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Spoke:
To me it seems simple that if products are currently being deployed at 18 Mhz that increasing the available bandwidth would allow for an increase in performance. If you have a larger pipe to work with, seems like you should be able to get more through.
Does not seem to me to be apples to apples comparisons of products unless you discuss the Mhz they intend to utilize.
Cobra: Thank you for the reply
427Cobra:
Did they address how much the ASIC will cost and if they have the money to produce the ASIC?
WHP03:
The question is whether Embarq is configured to use 18 Mhz of bandwith or 30 Mhz.
If 30 Mhz is going to be available, all broadband transmission products for copper should work at least 66.6% better. The improvments are not due to some magical breakthrough.
The question is whether we are comparing apples to apples with Spoke's comparisons (meaning products which utilize 18 or 30 Mhz). Couldn't Embarq be configured to utilize 30 Mhz?
I concur that this remains a risky investment though.
Spoke: so what you are saying is that the 66.6% increase in Mhz and increased bandwidth for VDSL2 has nothing to do with improvments in speed being reported?
Wouldn't it be fair to say that if the Embarq product is configured to utilize the increased bandwith and Mhz that its performance data would also improve?
Spoke:
Please explain what is the difference technically between VDSL and VDSL2.
If the frequency and spectrum is available for VDSL2 wouldn't EMBARQ in theory also far exceed its current claims?
427 Cobra: Did you notice from the article:
VDSL 1KM & 3KM
15Mbps 5Mbps
VDSL2 1KM & 3KM
25Mbps 10Mbps
From NV:
Distance in feet / Asymmetric / Symmetric
1,500 / 90 Mbps / 45 Mbps
3,000 / 80 Mbps / 40 Mbps
4,500 / 46 Mbps / 23 Mbps
5,500 / 30 Mbps / 15 Mbps
6,500 / 16 Mbps / 8 Mbps
Thank you. No need to apologize.
Excel: I originally thought the same thing too, but the filing only covers up to April 30th. If there is a new agreement to continue working on the chipset it would be contained in the next filing.
Excel: I concur with you that it is better to have civil debate. To me you seem like a reasonable person.
I think the true answer to your question should be based on the length of time, amount of money spent with Hellosoft and the results achieved.
I 100% concur that Adaptive not getting the job done on time is defitely not a good thing.
Lycus:
I have no evidence to confirm or deny that Hellosoft is doing anything, but they were paid $92,500 for work this year.
What I have said about Embarq is simply opinion on my part- I have no proof or evidence of milestones or anything.
If NV pays Hellosoft for any future work, I suppose that will be in the next filing.
Not much to defend about the company when you look at real results, but still that does not mean that a product is not being developed.
What is this literacy and good bye hard stuff about anyway? For now your position has been validated until the company proves otherwise.
Excel: It is also not evident whether it was a complete or partial failure. Is Hellosoft starting from scratch or are they finishing some work which Adaptive could not complete?
Excel: In my opinion the agreement to waive the first $5MM in royalties does amount to some type of refund from Adaptive (if and only if there is a product which produces revenues).
Halston My best guess is this:
In filings bonuses were listed for financing at 3.5MM (which was achieved)
There is a bonus listed for a completed FPGA (my guess is that one could reasonably assume that might be accomplished as well based on the first of the two being accomplished which I realize is shakey reasoning at best.)
We are in the dark as to how well the finished product will work and when it will be completed- let's assume that it is a breakthrough and will produce value (and drive the share price up)
All the of the work to accomplish this would in theory justify the bonuses (only if everything works and the product is a winner).
I am in complete concurrance that the current share price is a joke, but if a completed and successful BETA product is introduced we should see nice returns from here.
People have been saying that the financing was a joke - when a company is already public and the share price is low, financing is normally dillutive. How could it not be? You have to be a private company to obtain better financing.
Excel: please add up the amount which was used and post the total... I have not read the complete filing. Thanks.
IOWN: there are companies with missed deadlines which have produced products and become market leaders - look at Qualcomm. The same was being said about them many years ago when their shares were also in the dumps - Many said CDMA would never work (even engineers) - years behind schedule and look what happened. CDMA was an old technology which was only improved by them.
DSL is a smaller market than wireless phones, but there is growth opportunity for more players.
I concur that it is shameful that only $7,000 was spent on the tech, but they now have more funds then they have had in the recent past to spend on the tech - will they - who knows.
Are you proposing that with $2.55MM remaining after the $550,000 was paid that none of it can be spent on the tech?
A lot remains to be seen, but one scenario is that the "death spiral" investors will hold their shares for the possibility that the tech will be brought to market - what do they have to lose by waiting because the shares are convertible anytime after 65 days at 70% of the 5-day moving average. What is the rush - appreciation would stand to make them much more money because of the warrants which have to be above 15 and 30 cents to get anywhere.
Lycus: If the next filing does not have funds spent on the tech. after the financing, then I will agree with you that this is smoke and mirrors but until then the question remains unanswered. I am definitely not spinning anything...
Lycus: The filing states may not have the funds which is different than does not have the funds.
"unwinding" as you talk about has not started to happen - there were 65 days required before anything could be converted based the on the 5-day moving average.
"Death Spiral" or not, if a successful product is brought to market, the shares should be higher than they are today.
Sure, there is no absolute proof that they have a product in development other than what's in the filings, but there is not absolute proof that they do not. Lack of spending money prior to closing the $3.5MM dentures would have been expected to be the case.
I believe the stock went down prior to the last filing but then bounced afterwords...
Wasn't that when we hit .07 cents?? Anyone...
Lycus:
Please explain what you are talking about...
From your post: What do you think would happen to the volume if someone would authoritatively post the open short interest for NVEI and someone would verify the data almost instantaneously?
My guess is that there is a large short position that will be covered at some point.
Spoke: I did not state the NV participated in the VDSL Olympics - I realize you have to have a finished product to do that. This is from reading the results and comparing to NV's press release from two years ago.
The main point of my message was that obtaining market share was not impossible if the proposed product services the real need in the U.S.
I have no idea whether there ever will be a finished product, but if there is and it can do the things which have been published, I believe we will be trading at a lot higher than 11 cents.
O.K., we can agree to disagree. I think that in the U.S. the market share leader will be from the company who can produce a product which will service 90% of the customers in the most cost effective way.
Cosmo: When I looked the charts from the VDSL Olympics (I know Spoke will have a problem with this) - it appears to me that at sufficient speeds to offer HDTV, NV would be the clear winner in my opinion.
Other than Asia, 150 Mbps for shorter distances is just not going to be the bread and butter application.
If a product is released, 1/3 of the market is not overly optimistic.
Lycus of Yore: I haven't the slightest idea how much money is remaining for the "etherware" as you have stated. Probably a lot less than is needed although it's likely a lot cheaper in India (if there is a tech).
Spoke: I have not read the complete filing, only the part released through the business wire, but it should be pointed out that instead of the millions of shares listed on the press release that a cashless exercise would only purchase the number of shares that the amount in excess of .15 cents allows for and then the number of warrants used to produce the excess value expire.
In my opinion, the way this creates a lot of dillution is if the share price increases significantely to utilize the cashless option or the investors purchase the shares.
In my opinion that is a stock option and not a warrant to purchase shares. I believe warrants must be purchased.
My opinion based on reading the 8K.
two types of warrants to purchase shares of New Visual common stock...
My interpretation of to purchase means they must pay additional funds for the shares.
And 7% debentures are almost at the prime rate with warrants to puchase shares of stock - warrants are not free shares and must be purchased resulting in potentially more funds for tech development in my opinion.
OK now everyone bash away...
Hellosoft is a going concern in San Jose with 3 VC's on their board with strategic partners with just about everyone in the business.
San Jose is a small community and Hellosoft's reputation has to mean almost everything for their business.
Greaves (in my opinion) was just trying to do some research.
I might be wrong, but that is my opinion.
Excel: My messages contain negatives. I am not pleased with overall progress.
I believe that there are differences between Greaves and Hellosoft but would like to leave it at that.
Excel: very funny, I am not Cobra. I am not a "pumper" just trying to stimilate some conversation regarding some potential positives. I see that there are no takers.
By making this comment...
The most significant advantage of the technology is the ability to reach farther and faster on a single pair of unshielded twisted pair copper with a higher data throughput than the announced VDSL, VDSL2, ADSL, ADSL2, and ADSL2+ products from New Visual's competitors. This is achieved because the underlying technologies that reside inside the Embarq(TM) processor are unique and very powerful. "These elegant and accurate OQAM processes, combined with a powerful data modulator and demodulator, yields performance results that are better than we have seen from any other company," stated Mr. Yarlagadda.
Would not be worth their time to sell at 17 cents. And the CEO would want to put his reputation on the line for this?
I concur that ANI could not commercialize the product, but still the waiving of royalties is positive if Hellosoft can bring a product to market. I seriously doubt that a well respected firm funded by 4 VC's would put their reputation on the line if nothing existed for worthless shares.
SS:
Two additional questions. Ikanos states that the market will likely be standardized - likely to DMT is what they are implying. The Phybrwire product is DSM.
The Ikanos results at 150 Mbps have been published for quite sometime. How did Hellosoft claim further and faster unless Embarq can exceed the results? They must be aware of Ikanos??
O.K., my mistake. I thought throughput was the total of both.
SS: Throughput is the upstream and downstream total. At 1500 feet NV is at 135 Mbps and at 6500 24 Mbps (or still faster than what Bill found).
To me, NV, if they ever produce a product is at least faster on paper.
SS: Throughput is the upstream and downstream total. At 1500 feet NV is at 135 Mbps and at 6500 24 Mbps (or still faster than what Bill found).
To me, NV, if they ever produce a product is at least faster on paper.