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Re: halston post# 4688

Saturday, 07/13/2002 12:35:52 PM

Saturday, July 13, 2002 12:35:52 PM

Post# of 78729
Halston - no one can help you with your present inability to let go of what no one outside of yourself can help you let go of. Am I happy I bought six figures worth of stock between $5-8 post split? Would I prefer to have all of my pre-reverse split shares back? Sure. Can I do a darn thing about any of that, other than express my feelings, and then move on with my life? No.

I can't change the past, but if you attended Friday's meeting and if you were willing to look ahead, down the road, through the windshield, rather than focusing so much emotional time and energy looking in the rearview mirror, you would find that there is a very very very strong probability that in the next 6 months NVI is going to burst onto the mainstream radar as the newest major contributing chipset company, one that will significantly aid the telcos (RBOC mainly) in their ability to leverage their existing full-depreciated copper plant into an higher margin profit center.

From the outside looking in, more often than not a host of seemingly unrelated events go into creating something from nothing. It takes a rare vision to see how you get from here to there when there isn't a road map. Not everyone has the ability to see into the future and recognize that if one does this, and does that, in a specific order, that the result is something (new) of unusual value.

Under Cooper's direct control, NVI's development team is working from a clearly defined written business plan. Weekly (Wednesday at 10AM PST) conference calls between Greaves, Wilson, Propp, Tom, Brad, Chen, and others on the advisory board, where Propp is leads, occur without fail. These guys have a road map, yet their individual experiences blend together to provide the collective team the ability to effectively work in a very dynamic environment, where changes can are made as new data arrives on the scene. Anyone doubting that Cooper has pulled this team together into a focused developmental machine is mistaken in my opinion.

NVI is not going to reinvent the wheel itself, but they have figured out a way to make the train roll down the tracks faster, and further, allowing the train operator to collect more money (@ higher margins) by getting more people to where they want to go faster (a lot faster). That's the beauty of what NVI is doing; they're taking the existing infrastructure (fully depreciated), not creating a new one that involves new tariffs for telco, and allowing the telcos to offer significantly higher speeds (and higher value to the telco's customers) to their existing business customer. Take this card out, put this card in w/NVI's ASICs (application specific integrated circuits), for a fraction of the cost of fiber, you have fiber like speeds.

IMO - the next 3-6 months will be full of change for NVI and its shareholders. Testing, IMO, is being done sooner than later because there is a strong demand for the NVI solution, and NVI has more than one entity saying, "yes, if you can do what you say we're a buyer - "show me"; show me the speeds and distances you can crank out of our local loop". So, NVI is now in a place to "put up or shut up". This is going to be interesting.


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