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Re: spokeshave post# 10983

Friday, 04/18/2003 11:49:06 AM

Friday, April 18, 2003 11:49:06 AM

Post# of 78729
It's real easy to fall into the trap of pumping this stock or dragging it down. It's alot easier right now to drag this stock thru the mud because of where we are in the price.

Negative statement 1.
You said: I think that it is very clear that NVEI is playing the same bandwidth game that the other companies are doing.

I say: WHAT'S WRONG WITH THAT.
The question becomes proving that they can. If they can that's good isn't it?

Rhetorical statement 1.
You said: Embarq appears to have a total capacity of around 100Mbps over short distances over a single pair. You can slice that up however you want, but the total bandwidth over a single pair will remain the same. You can have 95Mbps downstream and 5Mbps upstream (asymmetric) or 50 down/50 up (symmetric). The total will be the same.

I said: We know that! It still outdoes the rest 'on a single pair'.

Extremely Negative statement 1.
You said: I see absolutely nothing that would indicate that, after all these years of development, delays, restarts, broken promises, etc., NVEI has magically doubled the capability of its product in the last 3 months. If, by some miracle, NVEI has mysteriously figured out how to doubled its capacity, ...

I say: There has been no claim of doubling their capacity in the last 3 months. You must compare apples to apples. You are not doing that here. Your blasting the current company/executives etc.! It does no good on this board. Please call them or write them.

Neutral statement 2.
You said: ...they should immediately release a "beta" prototype and PR.

I say: I would agree to a point. I have to trust the reasons why they have not or I should call them just as you should.

Neutral statement 3.
You said: As long as we are having to sell shares to pay bills, we might as well let the public know what is going on so we can sell those shares for a little more.

I say: I agree. I would like a higher price that would bring more in as we all would...but....

Negative statement 2.
You said:
...ST and Infineon who were adding up both sides of the wire to get to 100Mbps!
So is NVEI, IMO. There is nothing that indicates otherwise.

I say: Like I said before. What's wrong with putting out information that compares apples to apples.

Negative statemnt 3.
You said: The competition is already very stiff for a product that is still many months from production.

I say: How many months? Come on predict it! You would expect anyone looking like they were pumping this stock to predict it so why don't you. This is just as much a speculative statement as any thing else. YOU DON'T KNOW EITHER!

At this point many of us have to wait to see. It does us no good to get into a mood of gloom and doom. I don't want to loose as much as anyone but posting so much negative thoughts about what has happened or speculating what may or may not happen becomes useless.

GO NVEI !!!!!!!!!!!!!!!!!!

Bob



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