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Re: porscha post# 10061

Friday, 03/07/2003 8:03:17 AM

Friday, March 07, 2003 8:03:17 AM

Post# of 78729
porscha- When I first read the article about Infineon's new product, it caused some concern. However, after putting some thought into it, I realized that as long as the telco's know there is something coming down the pipe that is better, they will likely refrain from investing a significant amount of money into an inferior product. Keep in mind that what NV put out as far as numbers does not include repeaterability. After reviewing Infineon's website, I saw no mention of repeaters. It looks like those numbers are the best they can do. Also, Deeba made an excellent point yesterday in chat in that it is likely that NV didn't put out their best numbers. One last thing...I seem to remember that Brad was hesitant to put out numbers on 12/31 due to the fact that the numbers will increase as time passes and we will likely be looking at a different set of numbers once we are ready to put the tech in ASIC form. I believe we have a superior product and telco's will wait for it to roll out.
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