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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: Starlight who wrote (9254)1/12/2000 1:19:00 AM
From: JimC1997  Read Replies (1) of 18366
 
In my review of Silicon Investor messages from the time around the January meeting I found this typically prescient post by Burt:

This was January 7, 1999 shows why so many of us old NCII investors held on to this penny stock for years:

Comments from Burton(copied from AOL)
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IMO, the meeting will be a non-event. It may feature some demos about music and an overview of the music market. If a large contract were done, we would have heard about it before the Holidays. Patent announcements, small contracts are always possible at any time. Any reverse split (the Yutsette's ballyhooed fable) will only be forthcoming after 3-6 qtr's. of increasing profits and not under duress.

I would encourage anyone going to the meeting to ask management to explain the role that Lucent is playing in the music and voice markets. More specifically, why does Lucent have an interest in our expertise with music and voice recorded on flash or the microHD by IBM.

I would doubt that management will be able to make any comment about Intel's vision of the future with NCI.

It is very likely management will comment on the RIAA's desire to protect their artists with encryption and watermarking of songs. It is also RIAA's intent to get multiple compression algorithms hooked into a standard application processor interface (API), so that many companies will be able to design and produce the handheld music player without moving parts. Whatever NCI and its partners produce will have an API allowing any forthcoming standard to work with NCI's design.

If NCI continues to perform well for Lucent and Intel, the rewards could be huge.

Best to all:

Congratulations and a special thanks to you, too, Burt!

JimC
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