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Pengy, Thanks for the report and all the work that went into it. I really appreciate it. There does seem to be quite a bit of slippage in the time lines, up to 3-6months in some cases. Was the reason for this happening discussed by mgmt? Disappointing, of course. Was mention made of the White Paper release by Dr. Greaves>>FH>>media? That would seem to me, IMO, to be the next important event for our s/p to levitate to any significant degree, Hytek announcement notwithsstanding (although this will, IMO, have some + affect upon s/p). There's nothing quite like seeing you stock favorably mentioned in Fortune, Barrons, the WSJ, etc.
best wishes,
Rob
PoorBoy - a classic case of running out of bandwidth.
Rob
If any I-hub poster attended NVC's meeting this evening, I'd appreciate your letting us know the gist of what was discussed - the more the better! - and the over-all tenor of the meeting. Many thanks.
best, Rob
Some additional take on our Hytek acquisition...
The numbers involved are remarkable. From all appearances, what with their revs and profit picture
vs what we paid for it, it may prove to be one of those instances wherein the company acquired did so
by, in effect, paying for that privilege. We paid only 2 1/2 x their annual profit, a figure which will be surpassed by their anticipated upcoming annual profit. They, of course, are now "tight" with NVC, to put it mildly, and destined to see their growth curve parallel ours. They have hitched their wagon to a rising star and they, as well as we, will profit mightily by it.
This will prove to be a gem of deal for all concerned, IMO. Furthermore, dilution is not a factor, in view of the dollars involved. I have been involved with too many BB companies - as a s/h -
wherein equity financing and resultant dilution played havoc with their s/p. We have no such problem
and management seems to be managing our finances very competently. By acquiring Hytek, they seem to have slightly changed their business model - for the better, IMO - by making NVC
an in-house mfr. of at least some its required tech
aps, rather than farming it all out. IMO, that not only makes for a better profit picture, but it ensures NVC's retaining a tighter grip on our core
(patented) tech. All in all, some pretty astute maneuvers by Messrs. Wittenberg, et. al.!
Regards to all, Rob
Mosconiac, let me, firstly, add my thanks for your
sharing your correspondence with JH. That there was
zero response to your posting of the same info on RB is a sad commentary to the strangehold bashers have acquired on the attention of the posters there (with few exceptions, that is). I've waged a losing war against RB bashers in an effort to re-direct the attention of many fine posters towards constructive engagement with the current doings of the company, but many of them seem locked in a death struggle with their basher adversaries. We can only hope that the battleground will disappear when NVC's inevitable growth
will make the bashers efforts meaningless. It seems as though that time is soon approaching. I might also note that the word 'soon' is re-acquiring its original meaning!
best wishes, Rob JMHO
Greg, My thoughts re CTO vs tech advisor revolves about what obligations the person has other than NVEI. If he is widely-used consultant/advisor, he is in no position to assume the corporate role of CTO unless he was made an offer he couldn't refuse.
Another reason he might be asigned an advisory role is his association with HIS OWN CORP. with which his presence and allegiance is a prevailing requirement until such time as his company is subsumed by another company
through acquisition, for example. At that time, his
position might change from that of advisor to CTO.
This would be consistent with his presence as a technological force within the acquiring company and his new ability to become a corporate member of the newly-reformed company. Dr. Propp, of course, would be an excellent example of such an individual. I don't believe that Dr. Greaves would fall into this category since that would mean abandoning his many consultancies with the major corporations affiliated with Cambridge, as well as his coveted position as leader of the Computer Lab there, not to mention guiding his own company. He literally has TOO MANY valuable irons in the fire, in my estimation, to assume that position now. Having said that, is there any man who would not succumb to the right price and equity position in the company??
best wishes, Rob - hitimer JMHO
Matt, thank you for your outline of your plans.
They sound fine to me, save for the matter of dis-allowing the Chairman from ridding the posts of obvious bashers. The entire POINT of my using - and liking - the Hub is that it's basher-free. Were the board to return to allowing bashers in - despite the subscription - then the reason for the board's existence would be, in my opinion, seriously diminished. A suggestion: have 3 co-chairpeople put in place by the time the subscriptions begin. Their responsibility would be to review the choice of elimination of what is considered to be a basher post by one of the chairpeople. By majority vote, perhaps done ?daily, if required (there will be few bashers, I'd think), the post stays or is eliminated. This, obviously removes the possibility of autocratic rule but retains the ability to keep the bashers in check. Once they see that their posts are being eliminated, the likelihood of their persistence, IMO, is remote. I know that the subscription would keep the basher count down but, IMO, 1 is too many and is disruptive to the normal discourse on the board. As to the selection of the chairpeople, let democracy rule on each board, wherein the members select the 3 they wish and send them to YOU! LOL A one shot deal to avoid the obvious. And, since by this time, the members have no doubt identified which ones they'd like in place, we could do it shortly. Of course, the board will need to be made aware off this process and invite those who wish to serve in the elected capacity announce themselves so that we would vote for the 3 we want from those available. I hope that you'll give this a chance. I know it's a bit unwieldy; if that makes you think of it less than sanguinely. perhaps you could consider it if the basher count is evident AFTER the sub starts up. Thanks. Rob>>>>>>> (hitimer, NVEI board)
Greg, many thanks for the reproduction of the the JH
interchange. I read it through several times to glean what I could from it.Specifically, whether he
gave any specific information or subtle indications of information/knowledge/trends that heretofore had been unavailable. While it is always an interesting experience to read through his responses, I often wish I had the Rosetta Stone to assist me in deciphering his presentation! This is all by way of asking you, or others reading this post who also read JH's responses, what new or expository material was uncovered? I'm afraid these failing eyes failed to accomplish this. Thanks again.
best, Rob
deeba, did Comboys9 post have an address by which you could inform him of NVEI's existence and a likely resolution for the dichotomy between fiber and copper he presents? If so, it might be a good opportunity to spread the word. Thanks for the
posting.
best, Rob
Jeff, It would seem, from what I've read, that Dr. Greaves was brought on board for at least 2 main reasons: firstly, to lend his expertise in teasing out the theoretical basis of GFM, the NVEI technology. This has been unknown since the discovery's announcment and is the past reason for so many scientists in academia and in commercial telecom, etc., have disdained its credibility. Even though Dr. Greaves association with NVEI goes a long way to supporting the tech's operability,
ultimately, only it's scientific basis based on solid theory will provide it with universal acceptance. Secondly, his presence has lent the oft-mentioned air of credibility to the entire NVEI operation, something which it lacked to the extent required in corporate boardrooms and their scientific affiliates. Now, it may well be that the point you raise will develop into yet a third
element to be factored into his presence at NVEI.
Needlesss to say, we are limited in our conjectures by the amount of information divulged by management.
It could be that he will be wearing many more hats than we could possibly divine at this moment, in our state of restricted knowledge concerning NVEI's plans, etc. They apparently have begun the process of announcing internal developments prior to revealing affiliations, critical links, and, finally, product agreements and testing. I think that "soon" has become a happening thing. LOL
Best, Rob
Great news this AM, with the signing of Dr. Propp to our advisory board. We now have covered both the practical (design and commercialization of the tech.- Dr. Propp) and scientific/theoretical end of the technology with the addition of Dr. Greaves to the NVEI team.
Each adds considerably to our credibility, considering the high esteem in which each is held.
A great coup for NVEI.
Good luck to all, Rob
Sherman, exactly. As the ramifications of Dr. Greaves signing on to NVEI become more widespread,
the likes of IBM, ATT, BT, MFST, CSCO, Marconi, etc.
will find NVEI's leadership in its chosen field easy to accept simply because of his presence on our team. How many BB companies do you think they've sat down in talks with lately?! When these Goliaths approach the bargaining table in talks with "our" David. they will already know we are for real and how potent our "slingshot" is! We are a "made" company by his presence. JMHO
Best, Rob
Greg, I could not agree more. Dr. Greaves' arrival at NVEI will, IMO, prove to be a seminal event in the company's development, growth, and evolution as a respected force within the telecomunications industry with which to be reckoned. His name and reputation are easily recognized by the chief scientists of many companies with which we are - or will be - doing business with, companies which previously might have shirked NVEI because their scientists advised them that what it was proposing was
scientifically IMPOSSIBLE! Now, because of the
aforesaid Dr. Greaves connection with NVEI - his stamp of approval, if you will, those self-same
scientists are doing an about face and have advised their masters in the boardrooms (much to their chagrin, I suspect) to take another look at NVEI, a very serious look.
Additionally, your point regarding the rising s/p
is well-founded, I believe. While it isn't money in the bank, potential investors who have done their DD now see a company scientifically equipped to meet the tech. challenges of the variety of aps about to come their way. Anyone familiar with the last mile problem will see the potentially humungus rewards
now coming within reach of our grasp now that Dr. Greaves is lending his efforts to their resolution.
This knowledge will come within the purview of more and more people as the word spreads in the telcon, telecom, and assorted related industries and financial insitutions, not to mention brokers and the Street in general. Those reading and listening to interviews of NVEI management as a result of the oncoming media involvement, IMO, cannot help but be
interested, with the cha-ching of the upcoming financial impact no doubt ringing in their ears. Of course this is conjectural, but it is hard not to connect these dots. Time, of course, well tell...
Best, Rob
Ernie, We are very much in the conjectural business when it comes to the Popp-NVEI tie-in. All I do know definitely is that the stock is on the rise,
whatever the cause. I can only hope that it is related to some forthcoming announcements which will help to propel it forwards, up, and over the magical $4.00 figure so that they can re-submit their ap for
Naz approval. That, by their own proclamation, is high up on their to-do list, and I also see it as the doorway to further s/p enhancement.
Good luck to us all!
best wishes, Rob
Jared, wrt NVEI and Dr. Popp, I believe that JH's response to your question concerning his presence in
NVEI's scheme of things indicates that power line transmission of data, video, etc, are capabilities which remain to be explored but which are possible, given Popps'
reports of data tansmission already. IF TV propagation can be achieved and data transmission cleaned up so that it can be transmitted more strongly and further over electric lines, this opens up a secondary major area of applications of NVEI's tech. If this proves to be doable, it also puts us, IMHO, in a stronger position in negotiations with the telecons, since they now have
the power line owners to consider as potential competitors in their discussions with NVEI. Nothing like having dual major income streams!! It only remains to be demonstrated as to GFM's usefulness on power lines. Now, if we can get TV on them as well...JUST my VHO and conjectures. (And this is without bringing up GFMs usefulness on cable transmission. NVEI has already mentioned them as potential users of the tech.)
best, Rob
A couple of things in my last post that I'd like to pre-emptively like to expand upon, since I left some things assumed and not explained. When I said that
utilizing Dodi's new firm, I meant it would be new again in the sense that Dodi would (possibly) be the head of a marketing firm (again) directing our marketing efforts, not that M & W had been utilized before. And lastly, when referring to our (possible) marketing arm acquiring a luster with Ivan's presence on their BOD, I really had reference to Dodi's presence being seconded by Ivan, inasmuch as she had been associated with her prior marketing firm whose reputation was, shall we say, slightly tarnished by the former president of it having had difficulties requiring his resignation from that company. It, of course, had nothing to do with Dodi, who assumed the presidency only after his departure. A rather lengthy explanation, but necessary, IMO, if we are to understand why the presence of Ivan on the BOD lends a great deal of credibility to her company and, indirectly, giving her a vote of confidence and his seal of approval. His name and reputation go a long way on the Street...
I hope this bit of history satisfactorily fleshes out my previous comments. JMHO Rob
34S, thanks for that interesting tidbit about
Ivan being on the BOD for Madison and West, Dodi's new stomping ground. It may be just happenstance, of course but, if one wants to play the game that There Are No Coincidences On The Street, it would be super-easy to conflate Ivan's presence on their
BOD and ours, leading one to conjecture that the significance has to do with the possible use of M & W as our new (again) marketing firm. And who better to be an observer - and our rep - on the scene, but
Ivan? Perhaps our requirement before we utilize their services, while adding luster to their company? As I said, JMVHO, and I do like to see the plots thicken!! Perhaps even tangentially related to today's move?
best wishes, Rob
My 2 cents - It was nice to see us closing with decent volume on the ask and continuing the recent trend towards higher average # of shares/trade.
It is certainly a welcome change to see green, but nothing to get excited about. My re-orientation of interest towards the current s/p is based upon its
virtually relentless drop down- briefly - to sub- dollar levels, and the implications that carries re the strength the stock will require to re-assert itself when legitimate stimulation - from news -comes along. Then the $4.00 level becomes a goal and it will be interesting to see how market forces
will act so as to allow it rise to that level and beyond. From what little we've been told as regards management's behind the scenes developmental activities, they certainly make me very sanguine regarding the potential for such activity to bear the s/p aloft without too much
struggle. That our float is <20 million helps a lot, also. Still long and strong. Good luck to all.
Rob JMHO
Sherman, thanks for the input. It's good to hear that he's doing well.
best, Rob
Mayu, my sentiments exactly. My knowledge re John is limited to my few contacts by e-mail. My concern was expressed for the reasons mentioned in my post, not due to any personal information (which I do not possess). We can only look forward to his healing and recovery, perhaps assisting it by not making any demands on his time on the phone or computer as you suggest.
best, Rob
I have great concern for John Howell's health status, considering the considerable stress he must have been in, what with his Dad's passing and his heavy responsibilities at NVEI. Does anyone have particular knowledge of how he is doing? tia
Rob
kenecom, firstly, let me say that your conjecture about ATT is a tenable one that jibes with the little bit of information (per the CC&C "leak") we have that suggests a liaison between NVEI and ATT.
Additional perspectives include the squeeze that ATT might feel themselves in currently in not being able to justify their refusal to Comsat's offer to their s/h because the (reputed) deal with NVEI has not matured sufficiently for it to be outed. I imagine that if the conjecture is correct, bpth parties are
prodceeding with all deliberate speed to finalize matters (we can only hope!). Secondly, ATT benefits from NVEI's GFM tech by virtue of it operating on cable, as well as copper, thus giving ATT a two-edged sword in its competition with its brethren
comcos and telcos. Thus they have reinforcing reasons to retain their holdings with a view towards their anticipated enhancements, near term. All this,
JMHO.
best wishes Rob
dilt 1, to be a fly on the wall of the Sampra Co. when the BOD read about the unveiling of NVEI's tech
and their affiliations, while they're still waiting for their patents for their gas line endeavor.
Too sad for words.
best, Rob
34S, Barrons writing an article about us?? Is this a rumor from "reliable soources"? LOLOL We can only hope that this one is true!
best, Rob
We've had such a spate of revelations via the e-mail
pathway with JH that I've had to go back ad re-read them in order to fully assimilate their meaning and significance. As more and more direct, probing questions are put before John, he answers them with
general information yielding a riches of tidbits which turn out to be golden when examined more closely. Case in point: possibly the MOST fascinating one is that Greaves is going to work hand-in-glove with NVEI in its development of the beta testing initiative. As I turned this over in my mind, it became more and more exciting, since his participation will open all scientific and research doorways that had been previously closed to us for disbelief of our tech on scientific grounds. Now, faced with his stamp of approval, it will be all but impossible to for the previous disbelievers to shun
his findings and disregard NVEI as the kid that grabbed the brass ring! (to put it bluntly). This can, and probably will, send shudders through many BOD meetings, but eager anticipation in others which realize how NVEI can assist their beleaguered
companies across that huge last mile doorstep into the awaiting consumer residences, inexpensively
and with consummate power and distance. This also will mean that the media will listen more attentively to what we have to say once their scientific advisors clue them into the scope and
meaning of their affiliation with the good Dr. Greaves. This is where I believe that Dr. Rubinson will prove to an effective interlocutor for NVEI since one of his strengths is in laying things out
clearly for companies and others questioning what the technology means. Not to say that he will be the one communicating directly with the vast media
interest bound to occur, but rather flesh out
talking points on various subjects the interviewees are bound to encounter. It will be interesting to see just how NVEI does handle the demands placed upon it for interviews; will there be just one or two asssigned for this purpose, or what?? Whoever it is or they are, they need to be conversant with the subject and be able to communicate difficult ideas
clearly and succinctly (consistent with accuracy). Now I'm just wandering into the unknown, but stimulating locales we'd hardly dreamed of a few months ago. I always did wonder how we'd make our tech palpable in its authenticity; now we know.
Best wishes to all, Rob
Pengy, excel, mike, & others, thanks to all of you who have unearthed revealing information and have added significantly to our pool of knowledge re NVEI and their plans. Thanks for your posts.
best wishes, Rob
correction: 2 months = 24 months, previous post. EOM
spanky, while I agree with your general tenets, I believe that 2 months might be a bit conservative as to significant (over 50, for example) stock price appreciation. May I direct your attention to a recent post by porscha (cited below) which addresses this very subject as to a time line we can reasonably anticipate. I consider his points to be sober and in keeping with what we know (as opposed to conjecture) i.e., the anticipated media contacts forthcoming, etc. Here's the (hot) link:
http://ragingbull.lycos.com/mboard/boards.cgi?board=NVEI&read=58999
best wishes, Rob
Greg, thanks for sharing your discussions with JH, and detailing the many points clarified in your
most welcome post. WRT what is becoming a rapidly sinking bottom line, I think it will prove to be enough of an explanation perhaps for the time being.
Even though the reasons enumerated are eminently
reasonable, being near the low of the year may not be conducive to reasonableness for many. This leads me to ask whether JH shared with you any efforts behind their plans to raise their share price to > $4.00 for NAZ-qualifying application? I believe that, at the SHM, there was some indication that
PR's, about to be "shortly" released, would play a role in this regard. Is this just some scuttlebutt or was this an out-and-out statement by one of the presenters? tia
best regards, Rob
Spanky, I agree in all regards. All we have are their occasional intimations that relief is on its way. We can only hope that they are sincere in their
intentions to release the PR's sxxn (a word I'm nearly deleting fom my vocabulary) after the SHM.
sigh....
Best, Rob
jeff_p & Greg,
I have never read any e-mail from JH which is more tight-lipped. Amarillo Slim has NOTHING on JH - keeping his cards so close to his vest that the numbers are rubbing off! If we want to play the game: What Does This All Mean?, I'd venture a cautious nickel that the closer it gets to tee-up
time, management is drawing the wagons into an even tighter circle,lest a scintilla of information filters through. Can't prove it by anything we know; a suspicion is all we've got, so I'll draw 3 cards and see what the dealer does while I mix my metaphors. 8-)
best, Rob
tantra, thanks for sharing your very revealing e-mail response from John. In the past, he has not been as forthcoming as he is now. This leads me to suggest that he's sitting on so much information at present, that some it is starting to leak out!
I'd be VERY surirised if NVEI did NOT have a quest for QWEST... I don't think there's any QWESTION
about it! OK, enough homonymous puns...Let this post also be a reminder of John's response to me which I posted a couple of days ago: we should be seeing a video of the SHM this week some time on the new Website. I expect that we'll be somehow notified of it when it occurs.
best wishes, Rob
Pengy, that's the part that has led several attendees to post that actions may be upcoming (?what time frame not mentioned by anyone) so as'
to to enable our app to the NAZ by ^ our s/p to >$4.00. Conjectures were made that the upcoming
(again, no time frame given) PRs by FH might be instrumental in accomplishing this goal.
BTW, I've e-mailed JH, inquiring re the possibiity of a transcript being made available so that others, like myself, who can't get video/audio because we have webtv sets, coould avail themselves of the entire text of the proceedings. Regrettably, the only thing that JH said in his reply (~6/28) is that a video of the SHM would be shown on the new website in about 1 week. I trust that, if anything further enlightening us, contained in the video, or causing a re-thinking of anything that has been shared on the board, will be further commented upon on these pages. This would be greatly appreciated.
best, Rob
Tiger, many thanks for your take on the matter.eom
pengy, perhaps I should clarify my post a bit. I certainly was not soliciting YOUR personal take on our p/s for the immediate future. Rather, I was addressing the variation of takes I've read concerning this subject that others have gleaned FROM THE SPEAKERS at the SHM. Some took them to indicate that the s/p
could very well see a boost in the very near future, while others despaired of this, believing that management gave no such indication. I was - and am -
inquiring as to what your take was regarding this matter if, indeed, you have formed one. Many thanks.
Rob
Pengy, Thanks for your wide-ranging and objective reporting on the SHM. Perhaps you could additionally comment on a point of divergent opinions amongst the others reporting on the meeting: the expectations of early s/p rise in the near future i.e.,?? within the next month or so. There seemed to be nearly as many thoughts on this subject as there were posters! Your input would be greatly appreciated. Thanks again for your excellent job.
best wishes, Rob
Greg, I wonder whether our co.'s name is appearing in any RB telco or telecom boards?? Anyone spot it yet - if not, it's only a matter of time...
best, Rob
Greg, the response by JH to your final question was unclear.
That is, I didn't know whether the alternate scenarios (response) applied to the the results issuing from the combination of events hypothesized in the first part of your question, or if it was referring to the
possibility of other causations of the stock running. To put it more simply, does his alternate scenarios response apply to the first or the second postulate of your question, IYO? Thanks for sharing your e-mail with JH.
best, Rob
Jerry, I don't know that freerealtime will see many
posters migrate over there, if at all. With free RT quotes imminent here, and IH being a superior posting site (see its R & R), this will become, IMHO, the site of choice for many RB posters. We will leave the nuts, hypsters, and mm mouthpieces behind since they won't be allowed here. As MLK said, "Free at last, free at last..."!
best wishes, Rob
Greg, firstly, thanks for posting the new NASDAQ rules of engagement, so to speak. From my limited knowledge re these matters, it would seem that it would STILL be in our best interests to apply initially for a sc listing, even though it's a $4 requirement. This will allow us to get into NAZ
60 DAYS SOONER and I believe we have all the other requirements covered, as well. Thus, instead of being considered for entry in October for NM, we could be considered possibly as early as the middle August for sc, assuming we hit $4 by the middle of July,
a conservative estimate, I believe. By the beginning - middle of October, IMHO, we should be well on our way into double figures. Can't we always ask for entry into the NM from the sc, whenever we wish, so long as our figures and capital growth are sufficient to the day (????).
I'm actually asking about that last statement, since
I know nothing of transfer from sc to NM, just making some assumptions!! Your - and others - thoughts, please.
best wishes,
Rob