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Message: RE: EchoStar, DirecTV Ready MPEG-4-Based Satellite Receivers - LL

RE: EchoStar, DirecTV Ready MPEG-4-Based Satellite Receivers - LL

posted on Jan 08, 2005 08:09AM
Again risking a post without reading those that follow yours, but I`d add a ``dash`` (as opposed to a dot) in the Archos debate by saying that EchoStar has revealed its business approach of buying an interest in companies with which it does business ($9.3M into Archos). I`m assuming Archos is traded on the French or some European exchange, which perhaps negates the possibility of taking a ``stealth`` position (or perhaps the size of the stake caused it to be revealed, or the simple fact that the business relationship was known to be planned to be revealed so the overt action was no biggy). In any case, we, meanwhile, for the first time seem to have an entity taking a significant stake in EDIG in a stealth fashion. (Almost) Certainly Archos wouldn`t want to reveal to the world that they had to license EDIG tech (could effect competitive advantage and/or their snutty French egos), and EchoStar would certainly cooperate with Archos` wishes in this regard. So my WILD thought here is that EchoStar may be our stealth buyer at .33 via FLCR, and that we`re in the Archos devices. Emphasis on WILD speculation. A dash, not a dot and no where near a solid line. But I`d say that IF we somehow found out that either EchoStar was our buyer, or that we are in the Archos devices, the ``other`` piece would fit (if that makes sense; if one of these true, it`s likely the other is as well).

But I KNOW nuttin`!

SGE

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