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

To: Retta who wrote (8678)	12/4/1999 2:53:00 PM
From: Burt Roger	Respond to of 18366

Retta: The decision by manufacturers and other entities to deliver contracts to us for handheld music players has been delayed by a combination of standardization of specs and the asset management of the labels along with rights use via DRM's by the labels. The groundwork being laid now will ultimately govern all types of future intellectual rights distribution. IMO, eDig has the best combination of design, experience, patents, and relationships to produce the lowest cost state of the art player. It is not difficult to produce an MP3 player. It is another matter to produce a secure multiple codec, DRM player. Manufacturers will continue to wait until there is a clear path that the labels will follow before they spend monies to produce products the public will not buy. Sony and Toshiba will be slugging it out in the Japanese market for both players, sites, codecs, and storage media formats. I do not see the memory stick making it in the U.S. markets. It would not be surprising to see Sony altering their product design for the U.S. market over the next year. I look for first contract handheld music announcements for eDig to start being announced before xMAS (could come at any time) and product on the market by late Feb. early March. I base this mostly on the timing manufacturers need to see how the labels will securely manage their libraries and the need to get to market when new label content is just starting to appear. Look for UMG to start their sites going by mid to early January or February. Suspect they will be the first followed quickly by BMG. There are also sure to be many other announcements in addition to music handhelds, but I believe the music handhelds have the most predictable timeline because of how needy the music industry will be for these devices. Other obvious areas for contract generation include eDig's work with Intel, Voice Times and IBM, inclusion of our mOS in a variety of both processors and DSP's, contracts for home and auto systems in music and other content, etc, etc.. Patience in ones investments is easy to employ if one can fully understand the events and forces that alter markets, demand, and competition. It is extremely important to understand that eDig offers both talent, patents, and neutrality to a huge range of companies seeking what we have to offer. It is much like a combination 'think tank' and producer for the technology industry. There are not many better places to be positioned in 'high tech'. IMO, share acquisition at current pricing will, in retrospect, be an extremely wise decision. Best to all: