WHP03: That all depends on what other news comes out by then, and what other research I do. Unlike many here, I try to understand what is ACTUALLY happening with the company. That helps me to know what is real and what isn't. One example would be a conversation I had about a year ago with Brad. He mentioned that one way to get to market more quickly is to use an ASIC that was made by another company and add Rim's technology to it. That is more expensive, but it at least is an option. So when Spokeshave said that orders couldn't happen because it would be at least 6 months before we have an ASIC, I started doing a little investigation because that didn't offer the possibility that Brad told me about, and also didn't fit with Rim's order timeline.
What did I discover:
1) According to the IEE Times. FPGAs top choice for some telecom equipment, survey says. Attracted by the flexibility that FPGAs provide once deployed in the field, telecom equipment manufacturers are relying more on FPGAs than ASICs for low- to medium-volume production of telecom systems, according to results of a worldwide survey of product engineers and designers conducted by Light Reading Inc.'s Components Insider.
The 91 industry professionals who participated in the survey included equipment manufacturer engineers, product developers and managers from more than 50 major equipment makers, including Alcatel, Cisco Systems, Ericsson, Huawei Technologies, Lucent Technologies, Motorola, Nortel Networks, Siemens and Tellabs
So orders could come from FPGA's.
2) Also from the IEE Times. More and more engineers who are designing advanced systems are considering structured ASICs because of the devices' low unit cost, low power, high performance and fast turnaround
In other reading I did, it looked like the structured ASICs were what Brad had told me about, and can take a little over 2 months to produce. As far as I can tell, Spoke would basically be right about standard cell asics.
3) Tom Moxon who specializes in FPGA to Silicon says that if pressed, the conversion from FPGA to a slightly less complex version of the integrated circuit (IC), called an ASSC (Application Specific Structured Cell), could take place in 30 days!
So even though Spoke has a lot of technical knowledge, I don't think that he gave us the whole picture, but many people just take what he says as gospel, without finding out if it is the whole story. I am far more inclined to believe those at Rim based on my experience with them, and their intimate knowledge of what they have, than anyone who has little or no contact with what is actually going on.
Consequently the answer, again, would be, that it depends on what my research uncovers. But remember, that I am not an engineer, so it is easier for me to misunderstand the technical part of things.
Market Data 
Markets 
AI
