Speculation re Monday news (from RB board)
Posted by "TWOMIL" 5/2/99
MONDAY'S NEWS
"There will be many releases on Monday. Please imprint the following on your thinking. The only way Lucent's compression system ends up as sound in anyone's ear, who is distant from a computer, is with eDig's technical input. If Lucent expands its alliances and grows their business, so does eDig.
The much more important news will be which Music Labels may be tilting towards what alliances. I do believe we will hear RealNetwork applaud and accept Lucent's system. If RNWK announces any other relationships with AOL, etc.., it will make no difference to eDig. eDig is in a no lose situation. Any announcement by Lucent will mention eDig, which will prompt eDig to release its own news. Over the very near term I am expecting to finally hear that some very large contracts have been received by eDig. This would be the next series of events which WILL take place. I've always expected the consumer electronics manufacturers to be the ones signing those contracts. Recently I've realized that they may not be the monied signatories. Given the business model which eDig deploys, it is virtually impossible for this company not to make substantial profits from their relationship with Lucent and Lucent's allies. eDig has been at all the SDMI meetings with Lucent. There are not only technical aspects of each meeting, but also business negotiations as well.
This stock is moving into an entirely different business cycle and valuation. The money, market, pressure for completion and delivery, strong allies, and customer base is all in place. If there were ever a perfect place and time, and offering for any company to be able to make, it's now---it's eDig---and it will endow and reward shareholders handsomely.
For anyone who has done even 50% of their usual DD and remains sitting on the fence, they should seek another pastime, avocation, or profession other than investment in securities." |
