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

To: David Patrick O'Connor who wrote (1362)	2/25/2000 11:25:00 PM
From: axial	Respond to of 1690

David - The operative word being "seems". "The service seems to have IW written all over it." Oh, my, there will be some very unhappy investors if IW does not have an iron in this fire. I agree, though: it looks like a natural for IW - and, in fact, in terms of revenue potential, it may even be better than the Revolv it replaces. What a world we're investing in! I remember emailing IR a year ago, and posting to Cash Cow on SH that IW was not involved with WAP, but were "closely monitoring" it. The news about WK was awesome - until lately - now it looks like it's toast. Blink your eyes, and it all changes... Anyway, David, I think you've got it right: this should be the next big NR from Infowave.

To: David Patrick O'Connor who wrote (1362)	2/26/2000 6:43:00 AM
From: Robert Dydo	Read Replies (2) \| Respond to of 1690

Hello, I am trying to catch up here and you got me worried. First I don't think that Revolv's concept is dead. The structure has changed, but the building block remains. No matter where the wireless server resides, you still need the software to receive the data at the other end. IW is still there. Who knows maybe the server was a collaboration. WK changed their vision, IW is still part of it. One cannot help to see that IW is missing the wireless action and this is the sign of struggle for how much the PP will be offered(raging on). In my speculation CDN brokers are blocking the stock to get on the cheap shot. It doesn't take genius to see that 80% of stockholders are holding and waiting, a perfect time to play the price wars with company which threatens to do free-Nasdaq. Negotiating a deal is tough with IW since US bankers(brokers)are at the table. If the news release will be made on W2000, Canadian brokers will either pay the price in favor of IW or next thing will be a Nasdaq NR with US financing. If there is no news Canaccord will get what they want. I feel very strong that IW wants the first scenario, which brings us to W2000 and news. Next week will be very important, not for the future of IW share price. We all know where we are going to be. You can't deny the conditions of the market for long. It will answer how long we will have to wait. I can think of many ways to logically answer why things are the way they are. Yet think of this as speculation at the most. Robert

To: David Patrick O'Connor who wrote (1362)	2/26/2000 5:28:00 PM
From: axial	Respond to of 1690

David - Since I've held Infowave I've believed this: that Infowave's working relationship with Microsoft might one day provide a means to persuade MS to incorporate Office Enabler features into MS Exchange. I spent last night reviewing all my old links on Infowave, reviewing the developments, trying to put the pieces together in a sensible, not-too-speculative way. I have also tried to incorporate background info that hints strongly at MS involvement. My ramblings on VR aside, this has to be what the (presumed) collaboration between MS and Infowave involves. This makes sense. It feels right. To believe this, one has to believe - (a) The move to Redmond was not about sales and marketing at all. That was just a cover story. It was really about software integration. (b) The rumors about MS involvement are true, but they've got the wrong slant. It's not a money deal, it's a software collaboration that gives IW a slice of MS Exchange's pie: the revenue implications could be enormous, depending on the terms of the deal. Accepting the above as true, then you have a predictable financial foundation that you can take to US investment bankers, and many of Infowave's moves become more understandable. Examine the timelines of Infowave's events - including the move to Redmond. The exciting thing about this possibility is the revenue implication: Infowave is not tied to any deal with any wireless provider - they will get revenue when anyone, anywhere, using any software, any provider, buys and uses Exchange. This has to be it. Speculation, but I believe it.