Rim Semiconductor updates

[Stoppmann]

When is the IPSL Sig meeting taking place in Italy? Is it December as was indicated in the posting of interview highlights?

[destiny1]

Brad stated its the 1st week in December!

D1;)

[destiny1]

Not much was mentioned of this in June 2007 when Keith Chipperfield came onboard. He is now Director of Engineering. Tom Moxon has moved up to Chief Science Advisor.

Keith Chipperfield, Director of Engineering
Mr Chipperfield brings to Rim Semi a deep level of design engineering, production, and management experience, obtained over 27years in the industry. Mr. Chipperfield joined Rim Semi in June of 2007 to lead the engineering development within the company. He has held engineering, and applications engineering, management positions within large established organizations as well as multiple start-up companies within the Northwest. For the past 10 years Mr. Chipperfield has built up design engineering and support organizations with a focus on wireless communications across WLAN, Bluetooth, RFID and proprietary technologies. In addition, he has extensive experience of working with Asian based ODMs to take communication based semiconductors into full system level production. Prior to joining Rim Semi Mr Chipperfield was an Engineering Manager of the RFID group within Intel (http://www.intel.com/), and managed Applications Engineering for Avnera (http://www.avnera.com/) Corporation, a start-up company focused on high quality wireless consumer audio products.

[destiny1]

I've speculated all along that because of Dave Wojcik's previous association and being a leading Embarq supplier, Alcatel Shanghai Bell is likely the leading candidate to be a major customer with Rim Semi. With this recent announcement that Shanghai is likely meeting place for the spring IPSL-SIG meeting. Look who is headquartered there....
http://www.alcatel-sbell.com.cn/english/aboutus/index.asp

http://www.home.alcatel.com/vpr/vpr.nsf/DateKey/18082005_1uk

D1;)

[destiny1]

Alcatel-Lucent is still the world leader in providing equipment for the local loop. Note: Huawei is second. These are likely prime target customers for Rim Semi.

http://www.broadbandtrends.com/Report_Summary/2007/BBT_2006MSAPMktShare_071070_TOC.pdf

D1;)

[Stoppmann]

I've speculated all along that because of Dave Wojcik's previous association and being a leading Embarq supplier, Alcatel Shanghai Bell is likely the leading candidate to be a major customer with Rim Semi. With this recent announcement that Shanghai is likely meeting place for the spring IPSL-SIG meeting. Look who is headquartered there....
http://www.alcatel-sbell.com.cn/english/aboutus/index.asp

http://www.home.alcatel.com/vpr/vpr.nsf/DateKey/18082005_1uk

D1;)

Where does it say that Shanghai will be the meeting place. The PR was generic and said the meeting would be in Asia

[destiny1]

Its in the 10-31-07 interview summary. Brad said the spring IPSL meeting is likely to be in Shanghai.
D1;)

[Stoppmann]

To what extent in the interview did Brad talk about Embarq?

[Stoppmann]

Its in the 10-31-07 interview summary. Brad said the spring IPSL meeting is likely to be in Shanghai.
D1;)

Thanks. I didn't remember reading that in the interview summary.

[destiny1]

To what extent in the interview did Brad talk about Embarq?

He didn't mention Embarq.

We've finally made some headway with the site redesign. The template is completed. The content is being loaded. The full interview with Brad will be the 1st featured article. There will be a "forum post of the week" section and more.

Talking with the programmers this morning, today and tomorrow the updated forum and language translator are being integrated into the other portions of the new site. We have an outside chance of taking it live by Monday. I'll keep you posted.

D1;)

[destiny1]

Based on this article you can see why Rim Semi is having the IPSL-SIG meeting in Europe next month. ZTE is the major equipment DLS provider for France Telecom. I now believe ZTE is the major Chinese player Rim Semi was referring to in the recent press release.
http://www.lightreading.com/document.asp?doc_id=138107

D1;)

[destiny1]

While doing research for the Rim Semi prospectus, I came across this very interesting Local Exchange Carrier (LEC) with a significant wireline presence, among many others, in central Oregon. They get set-to boxes from 2Wire, a company also connected with Embarq, British Telecom, Brasil Telecom, AT&T and SingTel etc. CenturyTel is a likely candidate for IPSL trials.

http://www.2wire.com/pages/pdfs/corp.profile.1107.pdf
http://ir.centurytel.com/phoenix.zhtml?c=112635&p=irol-homeProfile

D1;)

[Stoppmann]

While doing research for the Rim Semi prospectus, I came across this very interesting Local Exchange Carrier (LEC) with a significant wireline presence, among many others, in central Oregon. They get set-to boxes from 2Wire, a company also connected with Embarq, British Telecom, Brasil Telecom, AT&T and SingTel etc. CenturyTel is a likely candidate for IPSL trials.

http://www.2wire.com/pages/pdfs/corp.profile.1107.pdf
http://ir.centurytel.com/phoenix.zhtml?c=112635&p=irol-homeProfile

D1;)

Centurytel is a rather large LEC, but what makes you think they will be conducting IPSL trials and what is this Rim Semi prospectus you are working on?

[destiny1]

Centurytel is a rather large LEC, but what makes you think they will be conducting IPSL trials and what is this Rim Semi prospectus you are working on?

by connecting the dots, starting at the Embarq supplier list, we are led to 2wire. 2wire has a lot in common with many announced Rim Semi trial partners. If 2Wire is making set top boxes for Embarq, it stand to reason they can provide that same service for other customers.

Regarding the prospectus: As time goes on the string of posts and links get longer and longer. New viewers of ticktock will have to eventually spend weeks getting caught up. I'm putting together a single document that tells the whole story... plus some.
D1;)

[Stoppmann]

Speaking of set top boxes, do you know which telco(s) that Pirrelli Broadband supplies

[destiny1]

As you can see, the new site integration process is beginning. Much will change over the next few days while tests are being run. We ask for your patience.

D1;)

[destiny1]

As you can see, the new site integration process is beginning. Much will change over the next few days while tests are being run. We ask for your patience.

D1;)

Everyone,
The site will look strange at least until late tomorrow. The new home page and logo have yet to be added. The colors and ads have to be corrected. The programmers can't do anything more until the new Flash program is downloaded. I'll keep you updated.

D1;)

[destiny1]

Hope you guys are brushing up on your Chinese. Here is the link to the proper pronuciation of Huawei.
http://inogolo.com/pronunciation/Huawei

D1;)

[Stoppmann]

Destiny,

When do you think you will be posting the latest interview with Brad?

[destiny1]

Destiny,

When do you think you will be posting the latest interview with Brad?

Hopefully within the next 48 hours. It's attached to the new home page. It's in the hands of the programmers. Everybody pray! :)

D1

[destiny1]

I talked to the programmers this afternoon. The new site/forum integration is supposed to be completed later today. That probably means going live sometime tomorrow. The Brad Ketch interview is attached to the new site. Stay tuned.

D1;)

[Stoppmann]

I talked to the programmers this afternoon. The new site/forum integration is supposed to be completed later today. That probably means going live sometime tomorrow. The Brad Ketch interview is attached to the new site. Stay tuned.

D1;)

Maybe once we see the new site/forum it will be self explanatory. But why did you take the time and expense to revamp this site?

[destiny1]

Once the redesign is completed the reasons WILL be self-explanatory. At a minimum, I've been promised the home page (with Brad's interview) should be loaded later today. The remaining changes will occur over the next few weeks.

D1;)

[jjz34]

Will it be in the "exclusive section"??

[destiny1]

Will it be in the "exclusive section"??

No! Everyone will have access. This article needs to be seen by all. It will be on the Home Page in the "Featured Article" section. Thank you guys for your patience. I'm trying to be patient waiting for completion just like you right now.

D1;)

[jjz34]

I expect that in the year ahead, more service providers will sign on, more equipment manufacturers will agree to purchase product, and we will begin to ship in volume. Some of these developments have already occurred and we have not announced them to you yet. Look for more news in the coming weeks.

The above is an excerpt from a February 2007 President's letter. Hopefully, the interview will address these issues.

[destiny1]

As you can see, the new home page is finally live. Many of the links are not completed yet, nor is the language translator loaded. There will still be some tweaking over the next few days. The Rim Semi prospectus is still a couple of weeks away.

Send me some feedback
thanks
D1 ;)

[destiny1]

While the programmers continue to work on the site, you can access Brad's interview by clicking on the "Home" link on the menu above. For awhile both the old and new sites will be live.

Thanks for you patience

D1;)

[destiny1]

When logging in, if you pull up the old site, hit F5.

D1;)

[destiny1]

Calix, Microsoft, Alcatel
As I've stated on several occasions, Calix is a primary access equipment supplier for Embarq as well as a number of other tier 2 and tier 3 carriers. This licensing of Microsoft's middleware would enable Calix to sell access equipment to Embarq (and Alcatel) who are looking to deploy Microsoft's IPTV MediaroomTM.

Middleware is a necessary software network component that both manages and insures interoperability between networks in handling IPTV content.

Since we know Embarq is also testing CupriaTM chipsets, its stands to reason Rim Semi, Embarq, Microsoft, and Calix are all parts of this puzzle.

http://www.lightreading.com/document.asp?site=telcotv&doc_id=137332 (http://www.lightreading.com/document.asp?site=telcotv&doc_id=137332)

D1;)

[doughjo]

From Ticktock interview:

Even now we are beginning to kick-off the tape-out process in prep of producing the ASSP.

http://www.answers.com/topic/tape-out?cat=technology

In electronics, tape-out is the name of the final stage of the design of an integrated circuit such as a microprocessor, the point at which the description of a circuit is sent for manufacture. A modern IC has to go through a long and complex design process before it is ready for tape-out. Many of the steps along the way utilize software tools collectively known as electronic design automation. Tape-out is usually a cause for celebration by everyone who worked on the project, followed by eager anticipation of an actual product returning from the manufacturing facility.

[jjz34]

Anybody know how long this taping process typically takes? I'm ready for somebody to celebrate something. Brad said some interesting things. He confirmed the tech works, so there should be no problem selling it then. This standards thing I view in two possible ways, either it's going to speed things up and lead to big revenues or it's another prolonged political process that will create delays. I guess we will find out a lot from the IPSL-SIG meeting in early December. Hopefully we get good news PROMPTLY from this meeting. Thanks for the interview. Keep the news coming Rim.

[destiny1]

Anybody know how long this taping process typically takes? I'm ready for somebody to celebrate something. Brad said some interesting things. He confirmed the tech works, so there should be no problem selling it then. This standards thing I view in two possible ways, either it's going to speed things up and lead to big revenues or it's another prolonged political process that will create delays. I guess we will find out a lot from the IPSL-SIG meeting in early December. Hopefully we get good news PROMPTLY from this meeting. Thanks for the interview. Keep the news coming Rim.

JJz,

IMO, the tape out (final layout of ASSP design) will not likely be a continuous event. eSilicon has started the process. It will not be completed however until the IPSL 1.0 specs are ratified. Lets keep our fingers crossed that occurs at next months IPSL-SIG meeting.
Ratification of the specs is certainly the goal of the meeting. Because each service provider and equipment company involved will want this 1st specification optimized for their unique network, there will be committee meetings; some debate and likely compromise between members before a final spec is agreed upon. Each voting member will have a say in final IPSL 1.0 specs. You will know who has the most at stake in this 1.0 design by watching which companies join as voting members. Once ratified, the IPSL 1.0 protocol is standard and the tape out process will be completed.

D1;)

[jjz34]

Maybe I am just weary of getting pounded but the word "debate" sounds like another word for "delay." A few questions about the IPSL SIG... why Italy? I'm not knocking it. There could be a very legit reason, I just don't know it. Why not the US or ASIA for this next meeting? Don't we have enough interest here?? Italy seems out of the blue, particularly with all the pacific rim connections we have established. Why are there only 2 voting members?? Too few voters and nobody is gonna recognize the standard, it seems. What's the difficulty in getting more voting members?? Why didn't we hear about standards, Ipsl sig, ratification etc years ago? I was at the 2006 meeting, I gotta go back and check but I don't recall this process being mentioned, let alone being discussed as such a key part to our success.

[McCloud]

I look at it a little differently. Why not Italy? There is a lot of growth in the European market. If they could be ready for the IPSL meeting before Asia. Then go for it. I was surprised by the move since we hadn't heard about it before.

As for the voting members. I am disappointed in the number of members, but it is probably like we have heard before, nobody wants to go on record until necessary. Hopefully at the meeting several more will make the move to be voting members in order to have their say.

I am pretty confident in the success of Rim hopefully within the next few months. I would like to hear more, and see more NOW however I will continue to wait more or less patiently.

Ernie

[Stoppmann]

Brad indicated that Pirelli Broadband has close ties with Telecom Itali. Telecom Italia offers service to ~33 million wireline customers.

Telecom Italia

Tradition and experience also underpin the Group’s new technology customer offerings. The Group currently serves 35.3 million mobile customers in Italy and 29.2 million mobile customers in Brazil, 22.8 million fixed-line customers in Italy, and 10.7 million broadband connection customers across Europe.

http://www.telecomitalia.com/cgi-bin/tiportale/TIPortale/ep/browse.do?tabId=1&pageTypeId=-8661&LANG=EN&channelId=-8666&channelPage=/ep/TIgruppo/TIprofilo.jsp

[destiny1]

Brad indicated that Pirelli Broadband has close ties with Telecom Itali. Telecom Italia offers service to ~33 million wireline customers.

Telecom Italia

Tradition and experience also underpin the Group’s new technology customer offerings. The Group currently serves 35.3 million mobile customers in Italy and 29.2 million mobile customers in Brazil, 22.8 million fixed-line customers in Italy, and 10.7 million broadband connection customers across Europe.

http://www.telecomitalia.com/cgi-bin/tiportale/TIPortale/ep/browse.do?tabId=1&pageTypeId=-8661&LANG=EN&channelId=-8666&channelPage=/ep/TIgruppo/TIprofilo.jsp

Guys,

All your above assumptions are true. If you read the trade in-stat statistics, Europe is the fastest growing IPTV marketplace in the world. Europe is the ideal place to begin IPSL. Also remember, though the meeting is held in Europe, many of the European telcos have Huawei as their primary DSL access equipment provider. Look for some Chinese representation at the Milan meeting.

D1;)

[Stoppmann]

Guys,

All your above assumptions are true. If you read the trade in-stat statistics, Europe is the fastest growing IPTV marketplace in the world. Europe is the ideal place to begin IPSL. Also remember, though the meeting is held in Europe, many of the European telcos have Huawei as their primary DSL access equipment provider. Look for some Chinese representation at the Milan meeting.

D1;)

Are the two current voting member Rim Semi and eSilicon?

[destiny1]

Are the two current voting member Rim Semi and eSilicon?

Yes! Based on current interest however, Rim is expecting to announce several new members at the Milan meeting.
D1;)

[doughjo]

From Brad Ketch interview:
Again, the good news is that every telco and equipment maker involved in testing is very
delighted with IPSL performance and is anxious for us to speed the ASSP completion process.



Customers have tested and want Cupria NOW!!!
Rim sitting on orders?

[destiny1]

Happy Thanksgiving to all!

D1;)

[destiny1]

Happy Thanksgiving everyone! I hope everyone had a relaxing day. I got bored watching the Cowboys beat up on the Jets so I thought about doing something constructive. I decided to post this recently released Cisco sponsored IPTV simulation study.

This simulation was reportedly the first of its kind. It was carried out in Europe and is a big step toward documenting the scalability of an all IP network. It purports to simulate 1,000,000 uses! Though the report is complicated, of interest to Rim Semi enthusiasts is what is not said.

In scientific studies, the study design can often tell us far more about the study results than the written conclusions. In this study, though it is touted as an “end-to-end” solution, the test results show very little about what happens in the real world. Of specific interest to us, what happens with data packets on an all copper access network? Review “A Tale of Two Bridges.” (Hint: The data packets are the cars) Here is a quote from the test design section of the article. “There are many different solution proposals for triple-play infrastructure. They include all-MPLS (http://www.lightreading.com/document.asp?doc_id=5487) backbones, resilient Ethernet (http://www.lightreading.com/document.asp?doc_id=4428) structures, SDH/Sonet (http://www.lightreading.com/document.asp?doc_id=4432) rings, or even wireless meshes. How could we possibly have specified one among these options? In fact, being able to propose a smart network design is part of the vendor’s expertise, so we wanted to leave the design open. Instead, we created a vendor-independent mock RFP, just as we do when preparing for real service provider proof-of-concept tests. The RFP defined application service requirements only; it was completely agnostic to technology details in the network.”

So neither fiber, wireless or copper infrastructure was assumed. In addition, the attenuation, noise, latency issues effecting transmission over copper were not addressed head on.
http://www.lightreading.com/document.asp?doc_id=126173&page_number=4 (http://www.lightreading.com/document.asp?doc_id=126173&page_number=4)
The only reference to copper mentioned in the entire study was of compression being used to improve data rates over copper. We all know how poorly that has gone!

So why is this study important?

It does begin to address a solution for solving the complexity of network design for IPTV delivery. And it is likely telcos prefer to choose a single vendor who can provide as much of an end-to-end solution as possible. It is nice to have a single source of contact when things go wrong.

The most interesting fact about this test and the Cisco IPTV network design solution is that CupriaTM chipsets naturally fit into the equation.

Everyone knows Linksys is a division of Cisco. They make DSL modems, routers, etc. Scientific Atlanta, also part of Cisco makes set top boxes for home integration solutions. If a telco decides to deploy a Cisco/Microsoft IPTV solution for their copper-based access network customer premise equipment would be provided by Linksys or Scientific Atlantic. To achieve data rates and QoS anywhere near those published in this study, CupriaTM chipsets would be required. The day could come in the not too distant future when we see CupriaTM chipsets in Linksys modems (and Scientific Atlantic set top boxes) at your local Circuit City.
http://www.cisco.com/application/pdf/en/us/guest/netsol/ns610/c643/cdccont_0900aecd80613e32.pdf (http://www.cisco.com/application/pdf/en/us/guest/netsol/ns610/c643/cdccont_0900aecd80613e32.pdf)
http://www.cisco.com/en/US/netsol/ns610/networking_solutions_solution_category.html (http://www.cisco.com/en/US/netsol/ns610/networking_solutions_solution_category.html)
http://www.lightreading.com/document.asp?doc_id=126173 (http://www.lightreading.com/document.asp?doc_id=126173)

Have a great rest of the weekend

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[doughjo]

:mad::mad::mad::mad:
What a freaking JOKE

[McCloud]

The only thing that freaks me out about the stock price is that I can't buy. Just when I got some money set aside my transmission went out on my truck. Now I have to have some minor surgery and will be off work for a bit.

I don't feel those trading the stock have the long term potential in mind. Whatever their reasons for trading it doesn't shake my belief that we have the goods and there are pretty good odds right now of substantial sales soon.

Ernie

[destiny1]

The only thing that freaks me out about the stock price is that I can't buy. Just when I got some money set aside my transmission went out on my truck. Now I have to have some minor surgery and will be off work for a bit.

I don't feel those trading the stock have the long term potential in mind. Whatever their reasons for trading it doesn't shake my belief that we have the goods and there are pretty good odds right now of substantial sales soon.

Ernie

Ernie,
I couldn't agree with you more. Here is a copy of a PM I sent to another member.

Regarding yesterday, at these stock prices, if one or two people get tired of waiting and sell, the stock price will decline. Personally I watch company developments and insider transactions, much more than the stock price. There is no indication anything has changed internally. So regardless of the stock price I remain optimistic knowing this company has the opportunity to maintain a competitive advantage for a long time once the product gets out there.

D1;)

[jjz34]

Company developments and insider transactions? The last company development we were apprised of was on October 31st, almost a month ago and that was a meeting in December, and while Brad put a lot of emphasis on this meeting in the interview, the fact that people are selling at 3.2 pennies is at least an indication that the significance and anticipation of this meeting is being missed. We got some news about smaller companies willing to test our tech, but no word from them about how that's going. Brad maintains the tech works and that there is no doubt about it. All I know is that there seems to be a lack of buying pressure. I am unaware of the "insider transactions" you reference but whatever they are, they are not equating to buying pressure either. Given the dilution, we are now at an all time low. We supposedly have companies around the globe chomping at the bit to standardize and buy our chip, yet few apparently have thought that buying shares in our company would be a good idea.

[wheels]

As many of you know, Ray Willenburg had heart bypass surgery on the east coast. He was able to fly to San Diego by Thanksgiving but has had a setback. An infection in his chest cavity has required more surgery. He remains hospitalized. We talked but his voice is weak. He asked me to tell you who have been calling that he won’t be returning any phone calls for a while.

[jjz34]

Thanks to you and Destiny for the updates. I hope Ray recovers quickly. Keep us posted and if you talk to him again pass along my get well wishes.

[doughjo]

Hello fellow RSMI investors, I would like to introduce myself. My name is Ken Chan and I am originally from a town just outside of Beijing, China, however most of my time is now spent in the US, Canada, and England. I have been invested in Rim Semiconductor for a little over 3 years now. I have been a reader of this board during those 3 years, but I choose not to post until the time was right. If I had done so earlier, I would of just been perceived as another one of those individuals, on long list of people, who are trying to promote the stock and I have no interest whatsoever in doing that. So let me tell you MY story...

I have worked in the telecommunications industry for over 20 years. In my career, I have never ever countered something that has so much potential like Rim Semi's Cupria technology. In Asia, there is currently a very real buzz over this technology. I am not talking about a buzz on the street or even a buzz in the engineering lab, but rather a buzz at the top executive level. Whether its behind the closed doors of the board room or on the top floor CEO suite overlooking the harbor, key people are aware about Cupria. They know its potential. They know its intrinsic value. They recognize its inherent importance in the industry. Many want to get a slice of this pie. The ball is now rolling about its possible usage, licensing, implications and most importantly, how it will alter the entire telecommunications industry and how the world deals with data communication (the area in which I specialize). Don’t think for one second that Cupria is our little secret any more. Word is out – and for good reason.

The incremental technological changes that have occurred over the past year is nothing less than absolutely astonishing. I am not talking so much in terms of performance; they already had that nailed. But rather, I am referring to compatibility. The implications for this technology are so great that this is now, in my opinion, potentially one of the greatest technological breakthroughs in the past decade. Also, the relationships that they have developed will put Rim Semi in the upper echelons of the industry - how many other development stage companies can make that claim! Since the telco industry is primarily controlled by only several major players, establishing relationships is a significant key to success. As new information is released over the next little while, many of you will have that ‘ah-ha’ moment as the light bulb goes off in your head and you will finally realize why the delays were necessary and also how your reward as a shareholder has now greatly increased. But please don’t take my word for this; just wait and see, as we will very soon see the light at the end of the tunnel.

Folks, I know the past few years have been a frustrating time for many. When one cannot see the entire picture, its natural to react that way. But I assure you, from everything that I have researched, Rim is like finding the needle in the haystack or the treasure chest at the bottom of the ocean. Its not just any old company. Its about doing something great; something unique; something unprecedented. Ultimately, that is what Rim Semiconductor is all about: forward thinking, innovation and excellence. Their vision is now broad and they aim is greatness. And finally, now, our time has come. The upcoming meeting in Milan, Italy will hold great significance in the progress and release of this technology. There are many things that are ‘ready’ but in a pending state due to the ratification vote which is necessary to establish credibility and acceptance in the industry (albeit just a formality since Rim’s product already works marvelously). Friends, I am talking in the very near future. Pending ratification, we are only months, perhaps even more realistically only weeks away.

Fellow shareholders, as I type these words, I cannot help but be excited for all of us. I look forward to meeting all of you in person in the near future. Perhaps at a future shareholders meeting or even a Vegas get together that I myself might arrange. Until then, fellow shareholders, I offer you a virtual toast, on the long awaited emergence of Cupira, and the great success of our investment.

Yours truly,
Kenneth H. Chan PhD

[jjz34]

I like what he wrote. I hope what mr. Chan says is accurate. But can't too excited because I have no idea who this guy is or the source of his information. Anybody know Kenneth Chan??

[destiny1]

I like what he wrote. I hope what mr. Chan says is accurate. But can't too excited because I have no idea who this guy is or the source of his information. Anybody know Kenneth Chan??

Jjz,
If he is for real, it would be great to have him posting over here. Someone invite him over to ticktock.

I can tell you this for sure: The #1 non-English speaking country that visits ticktockstock.com is China... by far!!!

BTW, we are already over 300,000 hits for the month of Novermber!

D1 ;)

[Stoppmann]

I hope there will be alot Aha and ooh and aah moments in the coming weeks. A little ka-ching would be nice too. I hope Mr. Chan is right.

[deeba]

President's Letter


November 28, 2007

Dear Fellow Shareholders,

I want to write a quick note to you to update you on some recent developments at Rim Semi. Our Chairman and Executive Vice President, Ray Willenberg Jr. is in the hospital. The medical staff has asked him to rest, and so he has turned his cellphone off. Please direct your calls and emails to me, and be patient, as I have a very limited amount of time to chat this week.

The stock market has been quite adverse lately. As a group, the broadband semiconductor companies [] have lost 39% of their value in the last twelve months. Semiconductor stocks in general, and broadband stocks in particular, appear to have cycled out of favor with investors. We believe that as this group recovers our stock will also benefit.

Tom Moxon has left our full-time staff, but remains as a part-time consultant. Tom’s parents are elderly and live on the East Coast of the US. His responsibility to them caused him to reluctantly cut back on his ability to work full-time at Rim Semi. We continue to benefit from his expertise on a part-time basis. Keith Chipperfield, formerly of Intel, now leads the engineering team.

Customer demand continues to exceed our expectations. Our engagements, whether directly or through the IPSL Special Interest Group, yield very exciting results. These engagements involve technical discussions and demonstrations, deployment plans and other marketing activities.

Finally, we are working hard to secure additional investment in the company, and believe at this time that the negotiations with the investor group are in the final stage. We think that we will shortly be successful.

Regards,

Brad Ketch
President and CEO
Rim Semiconductor Company

[] Ikanos, Centillium, Conexant, Aware and Rim Semi.

[Stoppmann]

Sorry to hear about Ray. Hope his recovery goes well.

Brad mentioned deployment plans. That is the first time those words have been used.

[doughjo]

Fellow investors, to be honest I was quite surprised at overwhelming (but mixed) reaction I received to my original post. I thought a lot of that information was relatively common to most investors here, but I guess an improvident attitude has caused many to ignore the real tangible facts and rely on false emotions and rumors without an effort to even attempt discover the truth. Oddly, most of the positive responses I received were in some Private Message format which I was not able to respond to. Is there something I must do to activate that feature? Please try to respond to me here in the Public area as the Private feature is not working on my computer right now.

Anyway, I would like to reiterate and emphasize that Rim Semi is at a crossroad in their corporate path right now. Major milestones are just around the corner. Probably more accurately, major milestones have already been achieved, but disclosure is not appropriate or in some cases not even legal at this point in time (you will see what I mean). Once the Milan meeting ratification is complete, the path will be paved for real and tangible results and the state of quandary will be clarified once in for all. Please don’t underestimate this as ‘just another meeting’ because there is great corporate and technological significance to this event which will result in perdurable benefits for Rim Semiconductor and all of its affiliates. At that point, the opinions of the posters on this board will appear nugatory and Rim Semi will become a paragon in the technology sector.

Some have asked me how I came across this gem of a find. Well to be honest, this is not because I am a ‘super’ investor of any sort or any plenipotentiary status, its simply the natural perforce of my metier. I have worked in the industry for over 20 years and established many relationships and contacts over the years. I stumbled across Rim Semi almost by accident a few years ago and my life has had a series of unrelated coincidences since then which all point to Rim as the next great thing in the field of data communications. On top of that, I began a series of vast research and investigations which all confirmed my understanding of what was happening. Before I knew it, it seemed like everyone in the industry was aware of Rim and interested in its potential and usage. Even if you do some general research in the area of high speed communication and IPTV you will see there are some huge gaps that nobody is currently able to fill, at least in a practical cost-effective manner. Rim is not just going to be a technology epigone, but rather an irrefragable winner, not only in the superficial sense of lucre for investors, but the benefit they can provide for every human being sitting in front of a computer terminal. Telcos see this tangible value and are ready and waiting to literally pounce on the opportunity!

If any of you have further questions please feel free to ask me by posting a reply here to this post (not private). What I will do is compile all of the questions into a Q and A format and I will provide the answer in a post in the next week or so. By the way, I will be traveling on some business meetings soon for a major technology project that I am working on, which is completely unrelated to Rim, however some of the participants may very well be affiliated with Rim in the near future (that’s all I can say for now). I don’t mind being your ‘ears’ in order to help out your understanding of the telecommunications industry and Rims place in it, obviously only in ethical ways that don’t disclose any confidential information which I would not try to obtain anyway. Please be specific and concise with your questions as my time is very limited due to my work and travel schedule.

Again, as I stated earlier, I don’t want anyone to simply take my word for all of this. All doubt will be defenestrated shortly after the Milan meeting - after Rim Semis technological claims are verified in probity.

To your success and happiness as our time of disconsolation comes to an end, and our cerebration turns into celebration.

Yours truly,
KC

PS: any querulous questions or personal attacks will not be responded to, as I only have time for serious inquiries by legitimate investors.

[jjz34]

Well I know I have to look up about every other word he writes. I hope he's legit. Still don't know who he is so I will continue to file that away in the "take it with a grain of salt" category. There's always the possibility that this is a prank, so be careful about getting overly excited.

[destiny1]

The programmers are still working on the site, font sizes and formatting. Thanks for your patience.

D1

[wheels]

Well I know I have to look up about every other word he writes. I hope he's legit. Still don't know who he is so I will continue to file that away in the "take it with a grain of salt" category. There's always the possibility that this is a prank, so be careful about getting overly excited.

My thinking about Dr. Chan.

I don’t want to dishonor someone I don’t know. However, I’m not yet compelled to believe him because I have a few reasons to doubt him. However, I’ll wait to see what else he has to say. He has my ear but he has yet to earn my trust.

If he is a PhD, I doubt he earned it in the United States. His thesis wouldn’t have passed the review board without considerable outside editing. In addition, most Chinese men I know who can write well in English don’t sound Chinese when they write. Dr. Chann does sound Chinese when he writes. It’s like he’s trying to sound Chinese, and if he’s trying he probably isn’t. Since I’m not convinced he’s Chinese, the rest of what he says is suspect.

I originally thought either two different people wrote the letters or the writer is bipolar. After studying them don’t think two different people wrote the letters. I was just kidding about being bipolar. But, why the excessive use of a thesaurus in the second? He didn’t talk that way in the first letter but he does in the second. He apparently was trying to impress us and anyone who tries to impress can’t . . . and neither can they be trusted. No one I know uses the words he used in the second letter but fails in the first letter to use “the” properly, doesn’t know the difference between "choose" and "chose" and "counter" and "encounter" while committing several other grammatical errors. These inconsistencies and his seeming need to sound "learned" makes a guy like me who was born in the “show me state” wait and see.

Dr. Chann, please forgive me for being skeptical. Jesus was patient with a “doubting” Thomas. Please be patient with a “suspicious” Wheels.

[destiny1]

I agree Doughjo! If nothing else he's highly intelligent. I too had to look up some of the words and posted them for the viewers. It would be great to have him on ticktockstock.com

D1

[quote=doughjo;1787]
Fellow investors, to be honest I was quite surprised at overwhelming (but mixed) reaction I received to my original post. I thought a lot of that information was relatively common to most investors here, but I guess an improvident (rash, ill considered) attitude has caused many to ignore the real tangible facts and rely on false emotions and rumors without an effort to even attempt discover the truth. Oddly, most of the positive responses I received were in some Private Message format which I was not able to respond to. Is there something I must do to activate that feature? Please try to respond to me here in the Public area as the Private feature is not working on my computer right now.

Anyway, I would like to reiterate and emphasize that Rim Semi is at a crossroad in their corporate path right now. Major milestones are just around the corner. Probably more accurately, major milestones have already been achieved, but disclosure is not appropriate or in some cases not even legal at this point in time (you will see what I mean). Once the Milan meeting ratification is complete, the path will be paved for real and tangible results and the state of quandary (a state of uncertainty or perplexity) will be clarified once in for all. Please don’t underestimate this as ‘just another meeting’ because there is great corporate and technological significance to this event which will result in perdurable (enduring, lasting) benefits for Rim Semiconductor and all of its affiliates. At that point, the opinions of the posters on this board will appear nugatory (of no real value) and Rim Semi will become a paragon (a model of excellence, a perfect embodiment) in the technology sector.

Some have asked me how I came across this gem of a find. Well to be honest, this is not because I am a ‘super’ investor of any sort or any plenipotentiary (dignitary, diplomat, government official) status, its simply the natural perforce (necessity, by force of circumstance) of my métier (occupation, trade). I have worked in the industry for over 20 years and established many relationships and contacts over the years. I stumbled across Rim Semi almost by accident a few years ago and my life has had a series of unrelated coincidences since then which all point to Rim as the next great thing in the field of data communications. On top of that, I began a series of vast research and investigations which all confirmed my understanding of what was happening. Before I knew it, it seemed like everyone in the industry was aware of Rim and interested in its potential and usage. Even if you do some general research in the area of high speed communication and IPTV you will see there are some huge gaps that nobody is currently able to fill, at least in a practical cost-effective manner. Rim is not just going to be a technology epigone (a second rate imitator or follower), but rather an irrefragable(impossible to refute) winner, not only in the superficial sense of lucre (informal for money) for investors, but the benefit they can provide for every human being sitting in front of a computer terminal. Telcos see this tangible value and are ready and waiting to literally pounce on the opportunity!

If any of you have further questions please feel free to ask me by posting a reply here to this post (not private). What I will do is compile all of the questions into a Q and A format and I will provide the answer in a post in the next week or so. By the way, I will be traveling on some business meetings soon for a major technology project that I am working on, which is completely unrelated to Rim, however some of the participants may very well be affiliated with Rim in the near future (that’s all I can say for now). I don’t mind being your ‘ears’ in order to help out your understanding of the telecommunications industry and Rims place in it, obviously only in ethical ways that don’t disclose any confidential information which I would not try to obtain anyway. Please be specific and concise with your questions as my time is very limited due to my work and travel schedule.

Again, as I stated earlier, I don’t want anyone to simply take my word for all of this. All doubt will be defenestrated shortly after the Milan meeting - after Rim Semis technological claims are verified in probity.

To your success and happiness as our time of disconsolation comes to an end, and our cerebration turns into celebration.

Yours truly,
KC

PS: any querulous(fretful, whining child) questions or personal attacks will not be responded to, as I only have time for serious inquiries by legitimate investors.

[destiny1]

Just in case anyone questioned the legitimacy of Dr. Chan's post, google him at "Kenneth Chan independent telecom professional china." As a member, I was able to access his profile. This person does exist.

D1

[jjz34]

Just curious, How did you come up with that query for google?? I googled Kenneth Chan, kenneth chan phD, and a few other obvious variations and came up with zilch. I would have never thought to put in what you put in. I need to work on my google skills.

[destiny1]

Just curious, How did you come up with that query for google?? I googled Kenneth Chan, kenneth chan phD, and a few other obvious variations and came up with zilch. I would have never thought to put in what you put in. I need to work on my google skills.

I'm a member of linkedIn. Just a hunch he too may be a registered member. I was able to access his profile and work the search backward.

D1;)

[jjz34]

His company Telewise Group Limited does come up on google.

[destiny1]

His company Telewise Group Limited does come up on google.

There are several Ken Chans in their database. It may be difficult to differentiate which one is the poster. The link I posted is the only one that specifically talks about "A telecommunications professional, China. He may be a CEO, he may not. Once he gets over here, we should find out more.

D1;)

[doughjo]

Initially I had no desire to communicate with you, but given the acrimony in your language, I will spare you just one message. First of all, I have no idea who you are, nor have I ever insulted you with harsh words. But you have replied to each of my messages with insults, attacks and belittlement. So let me remonstrate some of your ‘facts’:

Regardless - RSMI is still broke.
You better bet they are broke! Doing something of such a great magnitude requires tremendous monetary expenditures, talented individuals, time and creativity. That is whats required to build a new product from ground up, in case you haven’t realized.

By their own words they are unable to fund their future (with cash in hand).
Of course not if they don’t have revenue at this time, didn’t you realizes that when you invested. That is the whole purpose of a public stock listing, to use those funds until they become self-sustainable which should be in the very near future.

Dilution is the one thing RSMI excels at
Dilution, although undesirable, is necessary for micro-cap companies. They ALL do it. Didn’t you know that either?

They certainly haven't shown any ability to deliver on a single prommise to date
Utter nonsense. Hopefully this stems from your lack of understanding of technology instead of ignorance. They have made great progress in terms of design, standardization, customization, bug fixes, and algorithm improvements, just to mention a few things. In many cases they have exceeded expectations. Of course EVERYTHING has to be complete before a product can be sold, that is when you will see results.

I would recommend that you change your pervicacious behavior, it might make you a better human being. With that said, please don’t reply to any one of my posts. Now move along.

[destiny1]

I just received a call from Ray. He is still in the hospital but improving as expected. He will have a final surgical procedure on Monday to close the previously infected wounds. He’ll be in the hospital through next week recovering. He sends his thanks to all who have called and wished him well. He asks however that you do not call at this time. He is expecting to be up and around within the next few weeks.

Thanks

D1

[McCloud]

Initially I had no desire to communicate with you, but given the acrimony in your language, I will spare you just one message. First of all, I have no idea who you are, nor have I ever insulted you with harsh words. But you have replied to each of my messages with insults, attacks and belittlement. So let me remonstrate some of your ‘facts’:

Regardless - RSMI is still broke.
You better bet they are broke! Doing something of such a great magnitude requires tremendous monetary expenditures, talented individuals, time and creativity. That is whats required to build a new product from ground up, in case you haven’t realized.

By their own words they are unable to fund their future (with cash in hand).
Of course not if they don’t have revenue at this time, didn’t you realizes that when you invested. That is the whole purpose of a public stock listing, to use those funds until they become self-sustainable which should be in the very near future.

Dilution is the one thing RSMI excels at
Dilution, although undesirable, is necessary for micro-cap companies. They ALL do it. Didn’t you know that either?

They certainly haven't shown any ability to deliver on a single prommise to date
Utter nonsense. Hopefully this stems from your lack of understanding of technology instead of ignorance. They have made great progress in terms of design, standardization, customization, bug fixes, and algorithm improvements, just to mention a few things. In many cases they have exceeded expectations. Of course EVERYTHING has to be complete before a product can be sold, that is when you will see results.

I would recommend that you change your pervicacious behavior, it might make you a better human being. With that said, please don’t reply to any one of my posts. Now move along.

Doughjo, I do wonder who Dr Chan is communicating with over there, but I have no desire to go look. It sounds like the typical **** I had to wade through for years. Has Dr Chan been invited over here?

Ernie

[McCloud]

I just received a call from Ray. He is still in the hospital but improving as expected. He will have a final surgical procedure on Monday to close the previously infected wounds. He’ll be in the hospital through next week recovering. He sends his thanks to all who have called and wished him well. He asks however that you do not call at this time. He is expecting to be up and around within the next few weeks.

Thanks

D1

I was going to send a get well card. What would be the best address to use. I don't think he would be getting office mail relayed to him.

Ernie

[destiny1]

I was going to send a get well card. What would be the best address to use. I don't think he would be getting office mail relayed to him.

Ernie

He'll be at home once he leaves the hospital. I still think it is best to send cards and letters c/o Rim Semiconductor. Laurie will forward everything.

D1

[destiny1]

I've posted an article on Qwest Communications in the Featured article section on the home page.

P.S. The left page justification for the forum will be fixed next week.

D1

[Stoppmann]

The meeting in Milan is supposed to happen tomorrow. Is that right?

[destiny1]

The meeting in Milan is supposed to happen tomorrow. Is that right?

Yes, at least it starts tomorrow. Dave Wojcik and possibly Brad will attend the meeting. The results of the meeting and attendees, at some point, will be made public.

D1

[HopefulOne]

Yes, at least it starts tomorrow. Dave Wojcik and possibly Brad will attend the meeting. The results of the meeting and attendees, at some point, will be made public.

I should think that IF this meeting produces "events" of the "quality" we have been let to believe it would, news should be released "during" the day tomorrow since Milan is what, 7-8 hours ahead of Portland time? The meeting "could" be over before the close of the stock market tomorrow afternoon! There's NO reason to "hold" good news...

H.1.

[destiny1]

Yes, at least it starts tomorrow. Dave Wojcik and possibly Brad will attend the meeting. The results of the meeting and attendees, at some point, will be made public.

I should think that IF this meeting produces "events" of the "quality" we have been let to believe it would, news should be released "during" the day tomorrow since Milan is what, 7-8 hours ahead of Portland time? The meeting "could" be over before the close of the stock market tomorrow afternoon! There's NO reason to "hold" good news...

H.1.

I don't believe there will be a public announcement tomorrow. I hope I'm wrong. The SIG meeting will likely last for several days. If you remember, the 1st IPSL-SIG meeting occured over several days from April 15-16 at Embarq/s headquarters in Kansas.
http://www.rimsemi.com/press/pr_4_25_07.html

The only thing Brad stated would be made public are the participants. I'm sure once the 1.0 specs are ratified, that too will be made public. Ratification will likely take place at some point during the meeting. There are no guarantees however. The demand for the tech on the streets should aid in moving things along quickly.

D1

[destiny1]

Its 9:01 AM in Milan, Italy right now. and 3:01 AM in NYC. Things should be getting started soon!

D1

[doughjo]

I doubt we'll see news today or this week.
Next week is my guess.

[Stoppmann]

Cable ????

I worked for Time Warner for years and installed about 1000 miles of Hardline, I am now a design engineer for AT&T and the cable companies have ZERO FIBER anywhere in their network, except at the base station, every major city has a couple and they are many miles from the subscriber with multiple repeaters and amps along the way, while the U-verse has Glass Fiber within 3,000 feet of the premises. It is a much better system than say a FIOS where the entire install is labor intensive and typically a pain in the ass. The U-verse system puts you on the Lightspeed Internet Backbone very fast and efficiently and uses existing tech from the node to the home. Where this system will really smash FIOS and all competitors in the Internet market is the day they roll out the IPSL system for U-verse with 100+ mbps speeds down and anywhere from 10-35 mbps upstream, these are capped figures. Uncapped figures are absolutley unadulterated with speeds reaching 200 mbps both up and down. the IPSL protocols can do these speeds right now in testing over the U-verse enabled system.

http://www.dslreports.com/comment/2911/60671

[destiny1]

Cable ????

I worked for Time Warner for years and installed about 1000 miles of Hardline, I am now a design engineer for AT&T and the cable companies have ZERO FIBER anywhere in their network, except at the base station, every major city has a couple and they are many miles from the subscriber with multiple repeaters and amps along the way, while the U-verse has Glass Fiber within 3,000 feet of the premises. It is a much better system than say a FIOS where the entire install is labor intensive and typically a pain in the ass. The U-verse system puts you on the Lightspeed Internet Backbone very fast and efficiently and uses existing tech from the node to the home. Where this system will really smash FIOS and all competitors in the Internet market is the day they roll out the IPSL system for U-verse with 100+ mbps speeds down and anywhere from 10-35 mbps upstream, these are capped figures. Uncapped figures are absolutley unadulterated with speeds reaching 200 mbps both up and down. the IPSL protocols can do these speeds right now in testing over the U-verse enabled system.

http://www.dslreports.com/comment/2911/60671 (http://www.dslreports.com/comment/2911/60671)


Outstanding Stoppman,

This corroborates my point exactly. Look at Mr. Meuller's statements regarding Quests FTTN upgrades. There is no fiber involved in cable networks. Therefore, if Quest is spending 300M to upgrade its FTTN network, they can only be looking to deploy redesigned DSL services. With the average copper loop being 3,000 feet and beyond, CupriaTM is the only answer. Also this demonstrates once again, all the big telcos are looking at IPSL technology.
Great find!

D1

[Stoppmann]

RSMI Q and A session - Part 1:


If RSMI is so good, why is their stock so bad?

There are many factors that have contributed to the stocks recent poor performance. I believe the main ones are as follows:

1. Unimpressive quarterly financial statements: There is no doubt that many investors believe that evaluating a company’s financial statements is the most important factor before making a buying decision. When all one sees is continued losses from operations, they will neglect the stock altogether. Furthermore, many large scale and institutional buyers rely on software that scans data and will only buy the stock if certain criteria are met. For example, some of the potential criteria could be a certain percentage increase in yearly revenue or a minimum market cap value. If the criteria are not met, the software will filter out that stock altogether. In that case, RSMI fly’s under the radar and is never even considered as a potential investment.

2. Dilution: Regular increases in the outstanding share count will proportionally decease the underlying stocks value. This is pretty obvious with RSMI.

3. Negative postings and impressions: Since penny stocks have very little coverage in the financial media, investors rely on message boards such as these for at least some of their information. I am not saying that it makes or breaks a stock, but excessive negativity (even if its false) will dissuade some buyers. This does impact the stock to a certain extend because it is shifting the buy:sell ratio pressure. That is why, as a shareholder of RSMI, I feel all investors have an ethical obligation to counteract such postings by explaining to readers what the real story is. It is your duty to correct those who try to traduce the reputation of Rim Semi.

4. Market sector: During unstable or unpredictable market conditions, certain sectors get hit harder than others. The Semiconductor industry is one that is suffering right now. However, RSMI will rise above such general trends and become a much more distinctive entity when they achieve their upcoming milestones and obtain specific results.

The above reasons are some of the primary contributing factors that explain why Rim Semi’s shares have shown a negative trend this year. However, as contracts are signed and subsequent revenues start coming in, as will be the case in the near future, we will see a major reversal in this trend, for reasons that are intuitively obvious. That is why I feel that buying shares at this price level will yield a very high ROI. However, please DO NOT invest on the basis of what I say – rather do you own due diligence and always keep within the limits of your own budget and financial allocations.


What do you think first years sales could be?

As you are probably aware, Rim has many client evaluations and MOU currently in place. There are many potential large contracts based in Asia, Europe and the US and several smaller ones mainly based in Oregon. The smaller contracts might only be worth several hundred thousand to a few million dollars. Rim may not necessarily be very profitable on the first few small contracts due to the larger initial overhead. However, as they learn from their early accomplishments, their implementation curve will be reduced and subsequent installations will be more profitable. You must consider all of these early contracts, plus the ones that are currently in a negotiation stage and have not even been disclosed to investors. So in order to answer you question, lets just be conservative for now. Lets suppose that Rim is only able to close half of the deals that they are currently working on. This could result in sales in 100 to 500 Million dollar range. If we want to be more optimistic and say Rim is able to close 80% or more of its deals, we could be looking at revenue in the 1 billion plus range.

Of course this response is reference to your question of first year sales. The following years could be much more lucrative. However, Rim needs to increase its marketing efforts greatly. I see them lacking in this area right now. Experience has taught me that no matter how great of a product you have, extensive and widespread marketing is absolutely necessary to create brand awareness, identity and credibility. If Rim is willing to pour a large amount of first year revenue into marketing initiatives, we could easily see revenue in the billions on a regular and consistent basis, especially considering the market demands in growth areas like China, and the need to be more cost effective in the US to compete with Asian counterparts. Right now Rim appears to be doing very little in terms of major marketing. However, I am hoping this out of necessity, instead of inexperience. It could be that they are using all of their funding for technical development and engineering costs at the present time. Since funds are tight, they may have to wait for significant revenue before they can steep up marketing efforts, but it will be a necessary step in the near future if they are going to move Rim Semi up to the next level.

So how will all of this revenue translate into share value? Well even I wouldn’t attempt to answer that question - however, I think its safe to say that Rim will no longer be defined as a ‘penny stock’ when some of the above events transpire ;)

[Stoppmann]

You mentioned that you are working on a project. Does it have anything to do with IPSL or Cupria?

At this stage of my career I work primarily as an independent professional contractor. I specialize in the areas of data communications, semiconductor design, network protocols and other specialized telecommunication projects. I have worked on a melange of high profile projects, including a recent WAN linking conurbations in China, however I am not directly associated with Cupria, IPSL or Rim Semiconductor.


Why do you put so much emphasis on standards?

At first, I found this question to be somewhat obscure as I thought the answer was an obvious one. However, given the fact that the word ‘standard’ is so commonly used in a general sense, I can understand why some might not recognize its technical implications or repercussions. So I will try to provide some clarification.

In very simple terms, lets say Company X decides to use a Cupria chip in their network infrastructure, and Cupria was not conforming to any defined industry standard. Now lets suppose that a few years later company X decided to upgrade or expand their network infrastructure. If Cupria was not a part of any standard, they could change the configuration of their chip without any regards of how it would affect Company X. In this case, Company X would have to change their own configuration and potentially have to replace ALL the Cupria chips at a great cost to them – this puts then in a very precarious position! In that case, they would be ‘held hostage’ and be forced to fork over the money just to maintain their business. Now if Cupria was adhering to a standard, those standards would define what they can and cannot do, thereby giving the client peace of mind and security. For example, one clause in the defined standards document might be that all future Cupria chips must be backwards compatible with older chips. This is why having a standard is so important and explains why most large company’s will refuse to work with a product of this nature if it doesn’t conform to any defined standard. So it doesn’t matter how many voting members that standards committee has or how large the standards organization is, the important thing is that they have industry standards. A major client will not jeopardize their entire business model by using a non-standard product, no matter how spectacular it is. This explanation is obviously an oversimplification, however I hope it helps elucidate matters and illustrate the need for a standard. Once the standards are ratified, Rim can segue to results.

I am a bit curious as to why Rim introduced the IPSL standard so late in the game. I am guessing (pure speculation on my part) that they had completed the Cupria prototype which they presented to clients and industry experts like Telcordia. Of course Cupria’s excellence and performance did indeed impress and dazzle everyone, as verified by the 3rd party Telcordia report. However, Rim may have later encountered great resistance from potential clients because Cupria didn’t conform to any standards! So maybe now they are implementing a standard to make their product more widely accepted in the industry. This could be a reason for the delay in deploying the Cupria product and Rim seeing revenues – otherwise I think they would of already had significant revenue from orders, given the technical report from Telcordia has already proven that the technology is one of the greatest things currently available. Please don’t forget that Telcordia is one of the most reputable industry leaders and whatever they say cannot be diminished or defenestrated in any way.

So in a nutshell, standards provide a minimal level of level of requirement or attainment that ensures accuracy, security, pertinence and quality. Also, having a baseline standard attracts additional organizations and professional associations to utilize the technology thereby increasing participation in standards development and improving brand awareness of the standards organization.


To conclude, I would like to leave you with this popular Chinese proverb:

“A diamond with a flaw is worth more than a pebble without imperfections”

Rim Semi has had its share of problems and investors may have suffered for it. The road was a long one, with abstruse hurdles along the way. But don’t forget, what we have here is a true gem, and now it’s being polished and ready to shine.


Yours truly,
Ken Chan PhD

PS: I didn’t expect so many good questions, so I didn’t have time to answer them all yet. Your remaining questions will be posted in Part 2 of the Q and A, in the next few days.

[McCloud]

Stoppman good post, and a very exciting find as to IPSL being mentioned in another forum. Many have tried to stay the course and fight the naysayers. I used to get up in the middle of the night to answer such posts. There have been many who have held their ground , but have given up as they gang up and post 10 to20 posts to every one of ours. It becomes overwhelming. I noticed sleep problems and high blood pressure and found it impossible to continue as no new info was coming from the company. I still believe we will win, but the bashing has cost us as they scare off potential investors.

Hopefully something will come out of Milan to turn the tide.

Ernie

[destiny1]

I just spoke with Ray. He is progressing nicely and will likely be released from the hospital this Friday. He’ll be working from home for awhile until he regains strength. With so much going on, he’s excited to be getting back to work.

On another note, the Fall IPSL meeting has been temporarily postponed until mid-January. Evidently, because the attendees represent significant members of the telco world, Rim Semi wanted to insure all the important players could attend. At the last minute, the keynote speaker developed a scheduling conflict. Rim Semi thought his presence important enough to warrant postponing the meeting. He will be a key participant at the mid-January meeting. It is clear however, Rim Semi is preparing for a significant event in Milan, Italy.

I don’t know specifics about the identity of the keynote speaker.

D1;)

[destiny1]

Dr. Chan’s comments certainly fueled additional thought. Since ticktockstock.com was launched, I’ve attempted to expound on Rim Semi’s revenue appreciation potential. Dr. Chan has taken my projections to a new level.

Here is how his numbers could actually play out. A few days ago, I posted an article about Quest and their announced plans for fiber-to-the-node (FTTN) upgrades this fiscal year. (See the featured article section on the home page.) Quest stated they would spend about 300 million next year to provide (what I believe) IPSL service to 1.5 million customers.

As a simplified model, we’ll start with Qwest. 1.5 million Customers = $300 million in FTTN upgrades. At about $15/chipset Rim Semi would earn about $22.5 million in CupriaTM chipset revenue. (1.5 million X $15)

Let’s extrapolate that out to other MOU and testing relationships. From my research we learn Qwest has about 13 million wirelines which includes 2.4 million broadband customers.
As a prelude, here is an excerpt from the upcoming Rim Semi prospectus:

Other potential partners include: Wirelines BB=Broadband

China Telecom 224 million (33 million BB)
China Netcom 115 million (17 million BB
AT&T 64 million (18 million BB)
Verizon 63 million
France Telecom 45 million (8.5 million BB)
Telefonica (Spain) 42 million (6.7 million BB)
Deutsche Telecom 40 million (9.8 million BB)
British Telecom 22 million
Qwest 13 million (2.4 million BB)
Embarq 6.9 million
______________
Approx 635 million total wirelines
1.5 million wirelines = about 12% of Qwest’s customer base. Let’s suppose the other 9 players follow suite and upgrade 12 % of their customer base to IPSL?

That would equal about 635 million wirelines x 12% = 76.2 million x $15/chipset = 1,143 million or over 1.1 billion dollars!

So Dr. Chan’s projection of 100 million, 500 million or even a billion dollars in annual revenue is very plausible indeed.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[Stoppmann]

I just spoke with Ray. He is progressing nicely and will likely be released from the hospital this Friday. He’ll be working from home for awhile until he regains strength. With so much going on, he’s excited to be getting back to work.

On another note, the Fall IPSL meeting has been temporarily postponed until mid-January. Evidently, because the attendees represent significant members of the telco world, Rim Semi wanted to insure all the important players could attend. At the last minute, the keynote speaker developed a scheduling conflict. Rim Semi thought his presence important enough to warrant postponing the meeting. He will be a key participant at the mid-January meeting. It is clear however, Rim Semi is preparing for a significant event in Milan, Italy.

I don’t know specifics about the identity of the keynote speaker.

D1;)

So how does the postpone of the Milan meeting affect the tape-out process and production of the ASSP. I would think that they company wouldn't receive purchase orders and produce the ASSP until the IPSL-Sig approves the current IPSL technology. Any other thougths?

[Stoppmann]

Stoppman good post, and a very exciting find as to IPSL being mentioned in another forum. Many have tried to stay the course and fight the naysayers. I used to get up in the middle of the night to answer such posts. There have been many who have held their ground , but have given up as they gang up and post 10 to20 posts to every one of ours. It becomes overwhelming. I noticed sleep problems and high blood pressure and found it impossible to continue as no new info was coming from the company. I still believe we will win, but the bashing has cost us as they scare off potential investors.

Hopefully something will come out of Milan to turn the tide.

Ernie

I was also please to find IPSL mentioned on another forum, especially by one who claims he is a design engineer for AT&T and that the IPSL technology has been tested on their platform. He indicated that transmission speed on their platform was as high as 200 MB/sec. Hopefully, this individual will post again and provide more details.

[destiny1]

So how does the postpone of the Milan meeting affect the tape-out process and production of the ASSP. I would think that they company wouldn't receive purchase orders and produce the ASSP until the IPSL-Sig approves the current IPSL technology. Any other thougths?

I believe the tape out procees continues. As we know smaller telcos often deploy technology regardless of standards. Because smaller telcos have a shorter decison cycle and they have had the tech for a while, orders from one or some of these guys could happen before the Milan meeting.

D1

[Stoppmann]

I believe the tape out procees continues. As we know smaller telcos often deploy technology regardless of standards. Because smaller telcos have a shorter decison cycle and they have had the tech for a while, orders from one or some of these guys could happen before the Milan meeting.

D1

So you don't think that the outcome of the IPSL-Sig will could affect the design of the Cupria technology.

[destiny1]

So you don't think that the outcome of the IPSL-Sig will could affect the design of the Cupria technology.

Stopp,

I forwarded your question to Brad. Here is a copy of the emails.

Good Morning Brad,

Quick question, given that the smaller telcos can deploy outside standards, how will incremental change in the IPSL spec as result of the January IPSL-SIG meting effect potential orders prior to IPSL 1.0 spec ratification?

Thanks in advance

George


We do not anticipate any effect whatsoever.

Brad

[Stoppmann]

Stopp,

I forwarded your question to Brad. Here is a copy of the emails.

Good Morning Brad,

Quick question, given that the smaller telcos can deploy outside standards, how will incremental change in the IPSL spec as result of the January IPSL-SIG meting effect potential orders prior to IPSL 1.0 spec ratification?

Thanks in advance

George


We do not anticipate any effect whatsoever.

Brad

Thanks Destiny. So if I understand the question and Brad's response, the design of the Cupria chip won't change based on the outcome of the January IPSL-SIG meeting and the tape-out process can continue and be completed.

Some of these smaller telcos can place orders and an ASSP can be produced. However, the larger telcos most likely won't be placing orders for chips until the IPSL techonology has been ratified at the IPSL-SIG meeting and IPSL becomes an approved standard.

[McCloud]

Destiny, in regards to your figures, didn't it say somewhere that it takes 2 chips per customer?

Ernie

[destiny1]

Destiny, in regards to your figures, didn't it say somewhere that it takes 2 chips per customer?

Ernie

You're correct. Since the chips are sold as "sets," one at the DSLAM and one in the modem at the customer premises, the $15 represent chipsets.

D1;)

[destiny1]

I was also please to find IPSL mentioned on another forum, especially by one who claims he is a design engineer for AT&T and that the IPSL technology has been tested on their platform. He indicated that transmission speed on their platform was as high as 200 MB/sec. Hopefully, this individual will post again and provide more details.

If this guy is really an AT&T design engineer, my assumptions have been corroborated. AT&T, and other major telcos are testing IPSL technology.

D1;)

[Stoppmann]

Stopp,

I forwarded your question to Brad. Here is a copy of the emails.

Good Morning Brad,

Quick question, given that the smaller telcos can deploy outside standards, how will incremental change in the IPSL spec as result of the January IPSL-SIG meting effect potential orders prior to IPSL 1.0 spec ratification?

Thanks in advance

George


We do not anticipate any effect whatsoever.

Brad

If no effect is anticipated and IPSL has been tested in the field for about 3 to 4 months, when will the company receive purchase orders for the ASSP?

[destiny1]

If no effect is anticipated and IPSL has been tested in the field for about 3 to 4 months, when will the company receive purchase orders for the ASSP?

IMO, he's saying purchase orders from certain companies can occur at any time, and even prior to the January IPSL-SIG meeting.

D1;)

[Stoppmann]

IMO, he's saying purchase orders from certain companies can occur at any time, and even prior to the January IPSL-SIG meeting.

D1;)

Let's hope this occurs:)

[HopefulOne]

I just heard that Ray is doing well and is going home from the hospital today! He still has a long road to full recovery, but this is really great news...

[destiny1]

Stopp again wins post of the week with that find on Broadband reports. It will be posted on the home page later tonight. Keep up the good work.

Congrats

D1;)

[McCloud]

Cable ????

I worked for Time Warner for years and installed about 1000 miles of Hardline, I am now a design engineer for AT&T and the cable companies have ZERO FIBER anywhere in their network, except at the base station, every major city has a couple and they are many miles from the subscriber with multiple repeaters and amps along the way, while the U-verse has Glass Fiber within 3,000 feet of the premises. It is a much better system than say a FIOS where the entire install is labor intensive and typically a pain in the ass. The U-verse system puts you on the Lightspeed Internet Backbone very fast and efficiently and uses existing tech from the node to the home. Where this system will really smash FIOS and all competitors in the Internet market is the day they roll out the IPSL system for U-verse with 100+ mbps speeds down and anywhere from 10-35 mbps upstream, these are capped figures. Uncapped figures are absolutley unadulterated with speeds reaching 200 mbps both up and down. the IPSL protocols can do these speeds right now in testing over the U-verse enabled system.

http://www.dslreports.com/comment/2911/60671

I have mulled over this post thinking about the implications. If the poster is for real he could loose his job for violating DND agreements. However, he may feel the anonymity protects him. There is no way we can be sure. The strongest point is that IIPSL is showing up somewhere off Rims message board, and linked to AT&T.

The 200mbs mentioned means almost nothing without distance attached. Even with these comcerns, it was a very encouraging find.

The only thing that has always bothered me about Rim's claims and the Sp volume etc. is that with all the companies that have been introduced to Cupria I would expect more volume and buying pressure (meaning SP appreciation). I realize DNDs and insider trading rules restrict this. However, I keep thinking that with all the people who know about Cupria and what it will mean there should be enough "leaks" to friends and family to show in the SP>

Ernie

[wheels]

The guy that said he was an ATT design engineer sure doesn't sound like one in his first post last Oct 16. Both posts are by the same person.



"T1 explained please!


What's up guys? I have been a long time member but this is my first posting and I am hoping some of you can help me!

I have had AT&T DSL for about 3 years now and up until the last month or so the service has fallen off dramatically. I was usually getting 1.2 mbps downloads and 384 kbps uploads, as shown on download meters and speed tests performed here.

The service has dropped off to anywhere from 300 kbps download to absolutely zero and this happens in spikes throughout the day. Very annoying!

I have stepped to the plate and ordered T1 service. The AT&T techs just installed the Smart Jack today and I am waiting on the T1 Router to begin with the new service.

Here is my question:

What makes the T1 so robust when it's bandwidth is about the same as the DSL on the download side, and how does it support up to 20 users at a time. It bewilders me?

Second, does the lower latency of the T1 allow it to get more done in less time?

Any help is appreciated. Thank You"


If the guy is for real it seems he wouldn't have had to ask the question about T1. I will be more than happy to apologize if I got this wrong, but the AT&T post is highly suspect.

[destiny1]

I have mulled over this post thinking about the implications. If the poster is for real he could loose his job for violating DND agreements. However, he may feel the anonymity protects him. There is no way we can be sure. The strongest point is that IIPSL is showing up somewhere off Rims message board, and linked to AT&T.

The 200mbs mentioned means almost nothing without distance attached. Even with these comcerns, it was a very encouraging find.

The only thing that has always bothered me about Rim's claims and the Sp volume etc. is that with all the companies that have been introduced to Cupria I would expect more volume and buying pressure (meaning SP appreciation). I realize DNDs and insider trading rules restrict this. However, I keep thinking that with all the people who know about Cupria and what it will mean there should be enough "leaks" to friends and family to show in the SP>

Ernie

Ernie, I’ve wondered the same. It is true; all Rim Semi affiliates sign a NDA and cannot trade the stock. Therefore those who see the tech/opportunity with the greatest clarity cannot buy the stock.

Mutual funds generally don’t get involved until the stock price is .50 -$1.00. And I still believe relatively few mainstream investors are aware of Rim Semi.

Honestly, even looking at the number of hits ticktockstock.com receives, (nearly 400,000 in November) there were only about 1,900 unique visitors. Though that number grows considerably monthly, 1900 faces is a drop in the bucket compared to the number of mainstream investors out there. And, IMO, unless an investor has access to a site like this or willing to do an awful lot of individual research, a surface view of Rim Semi would not enable them to comprehend the depth and breadth of the opportunity.

So as Dr. Chan mentioned, once Rim Semi gets this next round of funding, completes the ASIC and starts receiving revenue, the next order of business is to start a mass marketing campaign.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

The guy that said he was an ATT design engineer sure doesn't sound like one in his first post last Oct 16. Both posts are by the same person.



"T1 explained please!


What's up guys? I have been a long time member but this is my first posting and I am hoping some of you can help me!

I have had AT&T DSL for about 3 years now and up until the last month or so the service has fallen off dramatically. I was usually getting 1.2 mbps downloads and 384 kbps uploads, as shown on download meters and speed tests performed here.

The service has dropped off to anywhere from 300 kbps download to absolutely zero and this happens in spikes throughout the day. Very annoying!

I have stepped to the plate and ordered T1 service. The AT&T techs just installed the Smart Jack today and I am waiting on the T1 Router to begin with the new service.

Here is my question:

What makes the T1 so robust when it's bandwidth is about the same as the DSL on the download side, and how does it support up to 20 users at a time. It bewilders me?

Second, does the lower latency of the T1 allow it to get more done in less time?

Any help is appreciated. Thank You"


If the guy is for real it seems he wouldn't have had to ask the question about T1. I will be more than happy to apologize if I got this wrong, but the AT&T post is highly suspect.

Guys, the two posts don't even sound like they are from the same guy? The level of knowledge/understanding isn't consistent. Are we sure they are from the same poster?

D1

[destiny1]

Sure looks like it. I agree, an AT&T design engineer would be prohibited from posting on a public message board. Oh, well! I guess Dr. Chan's second set of posts will win this week.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

I'm not sure everyone saw this video. It explains the IPSL-SIG very well.

http://www.rimsemi.com/cupria_IPSL.html
D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

RSMI Q and A session - Part 2:


How come people who know about the value of Rim’s technology are not buying shares?

This question is just another canard, which is believed to be true because it’s repeated so often, but I will attempt to clarify it anyway. In some cases, the people directly involved with Rim have access to proprietary and highly confidential information. In that situation, for them to buy shares would be considered a form of insider trading, so those individuals will have to refrain from purchasing until all of that information is made public in the form of a Press Release by Rim. That is to our benefit, as they will buy at higher prices thereby pushing market demand up even more; coupled with upcoming PRs and revenue this could give the stock a signification boost. In other cases, where one might be knowledgeable about Rim, but not at the confidential level, lets do some simple math. Rim consistently has volume of several hundred thousand to over a million shares. Out of those shares, you are trying to tell me that some of that volume doesn’t consist of key buyers who are familiar with Rims potential? I know for a fact that many people have told me they are buying – including some top notch engineers and managers. Now, I cannot peer into their bank accounts to confirm if they have purchased, but I have every reason to believe that many of these people have bought RSMI shares with their own personal funds, possibly in the tens of thousands of dollars!

The stocks volume, although it’s not immense compared to listed Nasdaq Global Market stocks which have the advantage of institutional buyers, is very decent compared to most other OTC stocks. Rim has been one of the most consistently traded stocks listed on the OTC over the past several years. In fact, it is one of the very few OTC stocks I hold in my personal investment portfolio due to its stable trading history and proficient management. These are facts, despite how stock manipulators (bashers) attempt to extirpate the truth.


Do you think the postponement of the IPSL ratification meeting will delay project deployment and therefore revenue?

Yes and No. For larger companies that value the importance and benefits (http://investorshub.advfn.com/boards/read_msg.asp?message_id=25179466##) of standards, there will most likely be a delay. For smaller companies, the rescheduling of this meeting should not impact their deployment activities. Regardless, I don’t think a mere one month delay is anything to worry about.


How come Rim cannot obtain a favorable financing package?

A bank or any other lending institution uses very specific criteria to determine if a potential client is deemed fit for a loan. The principle factor is a stable history of past income. Numbers are usually punched into a software program and an ‘accept’ or ‘reject’ response is generated, similar to you applying for mortgage for your home. The lender does NOT disburse loans based on a judgment call of how good your business (http://investorshub.advfn.com/boards/read_msg.asp?message_id=25179466##) might be (unless you have collateral to secure it). Look at it this way: let’s say you are a student going to Law School and you walked into a bank and applied for a mortgage for a million dollar home based on the premise that you will have a six figure income in the future. What will the bank do? Obviously you will get rejected based on your past income history regardless of the fact that you might be a straight A student with a high income potential.

Another important point that I would like to make is that some of you are under the impression that Rim would be ‘better off’ if they had a loan (http://investorshub.advfn.com/boards/read_msg.asp?message_id=25179466##), as that would prevent dilution – this is another major misconception! If they somehow were able to get a loan, they would still have to make their monthly installment payments, and without revenue at this time they would still have to sell shares to generate the cash (http://investorshub.advfn.com/boards/read_msg.asp?message_id=25179466##) to make those payments - yes, you guessed it - dilution! In reality, that could very likely result in greater dilution as they would be forced to make a fixed payment. Under the current finance model, they at least have some flexibility as to when they want to sell shares and when they don’t want to, thereby selling more when the shares spike up and reducing the total number of shares they have to sell. I know investors would love some magic pill solution where none of this would have to happen, but unfortunately it’s the reality of a development stage company. The good news is that we are close to the end of the ‘development stage’ and I believe those of us who stuck through it will be rewarded immensely. Cupria could easily be one of the most versatile and efficient technologies to power the demand for triple play.


Why do Brad and Ray have such high salaries?

Remuneration is always based on 2 primary things: skill level or responsibility level. People who are at top of their respective profession can earn a very high salary. The top surgical doctors, athletes, engineers, architects can easily make 6 or 7 figure salaries due to their skills. There is also the role of responsibility. Someone at a very high level of responsibly, like director level or CEO, may not have a job that is as difficult as the surgeon or engineer, but they must oversea those people and make decisions that increase the profitability of the business. Mr. Ketch has a pretty impressive resume in terms of education and work experience, and was/is capable of earning a 6 figure salary as a telecom executive. However, he relinquished a lot to be a part of the Rim Semi team. So relatively speaking, their salaries may certainly appear high in comparison to average wages, however it is an industry standard for such high profile individuals like Mr. Ray Willenberg and Mr. Brad Ketch who are in a position of high responsibility.



Why has no one attempted a hostile takeover of Rim?

A hostile takeover is very rare on a company that is in a development stage or with an unfinished product. Please don’t mistake this with a ‘small company’, where hostile takeovers happen on a regular basis. The problem during a takeover is that it normally results in employment attrition of some of the management of the company that is being taken over. So when you takeover a development stage company, it’s a very real possibility that internal conflicts will result in the product never getting finished. This is why a larger organization will wait until the product is completed and verified to be exactly what they want before they attempt a takeover, even if it means that the takeover will be at a greater cost. I don’t doubt for one second that many ‘eyes’ are on Rim and they will potentially be the target of a takeover once a product is completed and in commercial use. This could also be highly rewarding for shareholders as a takeover attempt from a reputable industry leader will result in a boost of the share price (http://investorshub.advfn.com/boards/read_msg.asp?message_id=25179466##), and a premium is usually paid over and above the trading price at that time, which I confidently suspect will be MUCH higher at that time anyway.


Again, nothing I say in this post is a vatic declaration, but rather the result of experience, research, knowledge and, OK I will admit it, a little of bit of luck in being associated with the right people at the right time :)

As the Chinese love to say, “Dripping water can eat through a stone” – meaning perseverance will lead to success – and now our time for success has come.

Yours truly,
Ken Chan PhD

PS: for my friends in China: Di1 shui3 chuan1 shi2

[Stoppmann]

Too much to cut and paste so here's the link.

http://biz.yahoo.com/e/071211/rsmi.ob8-k.html

[destiny1]

Too much to cut and paste so here's the link.

http://biz.yahoo.com/e/071211/rsmi.ob8-k.html





The Parable of the Hidden Treasure


There was once a man who discovered a great treasure in a field. He then buried the treasure, and because of its great value, he sold all he had to buy that field. Matthew 13:44. (paraphrased)

Today, Rim Semiconductor announced it has obtained approximately 6 million (3.5 now with options for 2.5 later) in financing from the sale of secured convertible 10% notes and issue related Warrants. When exercised in full the Warrants will add approximately 146 million to Rim Semi’s outstanding share count. The notes can be converted to shares at any time at .05 per share. There are limitations, in that no one shareholder may own more than 4.99% of the outstanding share balance.

Rim Semiconductor retains a buyout option which allows them to repay the notes of approximately $3,500,000 +30% at any time during the term of the loan. Repayment begins December 31, 2007.

To some, this will appear a steep price to pay for cash today. However, it appears Rim Semi has procured the final financing necessary to begin harvesting a great treasure.

In the biblical parable above, the man found a prize so great that he sold everything he had to attain it. How foolish this man must have appeared to his friends. “That field isn’t worth such sacrifice,” they said. “Why risk everything you own for real estate of no apparent value?” But the wise man simply went about his business saying nothing of the great treasure hidden beneath his feet.

So it is with a priceless gift. Its mere presence often elicits ambivalent behavior. To those who do not comprehend the value, ridicule. To those who see the hidden paragon, an epiphany.

Since the opportunity is so large, then our efforts here are worth it. There is virtually no limit on the time, the sacrifice, the expense and the passion that we should spend in order to stake our place. Brad Ketch, President and CEO Rim Semiconductor, 7/16/2007 (http://www.rimsemi.com/letters/071707.html)


D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[McCloud]

Well said, Destiny. Although we all have hated to see the dilution along the way. Not raising the money to keep the tech alive and progressing would have spelled total loss in this investment. If this tech gets wide acceptance we will gain much.

Originally I owned 10% of this company plus loan repayments. Now I don't want to calculate my percentage because it would be depressing to see how many positions to the right of the decimal point I stand. However, 10% of zero is zero. My very small percentage now of what could be 100s of millions in revenue will be significant.

We just have to trust that Brad and Ray secured the best loans they could.

Ernie

[Stoppmann]

There is a condition in the finance package that Brad, Ray, and a Director have executed a lock-up agreement where they agreed to refrain from selling any securities of the Company from the date of the Subscription Agreement until one year after the effective date of the Registration Statement.

"Pursuant to the terms of the Subscription Agreement, Brad Ketch, President, Chief Executive Officer and a Director of the Company, and Ray Willenberg Jr., Chairman of the Board, Executive Vice President and a Director of the Company, have each executed Lockup Agreements pursuant to which they have agreed to refrain from selling any securities of the Company from the date of the Subscription Agreement until one year after the effective date of the Registration Statement."

[doughjo]

The CupriaTM 5101 chipset is the flagship product of Rim Semiconductor, delivering breakthrough performance in both reach and rate for broadband over copper. The 5101 is currently available as stand-alone chipsets in FPGA form and is based on IPSLTM or the Internet Protocol Subscriber LineTM emerging standard. Serving both the CO/DSLAM and CPE applications, we are currently accepting orders for the Cupria 5101 chipset.

[Stoppmann]

Telecom stock RSMI (Rim Semiconductor) is developing a semiconductor chip for high speed wireline data communications. Please visit their website for more info: www.rimsemi.com (http://www.rimsemi.com) Although this company is based in the US, their business model capitalizes on the growing Chinese market as they are doing most of their business there, including a major global standards meeting next year.

In summary here is an overview of their current state of affairs:

Rim Semiconductor 2007 Highlights:

-First design win on family of Cupria products(chipsets)

-Increase in staff members and office size

-Many new clients testing chips

-Balance sheet improvements and debts paid

-Telcordia confirmation on technology specifications, viability and probity

-Substantial increase in engineering related staff and efforts

-Greater establishment of Cupria and IPSL brand awareness

-Consolidated testing venture with Embarq Corporation

-Several incremental point releases and improvements on Cupria chip

-Membership growth of the IPSL organization

-Financing package obtained

As a summation, I would best describe 2007 as a year of change for Rim Semi. We saw many things happen, we experienced some growing pains and challenges, but most of all we established a stable framework for future growth with an ensemble of new target clients and partners. This framework can be considered a spring board for future success and accomplishments.


Rim Semiconductor 2008 Prospective:

-Revenue and income from initial projects currently in testing phase

-Reduced dilution due to revenue, with potential cessation by the end of the year

-Staff increases in the areas of engineering, marketing and management

-Potential partnerships with a major telco or equipment maker

-Increased investment awareness, with possible interest from some funds and/or institutional buyers

-Possible up-listing to Nasdaq Exchange due to market cap and share price increase

-Additional design wins on larger scale projects

-Potential buyout or merger due to rapid growth

-True globalization of the IPSL standard after meeting in China

-Additional incremental improvements on new versions of Cupria, with increased bandwidth specifications

-Potential net income reported on financial statements in latter quarters

As 2007 was a year of change, I forecast 2008 to be the year of results, as the framework is now in place. These are only some of the potential highlights we will see for Rim Semiconductor based on their public disclosures, trends, speculation and of course the natural result of progress. I am sure we will have many new surprises in the year ahead, things that Rim may not have hinted on yet. Based on the above items, I definitely know where I want to be with my investment.

Note: Never, ever buy a stock without doing your OWN DD, this post is only my opinion and things can change due to competition, funding, technical complexities, etc.

If you have more questions, please visit the RSMI board here on Ihub as I don’t have a great deal of time to post and I mainly post in that board.

[doughjo]

Another terrible week. We need orders sooooooooooooon

[destiny1]

Investors,

The whole sector is getting killed this week. I spoke to Ray this afternoon. He continues to recover at home and sounded much stronger.

One note of clarification, there were no shares immediately issued as result of the recent financing deal. Though interest does begin to accumulate this month, notes nor can warrants be converted until some date in the future. The notes have a 6 month waiting period, and the warrants at least not until the stock reaches .10 cents. We’ll get more clarification next week. Bottom line, there is much less immediate dilution potential than I assumed.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[Stoppmann]

Investors,

The whole sector is getting killed this week. I spoke to Ray this afternoon. He continues to recover at home and sounded much stronger.

One note of clarification, there were no shares immediately issued as result of the recent financing deal. Though interest does begin to accumulate this month, notes nor can warrants be converted until some date in the future. The notes have a 6 month waiting period, and the warrants at least not until the stock reaches .10 cents. We’ll get more clarification next week. Bottom line, there is much less immediate dilution potential than I assumed.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

I don't buy the arguement that the share price is being affected by the whole sector, but you are right that there won't be immediate dilution right away from this finance package. The company issued restricted shares which won't became effective until the SEC makes it so. I believe the company has 45 days to submitt the filing to the the SEC, and the SEC can take up to 150 days to make the shares effective without penalty to the company, so the company could have up to 200 from December 5 before dilution from the finance package will start. From what you stated, dilution is also controled by the conversion prices you mentioned.

However, the only way that substantial further dilution won't occur from this finance package is if the company starts receiving substantial orders and revenue. As doughjo said in the previous post, we need orders soooooon!

[destiny1]

I don't buy the arguement that the share price is being affected by the whole sector, but you are right that there won't be immediate dilution right away from this finance package. The company issued restricted shares which won't became effective until the SEC makes it so. I believe the company has 45 days to submitt the filing to the the SEC, and the SEC can take up to 150 days to make the shares effective without penalty to the company, so the company could have up to 200 from December 5 before dilution from the finance package will start. From what you stated, dilution is also controled by the conversion prices you mentioned.

However, the only way that substantial further dilution won't occur from this finance package is if the company starts receiving substantial orders and revenue. As doughjo said in the previous post, we need orders soooooon!


If Rim is able to pay off the notes prior to the effective date, further dilution will only come from warrants being exercised. That too will put additional funds into the coffers.

I agree, orders are needed soon. It won't take "substantial" orders to pay back 3.5 million. Nevertheless, you are correct, its time for this train to leave the station.

D1

[jjz34]

Great news about Ray and his continued recovery! Not so great is the fact that we are now in the low 2's and from I've just read, dilution hasn't even kicked in yet! Anything in those parables about a guy getting kicked in the como se llamas over and over and over and over again??? As Macauley Calkin says "another Christmas in the trenches!!"

[HopefulOne]

Yes, it certainly is good news about Ray!

As for the share price, I also agree that the "sector" is not having any affect on RSMI. It doesn't matter whether the share price is 2 cents, 5 cents, or 1 cent, the ONLY thing that will send it up is REALIZED revenues from current and future purchase orders.

We need to be kept informed about the "taping out" process and how that process is progressing. I would assume that the first chips will go to Extreme Copper for integration into their products, for which they already (as we have been told) have orders.

IF there is SUCCESS there, then we won't be worrying about single (or even double) digit (in pennies) share prices for long.

IF there is little or NO success there, then let the capital loss writeoffs begin.

Of course, I have my own personal preference, and it would really be nice to see something positive happening before the end of January when my Christmas credit card bills start coming in...

H.1.

[doughjo]

Does anyone have an update on the Milan meeting?
More selling today. 1.6m have traded. .019X.022
Gooooooooooooooooooooooooo
Riiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiiiiiiiim!!

[Stoppmann]

Question:

If you go back and look at Qualcomms run from January 1,1999 to January 1,2000 you see that the stock price ran from $3 to $110 over the course of the year. Do you think that RSMI is going for the same strategy in regards to time frame? It seems like things are lining up for big news that could cause a similar run? Also do you think RSMI will be bigger than Qualcomm?

Ken Chan's Answer

Well this is actually a multifaceted and complex question, so I will attempt to break down my response into several parts in order to keep things clear and unambiguous as possible.

Firstly, lets acknowledge that there are two very different types of business models – one that is designed for steady linear growth and one designed for rapid exponential growth. Rim Semiconductor falls into the latter category. So it may not necessarily be the intentional plan for Rim to set up a similar run (like Qualcomm), but rather the expected end result of a front-loaded business model. In developing an innovative technology like the Cupria chip, the majority of the expenses and overhead occur during the design phase, long before revenue is even contemplated. You may think of this as somewhat similar to designing a new make/model of an automobile, where up to a billion dollars can be spent even before the car ever hits a showroom. Once the chip is completed, there will still be expenses, however they will be proportionately determined by client orders (ie: engineering, installations, chip fabrication, technical support). I have personally been involved in very successful ventures with a similar business model, even though what they had was WAY LESS impressive than what Rim has. That said, I can recognize how a lack of understanding of this type of business model can cause bickering and discontentment among shareholders, as they don’t like to withstand that phase where their investment appears to be eroding with increasing expenses and no revenue to show for it. Investors seem to desire both linear and exponential growth. Although I agree that this would indeed be desirable, its simply not realistic. This type of idealism will most certainly cause unnecessary distress. Rim shares will see rapid exponential growth once orders begin to come in, due to the structure of their business model. Let me provide a mathematical representation to illustrate this for you.

Lets say you bought shares of Company X five years ago at $1 per share. Lets assume that it was a successful business that had a linear growth model. Throughout the 5 years, the shares steadily increased until it was $30 a share. This is certainly a very lucrative return! Now lets say at the same time your friend Johnny invested in Company Y, at the same price of $1 per share, which had an exponential growth business model. Lets say over the first few years the shares dwindled down to .05 a share, however during the last year when a product was released, the shares exponentially grew to $50 a share. Now you tell me which one was a better investment? An outside observer may have very well thought that Company X was great while Company Y was a failure, but the real comparison could only occur at the end. So at the end of the day, Johnny would be the one who had the bragging rights. Of course, Company Y would have had to maintain a sense of optimism during that whole time, otherwise they would not of even received the investor capital to complete their project! Some investors see this as being misleading, but it’s a necessary step and one of the ‘political’ aspects of doing business. This is the prototypical ‘Catch 22’ that shareholders need to understand and accept. So given the explanation of the exponential growth model, a stock price run could indeed be very similar to what happened with Qualcomm in 1999.

So do I think that Rim will be bigger than Qualcomm? There are several factors that one must contemplate and consider before answering this question, given all the dynamics of what determines the value of a company and their underlying security. First of all, Rim must now move rapidly towards closure and revenue. If there are too many additional delays, the success that they have could easily be hampered by stock market conditions. If economist predictions are correct and the market sees a decline, many investors will choose to stay on the sidelines and hold their money rather than expose themselves to market risk and uncertainty. This will negatively impact the maximum share price Rim can reach. The good news is, given my vast understanding of the technology business, I cannot foresee ANY reason for delay on Rims part considering they are very close to the completion phase. What Rim has is nothing chimerical, but of great value, despite the censure from the incompetent voices (who by the way like to speak frequently and loudly to give themselves credibility). Rim has literally hung on by a thread these past few years and I cannot even fathom seeing them collapse now – it would make no sense whatsoever either financially or philosophically.

The second factor to consider is that Rim must continue to make intelligent business decisions. Its one thing to have a revolutionary breakthrough technology completed, but quite another to sell it to maximum profits. Rim cannot let the chip completion make them complacent. They must move forward in the areas of marketing programs, the hiring of competent staff, negotiating and other applicable areas. The world beckons in its need for greater speed - and it looks like Rim has got the goods.

The above items are the primary factors, among a multitude of other smaller things, which will determine if Rim can become another success story like Qualcomm. Will they become bigger than Qualcomm? Well, lets just put it this way: In a couple of years, Rim could easily be bigger than what Qualcomm is now, however in a few years Qualcomm will also become bigger, and therefore remain ‘bigger’ than Rim. How’s that for some juxtapositional prose :)

For those who still doubt, I can understand that complex technology may be inscrutable for you. But if you can cogitate with an open mind and read my messages carefully, you should be able to grasp the remarkable value that the Cupria technology holds. Perhaps the most efficacious technology in the entire world that will power high-speed and cost effective data communications, fueled by the words growing demands.

My apologies for rambling on so much, as its not my intention to befuddle the matter, but the prospect of Rim’s potential really excites me at this point in time. It has been a very long journey - but guess what? Rim Semiconductor is about to cross the finish line.

[McCloud]

I sure hope Dr Chan is for real. His ideas match up with what I have been trying to hold onto for many years. I certainly hope he is right.

Ernie

[Stoppmann]

It's been one year since Rim Semi announced the eSilicon and TSMC would design and manufacture their chip, respectively.

http://www.rimsemi.com/press/pr_12_18_06.html

http://www.rimsemi.com/press/pr_12_19_06.html

[doughjo]

If you go back and look at Qualcomms run from January 1,1999 to January 1,2000 you see that the stock price ran from $3 to $110 over the course of the year. Do you think that RSMI is going for the same strategy in regards to time frame? It seems like things are lining up for big news that could cause a similar run? Also do you think RSMI will be bigger than Qualcomm?


Well this is actually a multifaceted and complex question, so I will attempt to break down my response into several parts in order to keep things clear and unambiguous as possible.

Firstly, lets acknowledge that there are two very different types of business models – one that is designed for steady linear growth and one designed for rapid exponential growth. Rim Semiconductor falls into the latter category. So it may not necessarily be the intentional plan for Rim to set up a similar run (like Qualcomm), but rather the expected end result of a front-loaded business model. In developing an innovative technology like the Cupria chip, the majority of the expenses and overhead occur during the design phase, long before revenue is even contemplated. You may think of this as somewhat similar to designing a new make/model of an automobile, where up to a billion dollars can be spent even before the car ever hits a showroom. Once the chip is completed, there will still be expenses, however they will be proportionately determined by client orders (ie: engineering, installations, chip fabrication, technical support). I have personally been involved in very successful ventures with a similar business model, even though what they had was WAY LESS impressive than what Rim has. That said, I can recognize how a lack of understanding of this type of business model can cause bickering and discontentment among shareholders, as they don’t like to withstand that phase where their investment appears to be eroding with increasing expenses and no revenue to show for it. Investors seem to desire both linear and exponential growth. Although I agree that this would indeed be desirable, its simply not realistic. This type of idealism will most certainly cause unnecessary distress. Rim shares will see rapid exponential growth once orders begin to come in, due to the structure of their business model. Let me provide a mathematical representation to illustrate this for you.

Lets say you bought shares of Company X five years ago at $1 per share. Lets assume that it was a successful business that had a linear growth model. Throughout the 5 years, the shares steadily increased until it was $30 a share. This is certainly a very lucrative return! Now lets say at the same time your friend Johnny invested in Company Y, at the same price of $1 per share, which had an exponential growth business model. Lets say over the first few years the shares dwindled down to .05 a share, however during the last year when a product was released, the shares exponentially grew to $50 a share. Now you tell me which one was a better investment? An outside observer may have very well thought that Company X was great while Company Y was a failure, but the real comparison could only occur at the end. So at the end of the day, Johnny would be the one who had the bragging rights. Of course, Company Y would have had to maintain a sense of optimism during that whole time, otherwise they would not of even received the investor capital to complete their project! Some investors see this as being misleading, but it’s a necessary step and one of the ‘political’ aspects of doing business. This is the prototypical ‘Catch 22’ that shareholders need to understand and accept. So given the explanation of the exponential growth model, a stock price run could indeed be very similar to what happened with Qualcomm in 1999.

So do I think that Rim will be bigger than Qualcomm? There are several factors that one must contemplate and consider before answering this question, given all the dynamics of what determines the value of a company and their underlying security. First of all, Rim must now move rapidly towards closure and revenue. If there are too many additional delays, the success that they have could easily be hampered by stock market conditions. If economist predictions are correct and the market sees a decline, many investors will choose to stay on the sidelines and hold their money rather than expose themselves to market risk and uncertainty. This will negatively impact the maximum share price Rim can reach. The good news is, given my vast understanding of the technology business, I cannot foresee ANY reason for delay on Rims part considering they are very close to the completion phase. What Rim has is nothing chimerical, but of great value, despite the censure from the incompetent voices (who by the way like to speak frequently and loudly to give themselves credibility). Rim has literally hung on by a thread these past few years and I cannot even fathom seeing them collapse now – it would make no sense whatsoever either financially or philosophically.

The second factor to consider is that Rim must continue to make intelligent business decisions. Its one thing to have a revolutionary breakthrough technology completed, but quite another to sell it to maximum profits. Rim cannot let the chip completion make them complacent. They must move forward in the areas of marketing programs, the hiring of competent staff, negotiating and other applicable areas. The world beckons in its need for greater speed - and it looks like Rim has got the goods.

The above items are the primary factors, among a multitude of other smaller things, which will determine if Rim can become another success story like Qualcomm. Will they become bigger than Qualcomm? Well, lets just put it this way: In a couple of years, Rim could easily be bigger than what Qualcomm is now, however in a few years Qualcomm will also become bigger, and therefore remain ‘bigger’ than Rim. How’s that for some juxtapositional prose :)

For those who still doubt, I can understand that complex technology may be inscrutable for you. But if you can cogitate with an open mind and read my messages carefully, you should be able to grasp the remarkable value that the Cupria technology holds. Perhaps the most efficacious technology in the entire world that will power high-speed and cost effective data communications, fueled by the words growing demands.

My apologies for rambling on so much, as its not my intention to befuddle the matter, but the prospect of Rim’s potential really excites me at this point in time. It has been a very long journey - but guess what? Rim Semiconductor is about to cross the finish line.

[destiny1]

I talked to Ray this morning about the funding package.

Rim has not yet registered a single new share in relation to the recent new funding package.

In addition, the notes cannot be converted to shares until May of 2008. The warrants cannot be converted until the notes are registered and the stock price is .10 or higher.

Rim Semi has the goal of paying off the entire funding package in advance of the registration date which is around May 4, 2008.

If/when this occurs, there will be NO dilution as result of this recent funding.

Merry Christmas Everyone!
(Screw political correctness)
D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[HopefulOne]

Very good potential news, indeed.

I agree with you about the "p/c thing" Destiny!

Merry Christmas, or happy whatever your Holiday is, to everyone, and the very best for a happy, healthy, and PROSPEROUS New Year !!!

H.1.

[doughjo]

Keith Chipperfield, Vice-President of Engineering

Mr Chipperfield brings to Rim Semi a deep level of design engineering, production, and management experience, obtained over 27years in the industry. Mr. Chipperfield joined Rim Semi in June of 2007 to lead the engineering development within the company. He has held engineering, and applications engineering, management positions within large established organizations as well as multiple start-up companies within the Northwest. For the past 10 years Mr. Chipperfield has built up design engineering and support organizations with a focus on wireless communications across WLAN, Bluetooth, RFID and proprietary technologies. In addition, he has extensive experience working with Asian based ODMs to take communication based semiconductors into full system level production. Prior to joining Rim Semi Mr Chipperfield was an Engineering Manager of the RFID group within Intel, and managed Applications Engineering for Avnera Corporation, a start-up company focused on high quality wireless consumer audio products.

[jjz34]

So this would have to mean orders by at least March and revenues by May, correct??



QUOTE=destiny1;1873]I talked to Ray this morning about the funding package.

Rim has not yet registered a single new share in relation to the recent new funding package.

In addition, the notes cannot be converted to shares until May of 2008. The warrants cannot be converted until the notes are registered and the stock price is .10 or higher.

Rim Semi has the goal of paying off the entire funding package in advance of the registration date which is around May 4, 2008.

If/when this occurs, there will be NO dilution as result of this recent funding.

Merry Christmas Everyone!
(Screw political correctness)
D1http://rimsemitalk.com/forum/images/icons/icon12.gif[/QUOTE]

[destiny1]

So this would have to mean orders by at least March and revenues by May, correct??



QUOTE=destiny1;1873]I talked to Ray this morning about the funding package.

Rim has not yet registered a single new share in relation to the recent new funding package.

In addition, the notes cannot be converted to shares until May of 2008. The warrants cannot be converted until the notes are registered and the stock price is .10 or higher.

Rim Semi has the goal of paying off the entire funding package in advance of the registration date which is around May 4, 2008.

If/when this occurs, there will be NO dilution as result of this recent funding.

Merry Christmas Everyone!
(Screw political correctness)
D1http://rimsemitalk.com/forum/images/icons/icon12.gif[/quote]

I believe we will have orders sometime during the 1st quarter of 2008.

D1
http://rimsemitalk.com/forum/images/icons/icon12.gifhttp://rimsemitalk.com/forum/images/icons/icon12.gif

[seawind]

Destiny,

Did you mean this fiscal quarter?

I hope January will see some sales activity.

SW

[destiny1]

Destiny,

Did you mean this fiscal quarter?

I hope January will see some sales activity.

SW

Since the IPSL-SIG meeting will now likely be sometime toward the end of January or early February 2008, I'm expecting orders by the end of March 2008.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

ticktock members:

As result of the recent financing package, I've updated the Rim Semi market projections in the exclusive content. This is the same projection that will be presented in the upcoming Rim Semi propectus. It will be ready in January, in conjunction with the IPSL-SIG meeting in Milan.

Once, completed, the updated flow chart will also be placed in the propectus and added to the exclusive content section.


D1 http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

Pirelli Broadband buys chipsets from the largest chipmakers in the world. Here is a PR from last year about a deal with Broadcom for chipsets.

Again Pirelli Broadband will host the Milan, IPSL-SIG meeting next month.
http://www.broadcom.com/press/release.php?id=914480

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[destiny1]

Here is a PR linking Pirelli Broadband and Huawei. The 3rd link demonstrates a Pirelli Broadband and Alcatel collaboration. Its a very small world in telecom.

http://www.webitpr.com/release_detail.asp?ReleaseID=4525

http://www.tmcnet.com/comsol/articles/10865-pirelli-broadband-solutions-ships-huawei.htm

http://www.itbfinancial.com/pr/17063

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[Stoppmann]

Since the IPSL-SIG meeting will now likely be sometime toward the end of January or early February 2008, I'm expecting orders by the end of March 2008.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

What is the basis of your March time frame? Also, if the intent of Rim Semi is to pay back the loan by May 4, 2007, Rim Semiconductor would also have had to receive payment from their customers so they can pay the money back. If they receive orders by the end of March 2008, that only leaves about one month to produce the chip and receive payment which is not realistic, IMO.

In order for the company to pay back the loan in May 2008, it would seem that the company would have to receive orders in late January or February.

[destiny1]

What is the basis of your March time frame? Also, if the intent of Rim Semi is to pay back the loan by May 4, 2007, Rim Semiconductor would also have had to receive payment from their customers so they can pay the money back. If they receive orders by the end of March 2008, that only leaves about one month to produce the chip and receive payment which is not realistic, IMO.

In order for the company to pay back the loan in May 2008, it would seem that the company would have to receive orders in late January or February.

Repayment can come as result of several cash generating events. Additional funding or orders creating an immediate cash injection can occur at any time before the end of March. I used the end of March as an outside projection.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

[Stoppmann]

Since the IPSL-SIG meeting will now likely be sometime toward the end of January or early February 2008, I'm expecting orders by the end of March 2008.

D1http://rimsemitalk.com/forum/images/icons/icon12.gif

What is causing the "delay" to the IPSL-SIG meeting. It was postponed from December 4 to early January. Now it's late January or early February. I realize that RSMI hasn't stated when this meeting will take place, but someone is coming up with time frames. Also, do you know if this meeting still be in Milan?

[destiny1]

What is causing the "delay" to the IPSL-SIG meeting. It was postponed from December 4 to early January. Now it's late January or early February. I realize that RSMI hasn't stated when this meeting will take place, but someone is coming up with time frames. Also, do you know if this meeting still be in Milan?

All I have heard from various investors is there was a need to facilitate all the various attendees being there. As you can see from my previous posts, the global telecom world is very interconnected. Pirelli Broadband is still the host at its Milan headquarters. I haven't heard anything to the contrary.

But you can see they are connected with compaines like Huawei and Alcatel as well as Telecom Italia. If one considers Huawei and Alcatel's reach, the attendee's could be virtually anyone.

D1;)

[deeba]

This is why the IPSL-SIG meeting is being held in Italy. Here is an article from the New York Times from back in August 2007.

deeba:cool:

August 29, 2007
In Europe, a Push by Phone Companies Into TV
By KEVIN J. O’BRIEN

BERLIN, Aug. 27 — Several European phone companies plan to announce significant expansions of Internet protocol television, or IPTV, this week, led by Deutsche Telekom, which is spending 3 billion euros and has linked about 4 in 10 German households to broadband TV.

The moves will put Europe, which some analysts say already is the leader in Internet TV, further ahead of the United States and Asia. But despite the flurry of worldwide interest in digital video, skeptics say it is not clear that IPTV has a future as a stand-alone business for telephone companies.

With IPTV, subscribers pay a monthly fee of 30 to 60 euros, or $41 to $82, to receive digital broadcasts over the phone companies’ networks, to be watched on televisions or computers. These are part of “triple play” packages that also typically include flat-rate Internet access and domestic fixed-line voice calls. The TV lineup usually includes a standard set of 50 broadcast channels as well as 60 or more premium channels, some not available through other companies.

“IPTV’s decisive advantage is its ability to link programming with interactive services,” said Timotheus Höttges, a Deutsche Telekom board member with responsibility for IPTV. “Consumer viewing habits as a result are going to fundamentally change.”

Companies like Deutsche Telekom, Telecom Italia and Vodafone are using the Internationale Funkausstellung, the Continent’s largest consumer electronics convention, to introduce their IPTV expansions.

More than 200,000 people are expected over the five days of the convention, which opens Friday in Berlin.

“Europe is now the most aggressive market for IPTV,” said Steve Rago, an analyst for iSuppli, a research firm in Scottsdale, Ariz., that covers the electronics industry. “Even countries like Lithuania and Slovakia are introducing IPTV.”

About half of the IPTV consumers in Western Europe are in France, according to the consulting firm International Data Corporation, which says there are 2.3 million paid IPTV subscribers in Europe, less than 5 percent of households.

International Data expects the service to have won over about 10 percent of households by 2011.

ISuppli estimates that phone companies will spend $9 billion this year — $3 billion in Europe — building video-ready broadband networks. The phone companies, faced with dwindling voice traffic, are looking to IPTV to fill the gap.

“I can’t think of a single country in Europe where operators are not introducing IPTV,” said Tiaan Schutte, vice president for multimedia at the French company Alcatel-Lucent, which makes IPTV components. “The marketplace is expected to grow aggressively over the next decade.”

Some experts, however, question whether telephone companies will ever reap the same payoff as equipment makers from IPTV, which faces a challenge luring TV viewers from established broadcasters that use the airwaves, cable or satellites. The technology for IPTV, introduced in Europe in 2001 by the Italian company FastWeb, began appearing widely in 2004. Among the makers of IPTV set-top boxes are Cisco, Thomson, Philips, Motorola and Alcatel-Lucent.

In France, four phone companies — France Télécom, Free (a unit of Iliad), Neuf Cegetel and Alice (a unit of Telecom Italia) — and two resellers, Darty of France and Tele2 of Sweden, are competing for IPTV business. A unit of Bouygues, Bouygues Telecom, is also planning IPTV service.

France became Europe’s IPTV leader because the country lacked dominant satellite and cable broadcasters, said Jill Finger Gibson, International Data’s research director in London.

Jean-Christophe Dessange, leader of European IPTV development at Cisco, which sells IPTV equipment, said IPTV had been successful in France because broadcasters and phone companies there “didn’t each demand too big a share of the pie.” He added: “They realized they both had a self-interest in making IPTV work, namely to help them each retain customers and possibly add new ones.”

The French broadcaster Canal Plus, however, is more integrated, controlling the billing of IPTV customers and deriving revenue from its standard package of about 50 channels. Most French triple-play packages of TV, Internet and telephone service begin at 30 euros a month.

In Germany, where over-the-air digital broadcasts and cable service are available in most households, about 40,000 people subscribe to IPTV, according to GFU, organizer of the convention. Deutsche Telekom’s IPTV network has been connected to 15 million households. The technology also faces potential political hurdles. The European Commission is suing the German government, which owns 31 percent of Deutsche Telekom, for keeping competitors off Deutsche Telekom’s new broadband network.

In Britain, the satellite broadcaster BSkyB and the cable monopoly Virgin Media dominate the pay TV market. An IPTV service from the communications company BT Group, BT Vision, began in December.

“It’s still very much an open question whether IPTV will catch on,” said James Crawshaw, an analyst in London at Heavy Reading, a research firm tracking IPTV. “Operators were very enthusiastic a couple years ago. Then they started to question what the return was. None have been able to create a stand-alone business from IPTV.”

Mr. Crawshaw and other analysts said French companies were not generating significant profit from IPTV, if they have made any at all, but were using the technology to retain or attract new Internet and phone customers.

But many hope to turn that around. Arcor, a unit of Vodafone that is Germany’s second-largest fixed-line network, spent 278 million euros in the fiscal year that ended March 31 on network improvements, mostly to upgrade its broadband network. The company plans to introduce Arcor TV in Germany’s 12 largest cities this fall and to expand to 250 cities by the middle of 2008.

The triple-play service will include 50 free and 60 pay channels.

Bernd Wirnitzer, Arcor’s IPTV director, said the prevailing skepticism surrounding IPTV’s commercial potential, like the initial euphoria that accompanied its introduction a few years ago, was exaggerated.

“The technology will allow us to combine voice, Internet and TV in ways that aren’t possible when you buy them from separate providers,” Mr. Wirnitzer said. “And customers will also have the benefit of paying just a single bill instead of three.”

To be successful, phone companies will have to give consumers a reason to change viewing habits, said Carsten Rossenhövel, managing director of the European Advanced Networking Test Center, a company in Berlin that tests IPTV components for phone companies and equipment makers.

“From a technical standpoint, these systems are ready to go,” Mr. Rossenhövel said. “The real challenge for service providers will be to convince consumers to switch to IPTV.”

[jjz34]

Anyone know the date of the meeting?

[HopefulOne]

Last I heard was sometime in mid-February, but no exact date.

H.1.

[Stoppmann]

I realize that the Milan meeting is important. But even more important is when will be ASSP be manufactured. The last time there was any mention of the progress of the ASSP from the company was during the Oct 31st interview with Brad. During the interview, Brad indicated that the tape-out to produce the ASSP had begun.

[HopefulOne]

You're absolutely right, Stopp. And by now, that process "should" already be complete. Now THAT will be a press release worth hearing !!!

Anyone else have a update on that?

H.1.

[Stoppmann]

I had asked this before regarding the significance of delaying the Milan Meeting from December 2008 to Jan/Feb 2008. He seems to think that mass deployment of the Cupria tech won't occur until after the IPSL_SIG meeting is held and the technology is approved. He also thinks the wait will be worth it.
__________________________________________________ ____


The telecommunication companies that are referenced on that website are unquestionably potential target customers for Rim Semiconductor. It’s a bit ironic that you mention that, as I will be providing more information on something related to that early next month, as I will be in attendance for a major telco meeting (specifics will be disclosed at that time). That list would be best thought of as a sub-set of potential Rim clients, as there are some key names that are missing there, especially in the China and Europe regions.

The effort to produce a million chips is nothing to be concerned about, and is a routine procedure for a foundry. There is some initial time needed to program the machine specifications to precise wafer etching settings and chip details and then from there it’s essentially an automated mass production effort. The only delay that can occur sometimes is if another client has a massive order for the foundry, their machinery can be tied up. But with Rim selecting TSMC as their manufacturer, that shouldn’t be a problem. They are a top notch organization, one of the best in the world! Trust me on that, as I am very familiar with China based companies in this sector. If you want some additional information on the fabrication process, please read the following Wiki article: http://en.wikipedia.org/wiki/Semiconductor_fabrication_plant

In terms of the timing of the chip production, there is a slim chance that the ratification vote could be rejected or even accepted on a conditional basis. Therefore, it would be unwise to produce the chip on a mass scale until after the ratification process has been completed. This may seem a bit odd to some people because normally when someone (such as Rim) has such a great product they wield the power, so to speak. The situation is somewhat difficult to understand with Rim and Cupria. It can best be put this way: The clients that will be using the technology are potentially very high profile customers, and they are in a sense ‘pulling the strings’ to a certain degree. This causes delays and is understandably frustrating to investors, but the long-term rewards as a result of this will be much greater. In fact, the ISPL ratification and the subsequent Cupria deployment will make others in the industry a technology epigone or even entirely obviated. A little more time and patience will reveal this more clearly.

Another related question that I would like to address, as many people have inquired about it, is as follows:

How long does it take a potential client company to test a chip like Cupria?

Well I cannot speak on behalf of Rim specifically, but since it’s a legitimate inquiry, I will do my best to clarify it based on my own experience in similar situations.

First of all, the chip has to be implemented on a test environment on the customers site and an end-to-end precision and compatibility test must be done. If the system ‘works’ after this initial test, that doesn’t automatically give them the green light to declare that everything is good. Its imperative that additional testing be done for a period of usually a few months to obtain statistics on key elements. For example, the company would want to test the frequency of lost data packets. If you simply tested the system for 2 days, it would not provide accurate information on items like that. However, if you did it for a couple of months, it would provide much more accurate information on the reliability and performance of the system. Generally speaking, the objective of the testing phase would be to obtain statistics on the following items:

-Service continuity and percentage of downtime
-Average time to recover from service outage downtime
-Lost data packets
-Bit errors
-Secure file transfer ability
-Pairwise equality for alternative binary predicates
-Lexical encryption ability
-Overall encryption strength
-Tampering (ie: hacking) defense ability
-Maximization of available resources
-Deployable modes (ie: Carrier VoIP-based networks)
-Total network element processing
-Multiple switch access using pure IP network
-Utilization of industry-standard protocols like TCP/IP, Ethernet, etc
-Capabilities to wireline and wireless switching networks on a standard platform
-Digital communications systems frequency mode testing
-Ciphering algorithm reliability

For example, on another technology project that I worked on recently, we were testing bit encryption for a point of sale system in the following manner:

an x-bit STRING is subdivided into y-bit substrings AB0,AB1…ABi so if we have a string:
0x0123456789ABCDEFFEDCBA987654321086545381AB594FC2 8786404C50A37…
we have:
AB0 = 0x0123456789ABCDEF
AB1 = 0xFEDCBA9876543210
AB2 = 0x86545381AB594FC2
AB3 = 0x8786404C50A37…
In binary this would be:
00000001001000110100010101100111100010011010101111 0011011110111111111110…
with AB0 = 00000001001000110100010101100111100010011010101111 00110111101111
AB1 = 11111110110111001011101010011000011101100101010000 11001000010000
AB2 = 10000110010101000101001110000001101010110101100101 00111111000010
AB3 = 10000111100001100100000001001100010100001010001101 11…

Each test starts by showing the various inputs to the procedure block. Thereafter both of the keystream blocks are shown. The normative part of the specification of the block cipher is also considered. The initial test set lists all values in their binary version and so forth (I wont go into all the details, but this is just so you guys get the idea).

After the data from the testing results are obtained, they can then take the next step to correct the deficiencies or implement the system into the production environment. Investors may not like to hear such things as long time frames, but I think its important for them to get a realistic picture of how the industry works. The good news is that the testing process has already begun for many of the target clients, so we could very well be in the late stages of testing and close to deployment. In fact, we would easily see several deployments in rapid succession (after the ratification vote) resulting in a mass influx of revenue for Rim. Keep in mind that there is a reason why Rim selected TSMC to manufacture their chip – TSMC does NOT accept small orders. Rim Semiconductor is ready to shake up the world in ways that are even bigger than what some of their long time supporters expect.

Kindly,
Ken

PS: the linked in URL that you provided is not me – I am in no way connected to the Telewise organization.

[doughjo]

Last I heard was sometime in mid-February, but no exact date.

H.1.
Last I heard it was late January.

[destiny1]

Hello all!
Back from vacation and completing some site changes as well as the prospectus. Hope to have prospectus available in the Exclusive section within the week. Just in case this was missed by some, Telecom Italia is now Telefonica!
http://rimsemitalk.com/forum/showthread.php?p=1791&highlight=telefonica#post179 1 (http://rimsemitalk.com/forum/showthread.php?p=1791&highlight=telefonica#post179 1)

Telefonica has a presence in 20 countries (https://compras.telefonica.com/ING/donde_compramos.html) and has over 145 million (http://www.bbhub.com/2005/10/31/uk-based-blackberry-carrier-o2-selling-to-telefonica/) wireless and wireline customers making it one of the top 5 largest carriers in the world. Since Pirelli Broadband is a major supplier for Telecom Italia, the completion of this acquisition raises the stakes of the upcoming Milan IPSL SIG meeting tremendously. Someone sarcastically asked, "why does Destiny seem to associate Rim Semi will every major telco in the world." That is because Alcatel, Huawei and ZTE control more than two-thirds of all DSL access equipment sales worldwide.
http://www.broadbandtrends.com/Repor...TOC_UPDATE.pdf (http://www.broadbandtrends.com/Repor...TOC_UPDATE.pdf)

Signing Mr. Swope from Intel is another testament to the potential scale of IPSL technology.

Go Chargers!

D1 ;)

[Stoppmann]

Press Release Source: Rim Semiconductor Company


Rim Semiconductor Announces New Board Member
Monday January 7, 6:00 am ET


PORTLAND, Ore.--(BUSINESS WIRE)--Rim Semiconductor Company (OTCBB: RSMI - News), the inventor and leader in Internet Protocol Subscriber Line™ (IPSL™) technology, announced today William A. Swope has been appointed to its board of directors effective January 3, 2008.
ADVERTISEMENT


Mr. Swope is corporate vice president and general manager of Intel's Corporate Affairs Group. He is responsible for enhancing Intel's position as the world's leading technology brand in business and corporate citizenship. He manages global business units at Intel and is responsible for worldwide public policy, education, community engagement, public affairs, social responsibility and the Intel Foundation.

Since joining Intel in 1979, Mr. Swope has been engaged in manufacturing technology planning, strategic product planning and product management. He has served as director of Digital Enterprise Brand Management, and prior to that he was general manager of Intel’s Software and Solutions Group (SSG), reporting to its president and chief operating officer. In that capacity he managed the software products and enabling efforts within SSG. From 1993 to 1995, he served as the general manager of the Pentium® Pro processor team. Mr. Swope was promoted to vice president in 1996, and corporate vice president in 2003.

Mr. Swope received his bachelor's degree in applied physics from Tufts College. He also holds a master's degree in management from Massachusetts Institute of Technology.

The Company also announced that Thomas Cooper resigned as a director of the Company for personal reasons, effective December 31, 2007. Mr. Cooper served as a member of the Rim Semiconductor board of directors since March 2002, and is a past president of the Company.

“I am pleased to join Rim Semi at this time in its growth and look forward to helping it develop further into a successful company,” said William (Will) Swope.

“Will Swope has a global perspective, a passion for breakthrough technologies, and a track record of introducing successful products. I am very pleased to welcome Will to the Rim Semiconductor family,” said Brad Ketch, president and chief executive officer. “Tom Cooper has played an important role in our development, and we wish him well in his new endeavors.”

About Rim Semiconductor Company

Rim Semiconductor Company (OTCBB: RSMI - News) develops technology for telecommunications companies to deliver demanding new video and data services with lower network costs. The company’s products allow data to be transmitted at greater speed and across extended distances over existing copper wire — all with the highest quality of service — for a better end-user experience. For more information, visit www.rimsemi.com.

With the exception of historical information contained in this press release, this press release may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including but not limited to the following: product development difficulties; market demand and acceptance of products; the impact of changing economic conditions; business conditions in the Internet and telecommunications industries; reliance on third parties, including potential suppliers, licensors, and licensees; the impact of competitors and their products; risks concerning future technology; and other factors detailed in this press release and in the company's Securities and Exchange Commission filings. Rim Semiconductor is under no obligation and does not assume any obligation to revise or update any forward looking statement in this press release in order to reflect events or circumstances that may arise in the future.



Contact:
Rim Semiconductor Company
Brad Ketch, 503-257-6700
info@rimsemi.com

--------------------------------------------------------------------------------
Source: Rim Semiconductor Company

http://biz.yahoo.com/bw/080107/20080107005620.html?.v=1

[McCloud]

William A. Swope
Vice President
General Manager, Corporate Affairs Group
INTEL CORPORATION

http://www.intel.com/pressroom/images/bios/_swope2.jpg
William A. Swope is corporate vice president and general manager of Intel's Corporate Affairs Group. Swope is responsible for enhancing Intel's position as the world's leading technology brand in business and corporate citizenship. Swope manages global business units at Intel and is responsible for worldwide public policy, education, community engagement, public affairs, social responsibility and the Intel Foundation.

Since joining Intel in 1979, Swope has held numerous roles including manufacturing technology planning, strategic product planning and product management. Swope was director of Digital Enterprise Brand Management, and prior to that he was general manager of the Software and Solutions Group (SSG), reporting to the president and chief operating officer of Intel. In that capacity he managed the software products and enabling efforts within SSG. From 1993 to 1995, Swope was the general manager of the Pentium® Pro processor team. Swope was promoted to vice president in 1996, and corporate vice president in 2003.

Swope received his bachelor's degree in applied physics from Tufts College. He earned his master's degree in management from Massachusetts Institute of Technology. Swope serves on the board of directors for iMove®, Inc.

[McCloud]

Swope sounds like a mover and shaker for our sector. This is another person I don't see associating with a relatively unknown OTC company unless there is really something about to happen. At this point I am glad for my recent purchases and may get more today.
Ernie

[McCloud]

Even if I am just talking to myself lately:rolleyes: I wanted to say, I did get more shares today. That means I regained the shares it cost me when I prematurely retired at Rims (New Visual's) highs.

That means that accidentally I am a very successful stock trader. I sold shares at near record highs and bought them back at near record lows. The only problem is that my "position" percentage wise is only 1/10th what it was because of the increase in OS.

Oh well, I am still happy and excited.
Ernie

[Stoppmann]

Even if I am just talking to myself lately:rolleyes: I wanted to say, I did get more shares today. That means I regained the shares it cost me when I prematurely retired at Rims (New Visual's) highs.

That means that accidentally I am a very successful stock trader. I sold shares at near record highs and bought them back at near record lows. The only problem is that my "position" percentage wise is only 1/10th what it was because of the increase in OS.

Oh well, I am still happy and excited.
Ernie

Congrats on your trades

[destiny1]

Even if I am just talking to myself lately:rolleyes: I wanted to say, I did get more shares today. That means I regained the shares it cost me when I prematurely retired at Rims (New Visual's) highs.

That means that accidentally I am a very successful stock trader. I sold shares at near record highs and bought them back at near record lows. The only problem is that my "position" percentage wise is only 1/10th what it was because of the increase in OS.

Oh well, I am still happy and excited.
Ernie

Ernie,
You are not alone. Looking at the volume lately, there are many investors expanding their positions and likely some new investors. We may look back on this time in the years to come as one of those great tech buying opportunites.

D1;)

[destiny1]

William A. Swope
Vice President
General Manager, Corporate Affairs Group
INTEL CORPORATION

http://www.intel.com/pressroom/images/bios/_swope2.jpg
William A. Swope is corporate vice president and general manager of Intel's Corporate Affairs Group. Swope is responsible for enhancing Intel's position as the world's leading technology brand in business and corporate citizenship. Swope manages global business units at Intel and is responsible for worldwide public policy, education, community engagement, public affairs, social responsibility and the Intel Foundation.

Since joining Intel in 1979, Swope has held numerous roles including manufacturing technology planning, strategic product planning and product management. Swope was director of Digital Enterprise Brand Management, and prior to that he was general manager of the Software and Solutions Group (SSG), reporting to the president and chief operating officer of Intel. In that capacity he managed the software products and enabling efforts within SSG. From 1993 to 1995, Swope was the general manager of the Pentium® Pro processor team. Swope was promoted to vice president in 1996, and corporate vice president in 2003.

Swope received his bachelor's degree in applied physics from Tufts College. He earned his master's degree in management from Massachusetts Institute of Technology. Swope serves on the board of directors for iMove®, Inc.

Notice the synergy between Rim Semi's IPSL technology and iMove. Both are focused on high resolution video for telcos, security and military applications.
http://www.imoveinc.com/about.php

D1;)

[deeba]

Dueling quadruple-play architectures at CES

by Sharon Fisher January 8, 2008, 4:53 PM

Scott Fulton, BetaNews: One of the major trends we're following all this week at CES concerns connectivity: Specifically, how all these wired services are supposed to make it to the gateway of your home or office, and who will be the ones who get it there? In the wired fiberoptic service arena (as opposed to wireless), there are two principal rollout architectures, dealing with whether the line to your house gets replaced with fiberoptic or gets left as copper.

There was news on both fronts at CES this morning, and our Sharon Fisher has more about it.

Sharon Fisher, Senior CES Analyst, BetaNews: Anyone who has a phone line that shorts out in the rain may wonder how they're going to get landline service, wireless phone service, broadband Internet, and high-definition television - the so-called "quadruple play" -- into their house. Proponents of the two competing methods each made announcements here at CES.

On the AT&T side is U-verse, which uses Fiber to the Node (FTTN), or running fiber simply to the nearest network node, and using the existing copper lines to run an upgrade to DSL called VDSL2. On the Verizon side is Fiber Optic Service (FiOS), which uses Fiber to the Premises (FTTP), or running fiber all the way to the home.

AT&T's method is cheaper and uses existing lines, but Verizon's offers higher bandwidth.

On the AT&T side, the former Bell Labs, now known as Telcordia Technologies, has validated the performance of AT&T chipset supplier Rim Semiconductor's Embarq chips as being able to support the bandwidth requirements for quadruple play - up to 200 Mbps, which is twice as fast as the 100 Mbps supported by VDSLs. The chipsets also result in less noise because they use low power, resulting in less crosstalk, and avoid low frequencies. It was not clear, however, when these chips will be available for implementation. U-verse is being supported primarily in the 13 states originally served by BellSouth.

Meanwhile, Verizon announced the deployment of gigabit passive optical network (G-PON), starting with the states of California, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Pennsylvania, Virginia and Texas. G-PON offers download speeds of up to 50 Mbps and upload speeds of up to 20 Mbps.
Needless to say, neither one supports Idaho. [Sigh]

Scott Fulton: In your work, you get to closely monitor the government of a largely rural state. It must be hell to try to get fiber-to-the-outskirts (FTTO), let alone to the node. What can a state government do to help expedite fiber rollouts in rural communities, or is there anything it really can do at this point?

Sharon Fisher: Two years ago the Legislature appropriated $5 million, I think it was, specifically for the purpose of bringing Internet to rural Idaho.

It was proposed last year to double that, to $10 million. However, we had a new governor, and the person who proposed doubling it was the interim governor, so it became a political football. The short version is, no additional money was appropriated for that purpose. I don't think they even asked this year.

Scott Fulton: If the cable that has to be laid included all those things in the quadruple-play -- landline phone, on-demand television, and broadband service -- would that give the state government enough a) incentive, and 2) levees to be able to push this a little harder?

Sharon Fisher: I'm not sure, but my guess is, I doubt it. There's quite a cozy relationship between Qwest, our phone provider, and the state government, and Qwest has said flat out that they don't intend to string cable to any additional areas unless the state government pays for it. We have a new governor who's just announced he's planning to implement zero-based budgeting starting next year. I wouldn't count on it. There's the perception, accurate or not, that everyone who doesn't already have broadband access in Idaho is either too poor or too old to want it.

Scott Fulton: So you're pretty much stuck with FTTSL (fiber-to-the-state-line)?

Sharon Fisher: I wouldn't go so far as to say that. Certainly the metropolitan areas have fiber. It's the rural areas, and particularly the moutainous areas, where it's missing. Something like WiMAX could really help there. As near as I can tell, there's $4 million in federal funds that have been recommended by the Governor for use to enhance broadband access in Idaho.
Incidentally, there was a fairly scathing report on how Qwest spent the previous $5 million. The short version is, it was expensive and didn't provide broadband Internet to very many new rural users.

The other problem is that by the way "broadband" is defined by the FCC, it can have a bandwidth of as little as 200 kbps and still be considered "broadband." What sort of performance do you think your "quadruple play" is going to get on 200 kbps?

Scott Fulton: Yea, it's incredible to me that the effort to get that definition officially changed, has officially stalled.

Sharon Fisher: No, it's not. I bet the telecommunications companies are big political donors.
Scott Fulton: And with that inspiring note, thank you, Sharon.

[destiny1]

Finally! Someone is talking about Rim Semi and AT&T in the same breath besides me!
Though we have yet to receive confirmation that a deal has been struck, it certainly makes too much sense that Cupria chipsets will empower Uverse customer triple play experience.

Thanks for posting this Deeb.

D1;)

[destiny1]

Hopefully this is the beginning of industry professionals talking publicly about IPSL technology.

D1;)

[destiny1]

Here is a reply I got from Sharon Fisher.

Actually, the technical term is "we made a booboo."

We had earlier reports of AT&T having tested Rim Semiconductor's Cupria chipset and we got confused. Sorry about that. The article has been fixed. Thanks for bringing it to our attention.

Nevertheless, this does confirm the AT&T/Rim Semi connection. It's just a matter of time.

D1

[Stoppmann]

Here is a reply I got from Sharon Fisher.

Actually, the technical term is "we made a booboo."

We had earlier reports of AT&T having tested Rim Semiconductor's Cupria chipset and we got confused. Sorry about that. The article has been fixed. Thanks for bringing it to our attention.

Nevertheless, this does confirm the AT&T/Rim Semi connection. It's just a matter of time.

D1

You kind of lost me. Who got confused about what?

[destiny1]

You kind of lost me. Who got confused about what?

If you go the link: http://www.betanews.com/article/Dueling_quadrupleplay_architectures_at_CES/1199829139
she wrote a retracton of sorts. Ms. Fisher does confirm AT&T is testing CupriaTM chipsets. That is good news.

D1;)

[McCloud]

Very interesting! boo boo indeed. I suspect any boo boo is a result of DND agreements, not substance.
Ernie

[doughjo]

Dear Ron:

First of all, please thank all those traders out there for reading BetaNews, even if it's for a rather unusual reason. Let me assure you that having attributed Rim Semiconductor as a customer of AT&T rather than as a prospective customer or a possible partner-by-proxy is an error on our part due to a misread of information that is already publicly available. And our correction, which I wrote, is nothing less than a way to come clean about that confusion and to state the facts as we now understand them to be, based on publicly available information. Granted, there has also been since last year considerable speculation over whether AT&T tested the Cupria chipset, which is the basis for my phraseology, "not necessarily a customer." AT&T has apparently made no statement whatsoever as to whether it intends to deploy Cupria or not to.

The confusion arises over a May 2007 statement from AT&T that it was conducting verification testing of various systems in conjunction with a GSA contract. At that time, Alcatel-Lucent was cooperating with AT&T and with Zyxel on that testing, and Alcatel-Lucent was already testing Cupria chipsets. That stuck in my mind for the last eight months, where it sat there and got tangled, and come January 2008, it came out stuck together, tying Rim with AT&T.

It's not a manipulation, sir, it's a screw-up, the source of which is a mis-fired neuron. Should anyone at the US Securities and Exchange Commission have any questions about this, they are welcome to contact me. Hopefully I'll remember all this if I do get the call.

Yours sincerely,

Scott M. Fulton, III
Executive Producer, BetaNews

[jjz34]

Who is Ron??

[doughjo]

cosmo on the puke board

[doughjo]

Our policy is to not comment on our relationships with our customers. It has always been that way, and it always will be. Having said that, we are delighted with all of our customer relationships, and believe that they will drive high volumes for our products.

Brad

[destiny1]

Dear Ron:

First of all, please thank all those traders out there for reading BetaNews, even if it's for a rather unusual reason. Let me assure you that having attributed Rim Semiconductor as a customer of AT&T rather than as a prospective customer or a possible partner-by-proxy is an error on our part due to a misread of information that is already publicly available. And our correction, which I wrote, is nothing less than a way to come clean about that confusion and to state the facts as we now understand them to be, based on publicly available information. Granted, there has also been since last year considerable speculation over whether AT&T tested the Cupria chipset, which is the basis for my phraseology, "not necessarily a customer." AT&T has apparently made no statement whatsoever as to whether it intends to deploy Cupria or not to.

The confusion arises over a May 2007 statement from AT&T that it was conducting verification testing of various systems in conjunction with a GSA contract. At that time, Alcatel-Lucent was cooperating with AT&T and with Zyxel on that testing, and Alcatel-Lucent was already testing Cupria chipsets. That stuck in my mind for the last eight months, where it sat there and got tangled, and come January 2008, it came out stuck together, tying Rim with AT&T.

It's not a manipulation, sir, it's a screw-up, the source of which is a mis-fired neuron. Should anyone at the US Securities and Exchange Commission have any questions about this, they are welcome to contact me. Hopefully I'll remember all this if I do get the call.

Yours sincerely,

Scott M. Fulton, III
Executive Producer, BetaNews

If you guys read the AT&T/Rim Semi link on ticktock, you'll see Mr. Fulton is saying the same things I've postulated for a year.

Since Qwest, AT&T and Verizon won the GSA contracts, if the feds want to deploy CupriaTM chipsets the purchase of the chipsets will come through one of these 3 companies.

Also look at the flow chart in the exclusive section. It shows a potential link regarding the above.

D1;)

[Stoppmann]

Our policy is to not comment on our relationships with our customers. It has always been that way, and it always will be. Having said that, we are delighted with all of our customer relationships, and believe that they will drive high volumes for our products.

Brad

I'm delighted that RSMI is pleased with their customer relationships. My only question is when will "they drive high volumes for our products" so we can see a substantial increase in share price?

BTW, the RSMI annual report should be reported on Jan. 29th.

[destiny1]

After almost 3 months in preparation, the Rim Semiconductor prospectus is ready for publication. Below are the first 4 pages. The document includes important industry comparisons, press releases, projected affiliations, market impact and stock price targets. The continually updated flow chart will give the reader an encapsulated look at the scope of Rim Semi’s opportunity. Each viewer will come away with a greater understanding of the role CupriaTM chipset will play in the complex telecommunications landscape.

The complete prospectus will be available for ticktockstock.com posters in the Exclusive Section sometime next week.

It will also be for sale to the general public.
http://www.rimsemitalk.com/Intro%20-%20Rim%20Pros.pdf (http://www.rimsemitalk.com/Intro%20-%20Rim%20Pros.pdf)

D1;);)

[destiny1]

Here is a good article which talks about the conversion from FPGA to ASIC. As you can see, with today's technology, the ASIC almost always works as well or better than the FPGA version.

http://timesdaily.com/apps/pbcs.dll/section?category=NEWS&template=wiki&text=Application-specific_integrated_circuit

D1;)

[Stoppmann]

Expect a SB/2 filing for the registration of shares tomorrow or Monday. January 19 is 45 days from Dec. 5. That is the date when the company received proceeds from the recent loan.

[destiny1]

In a previous article we highlighted Qwest’s announcement regarding their plans to provide high speed internet connectivity to Portland by upgrading their FTTN infrastructure.

Quoting Ed Mueller, Qwest CEO’s third quarter 2007 conference call:


"As we look to the future, we’re convinced that increased bandwidth to our customers is critical to our long term success," He went on to say: Qwest will deliver more than 20 Mbit/s in bandwidth to each home on this network…. With pair bonding, we believe it may be possible to double that speed."

Later Mr. Mueller reaffirmed that “Qwest does not have a new video strategy.” He noted: “Qwest is staying with DIRECT TV.”

In these articles, one is left somewhat confused regarding Qwest’s plans. If they are not getting into the IPTV market, what are they doing with the announced infrastructure upgrade? And how will it compete with cable?

An article from FierceIPTV entitled: “Qwest says no to video (http://www.fierceiptv.com/story/qwest-says-no-video/2008-01-15)”, could lead one to believe that Qwest is taking a markedly different course regarding video delivery than AT&T or Verizon. FierceIPTV reports that Qwest is putting money into “high speed connectivity… to provide a 20Mbps internet connection” rather than focus on high speed IPTV video delivery announced by other carriers.

We could conclude that Qwest has no interest in video delivery, when actually the opposite may be true! They might be simply taking a slightly different, more fiscally conservative entrance into the ever-growing public demand for real time video.

Based on Mr. Mueller’s statements, the interactive gaming/Video-on-Demand (VOD) marketplace is Qwest’s target market.

The age 35 and under VOD/video gamer is more likely to access the internet via laptop than a wired desk top computer. Recent statistics show that last year the video gaming community attracted more revenue than the NFL, MLB and NBA combined!

I believe there is a single solution which can be optimized for either strategy

According to the Rim Semiconductor website, CupriaTM chipsets can be optimized for either Symmetric (http://www.rimsemi.com/applications.html) or Asymmetric applications.

CupriaTM chipsets can be programmed from symmetric 50/50 download/ upload speeds to asymmetric 98%/2% download/upload capabilities. With this flexibility, carriers may choose to optimize the user experience for the symmetric use of bandwidth (interactive gaming) or asymmetric use (VOD). But the two applications are not mutually exclusive.

This is because the chipsets can be hard-wired for interactive video gaming 50/50 download/upload speeds (symmetric) and still have enough remaining bandwidth for asymmetric VOD applications.

Because of its built-in wireless LAN (http://www.rimsemi.com/PDF/VOIP.pdf), CupriaTM chipsets provide this high speed connectivity to laptop users.

The end result: Qwest can deploy the same CupriaTM chipsets utilized by other carriers for IPTV applications, program them symmetrically, and provide 20 Mbps of symmetric high speed connectivity to a target market.

The question is, are these two strategies really that divergent? Or is Mr. Mueller simply saying that he plans to optimize his wired network for interactive gaming/video-on-demand and use the inherent limitations of satellite for the traditional viewing of video?

From the Rim Semi website we know that CupriaTM chipsets support “the entire scope of Home Entertainment Services: Gaming, Pay Per View, Video-on-Demand, and Channel Surfing.” Read more (http://www.rimsemi.com/PDF/Cupria_brief.pdf)

In the Qwest model, the carrier can utilize CupriaTM chipsets simply as a data pump, a method to speed the internet experience which leaves the content side of the house to others.

In the IPTV convergence model (AT&T) the carrier provides both high speed internet connectivity and content. In the former model, the carrier gains revenue from providing high speed connectivity only. In the later model, the carrier fronts the cost of both the infrastructure upgrade and content delivery costs from negotiated contracts with companies like The Disney Channel.

The bottom line: Both models deliver high speed connectivity and content. The Qwest model requires a less extensive infrastructure upgrade, often a simple CupriaTM chipset upgrade. The second, IPTV convergence, model requires a more extensive and costly infrastructure upgrade. Quoting Brad Ketch from the October 2007 interview with ticktockstock.com:

“As part of our marketing to telcos we learn the business drivers behind the rollout of broadband video. The main costs issues include:
1. The cost to upgrade the copper network.
2. The cost/complexity of the back office software systems, the middleware, the
stuff that runs IPTV.
3. The cost to acquire and manage content. For example, they might have to
negotiate with Cartoon Network to have their shows added to the program
offering.”

The IPTV convergence model is betting that there is big money waiting in content delivery. By eliminating the costs associated with number two and three, the Qwest model would be a more step by step approach to that challenge. They’ll start with the high-speed connectivity. If in the future providing content proves to be profitable, they can always branch into that market.

The take home message for Rim Semi enthusiasts is that both models require and are optimized by Rim Semiconductor’s CupriaTM chipsets.

D1;)

[jjz34]

So when do you think we will be getting some updates from the company? What about from IPSL SIG?

[destiny1]

So when do you think we will be getting some updates from the company? What about from IPSL SIG?

Your guess is as good as mine. I believe Rim Semi is waiting on date confirmation for the IPSL-SIG meeting. Evidently its important the key players are all present in order for the meeting to be the most productive.

I did talk to Ray on Thursday last week. He was in S.D. and had just returned from Portland. He sounded very up beat. It appears things are continuing to develop.

D1;)

[destiny1]

I posted this on the industry news portion of the site but this is specific enough to Rim Semi to post here.

There has been a lot of speculation over the years that somehow Microsoft would carry CupriaTM chipsets in its Xbox set top box. Well are some recent articles which annouce that British Telecom (BT) will be the first to offer IPTV using Microsoft XBox 360 platform. As you know, BT is a primary customer for Huawei, who is likely a Rim Semi potential partner.

http://www.cbronline.com/article_new...2-3312241D75E2 (http://www.cbronline.com/article_news.asp?guid=49493F1C-098F-41CB-9722-3312241D75E2)

http://www.engadget.com/2008/01/07/b...v-set-top-box/


Also here is a direct link from Microsoft's media room website. Note many of the telcos listed here are already related indirectly with Rim Semi through Alcatel or Huawei.

http://www.microsoftmediaroom.com/#

Of late, we have gotten the greatest percentage of our international hits from eastern block countries like Slovakia and Russia.

D1;)

[destiny1]

Huawei leads global IP DSLAM market, according to report

January 17, 2008 – Huawei Technologies has announced that in a new report by consultancy firm Gartner it has been rated number one in the global IP DSLAM market, with a 31.5% market share.
According to the report, entitled “Market Share: DSLAM Equipment, Worldwide, 3Q07”, Huawei’s IP DSLAM port shipments accounted for 77.3% of all DSLAM shipments globally in the third quarter of last year. The company was also found to be increasing its share of the DSL market, and shipped over 70mn DSL ports to more than 90 countries worldwide in the third quarter of last year.
“With the increasing demand for high-quality multi-play services, such as IPTV, HSI and 3G, the IP access market is growing rapidly,” said Daniel Tang, Vice President of Huawei Network Product Line. “Huawei remains focused on providing operators with industry-leading broadband access solutions.”
http://www.iptv-news.com/content/view/1585/64/

D1;)

[jjz34]

Your guess is as good as mine. I believe Rim Semi is waiting on date confirmation for the IPSL-SIG meeting. Evidently its important the key players are all present in order for the meeting to be the most productive.

I did talk to Ray on Thursday last week. He was in S.D. and had just returned from Portland. He sounded very up beat. It appears things are continuing to develop.

D1;)

It's too bad we are left to guessing about this as we approach the second quarter in 2008.

[Stoppmann]

From the SEC filing it looks like the company has to file within 45 days of Closing date of the transaction or the registration has to be declared effective within 150 days of the Closing Date.

"In connection with the transaction, the Company agreed to prepare and file with SEC within 45 days following the Closing Date, a registration statement on Form SB-2 (the “Registration Statement”) for the purpose of registering for resale a number of shares of common stock equal to 125% of the shares issuable upon conversion of the Notes. If the Company fails to file such Registration Statement within such time, or if the registration statement is not declared effective within 150 days from the Closing Date, the Company must pay liquidated damages equal to 2% of the principal amount of the Notes and purchase price of the Warrants for each 30 day period. Such liquidated damages are payable in cash or registered shares of stock valued at 75% of the average closing bid prices over the preceding 5 day period. The Purchasers were also granted piggyback registration rights and certain demand registration rights."

[smtm]

Dear Brad

Miss hearing from you, please write soon.
http://rimsemitalk.com/forum/images/smilies/smile.gif
:)
smtm

[Stoppmann]

Press Release Source: Rim Semiconductor Company
Rim Semiconductor Achieves Best-in-Class Data Speed on Copper Wire

Tuesday January 29, 6:00 am ET

First Implementation of IPSL draft 1.0 Achieves Goal


PORTLAND, Ore.--(BUSINESS WIRE)--Rim Semiconductor Company (OTCBB:RSMI - News) announced today that it has achieved best-in-class data speed on copper wire. The company’s draft Release 1.0 of the Internet Protocol Subscriber Line™ specification calls for a semiconductor to drive data at fiber-like speeds over the existing copper telephone lines. In line with the draft specification, Rim Semi’s Cupria™ transport processor is now able to drive data traffic at 40 megabits per second (Mpbs) 5,500 feet (1.67km) on 26AWG (0.40mm) telephone wire. Existing technologies are able to drive data 15 mbps at this distance on this wire type.

IPSL™ draft 1.0 is designed to be more appropriate for advanced telephone network services like internet protocol television (IPTV) than existing DSL technologies are. Rim Semi is the first company to build IPSL draft 1.0-compliant semiconductors for inclusion in a variety of telecommunications equipment products. The company has used its patented and patent-pending technologies to enhance data protocols, modulation schemes, noise reduction algorithms and other core technologies that together achieve results that are far better than existing technologies. The Company is demonstrating IPSL 1.0 to telephone companies and to equipment makers in several countries.

“We are delighted that we are able to meet the demanding specification of IPSL,” stated Brad Ketch, president and chief executive officer of Rim Semiconductor. “Our technical team will continue to push the boundaries of data transmission across copper wire because 1.4 billion existing copper-based end users require it.”

About Rim Semiconductor Company

Rim Semiconductor Company (OTCBB: RSMI - News) develops technology for telecommunications companies to deliver demanding new video and data services with lower network costs. The company’s products allow data to be transmitted at greater speed and across extended distances over existing copper wire — all with the highest quality of service — for a better end-user experience. For more information, visit www.rimsemi.com (http://www.rimsemi.com).

With the exception of historical information contained in this press release, this press release may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including, but not limited to, the following: product development difficulties; market demand and acceptance of products; the impact of changing economic conditions; business conditions in the Internet and telecommunications industries; reliance on third parties, including potential suppliers, licensors, and licensees; the impact of competitors and their products; risks concerning future technology; and other factors detailed in this press release and in the company's Securities and Exchange Commission filings. Rim Semiconductor is under no obligation and does not assume any obligation to revise or update any forward-looking statement in this press release in order to reflect events or circumstances that may arise in the future.

Contact:
Rim Semiconductor Company
Brad Ketch, 503-257-6700
info@rimsemi.com

http://biz.yahoo.com/bw/080129/20080129005371.html?.v=1

[destiny1]

There was some question regarding the source of this mornings PR. Here is a copy of an email I received from Brad.

Sent: Tuesday, January 29, 2008 10:54 AM
To: Brad Ketch
Subject: PR


Brad, thanks for the PR today. The "best-in-class" designation surely carries significant weight among the industry professionals. Our challenge here in the lay public is that it means little unless tied to the name of the designator. I will try to dig within public information to determine the source, but if that information is privledged I certainly understand.



Regardless the source, the truth remains. If Telcordia or some other organization made the designation, a few more details will go a long way toward clarifying the confusion. The PR as written leaves the impression Rim Semi gave itself the best-in-class designation. If you cannot name the source, I will forward that information to the ticktock readers.



Thanks for listening
George


George,

Rim Semi is itself calling the performance ‘best-in-class’. We know from real-world benchmarks that our data that we discussed in the PR is accurate, and therefore ‘best-in-class’. Pretty exciting!

Brad

[destiny1]

After reading this AM’s PR, I initially had the same reaction no doubt many of you experienced. Why was this announcement important enough to publish to the entire known free world? The announcement was carried by Reuters, BusinessWire, Forbes, Yahoo, German publications and list goes on. What about orders for chipsets? What about revenue announcements?

After considerable deliberation and an email from Brad which didn’t supply any more answers, it finally dawned on me. Understanding the considerable responsibility publicly-traded companies have regarding disclosure and Press Releases, Rim Semi can only be throwing down a gauntlet the size of China that says: “We have the fastest most robust copper-based technology in the world and we dare anyone to prove otherwise!!

If there is another copper-based technology out there that beats 40 Mbps @ 5500 feet, we invite you to publish your results. We will take on all comers.

This is very bold move from this new entrant into the telecommunications equipment sector.
Declaring oneself, “best-in-class” demands considerable performance. Either this is folly or Rim Semiconductor has considerable irons in the fire.

D1;)

[Stoppmann]

http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1026595

[Stoppmann]

NOTE 17 - SUBSEQUENT EVENTS (CONTINUED)

2007 Debentures (Continued)

"As of January 29, 2008 the Company has not filed a registration statement and is not in compliance with the terms of the registration rights granted to holders of the 2007 Debentures. However, the Company has obtained waivers from 9 of the 12 holders of the 2007 Debentures (representing 75.59% of the outstanding 2007 Debenture principal) waiving such registration rights."

I haven't read as to why the lenders waived the registration rights. Does anyone else know or have an idea.

[Stoppmann]

Can anyone explain the following:

In December 2007, they obtained $3,527,778 out of $6,000,000 of an available finance package. They didn't take all of the money. Yet, the company only has cash on hand of approximately $5,100 as of January 25, 2008 and needs additional funds. In addition, the lenders have waived their registration statement requirements. Why would the lenders do that?

They are finally working on the ASSP version of the semiconductor but what does this mean. Does this mean that the ASSP is still in the tape-out stage or has this been completed and TMSC is ready to manufacture.

There was no mention regarding the status of the PO from Exteme Copper.

[doughjo]

There was some question regarding the source of this mornings PR. Here is a copy of an email I received from Brad.

Sent: Tuesday, January 29, 2008 10:54 AM
To: Brad Ketch
Subject: PR


Brad, thanks for the PR today. The "best-in-class" designation surely carries significant weight among the industry professionals. Our challenge here in the lay public is that it means little unless tied to the name of the designator. I will try to dig within public information to determine the source, but if that information is privledged I certainly understand.



Regardless the source, the truth remains. If Telcordia or some other organization made the designation, a few more details will go a long way toward clarifying the confusion. The PR as written leaves the impression Rim Semi gave itself the best-in-class designation. If you cannot name the source, I will forward that information to the ticktock readers.



Thanks for listening
George


George,

Rim Semi is itself calling the performance ‘best-in-class’. We know from real-world benchmarks that our data that we discussed in the PR is accurate, and therefore ‘best-in-class’. Pretty exciting!

Brad




lol todays pr was a joke

[destiny1]

Over the years I've speculated about other uses for CupriaTM chipsets including in our nation's defense. Here is a video sent from Iraq about a real encounter with terrorists attempting to deploy a roadside bomb. I believe Rim Semi's CupriaTM chipsets coupled with assets from IMove will create an image with even higher resolution.

Note: This image is very graphic.

http://www.rimsemitalk.com/IraqiNight-1.wmv (http://www.rimsemitalk.com/IraqiNight-1.wmv)

D1

[Stoppmann]

Press Release Source: UTEK Corporation


Rim Semiconductor Company Acquires Broadband Distance Systems, Inc. from UTEK Corporation
Wednesday January 30, 2:00 am ET


TAMPA, Fla. & PORTLAND, Ore. & URBANA, Ill.--(BUSINESS WIRE)--UTEK Corporation (AMEX:UTK - News) (LSE-AIM:UTK), an open innovation company focused on technology transfer, and Rim Semiconductor Company (OTCBB:RSMI - News), a company that develops technology for telecommunications service providers to deliver demanding new video and data services with lower network costs, are pleased to announce that Rim Semiconductor has acquired Broadband Distance Systems, Inc., a wholly owned subsidiary of UTEK, in a stock transaction.
ADVERTISEMENT


Broadband Distance Systems, Inc. contains a worldwide exclusive license to a technology developed by researchers at the University of Illinois. They have developed an algorithm designed to enhance power allocation in telecommunications systems that use multicarrier modulation protocol. The algorithm serves to improve the achievable data rate or the signal-to-noise ratio, reducing errors in the transmission.

“We are very excited about working with Rim Semiconductor as they help to develop and commercialize our technology,” said Sean Reeder, Senior Technology Manager at the University of Illinois at Urbana-Champaign.

“We are enthusiastic about the potential for this technology,” said Brad Ketch, Chief Executive Officer at Rim Semiconductor. “We believe that it can enhance our exciting IPSL™ technology and thus help telephone companies around the world serve their customers with new video and data services.”

“UTEK is pleased to consummate this technology transfer with Rim Semiconductor,” said Joel Edelson, Vice President of Technology Licensing at UTEK Corporation.

About the University of Illinois at Urbana-Champaign

The University of Illinois at Urbana-Champaign is a world-class research institution boasting a respected faculty, high national rankings, and state-of-the-art facilities. The University’s accomplishments include twenty Nobel Laureates among its faculty and alumni and a history of ground-breaking research. Annually, the University spends more than $500 million in research expenditures, placing it among the United States’ top engines of innovation. For more information about licensing University technologies, please visit www.otm.uiuc.edu.

About Rim Semiconductor Company

Rim Semiconductor Company develops technology for telecommunications companies to deliver demanding new video and data services with lower network costs. The company’s products allow data to be transmitted at greater speed and across extended distances over existing copper wire — all with the highest quality of service — for a better end-user experience. For more information about Rim Semiconductor, please visit www.rimsemi.com.

About UTEK Corporation

UTEK® is an open innovation service company. UTEK’s services enable companies to innovate more rapidly with the acquisition of externally developed technologies from universities and research laboratories worldwide and through the out-licensing of their intellectual property. UTEK is a business development company with operations in the United States, United Kingdom and Israel. For more information about UTEK, please visit its website at www.utekcorp.com.

Forward-Looking Statements

Certain matters discussed in this press release are “forward-looking statements.” These forward-looking statements can generally be identified as such because the context of the statement will include words, such as UTEK or Rim Semiconductor "expects," "should," "believes," "anticipates" or words of similar import. Similarly, statements that describe UTEK's or Rim Semiconductor’s future plans, objectives or goals are also forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties, including the financial performance of UTEK or Rim Semiconductor, as appropriate, and the valuation of UTEK's investment portfolio, which could cause actual results to differ materially from those currently anticipated. Although UTEK and Rim Semiconductor believe the expectations reflected in any forward-looking statements are based on reasonable assumptions, it cannot give any assurance that its expectations will be attained. Shareholders, potential investors and other readers are urged to consider these factors carefully in evaluating any forward-looking statements. Certain factors could cause results and conditions to differ materially from those projected in these forward-looking statements, and some of these factors are discussed below. These factors are not exhaustive. New factors, risks and uncertainties may emerge from time to time that may affect the forward-looking statements made herein. These forward-looking statements are only made as of the date of this press release and UTEK or Rim Semiconductor do not undertake any obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances.

UTEK's operating results could fluctuate significantly due to a number of factors. These factors include the small number of transactions that are completed each quarter, the value of individual transactions, the timing of the recognition and the magnitude of unrealized and realized gains and losses of companies in its portfolio, UTEK's dependence on the performance of companies in its portfolio, the possibility that advances in technology could render the technologies it has transferred obsolete, the loss of technology licenses by companies in its portfolio, the degree to which it encounters competition in its markets, the volatility of the stock market and the volatility of the valuations of the companies it has invested in as it relates to its realized and unrealized gains and losses, the concentration of investments in a small number of companies, as well as other general economic conditions. As a result of these and other factors, current results may not be indicative of UTEK's future performance. For more information on UTEK and for a more complete discussion of the risks pertaining to an investment in UTEK, please refer to UTEK's filings with the Securities and Exchange Commission.



Contact:
UTEK Corporation, Tampa
Tania Bernier, 813-754-4330 x 223 (USA)
or
Bankside Consultants (UK)
Steve Liebmann or Simon Bloomfield, + 44 (0) 20-7367-8883
or
Rim Semiconductor Company
Brad Ketch, 503-257-6700
or
University of Illinois
Sean Reeder, 217-244-9104

--------------------------------------------------------------------------------
Source: UTEK Corporation

http://biz.yahoo.com/bw/080130/20080129006463.html?.v=1

[Stoppmann]

This might be the technology they purchased from the University of Illinois.

http://www.otm.uiuc.edu/attachments/JointDecoding.pdf

[deeba]

Some items from the UTEK web site. But the way, UTEK has completed it's 100th Technology Transfer. Not sure if Rim Semi is number 100 or 101.

deeba:cool:

UTEK Corporation, a business development company has created a progressive open innovation business model to help companies grow rapidly with university, research laboratory and corporate technology. UTEK acquires and transfers to its clients new technologies that meet some or all of the following criteria: a significant technological advancement, have a global market and are socially responsible.

UTEK uses a market driven approach to facilitate the identification and acquisition of external technologies for clients, while allowing research institutions to receive 100% of the royalties. This unique process is called U2B®.

UTEK transfers proprietary technologies to help our clients achieve open innovation through the acquisition and development of superior products and services.

--------------------------------------------------------------

UTEK provides comprehensive open innovation services for finding and acquiring new technologies and for creating value from intellectual property. UTEK is a leader in technology transfer, providing unparalleled access to breakthrough technologies. Whether it is sourcing from Europe's leading educational institutions through UTEK Europe, Ltd. and Pharma-Transfer; or accessing one of the world's largest online searchable databases for life and physical sciences (TechEx), we provide the resources necessary to efficiently identify and transfer new technologies. The newest addition of the Knowledge Express searchable database provides our clients with comprehensive coverage of licensing agreements, corporate profiles, clinical trials, deals, drug pipelines, drug sales, licensable technologies, patents and royalty rates.

In addition, UTEK operates Techno-L as a pro bono activity to disseminate and encourage the discussion of best practices among technology transfer professionals.


Joel Edelson, Vice President of Technology Licensing

Mr. Edelson brings 29 years of diversified sales & business development experience to UTEK. Over the last sixteen years, prior to working at UTEK, he worked with several divisions of PSS World Medical, a national sales leader in medical and diagnostic equipment and supply distribution to the physician and radiology market. Mr. Edelson received his Bachelor of Science degree in Journalism from the University of Florida.

Rene J. Trasorras, Manager Due Diligence

Dr. Trasorras assists in the client due diligence process. He served as a former Special Agent with the United States Secret Service. Dr. Trasorras has performed due diligence and provided protection for a number of notable individuals including former Presidents Reagan and Bush, Pope John Paul II, numerous presidential candidates and multiple Ambassadors and Prime Ministers. Since entering the private sector, he has distinguished himself by attaining the designation of Certified Protection Professional. Dr. Trasorras is a graduate of the Federal Law Enforcement Training Center in Glynco, Georgia and Special Agent Training School in Washington, DC. Dr. Trasorras earned a B.A. from the University of South Florida in Criminal Justice, an M.B.A. with honors from the University of Phoenix and a D.B.A. with a specialty in Marketing from Nova Southeastern University.

[deeba]

The word is getting out.

deeba:cool:

http://arstechnica.com/news.ars/post/20080130-semiconductor-company-claims-40mbps-over-copper.html

40Mbps DSL? Rim Semi claims high speeds at long distances

By Joel Hruska | Published: January 30, 2008 - 09:22AM CT

Last week, we covered AT&T's coming upgrade to its U-Verse service and the potential impact of its faster speed grades on the company's overall position in the broadband market. Currently, it doesn't look as though much will change. AT&T is raising the maximum down speed of the U-Verse service to 10Mpbs, up from 6Mbps, but that gain, while significant, pales in comparison to the 150Mbps and 100Mbps connections Verizon and Comcast intend to offer in the future. Rim Semiconductor Company, however, doesn't think the future is necessarily that bleak for DSL-over-copper, and is demonstrating a version of its own technology that the company claims will allow for far higher speeds over traditional copper wire.

Exactly how fast "far higher" is remains something of a mystery. The company's PR blurb states that its Cupria transport processor "is now able to drive data traffic at 40 megabits per second (Mpbs) 5,500 feet (1.67km) on 26AWG (0.40mm) telephone wire." A Rim Semiconductor marketing paper (PDF) on the purported cost savings of Cupria, however, states that the company's technology can deliver 26Mbps within a 6,000-foot radius. That's still an impressive jump over AT&T's current U-verse implementation, which will use 10Mbps of its total 25Mbps of bandwidth for Internet service, but its well short of 40Mpbs and nowhere near the projected speeds for FiOS and cable. Rim's tech would be far more attractive for "pure" DSL players like Qwest or AT&T in areas where U-verse won't be arriving anytime soon.

It's hard to tell how much real promise lies behind Rim Semiconductor's PR statements, but the company is apparently in the process of demonstrating its Cupria line of products to various equipment manufacturers, has been testing the service in Monroe, Oregon, and has based its designs on the draft Release 1.0 of the Internet Protocol Subscriber Line (IPSL). The goal behind the IPSL standard is to create a network more appropriate for the needs of IPTV, advanced telephone communication, and higher broadband demands in general.

If Rim Seminconductor's optimistic statements regarding its own technology pan out into real results, current ADSL companies may be able to offer lower-cost solutions that are "good enough" for a majority of customers as broadband requirements continue to rise. There will always be consumers who want only the fastest and widest pipe available, but mass market solutions don't necessarily cater to such buyers. Thanks to Broadband reports for pointing out this particular gem—it's an interesting development, even if it doesn't give current FiOS subscribers a reason to toss their routers out the window just yet.

[Stoppmann]

The word is getting out.

deeba:cool:

http://arstechnica.com/news.ars/post/20080130-semiconductor-company-claims-40mbps-over-copper.html

40Mbps DSL? Rim Semi claims high speeds at long distances

By Joel Hruska | Published: January 30, 2008 - 09:22AM CT

Last week, we covered AT&T's coming upgrade to its U-Verse service and the potential impact of its faster speed grades on the company's overall position in the broadband market. Currently, it doesn't look as though much will change. AT&T is raising the maximum down speed of the U-Verse service to 10Mpbs, up from 6Mbps, but that gain, while significant, pales in comparison to the 150Mbps and 100Mbps connections Verizon and Comcast intend to offer in the future. Rim Semiconductor Company, however, doesn't think the future is necessarily that bleak for DSL-over-copper, and is demonstrating a version of its own technology that the company claims will allow for far higher speeds over traditional copper wire.

Exactly how fast "far higher" is remains something of a mystery. The company's PR blurb states that its Cupria transport processor "is now able to drive data traffic at 40 megabits per second (Mpbs) 5,500 feet (1.67km) on 26AWG (0.40mm) telephone wire." A Rim Semiconductor marketing paper (PDF) on the purported cost savings of Cupria, however, states that the company's technology can deliver 26Mbps within a 6,000-foot radius. That's still an impressive jump over AT&T's current U-verse implementation, which will use 10Mbps of its total 25Mbps of bandwidth for Internet service, but its well short of 40Mpbs and nowhere near the projected speeds for FiOS and cable. Rim's tech would be far more attractive for "pure" DSL players like Qwest or AT&T in areas where U-verse won't be arriving anytime soon.

It's hard to tell how much real promise lies behind Rim Semiconductor's PR statements, but the company is apparently in the process of demonstrating its Cupria line of products to various equipment manufacturers, has been testing the service in Monroe, Oregon, and has based its designs on the draft Release 1.0 of the Internet Protocol Subscriber Line (IPSL). The goal behind the IPSL standard is to create a network more appropriate for the needs of IPTV, advanced telephone communication, and higher broadband demands in general.

If Rim Seminconductor's optimistic statements regarding its own technology pan out into real results, current ADSL companies may be able to offer lower-cost solutions that are "good enough" for a majority of customers as broadband requirements continue to rise. There will always be consumers who want only the fastest and widest pipe available, but mass market solutions don't necessarily cater to such buyers. Thanks to Broadband reports for pointing out this particular gem—it's an interesting development, even if it doesn't give current FiOS subscribers a reason to toss their routers out the window just yet.

Thanks for the articles!!!

[destiny1]

President's Letter


January 30, 2008

Dear Fellow Shareholders,

Today we announced to you that we have acquired Broadband Distance Systems, Inc. We bought Broadband Distance because they had two things that we wanted to have: intellectual property and $400,000 in cash. Other than these two assets, BDSI does not have any other assets, liabilities, or operations.

We can use the intellectual property (IP) to make future versions of Cupria™. The part of Cupria™ that manages how power is distributed across many subcarriers can potentially stand to benefit from the innovations that University of Illinois at Urbana-Champaign (UIUC) created. This IP consists of a patent that has already been granted. It also consists of white papers, a Ph.D. thesis, and executable software code. Rim Semi is now the only company in the world in our field that will get to use this patent, code and papers.

The IP was developed by UIUC, which is is a world-class research institution boasting a respected faculty, high national rankings, and state-of-the-art facilities. UIUC’s accomplishments include twenty Nobel Laureates among its faculty and alumni and a history of ground-breaking research. Annually, the University spends more than $500 million in research expenditures, placing it among the United States’ top engines of innovation.

You may be wondering how Rim Semi learned about this IP. UTEK is in the business of matching breakthrough technologies to existing corporations that could put them to use. Like Rim Semi, UTEK is a publicly traded company, and I invite you to learn all about them at www.utekcorp.com (http://www.utekcorp.com/). UTEK’s services enable companies like Rim Semi to innovate more rapidly by acquiring externally developed technologies from universities and research laboratories worldwide. They had acquired the IP from UIUC for the purpose of placing it in BDSI. They also put $400,000 in BDSI, and then sold the two assets to us. We paid $1,800,000 for these assets by issuing to them sixty million shares of our restricted stock, priced at market, or three cents per share.

What I particularly like about UTEK is that it is a formal way for Rim Semi to scour the world for interesting new technologies, and also at the same time to gain a pretty good feel for potential infringers of our existing technologies. In other words, UTEK does some of the highly technical work for us, and they do it very well. We are fortunate to have them on our team!

Going forward, Rim Semi intends to continue to invest in improving the performance of our products by acquiring new technologies and putting them to work in future versions of Cupria™. In the past seven months, UTEK has presented to us over twenty additional technologies from research centers all over the world that could fit into future versions of Cupria™. With the acquisition of Broadband Distance, we finally said ‘yes” to the one that we thought would benefit us the most. When we see the next one or more that will help us, we will pursue acquiring that IP, too.

On a separate note, several investors have inquired recently about the date and location of the next IPSL Special Interest Group meeting. The SIG postponed the meeting that had been set in Europe for December 2007. The SIG is in the process of rescheduling it now. When that date and location has been set, we will let you know.

On behalf of the team, our board, and especially our new director, Will Swope, I want you to know that we are excited about our prospects and believe that 2008 will be a successful year for Rim Semiconductor Company.

Sincerely,

Brad Ketch
President and CEO
Rim Semiconductor Company

[McCloud]

We can use the intellectual property (IP) to make future versions of Cupria™. The part of Cupria™ that manages how power is distributed across many subcarriers can potentially stand to benefit from the innovations that University of Illinois at Urbana-Champaign (UIUC) created. This IP consists of a patent that has already been granted. It also consists of white papers, a Ph.D. thesis, and executable software code. Rim Semi is now the only company in the world in our field that will get to use this patent, code and papers.

I think the part that keeps this tech out of the competitions hands may be an important part.

Ernie

[deeba]

We can use the intellectual property (IP) to make future versions of Cupria™. The part of Cupria™ that manages how power is distributed across many subcarriers can potentially stand to benefit from the innovations that University of Illinois at Urbana-Champaign (UIUC) created. This IP consists of a patent that has already been granted. It also consists of white papers, a Ph.D. thesis, and executable software code. Rim Semi is now the only company in the world in our field that will get to use this patent, code and papers.

I think the part that keeps this tech out of the competitions hands may be an important part.

Ernie

Ernie I think that you are exactly right. Actually I believe that this acquisition is four-fold in what it does for us:

1. Rim got $400,000 in cash.
2. Rim acquired a valuable IP to advance Cupria.
3. Rim has kept this IP out of the hands of the competition.
4. UTEK now has a rather large vested interest in Rim Semi.

From the PL:

"What I particularly like about UTEK is that it is a formal way for Rim Semi to scour the world for interesting new technologies, and also at the same time to gain a pretty good feel for potential infringers of our existing technologies. In other words, UTEK does some of the highly technical work for us, and they do it very well. We are fortunate to have them on our team!"

deeba:cool:

[destiny1]

31-Jan-2008
Entry into a Material Definitive Agreement, Completion of Acquisition or Dis

Item 1.01 Entry Into a Material Definitive Agreement.
On January 29, 2008 (the "Closing Date"), Rim Semiconductor Company (the "Company") entered into an Agreement and Plan of Acquisition (the "Acquisition Agreement") with UTEK Corporation, a Delaware corporation ("UTEK), and Broadband Distance Systems, Inc., a Florida corporation ("BDSI"), pursuant to which the Company acquired all of the issued and outstanding capital stock of BDSI from UTEK in exchange for 60,000,000 unregistered shares of common stock of the Company (the "Consideration Shares"). As of the Closing Date the Consideration Shares represented approximately 11.2% of the Company's issued and outstanding common stock.
Upon execution of the Acquisition Agreement, BDSI became a wholly owned subsidiary of the Company. The assets of BDSI on the Closing Date included $400,000 in cash and a worldwide exclusive license to patented technology developed by researchers at the University of Illinois for U.S. The patent relates to an algorithm designed to enhance power allocation in telecommunications systems that use multicarrier modulation protocol. IPSL, ADSL, VDSL and DSL systems are all examples of multicarrier modulation protocols. The algorithm serves to improve the achievable data rate or the signal-to-noise ratio, reducing errors in the transmission. The Exclusive License Agreement (the "License Agreement") relating to the technology generally permits BDSI to use the patent rights to identify, develop, make, have made, use, import, export, lease, sell, have sold and offer for sale products utilizing the technology in the DSL communications systems field, for the life of the patent or until the License Agreement is terminated. Under the License Agreement BDSI is obligated to pay the University of Illinois an initial licensing fee, and royalties based on achievement of certain sales levels for products utilizing the technology. The License Agreement also permits BDSI to sublicense the technology and obligates BDSI to make royalty payments to the University of Illinois based on a percentage of payments received by BDSI from sublicensees.
The Acquisition Agreement provides that the number of Consideration Shares shall be subject to anti-dilution adjustments for a period of 12 months from the Closing Date for any increase in the amount of outstanding Company shares resulting from issuances of equity securities to management and directors of the Company. The Acquisition Agreement also contains customary representations, warranties, and covenants made by the parties for a transaction of this type.
Other than the BDSI acquisition, there is no material relationship between UTEK and BDSI, on the one hand, and the Company or any of its affiliates, on the other hand.
A copy of the Acquisition Agreement is filed as Exhibit 10.1 hereto. The foregoing description of the BDSI acquisition transaction is qualified in its entirety by reference to Exhibit 10.1, which is incorporated by reference herein.




Item 2.01 Completion of Acquisition or Disposition of Assets.
The information contained in Item 1.01 of this Current Report is incorporated by reference in this Section 2.01.





Item 3.02 Unregistered Sales of Equity Securities.
The information contained in Item 1.01 of this Current Report is incorporated by reference into this Item 3.02. The Consideration Shares described in Item 1.01 above were offered and sold in reliance upon exemptions from registration pursuant to Section 4(2) under the Securities Act of 1933. The Acquisition Agreement executed in connection therewith contains representations to support the Company's reasonable belief that UTEK had access to information concerning its operations and financial condition, is acquiring the securities for its own account and not with a view to the distribution thereof, and is an "accredited investor" as such term is defined in Rule 501(a) of Regulation D promulgated under the Securities Act. At the time of their issuance, the securities described in Item 1.01 above will be deemed to be restricted securities for purposes of the Securities Act and the certificates representing the securities shall bear legends to that effect.




Item 7.01 Regulation FD Disclosure.
On January 30, 2008, the Company issued a press release announcing the acquisition of BDSI. A copy of the press release is furnished pursuant to Regulation FD as Exhibit 99.1 to this report.
The information contained in Item 7.01 of this report and in Exhibit 99.1 shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.




Item 9.01. Financial Statements and Exhibits.
(a) Financial Statements of Businesses Acquired Any financial statements of BDSI required to be filed will be filed by amendment no later than 71 calendar days after the date this report is required to be filed, pursuant to the instructions set forth in Item 9.01 of Form 8-K.
(b) Proforma Financial Information
Any Pro Forma financial information required to be filed with respect to the acquisition of BDSI described herein will be filed by amendment no later than 71 calendar days after the date this report is required to be filed, pursuant to the instructions set forth in Item 9.01 of Form 8-K.
(d) Exhibits
ExhibitNumber Description10.1 Agreement and Plan of Acquisition*99.1 Rim Semiconductor Company Press Release, dated January 30, 2008*An Exclusive License Agreement attached as an exhibit to this agreement has been omitted pursuant to Item 601(b)(2) of Regulation S-B. The Company will furnish a copy of such exhibit to the Securities and Exchange Commission upon request.

[Stoppmann]

Some items from the UTEK web site. But the way, UTEK has completed it's 100th Technology Transfer. Not sure if Rim Semi is number 100 or 101.

deeba:cool:

UTEK Corporation, a business development company has created a progressive open innovation business model to help companies grow rapidly with university, research laboratory and corporate technology. UTEK acquires and transfers to its clients new technologies that meet some or all of the following criteria: a significant technological advancement, have a global market and are socially responsible.

UTEK uses a market driven approach to facilitate the identification and acquisition of external technologies for clients, while allowing research institutions to receive 100% of the royalties. This unique process is called U2B®.

UTEK transfers proprietary technologies to help our clients achieve open innovation through the acquisition and development of superior products and services.

--------------------------------------------------------------

UTEK provides comprehensive open innovation services for finding and acquiring new technologies and for creating value from intellectual property. UTEK is a leader in technology transfer, providing unparalleled access to breakthrough technologies. Whether it is sourcing from Europe's leading educational institutions through UTEK Europe, Ltd. and Pharma-Transfer; or accessing one of the world's largest online searchable databases for life and physical sciences (TechEx), we provide the resources necessary to efficiently identify and transfer new technologies. The newest addition of the Knowledge Express searchable database provides our clients with comprehensive coverage of licensing agreements, corporate profiles, clinical trials, deals, drug pipelines, drug sales, licensable technologies, patents and royalty rates.

In addition, UTEK operates Techno-L as a pro bono activity to disseminate and encourage the discussion of best practices among technology transfer professionals.


Joel Edelson, Vice President of Technology Licensing

Mr. Edelson brings 29 years of diversified sales & business development experience to UTEK. Over the last sixteen years, prior to working at UTEK, he worked with several divisions of PSS World Medical, a national sales leader in medical and diagnostic equipment and supply distribution to the physician and radiology market. Mr. Edelson received his Bachelor of Science degree in Journalism from the University of Florida.

Rene J. Trasorras, Manager Due Diligence

Dr. Trasorras assists in the client due diligence process. He served as a former Special Agent with the United States Secret Service. Dr. Trasorras has performed due diligence and provided protection for a number of notable individuals including former Presidents Reagan and Bush, Pope John Paul II, numerous presidential candidates and multiple Ambassadors and Prime Ministers. Since entering the private sector, he has distinguished himself by attaining the designation of Certified Protection Professional. Dr. Trasorras is a graduate of the Federal Law Enforcement Training Center in Glynco, Georgia and Special Agent Training School in Washington, DC. Dr. Trasorras earned a B.A. from the University of South Florida in Criminal Justice, an M.B.A. with honors from the University of Phoenix and a D.B.A. with a specialty in Marketing from Nova Southeastern University.

It's their 101st. Look at the top of the home page.

http://www.utekcorp.com/

[destiny1]

Stretching copper (http://blog.telephonyonline.com/unfiltered/2008/01/30/stretching-copper/)

Ed Gubbins (http://blog.telephonyonline.com/unfiltered/?author=8) January 30th, 2008
When AT&T moved the goalposts back again (http://telephonyonline.com/home/news/att-pair-bonding-0124/) on its expected deployment of bonded VDSL2, the industry seemed to collectively shake its head in frustration. Yet another delay in the carrier’s fiber-to-the-node initiative. And yet another return to the inconvenient truths about the bandwidth limitations of copper.
“AT&T will need to do something dramatic in order to find the bandwidth to delivery multi-stream high-definition [TV], especially since the cable and satellite competition have expanded their HD channel line-ups and/or VoD libraries substantially,” said Erik Keith, an analyst at Current Analysis. “MPEG-4 will help, but FTTN DSLAMs will not be the best strategy long-term. FTTP is really the best way to go.”
However, a few developments this week are aimed at not giving up on copper so quickly.

Rim Semiconductor is testing a new specification known as Internet Protocol Subscriber Line, or IPSL (http://www.rimsemi.com/products_cupria_tech.html), that it expects will dramatically improve broadband performance over existing copper. Rim claims its Cupria processor can send traffic down a 26-gauge copper pair at 40 megabits per second over 5,500 feet (http://www.rimsemi.com/press/pr_1_29_08.html). The company tested its wares a few months ago on the network of Monroe Telephone, a small telco in Monroe, Oregon not far from Rim’s headquarters in Portland.
John Dillard, Monroe’s president, told me Rim’s creation was “still in the breadbox stage,” but added that the Rim folks seemed to be very pleased with the results of their tests, promising more tests to follow.
Meanwhile, Alcatel-Lucent said this week (http://www.screenplaysmag.com/tabid/160/articleType/ArticleView/articleId/828/Default.aspx) that it expects to introduce equipment late next year that uses Dynamic Spectrum Management, or DSM (http://telephonyonline.com/mag/telecom_future_seen_technology_94/index.html), to aid VDSL2 performance by reducing noise in the network. But even that is described by Alcatel as a way to get a few more years of life out of existing copper before the inevitable transition to fiber.
These are only the latest such efforts to stretch copper’s limits. Last year, researchers at Penn State, working with cable vendor Nexans, designed a transmitter and receiver to send data at 100 Gb/s over Cat 7 copper (http://telephonyonline.com/broadband/news/telecom_telephonys_best_worst/index1.html).
Considering the expense of deploying FTTP and the amount of copper wire strewn across the country, it’s no surprise to see vendors focus on squeezing ever more bandwidth out of copper. As I’ve pointed out before (http://telephonyonline.com/fttp/commentary/fttn_att_verizon_110607/index.html), no matter what analysts say about the clear superiority of FTTP, the favorite triple-play access architecture of U.S. carriers continues to be FTTN–and copper the rest of the way.

http://blog.telephonyonline.com/unfiltered/2008/01/30/stretching-copper/

D1;)

[destiny1]

Rim Semiconductor Claims 40 Mbps Over 'Last Mile' Copper



The test represents a breakthrough because it will be attractive to carriers seeking ways to transmit IPTV over older DSL lines.

By W. David Gardner (wdavidg@earthlink.net)InformationWeek (http://www.informationweek.com/;jsessionid=KQTJ2P0WTSBC2QSNDLPCKH0CJUNN2JVN)
January 29, 2008 11:50 AM


Transmission of data traffic over copper wires at 40 Mbps speeds was reported Tuesday by Rim (http://www.rimsemi.com/index.html) Semiconductor Company. The company said its products can send the data over 5,500 feet of copper wire.
Rim said the development is spelled out in its draft Release 1.0 of the Internet Protocol Subscriber Line (IPSL) specification. Noting that existing technologies can drive data over copper wire at only 15 Mbps, 40 Mbps represents a breakthrough because it will be attractive to carriers seeking ways to transmit internet protocol television (http://www.informationweek.com/showArticle.jhtml?articleID=201000471) (IPTV). Older DSL lines can't effectively transmit IPTV.
"Our technical team will continue to push the boundaries of data transmission across copper wire because 1.4 billion existing copper-based end users require it," said Brad Ketch, Rim's president and chief executive officer, in a statement.
The company's IPSL draft 1.0 is the first product utilizing the draft that can be included in a variety of telecommunicationshttp://images.intellitxt.com/ast/adTypes/3.gif (http://www.informationweek.com/showArticle.jhtml;jsessionid=20TKBIN2LKGC2QSNDLPCK H0CJUNN2JVN?articleID=205921132&queryText=rim+semiconductor#) products, Rim said, adding that its Cupria transport processor driveshttp://images.intellitxt.com/ast/adTypes/3.gif (http://www.informationweek.com/showArticle.jhtml;jsessionid=20TKBIN2LKGC2QSNDLPCK H0CJUNN2JVN?articleID=205921132&queryText=rim+semiconductor#) the data at 40 Mbps. The company has been demonstrating the technology to equipment makers around the world.
Rim has been testing its high speed IPSL products at Monroe Telephone in Monroe, Oregon. The IPSL gear at Monroe has been testing IPTV over the carrier's existing copper network. Rim said its technology, which is patented, can "enhance data protocols, modulation schemes, noise reduction algorithms and other core technologies." The semiconductor company said its IPSL products will help carriers utilize their existing copper lines and eliminate the need to install fiber optic lines.

http://www.informationweek.com/showArticle.jhtml;jsessionid=20TKBIN2LKGC2QSNDLPCK H0CJUNN2JVN?articleID=205921132&queryText=rim+semiconductor

D1;)

[destiny1]

Here is Broadband Reports blurb on the announcement.

http://www.dslreports.com/shownews/IPSL-40Mbps-Over-Copper-91387

D1;)

[destiny1]

Rim Semi Achieves Best in Class Data Speeds over Regular Copper Wire

http://www.streetinsider.com/Press+Releases/Rim+Semiconductor+Achieves+Best-in-Class+Data+Speed+on+Copper+Wire/3299288.html

D1;)

[destiny1]

http://www.eetimes.com/news/semi/rss/showArticle.jhtml?articleID=206100367&cid=RSSfeed_eetimes_semiRSS

D1;)

[destiny1]

http://www.utekcorp.com/pressRelease/RIM-UILLTT1-30-08.pdf

D1;)

[Stoppmann]

Stretching copper (http://blog.telephonyonline.com/unfiltered/2008/01/30/stretching-copper/)

Ed Gubbins (http://blog.telephonyonline.com/unfiltered/?author=8) January 30th, 2008
When AT&T moved the goalposts back again (http://telephonyonline.com/home/news/att-pair-bonding-0124/) on its expected deployment of bonded VDSL2, the industry seemed to collectively shake its head in frustration. Yet another delay in the carrier’s fiber-to-the-node initiative. And yet another return to the inconvenient truths about the bandwidth limitations of copper.
“AT&T will need to do something dramatic in order to find the bandwidth to delivery multi-stream high-definition [TV], especially since the cable and satellite competition have expanded their HD channel line-ups and/or VoD libraries substantially,” said Erik Keith, an analyst at Current Analysis. “MPEG-4 will help, but FTTN DSLAMs will not be the best strategy long-term. FTTP is really the best way to go.”
However, a few developments this week are aimed at not giving up on copper so quickly.

Rim Semiconductor is testing a new specification known as Internet Protocol Subscriber Line, or IPSL (http://www.rimsemi.com/products_cupria_tech.html), that it expects will dramatically improve broadband performance over existing copper. Rim claims its Cupria processor can send traffic down a 26-gauge copper pair at 40 megabits per second over 5,500 feet (http://www.rimsemi.com/press/pr_1_29_08.html). The company tested its wares a few months ago on the network of Monroe Telephone, a small telco in Monroe, Oregon not far from Rim’s headquarters in Portland.
John Dillard, Monroe’s president, told me Rim’s creation was “still in the breadbox stage,” but added that the Rim folks seemed to be very pleased with the results of their tests, promising more tests to follow.
Meanwhile, Alcatel-Lucent said this week (http://www.screenplaysmag.com/tabid/160/articleType/ArticleView/articleId/828/Default.aspx) that it expects to introduce equipment late next year that uses Dynamic Spectrum Management, or DSM (http://telephonyonline.com/mag/telecom_future_seen_technology_94/index.html), to aid VDSL2 performance by reducing noise in the network. But even that is described by Alcatel as a way to get a few more years of life out of existing copper before the inevitable transition to fiber.
These are only the latest such efforts to stretch copper’s limits. Last year, researchers at Penn State, working with cable vendor Nexans, designed a transmitter and receiver to send data at 100 Gb/s over Cat 7 copper (http://telephonyonline.com/broadband/news/telecom_telephonys_best_worst/index1.html).
Considering the expense of deploying FTTP and the amount of copper wire strewn across the country, it’s no surprise to see vendors focus on squeezing ever more bandwidth out of copper. As I’ve pointed out before (http://telephonyonline.com/fttp/commentary/fttn_att_verizon_110607/index.html), no matter what analysts say about the clear superiority of FTTP, the favorite triple-play access architecture of U.S. carriers continues to be FTTN–and copper the rest of the way.

http://blog.telephonyonline.com/unfiltered/2008/01/30/stretching-copper/

D1;)

Destiny

Thanks for the post and the link. Does someone know what does "Breadbox Stage" mean?

[McCloud]

Thanks for the articles!!!

The discussion after the article is interesting although strongly largely disappointing.
http://episteme.arstechnica.com/eve/forums?a=tpc&s=50009562&f=174096756&m=295000110931 &r=295000110931

[jjz34]

Stoppman, my thoughts exactly. It doesn't sound great..."breadbox stage." That's one of the reasons I get annoyed by the corporate world sometimes. They make up their own flippin language...kind of like us pain in the butt lawyers! As for the articles afterwards, looks like stream of consciousness complaining from disgruntled folk out in boony land. They hate the city, but resent their inconveniences.

[destiny1]

A little off topic, but could you image this with CupriaTM chipsets in HD?

Again, graphic!

http://www.rimsemitalk.com/FALUJAH_IMPACT.wmv (http://www.rimsemitalk.com/FALUJAH_IMPACT.wmv)

D1;)

[destiny1]

Stoppman, my thoughts exactly. It doesn't sound great..."breadbox stage." That's one of the reasons I get annoyed by the corporate world sometimes. They make up their own flippin language...kind of like us pain in the butt lawyers! As for the articles afterwards, looks like stream of consciousness complaining from disgruntled folk out in boony land. They hate the city, but resent their inconveniences.

Hey Guys,

I talked to Ray about comment made by John Dillard, Monroe’s president. In the article, he referred to the tech still being in the “bread box stage.” This was not a slight on Rim Semi or the technology.

Rim Semi and the industry often refer to the field test unit as technology being in the “bread box” or “pizza box” stage of product availability. This would include the CDS 6000 chassis which contains the 5101A line card. Mr. Dillard is simply saying the final ASSP product is not yet available. As you read the rest of the article, Rim Semi’s accomplishments are displayed in a very positive light.

D1 ;)

[smtm]

Ed Gubbins January 30th, 2008

When AT&T moved the goalposts back again on its expected deployment of bonded VDSL2, the industry seemed to collectively shake its head in frustration. Yet another delay in the carrier’s fiber-to-the-node initiative. And yet another return to the inconvenient truths about the bandwidth limitations of copper.

“AT&T will need to do something dramatic in order to find the bandwidth to delivery multi-stream high-definition [TV], especially since the cable and satellite competition have expanded their HD channel line-ups and/or VoD libraries substantially,” said Erik Keith, an analyst at Current Analysis. “MPEG-4 will help, but FTTN DSLAMs will not be the best strategy long-term. FTTP is really the best way to go.”

However, a few developments this week are aimed at not giving up on copper so quickly.

Rim Semiconductor is testing a new specification known as Internet Protocol Subscriber Line, or IPSL, that it expects will dramatically improve broadband performance over existing copper. Rim claims its Cupria processor can send traffic down a 26-gauge copper pair at 40 megabits per second over 5,500 feet. The company tested its wares a few months ago on the network of Monroe Telephone, a small telco in Monroe, Oregon not far from Rim’s headquarters in Portland.

John Dillard, Monroe’s president, told me Rim’s creation was “still in the breadbox stage,” but added that the Rim folks seemed to be very pleased with the results of their tests, promising more tests to follow.

Meanwhile, Alcatel-Lucent said this week that it expects to introduce equipment late next year that uses Dynamic Spectrum Management, or DSM, to aid VDSL2 performance by reducing noise in the network. But even that is described by Alcatel as a way to get a few more years of life out of existing copper before the inevitable transition to fiber.

These are only the latest such efforts to stretch copper’s limits. Last year, researchers at Penn State, working with cable vendor Nexans, designed a transmitter and receiver to send data at 100 Gb/s over Cat 7 copper.

Considering the expense of deploying FTTP and the amount of copper wire strewn across the country, it’s no surprise to see vendors focus on squeezing ever more bandwidth out of copper. As I’ve pointed out before, no matter what analysts say about the clear superiority of FTTP, the favorite triple-play access architecture of U.S. carriers continues to be FTTN–and copper the rest of the way.

Digg Syndication Del.icio.us Syndication Google Syndication MyYahoo Syndication Reddit Syndication

[smtm]

Sorry For The Repeat Story

[destiny1]

No problem SMTM. Hey guys, just for fun I googled "Rim Semi 40 Mbps" and look at the coverage!

http://www.google.com/search?hl=en&q=rim+semi+40mbps&btnG=Google+Search

D1;)

[jjz34]

Nice coverage. When the word "claims" by Rim becomes "confirmed" by others, I will get really excited. For example, in addition to using the vague term "breadbox" (which at a minimum suggests a ways off) John Dillard also says Rim is happy with the testing results. Well, great John...but uh, what are YOUR thoughts on the results??? Was this his first time speaking to the media??

[deeba]

It's their 101st. Look at the top of the home page.

http://www.utekcorp.com/

When I created that original post, their web site had 100 listed. They did not mess around and got their site up-to-date very quickly.

deeba:cool:

[destiny1]

Federal Government To Spend $30 Billion On New Security Efforts

http://i.cmpnet.com/infoweek/authors/1107.jpghttp://i.cmpnet.com/informationweek/spacer.gifOne of the most interesting IT security news stories to hit this week is that the Bush administration is apparently proposing $6 billion (maybe this is an increase on existing spending. That's not yet clear) be invested to shore up federal network security next year, and up to $30 billion across seven years. This is good news. Maybe.
There's little in the way of details on how this money will be spent. All we know is that the Bush administration is proposing about $6 billion be spent, starting next year, with $30 billion over the next seven years, to improve the security of U.S. communication networks.
It's about time the federal government, including this administration, got serious about IT security. There's been plenty of lip service flapped about since 2001 -- but except for some improvements in FISMA (Federal Information Security Management Act), and better focus on IT security from NIST, little has been done.
The so-called plan to secure cyberspace has done nothing but collect dust (http://update.informationweek.com/cgi-bin4/DM/y/hBGjj0OJL6B0G4n0Fn170Ek). Part of this plan to protect communication systems includes reducing the number of Internet connections to government systems, and the use of sensors to detect intrusions.
All that makes sense. And would be a good start.
But $6 billion? Unless you are a close follower of the security market, that may not seem to be a startling figure to you. But it is an astonishingly high figure. And $30 billion -- even over a handful of years -- is absolutely astronomical.
To give you an idea of how big an investment in network security that is, last year Infonetics Research estimated the entire worldwide network security appliance and software market to have reached $5 billion in 2007. That means that the entire network security hardware and software market -- worldwide -- is $2 billion less than what the federal government may spend to secure U.S. communication networks in one year.
Something else is going on here.

[Stoppmann]

When I created that original post, their web site had 100 listed. They did not mess around and got their site up-to-date very quickly.

deeba:cool:

I know. They did update their site quickly.

[Stoppmann]

Nice coverage. When the word "claims" by Rim becomes "confirmed" by others, I will get really excited. For example, in addition to using the vague term "breadbox" (which at a minimum suggests a ways off) John Dillard also says Rim is happy with the testing results. Well, great John...but uh, what are YOUR thoughts on the results??? Was this his first time speaking to the media??


I was thinking the same thing about Dillard's comments. I want to know what he thinks. I would also hope these journalists would contact the other telcos that are testing Cupria, like Canby, BTC, Ringgold, and Embarq to find out their opinion on the capability of the technology.

[HopefulOne]

I wouldn't expect anything "meaningful" to be said by "representatives" of ANY of these entities, since I'm sure non-disclosure agreements are in place with anyone who does business with RSMI.

The ONLY news about ANY results - testing, etc. - will almost certainly come only from RSMI. And any time now would be nice...

H1

[destiny1]

Wednesday, January 30, 2008 - 10:16 AM EST
Utek moves telephone technology company to Portland

Tampa Bay Business Journal
Rim Semiconductor Co. (http://www.bizjournals.com/tampabay/gen/Rim_Semiconductor%20Co_5F5A7E9677D5421F999CC20334A 6AE00.html) has acquired Broadband Distance Systems Inc., a subsidiary of Utek Corp. (http://www.bizjournals.com/tampabay/gen/Utek_Corp_416B1B0E1412488B8881C5C94B7FD344.html), in a stock transaction.
Broadband, through researchers at the University of Illinois (http://www.bizjournals.com/tampabay/gen/University_of%20Illinois_7BEC1B025B1A476281E8FFE87 0137B5D.html), has developed an algorithm designed to enhance power allocation in telecommunications systems that use multi-carrier modulation protocol. The algorithm serves to improve the achievable data rate or the signal-to-noise ratio, reducing errors in the transmission, a release from Utek said.
The technology is designed to help telephone companies around the world provide new video and data services, said Brad Ketch, chief executive officer at Rim Semiconductor, in the release.
Headquartered in Portland, Ore., Rim Semiconductor's (OTCBB: RSMI) products allow data to be transmitted at greater speed and across extended distances over existing copper wire, the release said.
Utek (AMEX:UTK), based in Tampa, is a business development company focused on technology transfer.

http://www.bizjournals.com/tampabay/stories/2008/01/28/daily25.html?b=1201538201^1583689

[destiny1]

Why Broadband Distance Systems, why UTEK, why now?

The announcement of the purchase of Broadband Distance Systems came as a surprise to most of us. Besides the obvious value added, namely 400k in cash, long term benefits may not be obvious.

Why purchase Broadband Distance Systems rather than simply license their technology?

As we increase our understanding of the potential for Internet Protocol Subscriber Line (IPSL), the reason for acquiring this noise reduction algorithm may become more apparent.

The greatest single challenge to achieving high data rates over copper is managing the signal-to-noise ratio.

Telecom chip design firms, like Rim Semi, Ikanos, Centillium, and Broadcom all have a goal of maximizing the speed and distance the signal travels over copper wire. By ramping up the power behind the signal, maximum speeds and distances are achieved. In simple analogy, the bigger the gun, the faster the bullet travels.


Unfortunately, not unlike real life, unchecked power leads to chaos.

The down side to increasing the power behind a signal is the simultaneous introduction of noise (http://en.wikipedia.org/wiki/Signal_noise). Noise is the introduction of external factors that degrade the signal, compromising both the speed and picture quality. Managing the signal-to-noise ratio is a key to high data throughput.

In the past, the trade off to achieve noise control has been to reduce power in order to increase data throughput and improve picture quality or Quality of Service (QOS). Defining this fine balance of signal power to noise determines the ultimate achievable data rates.

When we read that Rim Semi achieved 40Mpbs @ 5500 feet (http://rimsemitalk.com/forum/showthread.php?t=7&page=109), we know that they have successfully manipulated the power output to maximize the signal-to-noise ratio at this distance. Because of the inherent properties of copper wire, much high data rates are achieved (at least 384 Mbps (http://www.rimsemi.com/press/pr_8_24_07.html)) at shorter distances. At longer distances, the data throughput is lower.

The Broadband Distance Systems acquisition means that Rim Semi has gained control of a unique method of managing the signal-to-noise ratio across multiple telecommunications networks. With this acquisition they gain control of another component by which data is transmitted modem-to-modem over the internet.


Not lost is the fact that the Broadband Distance Systems protocols are to be used for “future” versions of CupriaTM chipsets. This implies IPSLTM has potential for even greater speeds at greater distances over more diverse applications.

Will future versions of CupriaTM chipsets containing state of the art throughput speeds make IPSL a “must have” technology for wireline carriers? Only time will tell. One thing is certain. If this level of demand does occur, Rim Semiconductor will be in the envious position of controlling all aspects of IPSL utilization in the marketplace.

D1;)

[mjarizona]

Destiny

Thanks for the post and the link. Does someone know what does "Breadbox Stage" mean?

How about when the dough becomes bread it is finished at that time it is stored in the breadbox until it is ready to be eaten. :D

[destiny1]

Some have never been to the Axellence website. They are Rim Semi's primary contacts in Europe and likely integrally involved in in the IPSL-SIG meeting.

http://www.axellence.com/ENGLISH/english.html

D1;)

[destiny1]

Did you guys see this joint PR on eSilicon's website? Old news for sure but its always a positive when other companies a verify IPSL's potential.

http://www.esilicon.com/images/shared/esilicon_logo_press.jpg
Press Coverage

eSilicon To Design And Manufacture Rim Semiconductor's Cupria Processors

eSilicon Takes Equity Investment in Rim Semiconductor
PORTLAND, Ore. and SUNNYVALE, Calif. - December 19, 2006 - Rim Semiconductor Company (Rim Semi) (OTCBB: RSMI), an innovator in video-over-copper technology, and eSilicon Corporation, a leading supplier of custom integrated circuits, today announced they have completed an agreement for the design and manufacture of Rim Semi's Cupria™ Cu5001 transport processor. The Cu5001 enables broadband multimedia applications including voice, video and data delivery. As part of the agreement, eSilicon will receive shares of Rim Semi's common stock as partial compensation for its services.
eSilicon will manage the physical implementation and manufacture of the application-specific standard product (ASSP) version of the Cupria Cu5001 device, including test program development, device test, packaging and shipment of the packaged, tested parts. eSilicon's manufacturing partner, Taiwan Semiconductor Manufacturing Company (TSMC), will fabricate the Rim Semi chip.
"Among the many reasons we chose eSilicon is the exceptional quality of its design team. Their 'roots' in Bell Labs help to explain their unique skills in both design and methodology," said Brad Ketch, president and CEO of Rim Semi. "We welcome eSilicon as a new shareholder, and believe our combined capabilities will enable the rapid development and delivery of cost-efficient devices that meet our customer's needs."
"Rim Semi's innovative broadband technology, which increases the capacity of existing telephone networks, will provide the telecommunications market with a state-of-the-art solution for high-speed data applications," said Jack Harding, chairman, president and CEO of eSilicon Corporation. "We are very excited about Rim Semi's market opportunity and are pleased to become an equity partner."
The Cupria family of copper transport processors is based on Rim Semi's innovative Internet Protocol Subscriber Line (IPSL) technology. The devices deliver significantly more bandwidth over longer distances, increasing the total available market for triple play services while lowering network costs. The IP-based technology offers a better end-user experience than other video-over-copper technologies to deliver superior image quality.
About eSilicon Corporation

eSilicon combines design and production expertise to develop and manufacture custom integrated circuits for leading electronics companies. The company offers system OEMs and fabless semiconductor companies a flexible, low-cost, lower-risk path to application-specific silicon. eSilicon delivers chips customized for a wide variety applications including consumer, computer, communications and industrial devices. For more information, visit http://www.esilicon.com (http://www.esilicon.com/).
About Rim Semiconductor Company

Rim Semiconductor Company (OTCBB: RSMI) develops technology for telecommunications companies to deliver demanding new video and data services with lower network costs. The company's products allow data to be transmitted at greater speed and across extended distances over existing copper wire - all with the highest quality of service - for a better end-user experience. For more information, visit www.rimsemi.com (http://www.rimsemi.com/).
With the exception of historical information contained in this press release, this press release may include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including but not limited to the following: product development difficulties; market demand and acceptance of products; the impact of changing economic conditions; business conditions in the Internet and telecommunications industries; reliance on third parties, including potential suppliers, licensors, and licensees; the impact of competitors and their products; risks concerning future technology; and other factors detailed in this press release and in the company's Securities and Exchange Commission filings. Rim Semiconductor is under no obligation to revise or update any forward looking statement in order to reflect events or circumstances that may arise in the future.

eSilicon is a registered trademark of eSilicon Corporation. Cupria is a trademark of Rim Semiconductor Company. All other trademarks are the property of their respective owners.

http://www.esilicon.com/about_us/press2006.php

[destiny1]

Ticktockstock.com stats:

2008 has started with a bang! We experienced another record month in January with over 460K hits from 40 countries! The last two days of January resulted in over 28k and 30k hits respectively. Still 93% of our traffic is from the United States. That means however, over 32k hits in January came from outside the U.S.

Of the non-English speaking countries, Romania started the month leading the pack in hits and pages viewed but China forged ahead to nip them at the wire. The English speaking countries, the U.S, Great Britain, and Canada continued to lead non-English speaking countries in visits by a wide though narrowing margin. They were followed by China, European countries, Australia, Romania and Thailand. Germany, South Korea and the Ukraine also get honorable mention.

We have experienced a steady increase in total hits, unique viewers, and countries viewing ticktockstock.com each month.
Rest assured your posts are being read the world over. The word regarding Rim Semiconductor is getting out.

D1;)

[deeba]

Why Broadband Distance Systems, why UTEK, why now?

The announcement of the purchase of Broadband Distance Systems came as a surprise to most of us. Besides the obvious value added, namely 400k in cash, long term benefits may not be obvious.

Why purchase Broadband Distance Systems rather than simply license their technology?

As we increase our understanding of the potential for Internet Protocol Subscriber Line (IPSL), the reason for acquiring this noise reduction algorithm may become more apparent.

The greatest single challenge to achieving high data rates over copper is managing the signal-to-noise ratio.

Telecom chip design firms, like Rim Semi, Ikanos, Centillium, and Broadcom all have a goal of maximizing the speed and distance the signal travels over copper wire. By ramping up the power behind the signal, maximum speeds and distances are achieved. In simple analogy, the bigger the gun, the faster the bullet travels.


Unfortunately, not unlike real life, unchecked power leads to chaos.

The down side to increasing the power behind a signal is the simultaneous introduction of noise (http://en.wikipedia.org/wiki/Signal_noise). Noise is the introduction of external factors that degrade the signal, compromising both the speed and picture quality. Managing the signal-to-noise ratio is a key to high data throughput.

In the past, the trade off to achieve noise control has been to reduce power in order to increase data throughput and improve picture quality or Quality of Service (QOS). Defining this fine balance of signal power to noise determines the ultimate achievable data rates.

When we read that Rim Semi achieved 40Mpbs @ 5500 feet (http://rimsemitalk.com/forum/showthread.php?t=7&page=109), we know that they have successfully manipulated the power output to maximize the signal-to-noise ratio at this distance. Because of the inherent properties of copper wire, much high data rates are achieved (at least 384 Mbps (http://www.rimsemi.com/press/pr_8_24_07.html)) at shorter distances. At longer distances, the data throughput is lower.

The Broadband Distance Systems acquisition means that Rim Semi has gained control of a unique method of managing the signal-to-noise ratio across multiple telecommunications networks. With this acquisition they gain control of another component by which data is transmitted modem-to-modem over the internet.


Not lost is the fact that the Broadband Distance Systems protocols are to be used for “future” versions of CupriaTM chipsets. This implies IPSLTM has potential for even greater speeds at greater distances over more diverse applications.

Will future versions of CupriaTM chipsets containing state of the art throughput speeds make IPSL a “must have” technology for wireline carriers? Only time will tell. One thing is certain. If this level of demand does occur, Rim Semiconductor will be in the envious position of controlling all aspects of IPSL utilization in the marketplace.

D1;)

With the acquisition from UTEK, I agree with you that future versions of Cupria will be even more robust and useful to the telco's worldwide.

However, in my opinion, I believe that the speeds and distances of 40 Mbps @ 5,500' that Rim issued in their PR last week are not the maximun numbers that Cupria is already able to achieve. What those number would be, I have no idea, but I believe that they are greater. And I do know that not all telco's use 26 guage wire exclusively, 24 and 22 gauge wire are also used.


deeba:cool:

[destiny1]

A closer look at 40 Mb/s DSL
Feb 4, 2008 10:29 AM, By Ed Gubbins
What’s behind Rim Semiconductor’s recent claims of superfast DSL?
Rim Semiconductor turned some heads in January with a claim (http://www.rimsemi.com/press/pr_1_29_08.html) that its new chip can send traffic at 40 Mb/s over 5,500 feet of 26-gauge copper wire. The chip, which the company said will be commercially available later this year, promises big jumps in bandwidth for carriers such as AT&T that are trying to cram as much traffic as they can down existing copper lines (http://telephonyonline.com/access/news/att-pair-bonding-0124/index.html).
But Rim’s approach is such a departure from currently dominant access technologies that it will have to work hard to establish new industry standards in order to get widespread deployment by major telcos.
Part of Rim’s technology (http://www.rimsemi.com/products_cupria_tech.html) involves changing how upstream and downstream bandwidth is allocated. The company is proposing an alternative to discrete multi-tone (DMT) line-coding, the encoding standard commonly employed in DSL networks including VDSL (http://telephonyonline.com/access/web/telecom_dmt_gets_goahead/index.html). Rather than reserve fixed allocations of upstream and downstream bandwidth, as DMT does, Rim’s chip uses time-division duplexing (http://telephonyonline.com/mag/telecom_making_case_tdcdma/index.html) (instead of the frequency-division duplexing (http://telephonyonline.com/wireless/mag/wireless_fddtdd_debate/index.html) used in VDSL2) so that, when needed, downstream traffic can use bandwidth that would otherwise be reserved for upstream traffic, and vice versa. And it uses “rapid bi-directional switching” to transition in milliseconds from upstream and downstream transport.
“DMT’s fixed ratio of downstream and upstream [bandwidth] was absolutely appropriate at the time [it was created], but video has changed it all,” said Brad Ketch, Rim Semiconductor’s chief executive officer. “We feel and have felt that ultimately DMT would come to a point of diminishing returns.”
Redoing DMT is just part of Rim’s approach, said Ketch, a veteran of access vendor Advanced Fibre Communications (now Tellabs). Ketch is careful not to divulge too much about the company (which, despite not having a commercial product, has issued more than 30 press releases (http://www.rimsemi.com/about_press.html) in the past two years). According to the firm’s Web site, Rim’s technology “defines” not just the encoding algorithms inside transport processors but also “the signal stream waveform.” Rim attacked rate and reach limitations in several ways, the company says, increasing payloads and decreasing noise and latency. Along the way, it made a few acquisitions to aid the effort, including that of 1020 Technologies and Broadband Distance Systems (a subsidiary of Utek).
The company has also hired Telcordia to, as Ketch put it, “study the impact of this technology in a binder group…to work over our shoulder make sure it makes sense to tier-one telcos.”
Ketch acknowledges that, in order to be useful, Rim’s technology would need to be deployed both in access networks and in customer premises gear, underscoring the need for standardizing the nascent technology.
“As far as the market goes, they’re sailing into the wind,” said Kermit Ross, a consultant with Millenium Marketing. “Given that the phone companies have a mix of [DSL] platforms in their networks as it is and a mix of different suppliers of DSL modems, there’s an awful lot of current flowing against making a thing like this work.”
To develop an industry standard for its technology, dubbed Internet Protocol Subscriber Line (IPSL), Rim has convened a group called the IPSL Special Interest Group, or IPSLSIG (http://www.ipslsig.org/). Embarq is one of the few publicly named members of the group, which plans to meet a few times a year (its next meeting, slated for Europe, is being scheduled now, Ketch said).
“We invented IPSL, but we’re committed to making it available to other vendors because we’d like to see the ITU-T bring it in and standardize it,” Ketch said.
“Getting IPSL standardized will be one of the biggest hurdles for Rim Semi as it looks to bring its technology to market,” said Erik Keith, an analyst with Current Analysis.
Rim’s technology also requires IP DSLAMs rather than the legacy model based on ATM, though the majority of DSLAMs deployed today are IP-based..
Rim is currently testing a field-programmable version of its chip in the networks of small telcos such as Oregon’s Monroe Telephone. But with the help of partner eSilicon, Rim expects to introduce a less expensive ASIC version commercially this year.
Ketch imagines Rim’s gear making it possible for carriers to add more high-bandwidth service such as IPTV over existing copper, but he’s less certain about the technology’s potential to bring DSL to areas currently beyond reach. “That’s one application for the technology, but I think there are some question marks about the economics of it,” he said.
Meanwhile, vendors across the industry are working on separate efforts to increase the performance of DSL and copper. Established vendors are fine-tuning technologies such as Dynamic Spectrum Management and VDSL2 pair-bonding (Ketch says IPSL could potentially work in conjunction with both those technologies), while newcomers like Xtendwave (http://www.xtendwave.com/main/do/Press_Room) and Phylogy (http://www.phylogy.com/Content/index.aspx) promise their own new approaches.
“Since FTTP is prohibitively expensive for most telcos, getting more out of the existing copper access network is their most cost-effective option," Keith said.

http://telephonyonline.com/access/news/rim-dmt-dsl-0204/index.html (http://telephonyonline.com/access/news/rim-dmt-dsl-0204/index.html)

D1;);)

[destiny1]

Note - DSL (http://www.rimsemitalk.com/World%20broadband%20stats%20Q3%202007.pdf) is growing more than twice as fast as any other broadband technology!


D1;)

[McCloud]

What’s behind Rim Semiconductor’s recent claims of superfast DSL?
Rim Semiconductor turned some heads in January with a claim (http://www.rimsemi.com/press/pr_1_29_08.html) that its new chip can send traffic at 40 Mb/s over 5,500 feet of 26-gauge copper wire. The chip, which the company said will be commercially available later this year, promises big jumps in bandwidth for carriers such as AT&T that are trying to cram as much traffic as they can down existing copper lines (http://telephonyonline.com/access/news/att-pair-bonding-0124/index.html).
But Rim’s approach is such a departure from currently dominant access technologies that it will have to work hard to establish new industry standards in order to get widespread deployment by major telcos.
Part of Rim’s technology (http://www.rimsemi.com/products_cupria_tech.html) involves changing how upstream and downstream bandwidth is allocated. The company is proposing an alternative to discrete multi-tone (DMT) line-coding, the encoding standard commonly employed in DSL networks including VDSL (http://telephonyonline.com/access/web/telecom_dmt_gets_goahead/index.html). Rather than reserve fixed allocations of upstream and downstream bandwidth, as DMT does, Rim’s chip uses time-division duplexing (http://telephonyonline.com/mag/telecom_making_case_tdcdma/index.html) (instead of the frequency-division duplexing (http://telephonyonline.com/wireless/mag/wireless_fddtdd_debate/index.html) used in VDSL2) so that, when needed, downstream traffic can use bandwidth that would otherwise be reserved for upstream traffic, and vice versa. And it uses “rapid bi-directional switching” to transition in milliseconds from upstream and downstream transport.
“DMT’s fixed ratio of downstream and upstream was absolutely appropriate at the time [it was created], but video has changed it all,” said Brad Ketch, Rim Semiconductor’s chief executive officer. “We feel and have felt that ultimately DMT would come to a point of diminishing returns.”
Redoing DMT is just part of Rim’s approach, said Ketch, a veteran of access vendor Advanced Fibre Communications (now Tellabs). Ketch is careful not to divulge too much about the company (which, despite not having a commercial product, has issued more than 30 press releases (http://www.rimsemi.com/about_press.html) in the past two years). According to the firm’s Web site, Rim’s technology “defines” not just the encoding algorithms inside transport processors but also “the signal stream waveform.” Rim attacked rate and reach limitations in several ways, the company says, increasing payloads and decreasing noise and latency. Along the way, it made a few acquisitions to aid the effort, including that of 1020 Technologies and Broadband Distance Systems (a subsidiary of Utek).
The company has also hired Telcordia to, as Ketch put it, “study the impact of this technology in a binder group…to work over our shoulder make sure it makes sense to tier-one telcos.”
Ketch acknowledges that, in order to be useful, Rim’s technology would need to be deployed both in access networks and in customer premises gear, underscoring the need for standardizing the nascent technology.
[b]“As far as the market goes, they’re sailing into the wind,” said Kermit Ross, a consultant with Millenium Marketing. “Given that the phone companies have a mix of [DSL] platforms in their networks as it is and a mix of different suppliers of DSL modems, there’s an awful lot of current flowing against making a thing like this work.”
To develop an industry standard for its technology, dubbed Internet Protocol Subscriber Line (IPSL), Rim has convened a group called the IPSL Special Interest Group, or IPSLSIG (http://www.ipslsig.org/). Embarq is one of the few publicly named members of the group, which plans to meet a few times a year (its next meeting, slated for Europe, is being scheduled now, Ketch said).
“We invented IPSL, but we’re committed to making it available to other vendors because we’d like to see the ITU-T bring it in and standardize it,” Ketch said.
“Getting IPSL standardized will be one of the biggest hurdles for Rim Semi as it looks to bring its technology to market,” said Erik Keith, an analyst with Current Analysis.
Rim’s technology also requires IP DSLAMs rather than the legacy model based on ATM, though the majority of DSLAMs deployed today are IP-based..
Rim is currently testing a field-programmable version of its chip in the networks of small telcos such as Oregon’s Monroe Telephone. But with the help of partner eSilicon, Rim expects to introduce a less expensive ASIC version commercially this year.
Ketch imagines Rim’s gear making it possible for carriers to add more high-bandwidth service such as IPTV over existing copper, but he’s less certain about the technology’s potential to bring DSL to areas currently beyond reach. “That’s one application for the technology, but I think there are some question marks about the economics of it,” he said.
Meanwhile, vendors across the industry are working on separate efforts to increase the performance of DSL and copper. Established vendors are fine-tuning technologies such as Dynamic Spectrum Management and VDSL2 pair-bonding (Ketch says IPSL could potentially work in conjunction with both those technologies), while newcomers like Xtendwave (http://www.xtendwave.com/main/do/Press_Room) and Phylogy (http://www.phylogy.com/Content/index.aspx) promise their own new approaches.
“Since FTTP is prohibitively expensive for most telcos, getting more out of the existing copper access network is their most cost-effective option," Keith said.

http://telephonyonline.com/access/news/rim-dmt-dsl-0204/index.html (http://telephonyonline.com/access/news/rim-dmt-dsl-0204/index.html)

D1;);)[/QUOTE]

The emboldened parts above cause me some concern. The analyst is finding it unlikely and/or difficult to get the standard (IPSL) approved.(I know we have been hearing this from many others, but somehow this hit home a little harder for me this time) Also I thought more distance out of copper was the idea. Or, is Brad saying that getting more distance out of "DSL" specifically is questionable, not necessarily getting more distance out of broadband?

I am wondering why it is taking so long to get an IPSL.SIG ratification meeting set up. It would seam that if the telcos were excited about our tech they would be moving a little faster.

I guess I'm just out of juice on the idea that things are running in the background they just can't make it public yet scenario.

Ernie

[destiny1]

Guys,
At least this article was reasonable in their view of Rim Semi. Regarding these other companies, I need to spend more time researching both. But just by spending 5 minutes on Xtendwave’s site, we learn their tech only extends the reach of existing technologies without changing fundamentally other properties.

That means, if VDSL 2 works at 1500 feet but is still not interoperable with other techs, it will still lack interoperability at longer distances.

If ADSL provides 1-5 Mbps at whatever distance, it will still only provide 1-5 Mbps at longer distances (minus attenuation of course).

In either case, Rim Semi still carries the best-in-class distinction. That’s not to say these techs or even Xtendwave won’t have application. But it seems that if the demand for more bandwidth is ever increasing, this application makes sense only in areas where it is not cost effective to deploy CupriaTM chipsets.

I can see it providing another solution to the most sparsely populated rural areas where loop lengths exceed 16,000 feet. In those areas, because they are so sparsely populated, any new infrastructure upgrade is likely not cost effective. We do know however that 80% of all copper loops are 16,000 feet or less.

More after work

D1;)

[destiny1]

4. U.S. Internet TV usage soars (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,8zrw,m3k2,977q,6wtk)
Comment (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,4srm,2tys,977q,6wtk#comment) | Forward to a friend (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,70yj,1gw5,977q,6wtk)
Nearly 80 million Americans, or 43 percent of viewers, have watched TV online, a big jump from a similar survey which a year ago recorded only 25 percent of viewers with an online TV experience. The Digital Life survey is distributed by Solutions Research Group and shows more people are using their PC to download programs than their cable DVRs.
The rapid uptake comes as more content is going online and as faster connections and better compression deliver a better quality signal. According to Dan Rayburn's Business of Video blog, content owners are expecting a 4 to 8 times increase in video content bit rates served for 2008 with the obvious big winners the CDN networks who are delivering the content.
At the same time, as Internet video usage is rising so, too, is actual TV watching with estimates by Bain and Company that TV watching will rise by two hours over the next four years. This is being driven by both video on demand and by easy-to-use home digital recording.

For more:
- Digital Life America Survey (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,ff3p,2llt,977q,6wtk)
- TV watching to rise Article (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,hrxi,ietf,977q,6wtk)
- Content owners see big growth in video Blog (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,6975,8afz,977q,6wtk)
Related articles:Apple seeks control of the video home Report (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,dpm3,fpm4,977q,6wtk)
Rentals to power video download boom Report (http://lists.fiercemarkets.com/c.html?rtr=on&s=69l,xb0x,1blo,l1i,exgr,977q,6wtk)

D1;)

[destiny1]

A closer look at 40 Mbps!

In the past few days there has been considerable talk on ticktock’s private message board regarding the Telephone Online article authored by Ed Gubbins. IMO, he did a decent job summarizing some of the major virtues of IPSL. He spoke positively regarding the technology and was fair in his assessments. Some readers were disturbed by statements like: “But Rim’s approach is such a departure from currently dominant access technologies that it will have to work hard to establish new industry standards in order to get widespread deployment by major telcos.” He quoted Kermit Ross as saying, “Given that the phone companies have a mix of [DSL] platforms in their networks as it is and a mix of different suppliers of DSL modems, there’s an awful lot of current flowing against making a thing like this work.” The truth is, the introduction of any radically different technology will always be confronted with challenge.

In the late 80’s, as Qualcomm began to publish the virtues of code-based signaling methods, they were met with shock and skepticism from the elite of both academia and the engineering community. The cellular industry in particular stood strongly against Qualcomm’s message. Most thought the near-far interference challenges encountered in crowded cellular communications systems, analogous to “noise” encountered with increasing power and distance in wireline networks, made Qualcomm’s claims impossible.

In addition, just prior to release of Qualcomm’s CDMA (Code Division Multiple Access) technology, the cellular industry accepted TDMA (Time Division Multiple Access), the generally accepted market leader at the time, as its standard. Quoting Dave Mock from the Qualcomm Equation, “The CTIA had been working with many U.S. companies to develop a time-based wireless protocol, even though it was clear that this protocol wouldn’t meet the CTIA’s mandate for capacity. The hope was that over time the technology could be improved, however, so that it would eventually meet the goal of a ten time increase in capacity.” and “Despite Qualcomm’s efforts to promote code-based wireless, the Telecommunication Industry Association (TIA)-with the endorsement of the CTIA-voted in January 1989 to select the time-based (TDMA) method of digital communication for cellular systems.”

The TIA’s endorsement of TDMA proved to be only a temporary setback to the founders of Qualcomm. In April of 1989, Pac Tel committed $1 million to Qualcomm to fund development of a CDMA prototype. For the next two years Qualcomm’s founders went around the world demonstrating their new technology. It was not until May of 1991, over two years later, that Qualcomm entered into its first joint CDMA development agreement with ETRI (Korea Telecommunications and Electronics Research Institute). The Korean government desired to become a market leader in emerging technologies.1 The negotiations were long and tedious. There were many concessions. Eventually, a deal was struck that was satisfactory to both sides.
It was another 7 years before Qualcomm gained even a 4% global market share.



Even with increasing worldwide interest in CDMA, in 1992 the CTIA again endorsed TDMA as the cellular standard. Again, this lack of support by the standard’s bodies did not slow down the Qualcomm founders. They continued to develop new affiliations and sign new deals. It wasn’t until July of 1993, after several large Qualcomm successes, that the TIA accepted CDMA as a North American standard. By this time Qualcomm had signed product development contracts with:


AT&T, NYNEX and Ameritech
ETRI ( South Korea)
Nokia
US West
Bell Atlantic Mobile
Field demos of CDMA with Deutsche Bundespost Telekom on Germany
1st meetings with Chinese officials to discuss CDMA
Four South Korean ManufacturersThe key to CDMA’s success was its ability to supply the demand for ever increasing cellular network capacity! CDMA was a real solution. If not, once the TIA adopted TDMA as a standard, CDMA would have never gotten off the ground.

The moral of the story:


Telcos interested in being market leaders will adopt technologies ahead of the standardization process.
Telco adoption drives standard’s bodies acceptance.
Great products don’t sell themselves.
Marketing is more complex and takes far more time than we expect.
In the next segment we’ll talk about some of the competing technologies mentioned in the article.

1This is similar to the position Huawei has taken in the global DSL market.

D1;)

[jjz34]

Destiny, I can appreciate the points you raise in making comparisons to Qualcomm, but I don't think anyone here is going to be receptive to being primed for more significant delays. I really don't want to hear any stuff about "7 more years." I also don't think we can pin our hopes that Rim will skyrocket based on Qualcomm's success.( Heck, it's taking us a quarter of a year to set up a flippin meeting!) Two different technologys, two different times...we might as well be talking about Ford Motors of the 1800's. Getting back to Qualcomm, if they have been there and done that, wouldn't it be a good idea to get one of those people on our board?? Aren't they located in San Diego? Swope was a good pickup, I guess. But Peckham? Tan? What are those two bringing to the table? Have either of those two guys had any experience getting a tech standardized?? I don't think I am alone when I say, with all due respect, I would really like to see some tangible results in 2008.

[destiny1]

Everyone's frustration is understood. But the point remains, at that time, few outside Qualcomm believed in CDMA's marketability and it took 7 years from concept to bring it to market. And Qualcomm was much better funded. Because we were in the tech bubble at that time, the market was much more receptive, therefore stock prices in the tech sector took off with just the hint of new developments.

Remember early 2000 when we first thought Rim had something? The stock went to $7.75 on no real developments. If today's developments, PRs Telcordia reports, industry trial announcements, and the Embarq joint development agreement were translated back then, we wouldn't be having this conversation. The stock price would be very high. Like you said, we are in a different market.

I completely disagree regarding IPSL's viability however. The markets cry for a true wireline solution today is ever bit a strong as then need for a wireless solution was back then.

Rim has stated the interest in the tech has never been greater. Even after the EETimes article, they were contacted by more telcos. Ray told me that PR was intended for the industry and it had its desired results. It is clear; Rim Semi is constrained by NDA's.

No one wants to wait, but history tells us that we should not expect the stock price to move until the product is released. Whether we like it or not, the stock price is not likely to peak until 7-15 years after product release. Of course, there are a lot of variables, like corporate mergers, but once the product is on the streets, then real activity will begin. It is only our impatience that expects stock movement prior to purchase orders.

D1;)

[jjz34]

Actually, I don't expect the shareprice to do anything until we get a product ordered and delivered. But that's just my point, where are the orders we were told we'd have by now? I understand things don't always go as quickly as planned, but that bridge is almost burned now. I really shouldn't have to make citations to past pres letters, interviews etc. Here's what I expect by June, this meeting done, good IPSL membership, and orders.

[destiny1]

So do I!
D1;)

[HopefulOne]

So do we ALL!

And jjz is being very lenient with that timeline...

H.1.

[McCloud]

Actually from the terms of the last funding agreement, I believe Rim expected to pay off the notes before May.(FROM REVENUES)
Ernie

[McCloud]

It'd good that we can come here and vent out concerns and frustration. Also , we can express our excitement and we are not attacked for either.

Thank you Destiny and any others that are responsible for this environment.

Ernie

[doughjo]

Actually from the terms of the last funding agreement, I believe Rim expected to pay off the notes before May.(FROM REVENUES)
Ernie

If Rim is paying off anything its because of another loan How can Rim have revenues by May when they don't have orders yet?

[destiny1]

Posters,

The PDF version of the Rim Semi Prospectus is available in the Exclusive Content Section. The interactive version will be available soon.

Enjoy

D1;)

[McCloud]

If Rim is paying off anything its because of another loan How can Rim have revenues by May when they don't have orders yet?


It's 3 months until the end of May if a major order is made with at least partial advance payment it could happen. The way delays have besieged Rim I have serious doubts, but, I believe, the agreement was set up so that the balance in May would have to be covered by shares. The last time I talked to Ray I thought that was what I heard, but I sometimes hear what I want , not what was actually said. LOL
Ernie

[jjz34]

To put it mildly, I am going to be extremely disappointed if we get hit with 292M in further dilution in May. As for the prospectus, is there anything new in there? Seems like I read all that before. :confused:

[destiny1]

To put it mildly, I am going to be extremely disappointed if we get hit with 292M in further dilution in May. As for the prospectus, is there anything new in there? Seems like I read all that before. :confused:

Yes! For members who have closely followed developments over the last few years, 90% of the information in the prospectus will not be new. The document is designed to give those who are new to Rim Semi a complete synopsis of major developments, and what we expect to transpire in the next few years, within a single document.

D1;)

[destiny1]

The following questions were forwarded on the private messaging system. They are important enough to post publicly.

1. Should Rim Semi have Telcordia perform third party verification on the tech now that it is in FPGA mode?
2. Shouldn’t they almost be giving away the tech to the first customer just to get the thing started?
3. Because the warrants kick in at .10, shouldn’t they be going all out to get the stock price up?
4. If Rim Semi has what they claim, why are companies not beating down the door to buy them?

I would answer an emphatic no to all these questions 1-3.



The telcos do not question the techs performance. The challenge is getting one to be the first to jump in.
The first order sets the stage for all future orders. If the tech is given away now, won’t future customers expect the same concessions?
Rim Semi has put out over 30 PR’s in the last 3 years. IMO, it is now clear that the stock will not move until significant order(s) are placed and likely from a big company.
It is likely, Rim Semi has gotten multiple offers to buy the tech as is and/or offers for exclusive development?
Consider this: In August of 1990, 16 months after Qualcomm received funding from PacTel for the CDMA prototype, they were still looking for the first customer willing to deploy the technology into a network. Qualcomm had spent 10 of millions promoting the tech. They had a PR firm in San Diego which was hired to do much of what you suggested, yet they had no takers.

Enter ETRI, the Korean Electronics and Telecommunications Research Institute.
At that time, CDMA was, like IPSL, a nascent technology. The Qualcomm founders had proven on paper the technology worked but everyone in the industry had questions as to whether it could be successful on a large scale.

During that time, the Korean government was looking for their country to play a leading role in the worldwide telecommunications marketplace. If the technology of the day (TDMA) was adopted, Korea would remain far behind the rest of the world in innovation and ultimately market share.

But could this new tech from Qualcomm actually work?

Quoting Dave Mock in The Qualcomm Equation, pg. 83-84 “Over the course of several months, Salmasi and Qualcomm’s chief license negotiator, Steve Altman, made several trips to Korea to present the technology and negotiate terms for a joint venture. The nascent technology was viewed by some in the Korea organization as a high-risk alternative, but Qualcomm repeated pointed to the initial successful trials. Hen Suh Park, Pac Tel Korea’s representative director, with Lee and other PacTel representatives in the United States, kept negotiations going between the MoC, ETRI and Qualcomm even when things looked bleak. The negotiations with ETRI and the Korean government were long and difficult. Explaining how code-based wireless could work technically and perform well commercially became tedious and repetitious. Even granted that Qualcomm had the technical expertise to make the technology work questions remained whether it made business sense to build networks in Korea based on yet another foreign technology. On top of this, the risk associated with commercializing the new technology in a timely manner was a reason for hesitancy for many in the MoC. Qualcomm had to demonstrate to the Korean government that its code-based wireless technology would indeed meet all the government’s needs and requirement, and offered to build incentives into the agreement that answered each party’s needs. After several rounds of intense talks, Qualcomm finally entered into a joint development agreement with ETRI in May 1991.”

Negotiations with the Korean government lasted 9 months before a contract was signed. This was even after the tech was proven to work in network trials!

The point is this. Many had seen the prototype demonstrations of CDMA prior to South Korea. It was only South Korea who had incentive to be the first mover. They had the motivation to take risks when others waited to see how the technology performed once deployed. Korea’s willingness to be first, gave them a leg up as a market leader in CDMA technology.

We see this everyday in the tech arena. At the time when Bill Gates was first getting started, IBM was given the opportunity to buy MS-DOS for a paltry 50k. If his offer had been accepted Microsoft might never have been born. Of late, Verizon spurned the opportunity to be the exclusive dealer for Apple’s new iPhone. This because Verizon wanted to make sure all the bugs was worked out of the system before they jumped onboard. Verizon’s hesitancy was AT&T’s gain. As result, AT&T had record revenue last quarter.

When market leaders act like followers, others take their place.

So it will be with IPSL. Someone will eventually decide to be first. The rest will be history.

D1;)

[doughjo]

From Rims web site
Rim Semi has 28 granted or pending patents in the U.S. In addition, our patents are filed in many different countries of the world. Together, the 28 patents now have over one thousand claims.

[doughjo]

Rim shot: Will shaky finances imperil 40 Mb/s DSL?
Ed Gubbins February 11th, 2008
Our recent report on a new proposed alternative to DSL called IPSL drew a lot of interest this month, particularly because the technology’s inventor, Rim Semiconductor, has claimed to have achieved 40 Mb/s speeds over copper in rural telco networks.

But there’s much more to Rim than that report reveals.


Despite having raised some $90 million over the years, the publicly held startup said in regulatory filings late last month that it needs to raise more funds “immediately” and that its liquidity problems “raise substantial doubt about [its] ability to continue as a going concern.” As of three weeks ago, the company had $5,100 in cash.

The urgency expressed there is particularly striking given the long road ahead for Rim. For its technology to be widely deployed, it must be adopted by makers of access and customer premises gear alike. It’s a fundamental departure from today’s broadband networks, and efforts to create industry standards for it have barely begun.

So where did all the money go? Rim has made some acquisitions over the years, including a $228,000 purchase of VDSL chip maker 1020 Technologies in 2006, and one of Broadband Distance Systems (a subsidiary of Utek) this year. But Rim’s financial problems stem at least partly from having essentially started over last year with a new technology.

In 2002, the company entered into a license and development deal with powerline communications vendor Adaptive Networks, paying Adaptive nearly $6 million over the following five years for its contribution to the chip that would be Rim’s central product. But that work was essentially replaced last year after Rim switched to its current focus on what it calls “IP Subscriber Line,” a faster, more efficient alternative to DSL.

Last summer, after some development work that led to its current product, Rim recorded an impairment loss of more than $6.3 million for previous licenses and development work, maintaining that some of the resulting intellectual property may still be useful in the future.

With no commercially available product yet (it’s promised for later this year), one of Rim’s few sources of revenue so far, bizarrely enough, has come from show business. Among the company’s holdings is a 50% stake in a documentary feature film about surfing called “Step into Liquid” (a title that, given the company’s current liquidity problems, rings painfully ironic), which Loren King of the Boston Globe called “lively and entertaining.” Rim says it got out of the movie business at the end of last year, after netting more than $76,000 in returns from “Step into Liquid” over the last two years.

When asked about the movie deal, Rim’s CEO, Brad Ketch, who was not CEO when Rim made the deal, said, “A long time ago, the company was in other lines of business. They’ve all been discontinued for years. [There is now a] 100% focus on IPSL.”

Following my report, I received an e-mail from someone claiming to be a longtime Rim investor. He wasn’t happy. “In the ten years that I have been an investor, they have made countless promises,” he said. “Not one, not a single one, has ever been fulfilled. They have gone through at least five iterations of their supposed technology. Just when it seems they are close, they move the goal posts. [Rim] is just another penny stock scam that is in the business of creating and selling dreams.”

[jjz34]

There is only ONE WAY for Rim to respond....DELIVER! It's time to walk the walk.

[McCloud]

is just another penny stock scam that is in the business of creating and selling dreams.”

Bet we could all guess the identity of this investor, Ernie

[Stoppmann]

Here is a comment to Gubbins blog

"Ed, you seem like a conscientious reporter. Thanks for covering Rim. However, do us all a favor, separate yourself from other lazy blog writers who regurgitate filings (we can read) and “sort of” cite quotations from a nameless disgruntled shareholder. Try to schedule a sit down with CEO Brad Ketch so you can ask real, tough, probing questions about Rim, or with Telcordia or Embarq or Esilicon or with one of the several phone companies testing the tech. Thanks."

http://blog.telephonyonline.com/unfiltered/2008/02/11/rim-shot-will-shaky-finances-imperil-40-mbs-dsl/#comment-39

[destiny1]

Here is a comment to Gubbins blog

"Ed, you seem like a conscientious reporter. Thanks for covering Rim. However, do us all a favor, separate yourself from other lazy blog writers who regurgitate filings (we can read) and “sort of” cite quotations from a nameless disgruntled shareholder. Try to schedule a sit down with CEO Brad Ketch so you can ask real, tough, probing questions about Rim, or with Telcordia or Embarq or Esilicon or with one of the several phone companies testing the tech. Thanks."

http://blog.telephonyonline.com/unfiltered/2008/02/11/rim-shot-will-shaky-finances-imperil-40-mbs-dsl/#comment-39

In truth, Rim Semi has made tremendous strides in the last few years. We’ve outlined new industry affiliations, at least 5 MOUs, technology trial agreements with some of the largest telcos in the world, new esteemed members of Rim Semi’s team from Intel including, Keith Chipperfield who now heads their engineering department and William Swope who recently joined of the BOD. The completed tech is now in the trial phase on every major continent. In truth, when compared to Qualcomm at this same stage (1989- April 1991) of technology development, Rim Semi is ahead in number of signed MOUs, tech trial agreements, and industry partners.

I would expect a reporter of Mr. Gubbins reputation to verify his source before quoting an anonymous poster who didn't have the guts to reveal his/her true identity.

D1

[destiny1]

Well guys, I guess we got our answer regarding Mr. Gubbin's source.

D1;)

[destiny1]

Here is a copy of a message I posted on Mr. Gubbins blog:

Ed,

I echo others in thanking you for beginning coverage of Rim Semiconductor. I’ve followed this company for many years and am a long-time shareholder. Matter of fact, because there was so much misinformation out there, 18 months ago, I started a website www.ticktockstock.com (http://www.ticktockstock.com/) to cover company developments.

I’ve spent countless hours researching this company and could find no public mention that Rim Semi has raised “some $90 million dollars over the years.” Can you identify your source? In addition, I could not find details regarding the delayed Milan IPSL-SIG meeting.

You speak of the long road ahead and indeed it will be. But why no mention of the many milestones reached in the last few years? The technology trial agreements with Embarq Corp and a multi-billion dollar telecom equipment maker in China would be a nice start?

You wrote of the “going concern” statement recorded in the most recent 10Q. We both know that if on the day the document is signed, if Rim Semi had less than 12 months of working capital in the bank; a statement of going concern is added to the document. In the past, Rim Semi had years where the statement was included and some years where it was not necessary. Those are the ups and downs of developing companies. Before publishing your report, did you verify this is still the case?

You wrote of accumulated losses, the fact Rim Semi has no revenue to date, and the defunct motion picture arm of the company. This is all true.

My challenge is this; If Rim Semiconductor is as precariously perched as your article depicts, how could they have accomplished the following within the last 1 ½ years:


Added William A. Swope – corporate VP and general manage of Intel’s Corporate Affairs Group to their BOD
Keith Chipperfield, former Engineering Manager of the RFID group with Intel, to lead engineering development at Rim Semiconductor
Signed a joint product development agreement with Embarq Corporation
Signed MOUs with now 5 major equipment manufacturers in Asian and Europe
Signed technical trial agreements with at least 5 telcos.
Signed eSilicon to complete the ASIC design and front funding for ASIC manufacture through TSMC, the largest chip fab house in the world.
Received confirmation from Telcordia’s senior scientist Kenneth Kerpez who documented multiple “breakthrough performance gains” in the technology.
Made primarily stock acquisitions of 1021 technologies and Broadband Distance Systems. And finally from Ron Victor, General Manager of Hellosoft: “We are excited about what we see with this product. You might have seen that in late March my president, Krishna Yarlagadda wanted to be on record as saying, “the offset QAM algorithm inside Embarq is absolutely at the leading edge of any transport processor in the world. These elegant and accurate OQAM processes combined with a powerful data modulator and demodulator, yields performance results that are better than we have seen from any other company.” The most significant advantage of your technology is the ability to reach farther and faster on a single pair of unshielded twisted pair copper with a higher data throughput than the announced VDSL, VDSL2, ADSL, ADSL2 and ADSL2+ products from your competitors. We are excited to be a part of such a powerful processor.”

Yes, as with most new companies waiting for those initial contracts, Rim Semi will always be in need of additional working capital. But is this so different from its predecessors? Dave Mock wrote in “The Qualcomm Equation” that funds were so low while CDMA was being developed many employees worked extensive overtime with no pay. He went on to write, “By the end of September 1991, Qualcomm’s accounts were once again drained dry. At the end of September 1991, Qualcomm had only $125,000 in cash- not even enough to meet its payroll through the year… He (Irwin Jacobs) wouldn’t allow the cash crunch to impede the development process for the CDMA trial and ASICs.

This willingness to sacrifice came purely from the excitement of being part of what was to become a disruptive new technology.

Fast forward to Rim Semi - Do you really believe, the afore mentioned agreements, acquisitions and addition of esteemed industry professionals would have occurred apart from the parties involved seeing a huge upside for Rim Semiconductor?

I appreciate your response

George B. Hightower M.D.
www.ticktockstock.com (http://www.ticktockstock.com/)

[Stoppmann]

Here is a copy of a message I posted on Mr. Gubbins blog:

Ed,

I echo others in thanking you for beginning coverage of Rim Semiconductor. I’ve followed this company for many years and am a long-time shareholder. Matter of fact, because there was so much misinformation out there, 18 months ago, I started a website www.ticktockstock.com (http://www.ticktockstock.com/) to cover company developments.

I’ve spent countless hours researching this company and could find no public mention that Rim Semi has raised “some $90 million dollars over the years.” Can you identify your source? In addition, I could not find details regarding the delayed Milan IPSL-SIG meeting.

You speak of the long road ahead and indeed it will be. But why no mention of the many milestones reached in the last few years? The technology trial agreements with Embarq Corp and a multi-billion dollar telecom equipment maker in China would be a nice start?

You wrote of the “going concern” statement recorded in the most recent 10Q. We both know that if on the day the document is signed, if Rim Semi had less than 12 months of working capital in the bank; a statement of going concern is added to the document. In the past, Rim Semi had years where the statement was included and some years where it was not necessary. Those are the ups and downs of developing companies. Before publishing your report, did you verify this is still the case?

You wrote of accumulated losses, the fact Rim Semi has no revenue to date, and the defunct motion picture arm of the company. This is all true.

My challenge is this; If Rim Semiconductor is as precariously perched as your article depicts, how could they have accomplished the following within the last 1 ½ years:


Added William A. Swope – corporate VP and general manage of Intel’s Corporate Affairs Group to their BOD
Keith Chipperfield, former Engineering Manager of the RFID group with Intel, to lead engineering development at Rim Semiconductor
Signed a joint product development agreement with Embarq Corporation
Signed MOUs with now 5 major equipment manufacturers in Asian and Europe
Signed technical trial agreements with at least 5 telcos.
Signed eSilicon to complete the ASIC design and front funding for ASIC manufacture through TSMC, the largest chip fab house in the world.
Received confirmation from Telcordia’s senior scientist Kenneth Kerpez who documented multiple “breakthrough performance gains” in the technology.
Made primarily stock acquisitions of 1021 technologies and Broadband Distance Systems. And finally from Ron Victor, General Manager of Hellosoft: “We are excited about what we see with this product. You might have seen that in late March my president, Krishna Yarlagadda wanted to be on record as saying, “the offset QAM algorithm inside Embarq is absolutely at the leading edge of any transport processor in the world. These elegant and accurate OQAM processes combined with a powerful data modulator and demodulator, yields performance results that are better than we have seen from any other company.” The most significant advantage of your technology is the ability to reach farther and faster on a single pair of unshielded twisted pair copper with a higher data throughput than the announced VDSL, VDSL2, ADSL, ADSL2 and ADSL2+ products from your competitors. We are excited to be a part of such a powerful processor.”

Yes, as with most new companies waiting for those initial contracts, Rim Semi will always be in need of additional working capital. But is this so different from its predecessors? Dave Mock wrote in “The Qualcomm Equation” that funds were so low while CDMA was being developed many employees worked extensive overtime with no pay. He went on to write, “By the end of September 1991, Qualcomm’s accounts were once again drained dry. At the end of September 1991, Qualcomm had only $125,000 in cash- not even enough to meet its payroll through the year… He (Irwin Jacobs) wouldn’t allow the cash crunch to impede the development process for the CDMA trial and ASICs.

This willingness to sacrifice came purely from the excitement of being part of what was to become a disruptive new technology.

Fast forward to Rim Semi - Do you really believe, the afore mentioned agreements, acquisitions and addition of esteemed industry professionals would have occurred apart from the parties involved seeing a huge upside for Rim Semiconductor?

I appreciate your response

George B. Hightower M.D.
www.ticktockstock.com (http://www.ticktockstock.com/)

I checked the blog and there are only two comments that have been posted to that article. Yours is not one of them. Where is yours?

[destiny1]

Evidently, they have a moderator who must approve all posts. I posted it late last night. Hopefully, it will be approved this AM and made public soon.

D1;)

[destiny1]

Evidently, they have a moderator who must approve all posts. I posted it late last night. Hopefully, it will be approved this AM and made public soon.

D1;)

My post has now been uploaded on Telephone Online. It also appears someone impersonating Dr. Chan has posted right behind me.

FYI, the only information Telephony Online requires for posting is any name and email address. Clearly, that is not enough information to verify identity. (The Telephony Online people can track the IP address and identify the poster.)

If anyone has read Dr. Chan's previous messages on this site, it is obvious he did not author that message.

I'm sure you’ve read that because of the abuse he sustained on the other board, Dr. Chan threatened bodily harm to the posters and has refused to post there any longer. We all regret this has occurred.

Again, anyone who has read Dr. Chan's many previous posts would immediately realize that message was a complete fabrication. I'm sure he would not be pleased to know someone is impersonating him

D1

[jjz34]

I guess it really doesn't matter to me one way or the other as we don't even know who Kenneth Chan is. The person could have said William Gates or any other name, it makes no difference. I can take 3 guesses who did it and that he probably got a big chuckle as the person pats himself on the back for being so darn funny and clever!!! Imagine that!! Somebody impersonating someone else on a blog! Just out of this world hysterical and genius like! OK, sarcasm aside, I agree with the person's point, Rim can settle all of this.