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Gold/Mining/Energy : Net Shepherd Inc. (WEB) on ASE -- Ignore unavailable to you. Want to Upgrade?

To: Boolish who wrote (364)	9/1/1999 9:04:00 PM
From: Crazy Canuck	Respond to of 1252

>>Just imagine how much easier this would make it for . . .<< I have to apologize. After reading this line of your response I stopped reading your post and I started to drift off thinking about many of the possible ways that NSI's distributed task force could be deployed. Don Sanford mentioned that there are approximately 1,500 "highly productive" members of their task force that NSI could mobilize to collect and research information for NSI's customers. Imagine if these researchers were outfitted with the new wireless Internet Palm pilots as well as their own PC's. Think about the information that could be collected and sent in to NSI's clients related to pricing, inventory levels, etc.. I find it exhilarating when I try to brainstorm about some of the potential uses for . . . stationary based researchers who also have the capability to become mobile and remain connected over the Internet by using these new wireless Internet units. They can be relaying information to NSI while conducting their field research. I asked John Wester (NSI's Chief Technology Officer) what would stop some other company from mobilizing a group of people to mimic what NSI is doing. He said that what makes their researchers different is that NSI has spent many man years fine tuning and developing the community support for these people. They have taken extraordinary care to ensure that they also have several layers of data quality controls built into the system. I believe that given the years that NSI has spent developing and fine tuning their model (along with their patents), this will ensure that they can maintain their competitive advantage and maximize their first to market leverage. >>The idea is brilliant...it is becoming implemented right before our eyes...and they are the PREMIERE company to venture into this avenue.<< After listening to the conference call, and letting what was said sink in, I too now feel as you do. I am convinced that the potential for this model is staggering. Thankfully, so too is the pent up demand for this service. As a result, the market potential for this company is mind numbing. I now believe that selling their services to others will not be a problem. However, what may be more of a problem for them is to control the dramatic growth that I can now see that is ahead of them. That said, their model seems relatively easy to ramp up (with very little incremental capital costs). Also, despite investors' obvious impatience to see immediate results, their decision to take the time to ensure that the proper infrastructure is in place has probably been a very wise one. >>So hold onto those shares...we are at the beginning of something potentially monumental.<< Well said! Crazy Canuk