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Technology Stocks : I-Link Inc (ILNK), VoIP Telephony -- Ignore unavailable to you. Want to Upgrade?

To: Paul K who wrote (356)	3/6/2000 9:56:00 AM
From: Paul K	Read Replies (1) \| Respond to of 417

I-Link's Transformation Is Underway.... (from Yahoo) by: SmartWire (M/Chicago, IL) 2/16/00 8:21 am Msg: 19932 of 19935 I-Link is is moving through an incredible transformative space right now. More and more companies, platforms, institutions and networks will be discovering the incredible raw, viral power of I-Link's core technology and business model. We are close to entering into a formal business relationship with I-Link. For legal and confidentiality reasons, the time I spend sharing information on this board related to I-Link has to be spent in other areas. Please note, however, that I/we will not give up the good fight to share transformative energy, ideas and information with I-Link's management/brass. My singular profile on this board will be less visible going foward. I expect Glotech will continue to be the bearer of light and perception and information. There are many, many others who have been part of this quest to work closely with I-Link as it moves through this transformative stage in it's development. I expect this stock will be riding a wave which will crest $100 over the next year. It wouldn't surprise me to see I-Link splitting and resplitting again as it hits an ajusted $1000 per share. I have no plans to sell or trade any bit of my current position. For the telecom industry is still in the very early stages of being radically unbundled into open, fluid, realtime expanded service IP networks. And I-Link is at the leading edge of this trend. We are very excited about the potential with I-Link's GateLink API development program. We are excited about the possibilities with Indavo. We are thrilled by the potential to build/occupy an objectified directory layer to track, fullfill and target expanded services in a realtime eventually worldwide one-platform QoS IP environment. As for my latest salvo about I-Link's dysfunctional past, when all is said and done, everything boils down to ONE simple equation: Dick Marriott (or other new investors) + extended TRUST to I-Link = Growth. Dick Marriott has not really taken TRUE RISK with I-Link. And the simple reality behind this fact supports the notion that along with this unwillingness to take risk there's been a failure/short circuit when it comes to extending TRUST to I-Link's management. If the lead investor can't TRUST I-Link's management then I-Link's management can't mirror trust to the outside world. Sure there may be a trust/control link to I-Link's corporate legal dept. but this trust was NOT extended openly, fluidly to the core management team. Same thing happens when we raise children. If we don't trust them, they will begin to curtail their line of fluid innocent awareness and gradually begin to NOT trust the outside world. Granted there must be discipline, but this is where controls come in. There's a great new book out called Smart Love which goes into detail about this. My wife and I recently completed a three week course on the subject conducted at our son's Montessori school. Amazing similarities/ties to understanding I-Link's situation. Over the past several months to a year, the greater I-Link community of reps, investors and customers have been really trying to show I-Link how much we TRUST them for we've been trying to empower them to understand and transform this company so it can explode and grow into the great story and potential we know it's capable of achieving. Getting I-Link's management to "see" and understand these things requires a mutual mapping and balancing of energies. It also requires taking RISKS, pointing out problems and embracing the necessary changes to right what's wrong. I think Dror Nahumi is doing an incredible job in his new role. And I have voted with my pocketbook. >>more>> I-Link's Transformation Underway (2) by: SmartWire (M/Chicago, IL) 2/16/00 8:22 am Msg: 19933 of 19937 >>cont>> It's now time for John Edwards to become more and more visible over time. But before this can happen I-Link needs to decisively and conclusively address the need for Marriott - and if not Marriott - some other group or single investor who CAN/WILL trust I-Link enough to extend TRUST to make this story really explode. It's really up to the mix of energies and risks which John, Dror, Mark Hewitt and others on the outside are willing to take. I think we are nearing the end of John Edward's "Evolution To The Revolution" phase. It's really time to blow doors down and evangelize this thing. But we need to know I-Link is feeling/experiencing the same high energy and excitement internally. My guess right now is that there's still a lot of work that needs to be done to raise up, excite and empower I-Link's human capital. Going forward I can see the I-Link community banding together more formally. What you have witnessed on this board over the past several months is a microcosm of the ways in which financial markets are being radically unbundled. Over time it's inevitable that communities will end up owning/controlling all companies. Traditional companies will give up trying to be all things to all people when it comes to marketing, development, sales and support. I see these roles being outsourced and offloaded to networks and communities such as BigPlanet and other community/networking platforms. I-Link is right in the middle of redefining it's position with respect to the marketplace. Master Agents, development partners, networks, platforms and the communities that populate them will become a new positional world for I-Link enter into and learn much from. And sure, there will be a lot of traditional B2B stuff going on between companies using I-Link's technology/platform. We'd like to help I-Link during this transition. They have been slow in getting this "new act" together, but we are patient. As for me, my writings and presence on this board, in addition to sending out to a basic email list, will be moving to a more secure, less I-Link specific site going foward: The IP Revolution site over on Delphi is a place where you can always find me. There will be other stocks/companies which we will be working with going foward. I can see many, many great transformative technology, investment and networking opportunities ahead. We'll be pursuing our next technology/business/investment challenge with another little company based in Texas which has come incredible IP videoconferencing technologies which we think should rapidly open up interactive training/development/networking opportunities on the net. Peace. GO!!