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To: jhg_in_kc who wrote (1550)	3/13/2000 3:23:00 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 3070

"You're seeing a lot of companies turn their guns from the PC industry to hand-helds. I think it's the biggest no-brainer in the world." Yeah, a lot of big guns are aiming over here. INSP doesn't compete in the caching area, but the INKT announcement seems to enable the notion that the wireless web ain't gonna be a closed portal world... and handheld device users will want to access everything out there - fast. Have no idea whether INKT's shopping software, which it is planning to port to wireless, is any good, but clearly it would be directly competitive with INSP. Maybe the market action the past two days indicates the world is figuring out that no one player is going to have a free ride in this arena. I am going to be really pi**ed if this thing keeps sliding.