e.Digital Corporation (fka EDIG)

[Tinroad]

Recent TWOMIL Agora posts:

http://www.agoracom.com/nonmemforum/msgreview.asp?id=122731&refid=0&orig=122731
Between 8-10 to 15, 2001, I expect to see eDig's 2002 1st qtr results ending June 30, 2001, to be announced. Revenue from this quarter is still going to be primarily from the Lanier/Platimum grp. product deliveries, NRE, and possibly some advance licensing fees. Just recently the Orbit via eDigital was placed on the DataPlay web sight. This is an Eastech product and still unannounced has been any licensing agreement of ET by eDigital for DataPlay products. Accordingly, this news may soon be forthcoming. (http://www.dataplay.com/jsp_files/en/whatsplaying/products.jsp?action=details )

The Eastech PR on 5-2-01 announcing an order by Intel for DAP's presumably is on schedule for August delivery. The intitial shipments of this order should generate a PR by Intel that, IMO, will include mention of eDigital. I have long believed that the eDigital reference design product is a part of this order, though eDigital was not specifically named in the 5-2-01 pr.

B&O sales locations are expecting products that will be incorporate our ref. design for the x-mas season. They are very aggressive in letting their customer base know by Sept. what their offerings will be for the Holiday season. I would look for this product to be out on store shelves in B&O locations by November. It could easily be the hottest highest demand item for x-mas 2001 at over $400+ each, which is the way B&O brings out a new line to appeal to the world's alleged elite.

Other news expected over the very near term may be:
1: Jim Collier and explanation and description of his group's efforts
2. Other JB oems signed by ET and Hango
3. Details of Intel's marketing strategies for direct and bundled DAP/PC component sales
4. Hy-tek's e-commerce, store, and catalogue clients
5. RP's explanation of 'cradle to grave' service offerings alliances
6. Other platform partners and alliances in auto, cellular, and set-top boxes

August should be an informative month and how are customers' products are reviewed and received will merit close observation.

http://www.agoracom.com/nonmemforum/msgreview.asp?id=122788&refid=122777&orig=122731
Intel is no different than other big co's.. There are teams of personnel within the co. that often don't realize there are less costly and more efficient ways of designing and manufacturing products. The Pocket Concert is a good example of such a product.

The total size of the Intel order described as 61 million dollars and 600k units is not of the size that would allow all of Intel's current dist. channels to easily manage. IMO, this suggests the likelihood that some of their customers will be heavily involved in distributing the DAP's. We've already seen Dell in distribution agreements, and it would not be surprising to also see Compaq, HWP, and even Sony move these products. Tri-gem, a Korean PC manufacturer with about 40% of the Asian pc market, has already announced their intent to work with Intel and these DAP products.

Intel's primary objective is to move out the Pentium 4's very quickly at discounted pricing to dislodge AMD's cpu line from both volume and publicity comparisons. I foresee add-on DAP's helping their customers increase Pentium 4 sales to the disfavor of AMD's Duron line.

eDig's recent low volume and stable share pricing, IMO, suggests no active sellers. How F&H gets the news of customers, contract orders, and product reviews into the media should have a great influence on share price.

I do believe there is much more to be learned about J. Collier's work and presence at eDig and that it is going to be a much more financially advantageous program than what any of us may be considering.

IBM recently did not get favorable mention in PC magazine in their support of desktop and laptop pc's. Intel does not have a well grounded customer support system for their few consumer products. Should these co's. want to improve their support infrastructures, I could see their working with eDig's J. Collier to establish an alliance with another well-known support services co. that could cover all future handheld product lines. This provides revenue to eDig as well as integrates manufacturing issues from start to finish in supporting in-the-field customer experiences.

There are many shareholders that see eDig as only a 1 dimensional company. If all unfolds as I suspect it will, we will see multiple revenue streams from engineering and design, product support services, royalties, and licensing from many different data and content delivery platforms. I see co's. like Intel, IBM, Samsung, Toshiba and others, increasingly permitting eDig to assist them in bringing technology for the consumer to an end-point deliverable product. The only co. currently doing this is Sony, but they often missunderstand the marketing side of product development and usually end up battling others for what they arrogantly perceive as their entitlement to the 'whole pie'.

http://www.agoracom.com/nonmemforum/msgreview.asp?id=122815&refid=122808&orig=122731
When you say, ''but the proclamations from FF/RP indicate that they actually believe that something will happen soon ..''

What I suspect they, as well as ardent, inquiring, phone calling, e-mailing shareholders all know is that production runs are now taking place* to be followed by packaging and shipping, reviews, and sales, etc., etc..

There is still nothing on store shelves with HDD's and multi-codec features known to the average customer looking for a brand name. IMO, that will conclude when our refs. designs under many different well known brand names start hitting the shelves this month and next.

This should all coincide with many PC manufacturers also making offerings to educate the public. There is much more to be read, heard, and digested in the next 4 to 8 weeks that will demonstrate how and with whom eDig has positioned itself.

http://www.agoracom.com/nonmemforum/msgreview.asp?id=122902&refid=122865&orig=122865
*I did not say 'production runs' were statements made by RP; however, em's from oems sent to inquiring shareholders mention DELIVERY dates in August and Sept.

Good luck to all