a few of us travelled to Calgary early this week to meet with the management of NSI. Over the past few days, we have been working on our notes, and have been planning to review some of the comments with Peter Hunt before posting them. We wanted to ensure that we accurately captured what was discussed.<< I just wanted to provide a status report to everyone. Regrettably, we are still compiling our notes from the meeting with Ric Charron and John Wester. We have now scheduled our follow up telephone conference with Ric Charron and Peter Hunt for the afternoon of the 12th (Thursday). During this phone call, we will be asking some follow up questions, and confirming that what we wrote is indeed correct. We expect to have any revisions made by Friday morning. When these are ready, we will post them on SI, and a few other selected Investment discussion sites. I will say again, that what they told us about their capabilities and plans was exciting. I believe that the potential with this company is tremendous. If you recall, that a few days after our meeting with them, they produced their "Roadmap" document. I can say that after our visit with them, I believe that this document does a good job of capturing what could be in their future. If you also recall, their President made some promises to the shareholders about what this company will do. I have faith that once they lay a few more foundations, then they will be able to pull it off. I wish everyone could have seen the excitement in John Wester's eyes when he talked about their technology and how they are using it in a unique and exciting way. Now, I have to say that I consider myself somewhat immune to a company rep's hype about their ability to make a better mouse trap etc.. However, from what I could see from John's presentation, their mouse trap looks pretty darn good to me. Once again, I apologize for the delay in posting these notes. I chalk this delay up to a combination of our busy schedules, the volume of notes we took, and our concern with accuracy so that we do not mislead or misrepresent what was discussed. Thank you for you patience, and we look forward to getting these out to you as soon as possible. Crazy Canuk