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jjz34

11/22/02 1:39 PM

#6986 RE: excel #6985

I know one thing for sure, if this stock eventually pans out and sky rockets (probably an overaggressive phrase) we won't be able to complain that there wasn't enough opportunities to buy in cheap. I'm a glutten for punishment...think I'll get somemore.

spokeshave

11/22/02 2:08 PM

#6989 RE: excel #6985

excel: Re: "If they were to release towards the top or the top you have taken away the upgrade process."

I sincerely hope that this is not their strategy. I think it is a bad one. This is an incredibly dynamic market. Technology becomes obsolete very quickly. If they hold their "good stuff" too close to the vest, they might find that the industry has moved beyond the "good stuff" before they have a chance to release it. IMO, in a fast-moving technology sector, a company should never try to sandbag the industry. If you have something good, it will always be better today than it will be next year. The industry will not sit still while you sit on your technology.

A far better strategy, IMO, would be to release the very best product that they are capable of, and charge a significant premium for it, NOW! Lesser products could be released at the same time. This would offer a tiered product mix, much like the CPU manufacturers do. Assuming that the "best" is as good as we hope it is, the product lineup would generate significant revenue for quite some time. Once a successful company, NVEI could spend a much larger amount on R&D finding other applications for its technology such as LAN applications, cable, wireless, military, etc.