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Technology Stocks : e.Digital Corporation(EDIG) - Embedded Digital Technology
EDIG 0.00010000.0%Mar 20 5:00 PM EST
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To: Burt Roger who wrote (3982)5/12/1999 12:56:00 AM
From: chris431   of 18366
 
"In the real business world, any investor whose primary focus becomes the nitty gritty nonsense stated in previous posts will continue to wander aimlessly through the minefields of securities investing. Those who choose to be caretaking minesweepers are succeptible to similar fruitless meanderings."

Hahahahahahaha. Although you are directing this at Walter, I certainly hope you are not suggesting that an investor shouldn't scrutinize the potential market of their companies products or scrutinize the internal activity of the company. In fact, I would hypothesis that, if anything, it is the internal flaws of a company that mostly whack investors upside the head. AMD is a great example....a company who has had tremendous market share increases in the recent past as well as growing acceptance for it's higher end chips yet consistently fails b/c of internal process problems. Compaq shareholders also have felt how internal failures can impact their share prices. While I wouldn't put EDIG's current stock into either of these 2 companies (as EDIG is pretty much a speculative play) these none the less demonstrate that one should not be blind to a companies internal structure. Furthermore, with a speculative stock, potential market share & competition is very important. I have been following AURL (sound card manufacturer) ever since it came upon the gaming scene with A3D. While market share has soared (from nothing to being supported by OEM's including Dell, Compaq & Sony) it has consistently failed to profit although revenue increases have been in the 100's of percent b/c of market competition. Market competition against EDIG as well as competing formats is an extremely important issue to discuss (we know Micro OS is not limited to EPAC, yet at the moment that is certainly the direction EDIG is heading in regards to it's on-line digital distribution of music initiative.)

I think it's safe to sum up Walter's opinion in 2 quick points:
1) EPAC has tons of competition, a large opportunity for failure & seems to be fighting an uphill battle (as far as we know).
2) E.dig's success in the future may be determined by its ability to meet the demands of large companies. If E.dig cannot internally do so, many potential customers could quickly decide to take business elsewhere.

As such, I would call neither of these "nitty gritty nonsense." Rather they are important factors that we must be attentive to in properly analyzing EDIG. And, discussion of such is certainly not "fruitless meanderings."

Chris
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