Rim Semiconductor Company (fka RSMI)

[porscha]

austin - your point is a valid one and quite frankly i think there are a lot of people that would tend to agree with you.

just taking the past two days of the overall market movements tells us that reporting numbers are now what is driving the market.

alot of what happens to the share price of NVEI in the near future will depend on exactly what types of products they announce and how potential customers and the media reacts to them.

if i'm reading correctly into what NVEI has been communicating to us recently the speed and distance numbers they release will be the ones they are going to incorporate into their first business product.

if that is correct, NVEI could very well bring a first product out that just slightly surpasses the performance that is currently available. or they could be planning on bringing out a product that has speed and distance numbers that far surpasses anything that is now out there. i have a feeling that any price increase in the stock of NVEI will be directly related to how far they surpass current speed and distance numbers.

so that brings us to their basic marketing strategy. say for instance NVEI tests their tech and they find out they can send 26mbs of information over a 12,000 foot distance. and for this example let's say that their potential customer base is telling them that right now all they really need is 12mbs over 6000 feet. does NVEI just give them a first product that meets their needs right now knowing full well they have the capability to sell them better performing products waiting in the wings for future upgrades? or do they give them all they have knowing they have to do more research and development for their next product upgrade?

in this example almost any marketing person would tell you to give the client only what he is asking for saving upgrades for later as the demand arises and thus increasing revenues down the road as they release incremental upgrades into the market.

the upside to this is NVEI will be able to generate alot more revenues via upgrades for a technology they know they don't have to do alot of future r and d on. thus freeing up research and development time and money to explore more applications.

now on the flip side of this example NVEI may want to make a big splash into the semi-conductor market and release their first product as one that completely blows current speed and distance numbers out of the water. by doing this they certainly are sacrificing future upgrade revenues but they will also probably be bringing more interest to their company and therefore their stock.

so the basic questions still remain. can NVEI indeed come out with a product that works? if they can how far will it surpass current technologies and how will the investing community react to it?