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Re: Doma post# 101420

Tuesday, 11/15/2005 8:30:19 AM

Tuesday, November 15, 2005 8:30:19 AM

Post# of 252256
Doma, in all due respect...


1st, re; the 3.5 M...that's 2 quarters of work by one supplier....I think Infineon could catch up in a new york minute if somebody decided that's the direction they wanted to go..

2nd, up until now, nobody from Infineon has got on this board to tell us they can't compete and that they don't and won't have a solution that eventually will. A company with less than 400K in quarterly revenues and almost out of cash can't begin to claim a competitive advantage that is insurmountable.

3rd, and perhaps most importantly, you said (and I agree) that we have 3.5 "potential" users...

The facts are that we have gone all in on STM, hoping the guys further down the foodchain, i.e. Dell and Seagate, can turn on the golden spiggot...

I don't see how WAVX can risk going it alone from this point on.

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