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Technology Stocks : e.Digital Corporation(EDIG) - Embedded Digital Technology -- Ignore unavailable to you. Want to Upgrade?

To: bob who wrote (7455)	8/25/1999 7:56:00 AM
From: Dave Swanson	Read Replies (1) \| Respond to of 18366

Here's a super post from RB... sounds "right on" to me. ========================================= By: wayne777 Reply To: None Tuesday, 24 Aug 1999 at 11:58 PM EDT Post # of 65857 EDIG and the music industry is complicated!!!!!! In all emerging industries, there is a level of uncertainty amongst the buyers, sellers, and other players of how the music download industry is going to turn out. At this point in the game (August '99). The structural environment of this new music industry contains alot of technological uncertainty and strategic uncertainty. The problems we've encountered with SDMI are natural and normal in an evironment where timelines are short and problems are dealt with expediently. With a structural environment of this nature, EDIG benefits by having experience and proprietary technology (patent protected) which, in turn, offers OEMs a cost advantage. Given the fact that technological and competitive uncertainties do exist in the digital download music industry, EDIG's offerings become even more significant. The percieved slow pace of SDMI and Lucent will actually work to our advantage in the future. SDMI, knowing fully that customer confusion will poliferate the market if 50 different products and standards entered, tackled perhaps one of the biggest limiting factors on an emerging industry: product standardization. Lucent is doing us, the investors, a favor by taking a precision guided strategic stance towards this new market. Lucent from the start has acted in a leadership role, first with in SDMI, and in offering a solid codec. Now, Lucent must carefully guide the hands of OEMs into the market by pitching to them a technology that will minimize their potential introduction or switching costs, cost of product failure, cost of obsolescence; AND, convince them that entering the market early is to their benefit. This is by any means a small task. Lucent and its partners must have everything in order if they want the OEMs to enter. Lucent's awesome reputation in technology, the performance advantage of EPAC and the LU/TI/EDIG/SNDK player, and the absolute benefit of gaining customer loyalty first are clear enough reasons why OEMs will want to enter this industry at its earliest point and have product out by christmas. Strategic uncertainty plays into the hands of Lucent and its partners. Without knowing how the market will be structured, future competitors are spinning their wheels trying to figure out how to make a buck in this market. At this point, secrecy is CRUCIAL. Please, everyone, if you think everything I'm saying is bllsht, please remember that no news at this point is the best news we can get. The 'no news' stance is exactly what LU/EDIG should be doing right now. If there was trouble, PRs would probably fly out everywhere in order to distract investors away from problems. Lucent's goal is not to just merely be a first entrant into the market. Facts prove that they want to revolutionize this market with EPAC, or PAC for digital radio. Lucent wants digital music to be the STANDARD in home and car audio systems. Lucent is not just about making money, they want to revolutionize! If Lucent/IBM/SNDK/EDIG/TI/LQID build it, they will come. BoardMark MemberMark Ignore Poster Report TOS Violation EDIG Update Last 1 5/8 Chg. - 3/32 % -4.71% Time 15:59 Detailed \| Real-Time Nasdaq delayed 15 minutes, 20 min. otherwise. Your $0.02 Wanted! Why just lurk? Get in the ring. Click Here Previous \| Next \| Post New \| Respond \| View Replies Favorite Boardmarks \| CCGR \| DRYD \| EDIG \| ICOA \| NAMC \| OGPS \| PCES \| PTSC \| SHCC \| TEXN \| VALH \| WIND -------------------------------------------------------------------------------- Message Board Search Symbol Subject Member Board Directory Computer-Related General Boards Internet-Related Members' Corner Miscellaneous Non-Technology OTC BB Technology Telecommunications The Bull Pub The Writers' Guild Under $4 -------------------------------------------------------------------------------- Home \| Community \| Free Email \| My Bull \| Login \| Logout \| RT Quotes \| Copyright 1997-99 Raging Bull, Inc. All Rights Reserved Terms and Conditions

To: bob who wrote (7455)	8/25/1999 8:02:00 AM
From: Dave Swanson	Read Replies (2) \| Respond to of 18366

More on Matsushita,etc. ================================ It's all in the (secure memory) cards Matsushita, Toshiba and SanDisk join forces By Bill Clifford, CBS MarketWatch Last Update: 6:03 AM ET Aug 25, 1999 NewsWatch TOKYO (CBS.MW) -- SanDisk Corp.(SNDK: news, msgs) and two of Japan's leading electronics companies and agreed Wednesday to develop and sell advanced memory cards that protect copyrights in the online distribution of audio and video data. Toshiba Corp., Matsushita Electric Industrial Co. (MC: news, msgs) and SanDisk of the U.S. said they expect the so-called secure digital (SD) memory card to support sales of portable consumer electronic products and to expand online commerce. The global market for compact memory cards is expected to grow to an estimated $2 billion in 2005, but many different standards exist now. Aiming to set the industry standard The three companies said they'll start marketing the SD memory cards as early as the beginning of next year. They aim to establish a de facto standard by focusing on copyright protection for artists and software developers as well as security for consumers. U.S.-listed shares of Matsushita Electric. Their announcement was made at joint press conferences in Tokyo, Osaka and Redwood City, California. It came after Japan's stock market closed. Shares in Matsushita fell 70 yen to 2350, while Toshiba's stock ended 4 yen lower at 925, amid a broader decline in the market. See World Markets. Taizo Nishimuro, Toshiba president and CEO, said his company is unfolding a comprehensive strategy to promote removable memory cards. "Toshiba is the leading supplier of SmartMedia, already established as a de facto standard in digital silicon storage, and the SD Card will be a strong addition to our product portfolio," Nishimuro said. Today on CBS MarketWatch European shares up on relief at Fed hike Fed raises interest rates Nortel to acquire Periphonics Trading choppy after Fed lifts rates Net, chip gains rally tech stocks More top stories... CBS MarketWatch Columns Updated: 8/25/99 6:52:58 AM ET Osaka-based Matsushita plans to market a portable digital audio player with the card and to set up a music distribution business in North America in the spring of 2000, company president Yoichi Morishita said. "We intend to develop and build a new generation of digital consumer electronics devices such as internet music players, digital camcorders and cellular phones which will employ SD Memory Cards," Morishita said. The card, with at least 16 megabits of flash memory, will contain an integrated circuit to protect copyrights via electronic watermark technology jointly developed by Matsushita, Toshiba, Intel Corp. (INTC: news, msgs) and International Business Machines Corp. (IBM: news, msgs). For more about the specifications and features of the SD memory card, see the press release. Eli Harari, CEO and president of SanDisk, said the sophisticated security of the card will "enable mass distribution of copyrighted content as well as e-commerce in a variety of multimedia and Internet applications." Exports of SanDisk's flash memory storage devices accounted for nearly 60 percent of the company's $135.8 million in sales last year, according to Hoover's Online. Seagate Technology Inc. (SEG: news, msgs) owns about 25 percent of the Sunnyvale, CA-based SanDisk. Bill Clifford is Tokyo bureau chief for CBS MarketWatch. Printer friendly format Refer this article to a friend For more breaking news, visit our Front Page. Also, search our news archives: Ticker Keyword (For more options use our Advanced Search) CBSMW MarketPlace Personal Finance : ? Get 3.9% APR and 5% Cash Back. Get the Wingspan Platinum Visa ? Let the Loan arRanger find you the best rates. Visit our Loan Center. ? Finding your dream car has never been easier. Visit our Car Club. New! ? Free insurance quotes. Visit our Insurance Center. New! ? Get a free copy of your Credit Report online. New! Investing: ? The Direct Investor Center, the premier place for direct stock investing. ? Access over 250,000 investment research reports. Free membership! ? Free subscriptions to top performing financial advisory publications! ? CBS MarketWatch LIVE:real-time equity quotes and news over the Internet. How to Spend it! ? Put your market gains to work at the Online Golf Superstore. New! ? Explore The Good Life with Cigar Aficionado and Wine Spectator. News Front Page ? News Index ? Headlines ? NewsGuide ? Search ? Newsroom Staff Data & Tools Market Data ? Market Monitor ? Charting ? Portfolios ? Discussion ? Trading Center Topics Mutual Funds ? Personal Finance Company Company Information ? Advertising ? Media Kit ? Feedback ? Jobs ? Site Map Services MarketWatch RT ? MarketWatch Live ¸ 1997-1999 MarketWatch.com, Inc. All rights reserved. Disclaimer. CBS and the CBS "eye device" are registered trademarks of CBS Inc. Back to Yahoo!