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To: Spytrdr who wrote (2106)	8/9/2000 1:27:45 PM
From: Bao Truong	Respond to of 3070

Just something I just found. ``In the next 12 months, people all over the world are going to expect that their favorite Web sites are available on their handheld devices and wireless phones,'' said Thomas Dollhopf, Investment Manager of Siemens Venture Capital. ``We are investing in 2Roam because we believe they are one of the companies that is going to help make this a reality.'' About 2Roam, Inc. 2Roam represents a new class of Wireless Web Application Service Providers (ASP). Based in Redwood City, Calif., 2Roam's customer-oriented approach, market-driven wireless vision and superior technological platform enable Web site businesses to quickly and profitably extend their business model to the wireless world. With the 2Roam solution, Web site businesses can deliver their content, commerce and services to all types of wireless devices without any changes in the way they do business. Based on a breakthrough technology platform, the 2Roam solution goes beyond pure technology to address the revenue and business needs of customers by enabling value-added e-revenue services and supporting flexible business models. With 2Roam, Web site businesses can now extend their brand and revenue streams to the growing number of wireless users with maximum functionality, usability and control.

To: Spytrdr who wrote (2106)	8/10/2000 8:47:35 AM
From: techreports	Respond to of 3070

INSP doesn't even control its horoscopes, and you expect it to control an IM standard horoscopes don't have a network effect. Do you know what a network effect is? It would be like saying Aol doesn't own stock quotes. How could they control IM. MSFT and AOL are fighting tooth and nail? No, they aren't fighting tooth and nail. Aol owns (they completely control, conquer and dominates) IM on the PC. idc.com Callie Nelsen, a senior analyst with IDC's Wireless and Mobile Communications research program. "Interoperability will be key to its success. Limiting instant messaging to just one carrier's subscribers will not likely by highly valuable to users and will not greatly increase loyalty. It would be much more valuable to the carriers to cooperate and offer universal instant messaging." Infospace isn't trying to own PC to PC IM. Infospace could goto the carriers and say, "Look use our standard, it'll help get this market going, instead of using your solution." The carriers want it where you can only IM other people who are using the same carrier. -Is MSFT and AOL fighting for IM on wireless? No. Not really. -Is this market so young that it's possible INSP could control it? Yes. -Will they control IM on wireless? Who knows. -Does the fact that 8 of the 9 carriers use INSP help? Yes -If INSP got 8 of those 9 carriers to use INSP standard would they most likely control IM on wirless? Probably. -Will people IM on cell phones? Who knows. Seems popular in Japan I do think that Spytrdr does have a good point. Cell phones (at lest right now) are not suitable for typing and IM doesn't make sense, however, here is what IDC said: All in all, IDC believes the wireless instant messaging market is up to the challenge all these issues present. "These problems aren't insurmountable, and IDC does expect the market for wireless instant messaging to significantly grow," Nelsen said. P.S. This is my last post on this subject. (1) i dont even think INSP is working on it's own standard. It was just an idea (2) We could argue this over and over again and get no where.