Rim Semiconductor Company (fka RSMI)

[ElderWolf]

Porscha- Excellent post. The only thing I would add is a reminder. New Visual may actually bring a product to market that doesn't surpass what's already out there at all if we look at it in terms of speed and distance. The first application will be to simply do what is being done as far as speed/distance is concerned. However, New Visual will be doing it over copper instead of fiber. I don't have the time right now to get the quotes from the SHM, but if I remember correctly NV is attempting to give the telcos T-1 type lines at a cost that is significantly lower than the traditional way they have been accomplishing it. In short, speed and distance, in my opinion, will not be much different than what's out there now. It's the way they get those numbers that will propel our pps upward simply because we're doing something no one has done before.