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To: MaryinRed who wrote (168)4/21/2001 10:33:38 AM
From: Brewmeister   of 1310
 
Visit to EDIG

I suppose that for all my lurking and reading of great posts by many, its time I take a turn.

Turns out I had the make a business trip to San Diego and I had a few extra hours in my schedule. So, I called Robert
Putnam and arranged a brief visit figuring I may never again get the opportunity. What follows is a summary.

I managed to find their office without any trouble. The parking while not packed, had quite a few cars. After being greeted by Robert, I had a quick walk through the facility (short leash) as we went to Robert's office and
was able to observe a few people getting some unknown, confidential and secret work done. Most were hunkered down in their bunkers (er, cubes) and due to the confidential nature of the work and business, I was not allowed
to wander around and see what they were really up to.

In general, I would have to say that much of the discussion was of the "future's so bright I gotta wear shades" variety. As would be expected, there is not much real information that can be gleaned from such a discussion that has not already been made public. Robert was very good (careful) about this, and I would not want to get them in trouble (but asked anyway).

EDIG continues to work with multiple clients. The "double digits" was again used. These are expected to result in future revenues (royalties), and royalties are expected from some in this current quarter. How much and timing for future royalties are not clear.

Real product (s?) are also expected this quarter. Kind of obvious if royalties are to start flowing. I got the impression that more than one will be introduced, but this is art, not science.

I asked about competing devices such as the Nomad Jukebox. Robert believes the EDIG design to be far better. Longer battery life, better sound, less cost (better software, less hardware). I was able to listen to the little
flash memory based music player. It did sound pretty good to my ears (I dabble in audio and recording), and
three codecs were played - MP3 AAC and WMA. I think the AAC sounded the best.
The headphones were good $100 sony's. This will make about anything sound better, particularly the low frequency bass (which everyone wants to hear), but they will also provide enough definition to hear crap. I did not hear any crap (assuming an MP3 at 128kbs is not that crappy - which it can be at times).

I asked about the current jukebox, and all were out for review.

I asked about the voice activated juke box. While not available, I was assured that "significant development work" has been (and is being?) done.

I asked Robert about the prevalence of MP3 and its potential as king of the hill since it was first and is widely used. Interesting perspective here.
Why would the music companies want MP3? It is associated with piracy. Look for other codecs in order to get away from this relationship. Also, expect, at least to start, multiple different codecs as the music big wigs would not
want to be held hostage to one codec and one company (son of microsoft). I can at least see logic in these arguments which would lend support to an effective multi-codec player, and perhaps give EDIG that competitive advantage once the content starts to roll out.

They are hopeful on continuing business with Lanier (Platinum), but are waiting on concrete Lanier news.

They are looking at a variety of other products. A long list of potential applications you have heard before. How real, we will have to wait and see.

I asked about engineers, I seem to remember the response as 23. I think that is about double a year ago.

Concerning cash position, they felt comfortable going forward for perhaps 12 - 14 months. If the revenues roll in, then should be able to avoid more financing. But...the future is always uncertain (kind of like the dark side). Believe the series C shares outstanding is still the same as
reported at end of December.

The quarter just ended result will be released in June following a full audit of year end numbers.

It is anticipated (hoped) that more announcements will be made this current quarter as was mpreviously indicated.

I asked if officers/directors might be buying stock in the open market. Did not get a good answer (expected). Kind of like - on these salaries? And, that these were decisons of the officers alone. He did mention the tax hit he and Fred Falk took on options as a kind of substitute for open market buying support.

That's about it as I did not want to take up any more time (about 1/2 hour). The meeting was very cordial and upbeat. Robert made me feel welcome which was appreciated. And, I appreciate the time he took out of his day as well.

Did I get all my questions answered. No. But, that is asking for too much. Clearly, there is life at EDIG and work is going on. Potential is tremendous. Risk, certainly. Potential reward risk ratio...pretty good IMHO.

Brew

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To: Brewmeister who wrote (170)4/21/2001 11:25:58 AM
From: Pamela Murray   of 1310
 
Brew..thanks for sharing your visit. It's exciting times..Pam

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To: Brewmeister who wrote (170)4/21/2001 11:46:19 AM
From: Dave Swanson   of 1310
 
Brew, much appreciated. Did you get any specifics at all
about the "variety of other products" being looked at?
Thanks, Dave

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To: Dave Swanson who wrote (172)4/21/2001 4:54:07 PM
From: Brewmeister   of 1310
 
A long list of items was quickly mentioned, We've herad them before - autos, set top boxes, handheld devices, handhelds that perform multiples functions - the PDA, cell phone, music player sort of thing.

Brew

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To: Patrick C who wrote (169)4/21/2001 5:21:42 PM
From: MaryinRed   of 1310
 
LOL....when I am extra happy...I giggle...

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To: Pamela Murray who started this subject4/23/2001 3:54:04 PM
From: Pamela Murray   of 1310
 
Treo for sale:
ragingbull.lycos.com 

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To: Pamela Murray who started this subject4/23/2001 3:59:55 PM
From: Pamela Murray   of 1310
 
hammacher.com 
Hit on more electronics..then scroll to Largest Digital Music,etc.

Mako on RB (Scott) find.

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To: Pamela Murray who wrote (176)4/24/2001 1:59:15 PM
From: JimC1997   of 1310
 
Here is a scan of the Treo ad and some related posts about its availability:

angelfire.com 

Clearly the parts shortage which caused the delay in shipments has been resolved. If Hammacher is receiving its shipments by May 4 (as most recent reported communications with that retailer indicates) then other retailers and OEMs must be on a similar schedule.

I assume that most OEMs would want substantial quantities in-house prior to shipments, so perhaps announcements will begin to appear soon from a variety of distribution channels.

JimC

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To: Pamela Murray who started this subject4/25/2001 8:22:41 AM
From: Todd Pagel   of 1310
 
Review site to review Treo soon:

Email response to my inquiry about whether they had gotten a new Treo to review. I leave out the company name because I didn't want them inundated with emails as so frequently happens with OEM/partners/etc. Suffice it to say, their is interest from these sites to review the Treo.


Hey, thanks for the info. XXXXXXXX.com is confering with the people from Treo right now trying to set up a model to be sent for review. When they send, you can expect a great review with lots of new and updated info.

Thanks
Dan Richards
XXXXXXXX.com

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To: Pamela Murray who started this subject4/26/2001 11:48:48 AM
From: Pamela Murray   of 1310
 
Intel drives in-car computer effort
By By John G. Spooner, ZDNet News
The chip giant, along with five software companies, commercializes in-car computers that offer hands-free cell phone calls, mapping and entertainment systems.



• Special FREE Software
• Free MP3 Music Resources
• Hardware Quick Start Guides for Beginners

Intel has discovered a method of fitting at least five software companies under the dashboard or in the backseat of a car.

The chipmaker announced Wednesday that it has forged relationships with Microsoft, QNX Software Systems, Wind River Systems, IBM, Fonix and Lernout & Hauspie to commercialize in-car computers.

Otherwise known as telematic systems, these in-car computers promise to perform any number of tasks from facilitating hands-free cell phone calls and finding urgently needed directions to providing backseat entertainment systems and in-car commerce.

In-car computers based on Intel's chips could begin shipping as soon as the second half of 2002, the company said.

The systems will use Intel's StrongARM--and later its XScale--processors, as well as speech-based user interfaces, Pat Kerrigan, director of Intel's in-car computing unit, said Wednesday. The unit is part of Intel's Wireless Communications and Computing Group.

"We're working with the big guys in consumer electronics, as well as trying to understand the...needs of the automobile manufactures," Kerrigan said.

The company is also serving its own needs. As it moves into telematics, Intel sees the possibility of boosting chip sales.

"From our (processor) building-block perspective, it's all the same stuff" as in a cell phone or handheld, "just with a different bezel," Kerrigan said.

Thilo Koslowski, an automotive analyst at Gartner, said telematics "will be the fastest-growing market (for processors) over the next couple of years." The mobile computing market in general will continue to grow steadily, Koslowski said, but "really vehicles represent the only platform with huge growth potential."

For now, however, Intel is playing catch-up with others such as OnStar, General Motors' dashboard technology division. OnStar already provides services such as directions and the ability to notify police in case of an emergency. The service uses GPS (Global Positioning System) and cellular networks.

Intel is working with consumer electronics companies such as Sony and Clarion, as well as with automakers to develop a range of in-car computers--from very basic ones for communication and navigation to full-on Internet-based entertainment and commerce systems.

Basic systems would add only $100 to $200 to the cost of a new car. SUVs and minivans would likely offer more elaborate and costly systems with the aim of entertaining children on long trips.

Still, Koslowski said, the future is cloudy. "Right now the problem is everyone is pushing new technology without knowing whether consumers are willing to pay for it. It doesn't seem to be that consumers are dying for these applications--at least not yet."

There is also a safety issue to consider. The debate on in-car computers causing driver distraction continues, he said, but "I don't think it's as bad as a lot of people think."

Of course, Kerrigan added, "you always want to keep your eyes on the road and your hands on the wheel. So what you need are voice engines."

Intel enlisted Microsoft for its Windows CE operating system; QNX for its QNX operating system and development tools; and Wind River Systems for VxWorks OS, tools and Java technology. The trio will, in turn, support Intel's Integrated Performance Primitives, a software library for speech, image and signal processing, as well as multimedia such as MP3 and MPEG files.

Intel turned to IBM to provide, among other things, the middleware that will allow in-car computers to work with large communication networks. IBM, Fonix and Lernout & Hauspie will offer speech-recognition software that can allow drivers to use voice commands to operate their in-car computers. Lernout & Hauspie, for example, is tweaking its noise-resistant speech recognition ASR 200 and ASR 1600 software and its text-to-speech TTS3000 application to run on StrongARM and XScale chips.



dailynews.yahoo.com 

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