dough, You are being worked like a lump of clay. Wake up man!!! This is exactly the reaction they are working for. I agree, the share price absolutely stinks. But take your binders off, and look at the big picture. NV has never been closer to getting an ASIC produced. Do you think that Brad & Coop are that full of **** that they would continue to lead us on??? I don't think so. Just what do you think Brad is telling us here? Pleae re-read this post:
Posted by: 427Cobra
In reply to: None Date:2/14/2003 4:21:34 PM
Post 9418 of 9942
From Brad Ketch Today:
I spoke with Brad at length today, and here is the conversation AS I REMEMBER IT.
He met with one of the 4 large telephone companies(RBOC's) this week and went over what NV tech does, and where they are at in the testing. They have staff who's only job is to look at the next generation of broadband architecture. They have had all of NV's competitors in during the past few months, so they know what the competition is doing.
THEY CONFIRMED THAT NV IS AHEAD OF THE COMPETITION.
Brad did a complete run down of what Embarq does, it's underlying technology, and the price points. The speeds and distances that he told them are exactly what NV has posted, so they haven't given us fluff. In other words, the private disclosures match the public disclosures.
THEY WERE THRILLED.
They asked very good questions and were not only impressed, but they believed what Brad shared with them. One of their big bosses had wanted a little more research into video, so they asked a number of questions about that application, but in what was revealed, one of the staff made the statement;
YOU BUILT A BUSINESS CHIP THAT IS GOING TO ROCK.
They said that they don't see any barriers to get this going in the business market. This was the conclusion that Brad was hoping they would come to.
This was risky to go to NV's customer's customer because if they weren't impressed, it would be harder for the equipment manufacturer to get the RBOC's interest. They would say, we already saw that and weren't that interested. To the contrary however, here are the two follow-up issues:
1) KEEP US UP TO DATE
2) WE HAVE OTHER MANUFACTURING COMPANIES THAT WE WANT TO SEND TO YOU.
The RBOC also said that NV is doing things right to position themselves to get revenue.
Brad knows that the tech works but the customer has to buy it. This meeting was a huge verification that customers will want the tech.
IF YOU BUILD IT THEY WILL COME.
dough, if you are still that unhappy with your investment, then by all means sell now, while you can still get 34 cents a share.
deeba
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