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Technology Stocks : VitalStream Holdings Inc. (VSTH)
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To: Paul Lee who wrote ()3/27/2000 8:35:00 AM
From: Paul Lee  Read Replies (2) of 447
 
from yahoo board
the next leg! yipee!!
> by: whatisit_uk 3/24/00 10:07 am
> Msg: 6605 of 6660
> WDR yesterday had in London all its top institutional accounts and Hemmy
> Davidson, Net2W CEO presented the technology and the prospects of the
> company
> to them.
>
> Some ineteresting facts over which the fund managers were salivating:
>
> 1. All Israeli mobile operators (PTNR, Cellcom, Pelephone and MISR) will
> deploy the technology by year end. The announcements on Pelephone and
> Cellcom
> are due very shortly.
>
> 2. The company is very close to a deal with AT&T wireless. Yesterday, they
>
> met with Vodafone/Mannesmann in London to discuss the scalability of the
> project.
>
> 3. Motorola will be the outsourced manufacturer for the duplex switches
> that
> Net2W makes and will bear all working capital risk. Net2W will do the R&D
> and
> marketing only.
>
> 4. The handset manufacturers, Nokia and Ericson, are approaching the
> company
> now that they see the service operators' interest. Net2W expects to
> partner
> with the OEMs soon.
>
> 5. The company will get about $25 flat fee per sub on the overall package
> that it offers wireless subs. The operators will charge about $50 flat
> fee.
> Do your back of the envelope projections.
>
> 6. The compression algorithm allows now 5x the underlying bandwidth. The
> max
> will be 10x which will be reached in 1.5-2 years.
>
> 7. Net2W will do a secondary after the merger is complete. This will be
> $400m
> and the likely underwriters are Goldman Sachs, Warburg Dillan Reed and
> Lehman
> Brothers.
>
> 8. The merger will be complete within the next month. The company name
> changes. All the IP and asstes are will be transferred via SCII into the
> new
> listed Net2W. No external structure will contain any residual value of
> Net2W.
> Shareholders of SCII will fully benefit from Net2W achievements. The
> Management of SCII will leave the company
>
> 9. The solution of Packet Video is point-to-point and not scalable.
> Comparative tests illustrate Packet's inferior transmission quality. The
> same
> applies to GEO Interactive. Some of the operators who were exposed to
> Packet
> or GEO have decided to move to Net2W.
>
> Hope all this helps
>
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