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Gold/Mining/Energy : Infowave Wireless Messaging IW:TSE -- Ignore unavailable to you. Want to Upgrade?

To: Robert Dydo who wrote (1234)	1/12/2000 5:41:00 AM
From: axial	Read Replies (4) \| Respond to of 1690

Robert - Good post. It's unfortunate that the knowledge and insight that you demonstrate isn't yet shared by the investment community, and by our neighbours to the south - of whom you may be one. It'll be nice when Infowave becomes a "name" in wireless software. The strategy of Infowave - to make their initial drive to the enterprise market, running MS software - is paying off. More, they are now leveraging that credibility and acceptance into other markets; I expect to see tightly focused efforts at programming into other wireless segments in future. The way I read your post, the overall strategy is paying off handsomely, even with the occasional question mark ie., Bell/Vodafone, the IBM connection, etc. I wonder what the marketing costs are for Infowave? I don't think they've missed any wireless conference or show of note in the last year - they're everywhere. The immediate costs are large, but the payoff will show up soon - and keep showing up. All in all, a great investment - excellent software, good product design, strong marketing, a tight business plan, and an aggressive approach to the future. No matter what the market does, in the near-term, I'm expecting a share price of $70 US by y/e 2000, especially as the plan becomes clearer to the investment community. PS - a link to the Mobitex site - go to the parent directory, lots to check for - the maps, with BellSouth and CDPD coverage were interesting, remembering the Sierra Wireless connection... mobitex.org

To: Robert Dydo who wrote (1234)	1/18/2000 1:29:00 AM
From: Robert Dydo	Read Replies (1) \| Respond to of 1690

Hi to all, $27.65, small price of big partnership? It was official in the morning, it is unofficial now. Nokia's pavilion was exhibiting IW's WAP applications, no sign of pavilion or WAP applications as of this moment. It appears that Infowave has more aggressive strategy than its daily trading, in getting together with those who are the big players of the industry. BellSouth, Bell Atlantic, Phone.com, Nokia, Wireless Knowledge(Microsoft & Qualcomm), Sierra Wireless, Glenayre. Is your head spinning yet? On February @ in France IW and PHCM will exhibit on GSM Show: "As Infowave enters into the GSM market, the wireless division will begin to focus more on GSM related conferences and exhibitions". OK, we have a product and we are entering the market. Not only Mobitex, CDPD, but Sierra's deal for CDMA and Phone.com's workings for GSM, is this cornering the market? You bet. CDMA product is probably ready as well, so don't expect a long wait neither. How about WAP? WAP applications with Nokia are beautiful things as WAP is the name which is bringing huge attention. Driving to my work I have seen a poster from Ericsson about WAP, just a bit smaller than Nokia WAP phone builder. You see, Ericsson made a deal just about 4 days ago with company called Extended Systems and if you read this you will find it very interesting: biz.yahoo.com and this fragment: "To initiate the agreement, Extended Systems will provide its XTNDConnect PC mobile data synchronization and management software to bundle with select Ericsson phones, the first one will be Ericsson's WAP-phone R320. XTNDConnect PC provides mobile knowledge workers with the ability to synchronize and manage information such as contacts and schedule between personal computers and Ericsson mobile devices. XTNDConnect PC supports synchronization of applications such as Microsoft Outlook, Lotus Notes, Lotus Organizer, Symantec's Act!, NetManage Ecco Pro, and Goldmine with Palm Computing, Windows CE and Ericsson mobile devices." Infowave is more defined and more oriented in specific direction, but if one can speculate analogy, I wouldn't mind see IW as a companion of choice made by Nokia in the area of Outlook alone. XTND is worth about $587.7M US which is about $822M Cdn. They also deal with Motorola: biz.yahoo.com Nice, but guess what? Symmetry does similar things for any pager out there. If IW was to match "Extended" valuation, $35.00 per share would be in order, noting Symmetry and future Nokia's collaboration only.