To: Joe Copia who wrote (18306 ) 7/24/1999 9:01:00 PM From: Dave Swanson Respond to of 25711
Joe, I can't contribute much to your thread in return for what I pick up here( love NAMC and VALH), but I can throw out some thoughts regarding e.Digital). For those not aware: Besides the write-up by J Seymour, there was an S3 filed late Friday, announcing the intent to sell a heck of a bunch of shares, by insiders including Chairman Woody Norris, and long time sidekick R. Putnam... also there was a favorable article in e.Digital's home area (San Diego) newspaper. My overall thoughts are that the exposure generated on TSC is good, regardless of the goofiness of the article... someone thought that it was thrown together from (faulty) memory, while the guy was commuting somewhere. Sounded like a good guess to me. Regarding the shares potentially flooding out(there's already a huge float), I'm a little concerned, but my gut tells me it won't happen that way. I think they combined a bunch of POSSIBLE sellers into one S3, and that the S3 itself is a positive indicator of good news to come. Potential good news: A major show in NYC regarding the Music scene.. Lucent has a BIG involvement here, even though music is obviously not their "day job". Possibility of increasing order(s) from Lanier on the digital recorder. News from Intel( e.Digital has had a development contract for 100 or so digital recorders for distribution/evaluation by Intel's clients News from VoiceTIMES. where e.Digital is participating with IBM and others to establish some standards in the coming era of handheld devices regarding voice-to-text/text-to-voice. (Imagine having the WSJ, or IBD, or Email READ TO YOU while commuting).... All for now, take it FWIW