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moxa...exactly right...thanks...gotta go...jtdiii//
Per recent voicemail from Robert Putnam to John Dobson...
e.Digital stands behind the announcement made at the ASM regarding F-10 being in full scale production. That's good enough for me. We can let that issue rest now once and for all.
Wish they had been more specific at the last webcast and in follow up communication, but I am satisfied with this response.
jtdiii
I kicked the hornet's nest.
CAL_LAW..Welcome back. Good to have you again. It would be great if Matt could let a few more longs back on the street.
It might not be a bad idea before Agoracom finally finds the sustained speed throttle and the new features.(hint to I-Hub)
John / jtdiii
FGATOR. I looked myself, but couldn't find it. thanks
OT..Chwdrhed/Fred/Sentinel. Has an I-Hub amnesty program ever been discussed as a way of letting some of the banished but possibly rehabilitated back into I-Hub society ???
John / jtdiii
e.Digital is now on PortalPlayer's website as one of only two "Authorized Design Partners" (see Development Partners)
post comment...
Due to a good natured yet slightly irreverent reference to the chronically negative posting content of certain other I-Hub members, this entire post was previously deleted.
I am now reposting the thrust of the post because I believe that it contains valuable information that will better inform those interested in e.Digital's fiscal progress and ultimate success.
e.Digital's temporary and inadvertent exclusion from PortalPlayers website had been negatively spun by these same I-Hub posters to which I was referring.
PS and OT.Chwdrhed/Fred.
With all due respest,gentlemen.
I-Hub's hairtrigger litmus test for deleting any post containing even understated and insignificant portions distantly related to the dreaded "personal attack" ....has now reached absurd levels of politically correct hyper-sensitivity.
YTD Gateway online sales of the DXP-20 have dwarfed Gateway's brick and mortar sales.
Gateway retail store locations are thinly scattered
None of the 200+/- Gateway retail stores have ever been able to get enough of this product.
The floodgates should open when Hitachi gets up to speed in several weeks.
JMHO
John / jtdiii
sdr. Low volume consolidation or not, I think we'll see a good number of new investors in the coming months.... at higher pps levels than .49/.50
Fred. I know that you can do it through Brown&Co, for example.
irrational exuberance.
niz.. Too many stop-losses at .50/.49... The pps will be back up soon.
john / jtdiii
Fred. Good point. With the warrants, the projected Q4 revenues should be just a little bit south of $3mil.
John / jtdiii
Q4 (1/1/04-3/31/04) Revenue Projection///jtdiii///
Any rational and objective comments on this revenue projection?
Eclipse/FT 8000 units X $75/unit = $600,000
IFE/APS/Dig 3000 units X $200/unit = $600,000
Gateway 75,000 units X $ 8/unit = $600,000
SUBTOTAL $1,800,000
Warrants (WAG) $1,000,000
TOTAL $2,800,000
The only reason I am posting this projection on this board is that Cassandra is mercifully absent for the time being due to a well deserved vacation. Did owd3 go with her?
John
John/ jtdiii
Hollywood.
I can understand your frustrations.
However, sometimes different projects with varying degrees of manpower hour requirements can be mutually exclusive with other projects.
Let's hope that "critical mass" really means being able to go after as many lucrative deals as humanly possible with an engineering staff of less than 20.
We wait.
john / jtdiii
Sunpoop and EdigLong. great CES Report. Thanks.//jtdiii
murrayhill. Evidently so,and I just sent the email earlier this afternoon. I too was surprised.
John
Just received an email reply from Jo Ann Platt informing me that she is working to rectify the situation of e.Digital not being shown as a Partner on PortalPlayer's website.. I will update later.
John / jtdiii
haiyaku. Where have you been hiding???//
Duke of Prunes...Good eye...//John / jtdiii
e.Digital President and CEO Fred Fluff told me nothing today.
NEWe.LONG...You have private mail.//
austonia... a fair and balanced review. Thanks.
As I recall, you tore us up on your last review.
Glad we seem to be making some headway here.
John / jtdiii
NEWe.LONG. Very compelling. Thanks again for great work.
Convergence and critical mass.
John / jtdiii
NEWe.LONG. Very nice work...and greatly appreciated by all.
Things are really starting to come together...
Convergence and critical mass forevermore.
John / jtdiii
OT...MaryinRed....Whew!! Thanks for sharing. Very touching.
John / jtdiii
SENTINEL. My report on the Series E participants WAS accurate.
The e.Digital attorneys are required to include a listing of the Series D participants (warrants)in the Series E filing.
The individual 14 participants (as previosly reported) did NOT have to be named in the filing, but will be identified at a later date.
THERE WAS ABSOLUTELY NO OVERLAP IN INVESTOR PERSONNEL BETWEEN THE SERIES D AND THE SERIES E...as stated in my report
Polis/etal WERE NOT included in the Series E. There were 14 other individual investors who will be identified in the upcoming S-3 filings.
As you know, the Polis family have been active investors in Norris/e.Digital since the early 90's. Although they are exceptionally "friendly" investors, some of the individual Polis accounts were beginning to meet or exceed 5% of the public shares and they wanted to remain below this amount.
e.Digital had no problem raising the 1.2 million from 14 other different friendly investors....and they could have raised more, but this amount was deemed to be sufficient.
This was all re-verified this afternoon and I continue to stand by ALL of the points detailed in my post .
jtdiii / John
If you assume "the absolute minimum licesing/royalty" figure per unit is $100....then 2000 X $100 = $200,000 (approximate current monthly burn rate) JMHO
jtdiii / John
As a rule, yes...and I'm certain that e.Digital offers economies of scale per unit licensing/royalty reductions as well...
It would make sense to motivate the OEM and/or brand to order more units.
Other than that, the specifics of that scenario are far outside of my own skillset.
jtdiii / John
licklily. The licesing/royalties are definitely linked to volume for all 3 platforms in spite of any possible inclusion of embedded NRE fees.
A 1500-2000 additional APS/IFE/digEplayer order would simply provide enough revenue to exceed the "monthly" burn rate.
The volume potential for "pending" airlines would likely far,far exceed the 1500-2000 example.
jtdiii / john
rolligrock...how about offering an intelligent rebuttal. We're all waiting..
Sentinel...well said...well documented...and I WILL return tomorrow with feedback on the Series D/Series E overlap issue and/or misunderstanding.
As stated before, if I misspoke... or misunderstood... or if the source alters the response, I will tell all the exact truth as I see it.
As you may know by now,I have never had a specific agenda.
John / jtdiii
no good deed goes unpunished.//
jtdiii / John
Sentinel. I will diligently double check the specifics of that part of one of the conversations, and will report back either way it goes.
jtdiii / John
Your welcome, Sentinel.
Was going to post it here later on iHub, but you beat me to it. Thanks.
jtdiii / John
doni.
What happens if APS doesn't have the muscle to follow through?
It is my understanding that both APS and e.Digital are marketing the device separately and collectively?
John / jtdiii
I never said that they starting pulling together preliminary financial info on Monday....YOU did.
Why don't you just wait for the report on 11/15 or earlier (signed off by Singer Lewak CPAs) and really have yourself a good ole time.
John / jtdiii
Cassandra. You are testing my patience.
Its Renee...not Wendy.
Why don't you go ahead and call Renee Warden up to verufy whether or not she was asked to evacuate her home at 2:00AM??
She was working with Singer on the quarterlies.
John / jtdiii
Cassandra. Renee was woken up at 2AM Monday morning and told to evacuate her home. She was scheduled to prepare the preliminary financial info for the EDIG webcast.
The auditors in LA do in fact do the quarterlies for e.Digital. They are not done internally.
The fires affected Renee's participation,but had no affect on the Singer Lewak personnel other than the known fact that nowadays CPAs are being much more careful with the 10Qs/10Ks.
Why not call Renee for verification, if you must.....
Be sure to also let her know that you're not even a shareholder.
I'm holding my tongue on you. It's getting more difficult.
John / jtdiii
Not so. if you'll see the APS segments on TechTV, Boyer was very explicit as to who designed the system....e.Digital.
Call APS yourself. Ask the VP there (former Intel guy). He'll tell you it was e.Digital who designed it.
APS may have "designed" the skin...that's where it stops.
Call for yourself. I have.
John / jtdiii