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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (3870)	1/8/2000 6:03:00 PM
From: dr.putty	Respond to of 4337

Excellent point. What do you think of PFSW or ASDS in that space? What are others that should be there? Thanks again.

To: steve harmon - analyst who wrote (3870)	1/9/2000 12:28:00 AM
From: Steve Cox	Read Replies (1) \| Respond to of 4337

For Steve Harmon: an EDIG quick summary... Tech magazines, newspapers, CNBC and TV commercials are packed full of stories about upcoming portable wireless internet devices. These devices will use "flash memory" because it retains data after the power is removed. Intel, Sandisk and other flash memory manufacturers are in high speed mode to expand plants to gear up for this demand. However, flash does have inherent problems. Currently, this problem does not hinder simple flash devices in use today, but as the 3G cell phones, multicodec internet portable music players and complex, multitasking, wireless PDA's start coming to market, flash will need all the speed it can muster. The quick storage, access, and reclamation of data blocks in flash in a real-time environment is what manufacturers will require to process streaming video and other applications efficiently. A flash memory software management operating system is in these devices to put all the 1's and 0's in the correct memory blocks. The following Intel link describes this problem: ragingbull.com E.Digital has a patented flash file management called MicroOS. Do not confuse this with operating systems which reside on devices to control onboard microprocessors or the browser. This OS is embedded ( ported to) the processor in software form taking up only 8K of memory to act as a traffic cop for the flash. Now Intel has their own file management but it requires proprietary hardware to tag along, so you have to ask yourself why did Intel hire EDIG to design handheld prototype devices for them? Why did Lucent Technologies with their Bell Labs research arm contract EDIG to design the multicodec internet music player? Why did Lanier hire EDIG to design their portable digital voice recorder. Why did IBM invite EDIG to become an inaugural member of the VoiceTimes alliance which will set the standard for portable voice recognition products? The answer is the patented flash file management technology. Embedding MicroOS can help design the device to use less onboard memory and less microprocessor power, both resulting in less cost and less battery drain. Faster data writing/erasing/retriving speeds are obtained. The end result will be a faster, cheaper, smaller gizmo with longer battery life. E.Digital's technology is poised to become a global * STANDARD* in millions of handheld devices. I compare e.Digital to Qualcomm. QCOM has patented technology in an emerging market (CDMA in cell phones) whereby they collect revenues from licensing and royalties. QCOM has a great line: "With Qualcomm, you don't have to pick the right manufacturer. If Motorola wins, if Lucent wins or Nortel or Nokia or Ericsson, they don't care. Either way, Qualcomm gets a piece of the action"......... Well I believe e.Digital MicroOS is more valuable than QCOM's CDMA. First of all e.Digital did away with manufacturing years ago to concentrate on licensing/royalties much like Qualcomm just recently announced. The manufacturer's products that EDIG has the possibilities of embedding the microOS into far outnumber Qualcomms. Yes, e.Digital is an OTC stock. It was Norris Comm (NASDAQ) but they had this technology years before there was a use for it. Now the future has caught up to e.Digital as evidenced by the names Intel, Lucent, IBM and Lanier needing it's flash management system. Recently engineers have been added to the company, they're expanding to larger quarters and the world is taking notice. Since April, e.Digital has been hush-hush on their projects under non disclosure agreements. The CEO stated last week OEM's announcements will come this week. The moment we've all been waiting for. NEWS UPDATE 1/5/00 Contract with Maycom maker of the I-JAM player. NEWS UPDATE 1/6/00 Contract with RIO Port NEWS UPDATE 1/6/00 IBM microdrive to be used in music players. NEWS UPDATE 1/7/00 E.Digital aligned with the new secure SD flash chip companies. Good luck in your research. Hoping to see a correction to your last article. Steve

To: steve harmon - analyst who wrote (3870)	1/9/2000 12:54:00 AM
From: Steve Cox	Respond to of 4337

Steve Harmon: Another view of e.Digital... What is important to recognize in fully appreciating the value of eDig is e.Digital offers each of their music player OEM's more then just the versatility of the micro-os for supporting multi-codecs. The press, Steve Harmon, and general investing public have yet to digest this and when they do we will rise to new unprecented levels. But even though the music player market is immense and surely to be very lucrative for e.Digital it is NOT the real story that is unfolding before us and the particulary savvy technical longs on this board, like jimmee11, have recognized this for some time. You have to go back several years in this company's history to recognize that it's true expertise and focus has been the digital recording industry where they are acknowledged pioneers in leading the revolution from analog to digital recording in handheld devices. Woody Norris, the founder of this company is well known and respected at Bell Labs (lucent), Intel, and IBM. This is why they are part of an elite group of company's in IBM's Voicetimes alliance and why they were sought out strategically by Intel for their next generation portable, mobile, digital devices. In addition, e.Digital has been working with Flash Memory before I would suspect any of you on the board ever heard of it. eDig is now being sought out by leading digital music player OEM's because of this experience. Now they will be able to offer these same OEM's and others the possibilities of expanding to digital recorders, TTV/VTT, video and the rest. These are the core capabilities that will be required in the next generation portable, mobile, digital devices. Take a moment to think about the next generation digital devices and the convergence of technologies and capabilities. Then recognize how many different areas, markets, and companies e.Digital is working with. I work with these technologies everyday and I can't find a better company that is positioned to exploit these opportunities at this juncture. For the same reasons I was a long term and patient (many years) investor in QCOM. If you know a stock that is better poised to exploit this then e.Digital then by all means let me know. I'll buy some of that too while I hold on to e.Digital which I'm convinced is a sure thing. A Raging Bull poster.

To: steve harmon - analyst who wrote (3870)	1/9/2000 1:16:00 AM
From: Jon Khymn	Respond to of 4337

Steve, what's wrong with TGLO and NTXY? All those clicks and eyeballs doesn't mean much anymore? What do you think of their value at these price level? What advice would you give to these two companies? Thanks, Web

To: steve harmon - analyst who wrote (3870)	1/9/2000 1:16:00 AM
From: Steve Cox	Respond to of 4337

Steve Harmon: From the Consumer Electronics Show, an interview from an e.Digital shareholder checking out the IBM booth: IBM: This one was awesome! When I asked the person up front if she knew anything about e.Digital?s showcase, she responded, ?You mean the one they worked with Intel on? Absolutely! You can find the e.Digital?s player over their (pointing to the end of the room).? There it was, the ?Puck? sitting next to some info on e.Digital, with IBM?s microdrive installed (its about the sized of a extremely small matchbook, but powerful as a bonfire). While I was listening to Shania Twain and AC/DC (do your research to figure out which labels those artists are represented by, and maybe you will find a correlation on a future announcement), a IBM rep came over to me asked if I had any questions. My first was to tell me what he knew about this player. He said, ?This is a product from e.Digital, TI and Intel that incorporates IBM?s 340MB microdrive. A ton of people have come through asking to see this, and looks to be the HOT ITEM here. I believe this is the ONLY SYSTEM AVAILABLE that offers Multi-Codec support including EPAC, QDesign Music Playback, AAC, Liquid Audio, MS Audio, Dolby Digital, MP3 and others. This system is SDMI compliant, having security features that include decryption, screening, authentication and decoding multiple formats.? I asked him if e.Digital will become the industry standard, he replied, ?What do you think? They are working with Texas Instruments, Intel, and us. I don?t think we would be wasting our time if not.? WOW!!!!! He gave me an information sheet on e.Digital that stated the following: ?e.Digital?s portable Multi-Codec Internet Music Player reference design is available for licensing by consumer electronics manufacturers and other OEM partners. The industries first Multi-Codec Internet Music Player featuring EPAC enables individuals to play music files downloaded from the Internet or ripped from their personal CD collection. The palm-sized player offers Hi-Fi functionality, multiple music codec support along with auto-codec selection and multiple DRM support. The media used in this device is a removable CompactFlash cartridge with capacity up to 128MB or a 340MB removable IBM microdrive. There reference design is very flexible to accommodate the needs of our OEM customers.? I have to say this was the most inspiring meeting I. Folks, we are in great shape! Hold on, because I?m sure its going to be a bumpy ride. I will try to dig up some additional information from the other companies, but wanted to get the basic feedback to you all as soon as possible. From an RB poster.

To: steve harmon - analyst who wrote (3870)	1/9/2000 3:51:00 PM
From: RDR	Respond to of 4337

Steve, Your views on XML and its impact on e-commerce. Noticed a lot of coverage in the print for this technology. Any particular ones to watch out from XML perspective. Found INPT, LEAF, ODIS, IARC and INFD and others. Regards,

To: steve harmon - analyst who wrote (3870)	1/10/2000 6:17:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 4337

Steve, XML is going to be what's hot in 2000 there is no doubt in my mind about this. You mentioned that you have some picks of your own. I would like to know what your views are. ONDS is going to be a must own in 00" just look at this parter and customer list. ondisplay.com OnDisplay and its partners offer customers rapid information exchange solutions, resulting in greater business value and true competitive advantage for customers. It has been OnDisplay?s privilege to form strategic independent software vendor (ISV) partnerships with some of the foremost technology providers and visionaries in the IT marketplace, including Microsoft, IBM, Ariba, Commerce One, BroadVision, Vignette, PeopleSoft, SAP and Oracle. In addition, we have established joint partnerships with such leading systems integrators as Arthur Andersen, KPMG, Cambridge Technology Partners and BrightStar. ondisplay.com OnDisplay's e-business infrastructure solutions have been adopted by leading enterprises across a wide range of industries, including travel, industrial supply, retail, publishing & media, financial, manufacturing, government, education and telecommunications. Our customer list includes such e-business pioneers as Travelocity, W.W. Grainger, Harbinger, Carlson Travel, FASTXchange, Classified Ventures, MicroWarehouse, McKesson and Bridge Information Systems. eMARKETPLACES epylon.com FASTXchange Harbinger.net iMetrikus PointSpeed PurchasePro.com BUSINESS-TO-BUSINESS Aspect Development Global Marine Harbinger Corporation Honda W.W. Grainger, Inc. McKesson Corporation Moore North America Ltd. TRAVEL & HOSPITALITY Carlson Leisure Group Sabre Inc.'s Travelocity TRIP.com CONSUMER/RETAIL Classified Ventures ClubComputer ImpulseBuy! International eCommerce MARS Music MicroWarehouse Orlando Sentinel RMI.NET Technomarketing telstreet.com I feel this company is in the big leagues, and it's current Mkt cap is going to be 4x's the size in the upcoming monthes by my calcualtions. Care to comment.