TUTS,I predict up 10-20 pts Mon 2-22-99
I just caught up on two weeks worth of postings to this string.
It always amazes me.
There will be an announcement forthcoming which should coincide with the "underwriter" theory of 30 days after IPO, being the time to buy back in.
But,it will be difficult to get value depending on when you bought, even if it goes to 60-70 range.
One interesting note, even though Diamond Multi Media announced delivery of retail Home Run product in Dec-98 (it's on their website if you are interested), and now Best Data announces product, CompUSA and Fry's do not have product on their shelves, and I can't find product in the Ingram-Micro catalogue or Tech Data. Fry's has no
Diamond product of any kind,so that could be a vendor dispute situation, but CompUSA carries a lot of Diamond retail product.
The reason this concerns me, is I am consulting to another start-up, to develop and bring to market in Q-2 '99 another retail product combining TUTS technology with a Telco technology, and it would ship in Q-2.
As regards the 10MBPS issue, all product development of current TUTS partners will aim to a phase-in of 10MBPS and then 100MBPS. If Epigram does not have the partners, it won't matter who's first. It's who has the channels, and TUTS has been developing the channels for two years.
Finally, the idea that 1MBPS is too slow, is "hogwash-promotion hype" Epigram probably just decided to pass on the 1 MBPS product development and move directly to 10MBPS because they couldn't get any partners before 10 MBPS would be available from TUTS in Q2-3 '99.
Finally, the news tomorrow will focus on the more important longterm issue, which is the true nature of TUTS vision, the high speed access to the internet, after it leaves the home or office environment.
You can speed around your network all you want, but when the data leaves the LAN and connects to wiring outside with technology which only allows a slow transmission to the central switch and then to the Internet backbone,and back, your LAN speed doesn't matter.
The 1 MBPS is plenty so that things don't slow down in a small network, and you don't have to lay cable around the house or building.
But, with TUTS technology, the entire office building or apartment can be networked to only one xDSL connection with highspeeds,and all the speeds inside the building from home run will continue out into the Internet and back, fast.
Watch the news tomorrow.
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