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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (15006)1/24/2000 6:05:00 PM
From: IEarnedItRead Replies (1) of 118717
 
EDIG another good day and IMO far more to come even if it does get a bit volital along the way.

It's tough, even at this point to talk about the future of EDIG without coming across as hypy but I WILL attempt to help you connect all the dots when and where I can and this particular post from Larry Jenkins on RB does a very good job of connecting some more INTC/EDIG dots. For those of you who are not already aware of it, EDIG does have a relationship with INTC.

<<Intel Forms $200 Million Fund to Invest in Networking and
Communications Companies excerpted from the announcement it reads.
"For IX Architecture-related investments, the fund will target
companies
developing basic communications components,real-time operating
systems,"
"In addition to IX Architecture-related investments, the fund is
expected to
invest in companies supporting other Intel voice and data
communications
programs and initiatives, including ones being developed within
Intel's
Communications Products Group, to be detailed at a later date."

If you think about the process ahead for EDIG and Intel for it to be
successful
EDIG has to be prepared accommodate an onslaught of engineering and
design requirements. The purpose of this fund is to prepare "companies
developing solutions" for Intel's future efforts.

Now we're at the point where Fred can't comment on questions of
acquisitions. Remember the question at the shareholders meeting.
"What are
you worried about most when you put your head down on the pillow at
night?"

A: This shareholder's meeting...[Laughter]....That's a good question.
One
more thing before I answer that, as far as competition goes,
sometimes your
competitors end up being your customers, and that's all I will say in
regards to
that. What worries me at night?
Ahh...finding enough engineers to keep up with it all?

Here we are 5 months after the Intel announcement and 3 months after
the
shareholders meeting. The dots seem much closer together. If we're on
the
threshold of contract announcements and if those OEM's that we've
contracted with expect the timely service we've promised them....Then
announcements with equity investments and acquisitions can't be far
away.>>

:-)
JD
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