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To: gfs_1999 who wrote (62)8/3/2000 4:50:15 AM
From: Walter Morton  Read Replies (1) | Respond to of 96
 
COMPETITION as stated in the S-1 filing.

CURRENT COMPETITORS:

InfoSpace.com
Saraide.com
MSN Mobile
Datalink
Airflash, Inc.
Phone.com
Yahoo!, Inc.
AirMedia
@mobile.com
CNN Mobile
Aether Systems, Inc.
SmartServ Online, Inc.
Strategy.com
724 Solutions, Inc.

POTENTIAL COMPETITORS:

America Online, Inc.
TIBCO Software Inc.
AT&T Wireless
Bell Atlantic Mobile
Metricom, Inc.
Nextel Communications, Inc.
Omnipoint Communications Services
Sprint PCS



To: gfs_1999 who wrote (62)8/3/2000 4:47:53 PM
From: Dale Baker  Read Replies (2) | Respond to of 96
 
If IIIM is so huge, why were the revenues only $1.1 million last quarter?

Assuming a company will go from nowhere to a major player is a dangerous business.