Avid Share Discussion Threads

[faz] 06/2/2003 11:17

I'm rather missing the ranting Messages Board on Yahoo - I like my daily does of Emmanuel - knowing ACTI's luck, the ticker will be established the day war breaks out and down we'll go.

I notice there was a 92.5% take up - I guess that means there are 7.5% of shares weren't part of the reincorporation which is the same as a 7.5% buy-back! Or am I daft?

[tricky] 06/2/2003 11:11

Yep, resolution was passed, will now trade as actid on nasdaq for aprox. 20 trading days before resuming as acti. First day yesterday finished at 7.9475 with a reasonable volume of 76600.

[faz] 04/2/2003 00:19

There's a surprise - a whopping spread and the shares up 10% - now we are a US comapny - I'm assuming that is the case - we'll see what the US market thinks of this company

[maywillow] 21/1/2003 20:50

For your interest, courtesy of Rambutan2

[maywillow] 07/1/2003 08:39

Current Price 547.50p

[waldron] 28/12/2002 15:04

Livestock, You seem to be very quiet these days. Hope all is well.

Came across old news regarding the BTG patent sim card case against Schlumberger and other.

BTG had recieved confirmation that it now has the rights.

Wonder what the cost per unit will be now that the income for the patent is included. Not very much to the individual manufacturers, but no doubt worth a mint to BTG(BGC)




Happy New Year

[waldron] 16/12/2002 21:32

This link may prove valuable

[maywillow] 23/11/2002 08:58

Now that MONEO is being expanded,it should lead to a better understanding of the
Smart Card advantages.

enjoy your weekend

[ariane] 23/11/2002 07:32

Good news abounds every where.

GET Smart

Smart Card Readers moving across France,will hit British Shares. imminent.

Gale Force 10

[livestock] 22/11/2002 22:00

Well does not matter what the doubters say.... the price keeps going up... it's broken the $9 barrier tonight on the NAS ....Here's another snippet of news to keep up sentiments!
Bright Future for Smart Card Reader Market

'.."New thresholds in Smart Card price/performance, credit card issuer specifications to combat fraud, greater emphasis on IT security, and the introduction of merchant loyalty programs are catalysing Smart Card technology and application development in the EMEA region," said Frost & Sullivan analyst Anoop Ubhey. Frost & Sullivan also said that increasing integration of Smart Card readers into PCs is likely to further boost deployment levels...'

[faz] 08/11/2002 15:59

Joe: you asked about monitoring buy/sells on the Yahoo baord : here's the link on ADVFN


You need to register for US stock monitors - the symbol is as per NAsdaq, ACTI

[faz] 08/11/2002 00:35

I remember a spike to $99 in 2000 - dooh! I bought at $15 and $20 and forgot to sell! I've continued to hold purely because I've always believed the company has an excellent product and that the technology is one which will sell. Also, they have excellent partners which have stayed. Next time I hold shares in a company that has sales of $2m per qtr and a valuation of $3bn I will sell though.

[tricky] 07/11/2002 13:21

> faz
lol

[tricky] 07/11/2002 11:21

Let's not get too carried away guys. We have seen these spikes before only to be let down. The consistant thing is the company keeps delivering and the new ceo is impressive, I have all my fingers crossed that this time the break will be held. I am no chart expert, but 780 was tough resistance and we have blown it. Maybe someone more techie would confirm but I don't see much trouble before 1380ish.

Large smile from 619!

[joeblogg1000] 07/11/2002 09:58

Faz, we are all getting excited after having waited for years. Just need to see some follow through and needs coverage by US houses.

[faz] 07/11/2002 09:31

And ther beat goes on.

JoeBloggs - don't you just love the Yahoo board - they're all crazy about Activcard ; or maybe they're just crazy.

[livestock] 06/11/2002 19:51

Well i knew it all along ...but at last Activcard wins some recognition for threir excelent Activgold .
This is the turning point. This award will atract alot of new business for ACTI and the share will outperform .ActivCard Gold Wins Best Security Application Award at Carte...
November 6, 2002: 1:00 a.m. EST



Cartes 2002, PARIS (PRNewswire) - ActivCard(R) S.A. (EUROPE: ACTI) the leader in IDentity Management (IDM) software, announced today that its flagship ActivCard Gold(TM) 2.0 software has won the prestigious annual Sesames Awards in the Best Application/IT Security category.

"We are honored to receive the award for the Best IT Security Application from the among the leading software vendors at Cartes 2002," said Ed MacBeth, Senior Vice President of Marketing at ActivCard. "ActivCard Gold, the global smart card middleware leader, has been recognized once again for its excellence in meeting the security needs of enterprise, government and financial organizations around the world."

ActivCard Gold IDM software for Corporate Access Card(TM) (CAC) solutions enables personnel, partners and customers to manage their digital identity credentials on a single smart card.

A partial list of significant ActivCard Gold customer references includes the U.S. Department of Defense, French Ministry of Finance, Microsoft(R) Corporation, Sun(TM) Microsystems, Hewlett-Packard, and Lloyds TSB.

About ActivCard Gold

With more than 1.5 million copies sold, ActivCard Gold is the most deployed smart card client software on the market. ActivCard Gold supports more applications, smart cards, readers, PKI certificate authorities and operating environments than any other smart card middleware. ActivCard Gold can be either standalone end user client software or a key component of ActivCard Corporate Access Card (CAC) solutions. The Corporate CAC is a modular suite of software products for enterprise identity badge deployments, which enables administrators to manage and update smart card content during and following issuance.

[joeblogg1000] 06/11/2002 17:51

I listened to the results on the web b/cast. They are doing the right things now. They are moving the company hq to US and become a us company rather then French. This will make it easier for new contracts. This will happen in December. I bought this stock at 20/25 USd and $14 have averaged down and bought at more at $6.6 $7.60. Break even is probably now $12 but if interest in the US and brokers start coverage, who knows???? They have cash of about $7.

[maywillow] 06/11/2002 17:11

a good move up today.

[faz] 06/11/2002 17:07

The bulletin boards around seem to have rather more informed on this company than for many others, and it appears the product really is the best around. It's constantly evolving , even over the last tow years, Activcard Gold is far more sophisticated and 'smart' than their previous flagship products.

[joeblogg1000] 06/11/2002 15:26

Looking good today, finally some interest is returning. Won best security award.

[faz] 05/11/2002 13:09

Tradition - the shares always rally before results and come off afterwards - not that I do anything about that, mind. This qtr is noticeble in that so far there's been little sell off

[maywillow] 04/11/2002 14:27

starting to get really interesting. i really don`t understand why the shares fall back when the figures seem to be much improved. Despite being up in Europe,it falls in the US.

[livestock] 04/11/2002 14:11

Agreed more good news.
ACTIVCARD REPORTS RECORD THIRD QUARTER REVENUES

Wins In Government and Enterprise Sectors Drive Sequential Revenues 25% Higher
Drive Towards Profitability Ahead of Expectation with Substantial Reduction in Net Loss and Cash Burn Rate
FREMONT, CA - November 4, 2002 - ActivCard® (NASDAQ: ACTI/NASDAQ EUROPE: ACTI), the leader in IDentity Management (IDM) software, today reported financial results for the third quarter ended September 30, 2002.

In the third quarter of fiscal 2002, ActivCard reported its third sequential quarterly revenue increase, achieving record revenues of $12.0 million, an increase of 25% over the $9.6 million reported in the second quarter of 2002. Third quarter 2002 revenues were also 36% higher than third quarter revenues in the comparable quarter a year ago.

Pro forma net loss for the quarter was $1.2 million, or $0.03 per diluted share, compared to pro forma net loss of $3.0 million or $0.07 per diluted share in the second quarter of 2002 and $2.5 million, or $0.06 per diluted share, in the third quarter of 2001. Pro forma net loss for the quarter excludes acquisition-related charges, re-incorporation costs, deferred stock compensation, restructuring charges, foreign exchange gains and losses, and the loss from discontinued operations. Actual GAAP net loss for the quarter was $2.9 million, or $0.07 per diluted share, compared to a net loss of $4.7 million, or $0.11 per diluted share, in the second quarter of 2002 and $3.8 million or $0.10 per diluted share in the third quarter of 2001.

"We are very pleased with the record revenues we achieved in the third quarter and our continued focus on expense controls has improved the bottom line," commented ActivCard Chief Executive Officer Steven Humphreys. "We are well on our way to achieving our previously stated objectives of 30-35% year-over-year revenue growth and cash flow breakeven from continuing operations in the fourth quarter.

Third Quarter 2002 Highlights
Highlights of the third quarter of 2002 included:


Announced Microsoft® Corporation as a customer for ActivCard Identity Management Software™ (AIMS) and digital ID badge solutions. Microsoft has issued 25,000 corporate ID badges to its employees to date. The companies also are planning joint marketing of security solutions built around ActivCard software and Microsoft's Active Directory™ and the Windows® .NET architecture.
Won significant new business with a new U.S. Department of Defense (DoD) agency customer and expanded deployments with six other existing agency customers within the U.S. DoD.
Chosen by Northrop Grumman to fulfill its digital identity software procurement needs through NASA's Scientific and Engineering Workstation Procurement III (SEWP) contract.
Announced our new Corporate Access Card™ (CAC) solution, a modular suite of software and hardware products for enterprise identity badge deployments, using proven technology initially developed for the U.S. DoD.
Won a major Japanese automobile manufacturer customer and deployed 26,000 Corporate Access Cards to its employees with another 20,000 planned in the near future.
Won additional business with Hewlett-Packard as HP expanded its deployment of our Corporate Access Card (CAC) solution placing new orders for ActivCard IDM products and services.
Commended by the U.S. Defense Manpower Data Center as it issued their one millionth Common Access Card using the ActivCard IDM solution designed specifically for the DoD Common Access Card program.
Launched the AIMS product line, a web-based smart card provisioning and management system based on industry standards. Recognized first customer revenue from AIMS during the quarter and initiated five pilots, of which four are enterprise and one is government.
Announced the availability of ActivPack™ 5.1, our AAA authentication server and remote access solution, which is the first to directly connect into LDAP enterprise directories.
Filed Form S-4 with the SEC for the purpose of re-incorporating our listed company from the Republic of France to the United States.
Mr. Humphreys added, "We were successful delivering our IDM solutions to new government and enterprise customers worldwide and several of our existing customers within the DoD expanded deployments in the third quarter. We also brought three new products and solutions to market targeted at the enterprise segment and sharpened our focus on digital ID cards, remote access and local access in our solution offering. We believe we are well positioned to continue to increase market share, increase revenue and drive to profitability."

Fourth Quarter and 2002 Outlook
In the fourth quarter, we expect revenues to range between $12.0 million and $13.0 million. Pro forma net loss per share is expected to range between $0.00 and $0.03. Actual GAAP net loss for the fourth quarter is expected to range between $0.07 and $0.11 per share, which will reflect incremental costs related to our re-incorporation of the Company in the United States. We reiterate our earlier guidance of 30-35% year-over-year revenue growth and cash flow break-even from continuing operations in the fourth quarter of 2002