Friday's launch will be just the beginning!
sure there are a lot of daytraders and shorts
that will give us a substantial pullback at
some point, but most are missing the hidden
agenda in ONT's press releases to date. Most
of them have been B2B deals that don't need
the web site to be open to sound viable. But
once the site is open, we will hear of all the
content related companies interested in working
with ONT, who all need the web site open in order
to justify their decision to their shareholders.
tonight on CBS they did a special on silicon alley
here in N.Y.C. USA, and it was almost embarressing
to see this up to date news program show streaming
video in (now thanks to ONT obsolete) RealNetworks
choppy, windowed crap. Just you wait till the same
media takes a gander at the possibilites ONT's CODEC
will present to the industry, and you'll realize that
Friday is not the end, but just the beginning. You
can call it hype if you like, but the product speaks
for itself, and NOBODY can dispute it's superiority.
Everytime the likes of TimeWarner or NorthPoint shows
off it's Streaming Media capabilities using ONT's
CODEC and distribution systems, this stock will win
over new shareholders who will only be glad to take
shares out of the hands of fast and loose daytraders.
One thing many underestimate is the speed in which
the infrustructure industry is rushing to impliment
DSL and other broadband technologies. I know this
first hand because my company builds this infrustructure
for all the big players here in New York, and we have
crews working as long and fast as possible putting new
fiber&taps in the ground, along with thousends of wireless
repeaters for the infrustructers own use, and many have
even sold the rights to their dark fibers even before
the asphalt is closed over the cable trough. Laying
new 432 strand cable in the Winter is usually avoided,
accept by companies terrified of missing this revolution
which is coming in a matter of quarters, not years.
I have CLECS and DSL companies calling me now almost
as often as toner cartridge saleman, all desperate to
be chosen to be my Broadband provider. I come home to
junk mail from CLECS and the local phone companies giving
free installation, and other deals if only I sign up for
DSL with them, before my local Cable company offers the
Broadband connection over my Coax. This phenomenon is
quickly taking root in most metropolitan areas this year,
and if you have not noticed it yet, then maybe you should
have your neighbors write to Kovad or a Bell, and you'll
get it soon enough. Believe it or not, I wrote to RCN
trying to get them in my building at home, and they are
doing the right of way wiring now, because my urging got
them to tap the fiber that would have passed my building.
Pardon the rambling, but if you think that ONT, and other
broadband industry companies are mearly flashes in the pan,
or this months flavor of the month on Wall Street, then
you should seriously reconsider. Current 56K Modem access
reminds me of the good old 640k memory limit that we all
suffered thru MSDOS in the 1980's. Broadband will be the
Window'95 (that allowed the PC Industry to Explode thru
the 1990's) of the Internet that finally takes away most
limitations and helps make so much more possible online.
What is most interesting about ONT is that it's CODEC
allows the worst Broadband connection speed of 'only'
300-400K, which is at the low end of what's being offered.
This even enables the crappiest distribution mediams,
wireless and satellite systems that currently peak at
400K, to participate in the streaming media revolution,
albeit with a superior window'ed or interlaced image.
I hope I've persuaded you to try to hold at least half
your stock thru next week; hopefully, you'll thank me.
Good Luck. |
