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Microcap & Penny Stocks : MEME Media Entertainment -- Ignore unavailable to you. Want to Upgrade?

To: rharris who wrote (361)	4/8/1998 9:31:00 AM
From: WTC	Read Replies (1) \| Respond to of 638

Thanks for the feedback on the demo particulars. I can offer some suggestions for a demo in San Francisco or elsewhere that would catch the attention of strategic or portfolio investors with expertise in sorting the real technology and service contenders from the wannabes. 1.Penetrate the building -- put at least one radio node outside, and show how there is a plan for mounting/disguising it so there is some confidence MEME can actually pull off a major volume deployment. 2. If one selling pitch is going to be data speed, MEME has to show the speed. It's not good enough to show "2Mb/s" silk-screened on a PC card or reflected in some advertising collateral if the demo was designed to top-out at 128kb/s. Why not a local server with a 10Mb/s connection through a router to the network node, if the cost of a short-term T1 in at issue? The server/router could go on the road for future demos, and even get used for some testing. 3. One critical network characteristic that is difficult to "demo" is system capacity. One operational link in place certainly does not tell the story of capacity, especially in a Part 15 environment. Since this is a relatively arcane subject, the answer to the capacity question is perhaps best told with a technical paper explaining the MEME estimates of capacity (probably in terms of simultaneous bursty customer sessions averaging xxkb/s throughput each, or some similar metric that can be translated easily to well-understood current customer requirements.) If there is a substantial plan for dedicated T1 capacity through some common elements of the infrastructure, that ought to be explained in terms of its impact on bursty session capacity, too. If such a paper is distributed at the demo, I would expect it could also be put on the website. By the way, sure, there is proprietary information in the details that may not make its way into such a paper. But if there can be no explanation of the system design and capacity that sees the light of day, I can not imagine an informed and technically astute investor taking a second look. This is the place where we get the direct sequence spread spectrum choice cleared up, too. Usually in these papers, the designer takes a swipe at the "other" spread spectrum approach (frequency hopping in this case.) These kind of "QAM vs. VSB" debates amuse the engineers, at least, and are a great opportunity to establish the depth of understanding and credibility of the designer or design team. 4. The astute investors will wonder if this technology can do anything that is fundamentally a technical breakthrough, or if business success is predicated on business execution of well-understood technologies. We should never sneer at the second case, but there is a tough test here to pass, as well. Who are the business team that will execute the plan -- can they demonstrate that they understand all the moving parts to creating and running a wireless ISP, and that they are on track with a plan to successfully execute that plan? Do they have objectives, budgets, and milestones that are realistic and achievable, and engender confidence in their management skill?