Rim Semiconductor updates

[destiny1]

Excerpt from yesterday’s PR:

“We evaluated existing VDSL2, ADSL2, and ADSL2+ chipsets, and found that they were incapable of meeting our customers’ needs. Only Cupria™ is capable of the performance that we require, and we look forward to working with Rim Semi to deliver a compelling new system to our customers with Cupria™ inside,” stated Dr. Andreas Bluschke, General Manager of Teleconnect GmbH.

Dr. Bluschke’s statement speaks volumes regarding the market potential of CupriaTM chipsets. His remarks also represent the second public declaration by a major telecom of Cupria’sTM prowess.


VDSL2, ADSL2, and ADSL2+ represent virtually the entirety of the DSL offering worldwide.

For the last four quarters ending 3Q07, ADSL port shipments represented over 90% of the more than 102 million DSL ports shipped worldwide.(read)


In a nutshell, major telecoms in both Germany and China have declared CupriaTM chipsets outperform the DSL incumbents, incumbents which amassed over a billion dollars in sales last year. Teleconnect (likely Deutsche Telecom, the largest telecom by revenue in Europe) and a major Chinese Telecom (likely China Netcom) have begun the process of supplanting the incumbents with CupriaTM.


The question that remains is: What percentage of a billion dollar annual market will CupriaTM chipsets command?

No wonder the RSMI trading volume has gone through the roof of late.

D1

PS - Note: DSL port shipments declined in EMEA (Europe, Middle East, Africa). This could be significant. As interest in CupriaTM / IPSL continues to grow worldwide, equipment makers will decrease orders for ADSL/VDSL ports (thereby using up existing inventories) in preparation for CupriaTM. By watching for changes in ADSL/VDSL port shipments we may get an hint of future CupriaTM deployment plans. We already know some telcos have stopped ordering VDSL 2 chips.

[McCloud]

We evaluated existing VDSL2, ADSL2, and ADSL2+ chipsets, and found that they were incapable of meeting our customers’ needs. Only Cupria™ is capable of the performance that we require, and we look forward to working with Rim Semi to deliver a compelling new system to our customers with Cupria™ inside,” stated Dr. Andreas Bluschke, General Manager of Teleconnect GmbH.

One additional thing to note is that teleconect's target market is in VDSL2's etc strength market of short distance ethernet. That means that even where the range is short enough for vdsl2 and adsl+ to give them comparable MBS the quality of the signal is lacking ( for video purposes.) If Cupria can best them in this arena then those who need greater range should be a shoe in.

Okay, let's see some numbers ie volume of orders and dollar signs attatched so the first volume orders to TSMC can have actual and significant impact on our sgareprice.

Ernie

[Stoppmann]

Press Release Source: Rim Semiconductor Company

Rim Semiconductor's Marketplace Experiencing Rapid Growth
Wednesday May 21, 6:00 am ET

PORTLAND, Ore.--(BUSINESS WIRE)--The marketplace for the product that Rim Semiconductor Company (OTCBB:RSMI - News) makes is benefiting from a rapid expansion in spending at the world’s wireline telephone companies. The company believes that the market for broadband chipsets is increasing from $1.3 billion in 2007 to $1.5 billion in 2008.

The market for Rim Semi’s product is increasing because its end customers, the wireline telcos, are increasing their capital expenditures. According to Ovum, wireline telco capital expenditures in the fourth quarter 2007 increased by 12.6% to $8.8 billion versus $7.8 billion one year ago. Rim Semi’s estimation of the chipset market size is based on private surveys, analyst reports and publicly available data.

Rim Semi’s Cupria™ transport processor drives video, Internet and voice traffic at more than 40 megabits per second (Mpbs) 5,500 feet (1.67km) on 26AWG (0.40mm) telephone wire. Existing technologies are only able to drive data 15 Mbps at this distance on this wire type. Wireline telcos that power their networks with Cupria™ can reach more customers with IPTV service, and at lower cost, than they can with competing transport processors.

“When telcos spend at this rate, it means that they see a strong future for their copper wire infrastructure,” stated Brad Ketch, president and chief executive officer of Rim Semiconductor Company. “Our product, the Cupria™ transport processor, benefits from this new wave of investment”.

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.

Forward-Looking Statements

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/080521/20080521005341.html?.v=1

[destiny1]

Looks like the Who's Who in telecom with be at NXT Comm08 next month in Las Vegas.

D1

[Stoppmann]

Any speculation as why there is such a fluctation in stock price and larger than normal trading volume.

[destiny1]

Originally Posted by Stoppmann

Any speculation as why there is such a fluctation in stock price and larger than normal trading volume.

In a nutshell, accumlation! In trading lingo, stock is moving into stronger hands. Debenture holders selling and long term investors buying.

D1

[McCloud]

Originally Posted by destiny1

In a nutshell, accumlation! In trading lingo, stock is moving into stronger hands. Debenture holders selling and long term investors buying.

D1

It's hard to reconcile "accumulation" and "moving into stronger hands" and seeing the price moving downward.
Ernie

[doughjo]

This is absolutely ridiculous.
..005 next stop

[destiny1]

This speaks directly to the Rim Semi Teleconnect deal!

Metro Ethernet continues strong growth

Infonetics' projections on metro Ethernet equipment market
Network Architecture Alert By Jeff Caruso , Network World , 05/13/2008

Worldwide sales of metropolitan Ethernet equipment rose 27% last year to $13 billion, and Infonetics Research is forecasting the market to continue growing at double-digit rates over the next four years.

Infonetics says that each year, more Ethernet equipment is being deployed by carriers where SONET/SDH or ATM equipment was previously installed. Worldwide metro Ethernet ports reached 40.5 million last year.
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In fact, by 2012, the majority of access and aggregation equipment that carriers are installing around the world will be based on IP, Ethernet and wave division multiplexing, rather than SONET/SDH, according to the research firm.
Adding to the weight of the prediction is the fact that many carriers are conducting interoperability tests on "all sorts of Ethernet products," Infonetics says.
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Infonetics also predicts that sales of Ethernet access devices will nearly quadruple from 2007 to 2011; leading that market are ADVA Optical, RAD Data and Adtran.
Routers, carrier Ethernet switches, Ethernet over DSL, and Ethernet over optical are the hottest-selling technologies. But Infonetics says the fastest-growing metro Ethernet technology is Ethernet microwave, which is used to support mobile backhaul. Infonetics notes that Ethernet microwave is used for at least 55% of the mobile backhaul connections in the world.
The research firm also notes that the Americas aren't adopting Ethernet in the metro area as fast as other parts of the world. Asian service providers in particular are embracing the technology with gusto. China is laying fiber all over the place; its spending is a full 43% of the $3.4 billion spent on optical hardware in 2007 by Asia Pacific countries.

[doughjo]

New lawsuit
5/29/2008 SUMMONS ISSUED-RIM SEMICONDUCTOR COMPANY HANDED TO THE ATTY RUNNER 0 None
5/29/2008 COMPLAINT Receipt: 435863 Date: 05/29/2008 0 None
5/29/2008 CIVIL COVER SHEET

http://clerk.co.sarasota.fl.us/srqap...8+CA+008486+NC