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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: df who wrote (9155)1/9/2000 12:45:00 AM
From: LLCF  Read Replies (1) of 18366
 
<This is the clarification needed re: MSFT Vs EDIG.... MSFT will be partnered with EDIG indirectly through it's relationship with RioPort....

No war. They're making love through a surrogate.... (bg)>

Well, let's wait just a minute... I wish [hope] you're right, but let's look at what was said [from your post]:

<RioPort also has important relationships with digital rights management (DRM) and portable audio device architecture companies. The company has an agreement to integrate its audio manager software into e.Digital's Internet music player design. >

Sounds like RioPort has made a deal allowing EDIG to use it's audio manager into EDIG's machine... bullish for RioPort, not EDIG! RioPort's product in demand... not EDIG, it doesn't say RioPort gives a crap about MicroOS! They're not even using it as far as we know from this press release.

Now, that said, we have the Canadian report, and we have evidence that Microsoft may be interested in EDIG's OS, but I don't see a 'lock' on this anywhere yet. I think we need to keep digging. Let's call the company and ask for clarification. Also, there's this in the very next sentence:

<E.Digital earlier this week announced its first licensing deal for its reference design, and is expected to announce many similar deals as the year progresses. >

Clearly people are interested in their OS... I believe in keeping our eye on the ball, which means forgetting EDIG using LU's product in their player, forget EDIG using IBM's card, forget EDIG using Microsofts [RioPort's] platform.... this is important, and ads credibility but IMO is meaningless in the long run. EDIG cannot compete with the heavy weights selling the 'PUCK', it just isn't going to happen, it's not even in their long term business plan if you believe they're using the QCOM model! It's just 'proof of concept' to show everyone the power of their technology. Although it certainly is working, and we're to step one, the next step is to become the industry standard. To prove this we need to license this thing to a huge % of the market in players. In between we have to find out what kind of royalties we're getting so we can value the company as the story pans out.

So, does anyone know what kind of licensing deals we have for MicroOS?? ie. what do we make per player sold by XYZ corp?? Because IMO the 'PUCK' can have moderate success over the next year and still end up in the dust bin of history.

DAK



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