Vividas Share Discussion Threads

[nmf777] 28/7/2007 07:51

looks to me like things are coming together nicely

[the analyst] 28/7/2007 00:57

07.27.07
Online HDTV: Does Disney's ABC Set the Standard?
Posted in Uncategorized at 6:05 pm by David Mercer
Disney's ABC Networks has recently beta-launched its new online HD service. US surfers can now stream HD versions of popular shows such as Lost, Desperate Housewives, Grey's Anatomy and Ugly Betty. ABC is using Move Networks technology, a company it invested in December 2006.

Other technology providers are also moving into the online HD space. In terms of video performance, we have been most impressed with Vividas, whose approach involves downloading video players on a one-time basis to the user's PC and thus, the company claims, avoids many of the pitfalls associated with traditional peer-to-peer streaming approaches. Itiva is another company to watch out for.

ABC claims to be the first network to stream HD on a regular basis, but Fox has also been offering HD shows at www.myspace.com/fox. It seems clear that online HD, in spite of the obvious network and technology challenges, is firmly on the roadmap for media conglomerates. As they explore this new approach to reaching and keeping customers, they are likely to find that traditional access providers, such as cablecos and telcos, may resist their attempts to bypass their carefully managed HDTV services. The net neutrality debate is not dead yet. Strategy Analytics clients can read more here.

[the analyst] 27/7/2007 14:04

UWE student wins Vividas and Pinewood prize

Issue date: 27/07/2007



See the film here:

[treborbob] 26/7/2007 21:50

Deal after deal after deal.

[the analyst] 10/7/2007 11:02

03.07.07
IPTV World Forum (2)
Posted in Uncategorized at 11:56 am by David Mercer
Over the last few years there have been numerous IPTV conferences and events springing up all over the place, but the IPTV World Forum appears to have become the most important in Europe, and attracts visitors from all over the world. The exhibition features stands from major and smaller vendors alike - enough to more or less fill two floors of London's ancient Olympia venue, and many familiar faces were seen wandering the aisles. I hope the organisers manage to find an alternative venue for next year - visiting Olympia is a bit like emerging from Doctor Who's Tardis some time in the 1950s, and the local hotels are not much better...

A few highlights worth mentioning: Vividas is giving an impressive demonstration of HD video streaming over the Internet, showing a 720p clip of Paramount's upcoming Transformers movie streamed at 1.2 Mbps. Vividas' solution involves analysing the user's PC and sending only the player elements necessary to support that particular device. In this way it reduces the payload to a fraction of the typical media player, and claims also to increase content security because there is no trace of the media file on the user's PC.

Visiware, the French gaming company, is demonstrating its own solution to multi-platform gaming, so that a subscriber can access the same game on digital TV, broadband and a mobile phone, and even resume playing from the same point of the game on a different device. Visiware began life in the interactive TV space more than 10 years ago, and is one of the few survivors from that era with a global presence.

Nortel's deal with NDS made most of the headlines, and Nortel is demoing the usual types of voice/TV application such IM, caller ID and video telephony on the TV screen. It's good to see Nortel positioning itself for these potential IPTV applications, but I can't help thinking it is somewhat late to the party - most of these ideas have been around if not on offer from competing vendors for some years.

Industria is an Icelandic company with a focus on IPTV middleware and solutions. It has significant deals with Irish and Bulgarian operators and is planning further expansion as well as partnerships. I expect to see one or more major telco vendors bidding to work with Industria over the coming months.

Oregan has built its business with Sony's PlayStation but is now branching out into CE retail through partnerships with Philips, Nokia, Samsung and others. It has high hopes for connected device solutions using its Media Browser software. It is demonstrating accessing CinemaNow and the BBC's video clips on a TV screen. They have had most success so far in Japan, but we expect to see significant movement in European and US markets over the next year or so.

Finally we were treated to a demonstration of Ruckus Wireless' WiFi solution. Ruckus has created a stir with its unique antenna technology that guarantees quality of service for video streaming, including HD, over home wireless networks. It has significant deals with PCCW and Belgacom (Strategy Analytics clients will receive a report on Ruckus shortly).

[scrutable] 09/7/2007 11:48

bachman
I am glad you reminded me of the advice you gave us. It was good.

I don't think I said we had only been around for two, but that we had only charged subscriptions for two years.

We used to publish research on any company which had fascinating IP and outstanding management, and was very good value, only to find that these reports were being interpreted as tips ie to go out and buy to make a short term profit. We had to take this into account and narrowed the field.

With biotechs and other high tech precommercials, as well as with exploration companies, these research reports should qualify a share for your Watch List without necessarily indicating an immediate buy. Pre-commercials are very volatile and can generate large short term paper losses.

Good timing is also essential. We may see that a share is a buy, but by the time we have done our 10-30 hours investigation, pulled in analyst reports, spoken to the management, looked at presentations etc, the price may have moved a lot and no longer be the optimum for a profitable trade. That is the situation with the next subject for publication, which has doubled whilst we have been validating the case for investing in it. We spoke to the Exec. Chairman in Africa but had to wait three weeks before meeting him.

Perhaps we shold put out a two stage report. We are always willing to discuss the best principles to follow in reporting to you. You can always get my phone number from elric our editor

[lofty] 07/7/2007 11:39

Nice name........Tight wad.

Not so nice, TFB.

[spike_1] 07/7/2007 07:38

Accrilla: well said!

Best wishes - Mike

[moormoney] 06/7/2007 20:12

another nice success for lemming today--Lamprell which shot up! I wish I'd held on to mine a bit longer.

[accrillia] 06/7/2007 18:14

For goodness sake TT, lemminginvestor only costs £62 fatprofits and one of the t1ps sites charge £470 and £555 pa respectively and furthermore, their best tip falls well short of lemmings best. What’s the biggest risk you can take with just £62? I'll tell you, you gain exposure to a multibagger.

You're making yourself look cheap. If you can't afford £62, you shouldn't be investing in the stock market.

There are several members on the BB; have you read a negative comment from anyone yet?

[licom] 06/7/2007 17:05

Hi thinktank,

At the risk of upsetting VDS investors, I will keep this brief and to the point.

"2005 featured companies include: Average gains of 34% ~Average loss of 5.8%." = NET share price growth of 34% over all featured companies featured during 2005 after deducting 5.8% loss of three companies that did not show a net gain in their share price As for 2006, we simply did not update the statistic page, for no other reason than neglect due to keeping abreast of outperformers like CCH, SOLA, EEL, JKX, DGO, TMC IXE and IFL, etc. Having said that, to be honest, 2006 was not our best year to date in terms of overall success if measured by overall growth in market of the companies featured.

2007 looks set to be a record year already. Only one of the 13 featured companies is actually down by c7%, the remainder are double digit percentage gains.

Hop through the following blog (free) you may get a better feel for our service. We don't hide our dogs, they do bark from time to time.


We experiencing technical issues with one our e-mail accounts, thus suggest further queries be sent to [e-mail] and not via admin.

Kind regards,

Elric

PS. Please remember percentage statistics are intended as a barometer of our ability to find the next growth company, not percentage gains per tip. We are not tipsters.

PPS. The offer for our latest reports on VDS (free x 3)still stand, just e-mail me at [e-mail]
Your details will not be passed on to 3rd parties, or sold to 3rd parties.

[the analyst] 06/7/2007 16:33

"2005 featured companies include: Average gains of 34% ~Average loss of 5.8%."

That is a confusing statement. Does it mean that those stocks that rose, did so by 34%, whilst those that dropped, fell by 8% on average? Is it a weighted percentage? It's not too important, but now I'm interested to know the answer too. What was the overall percentage?

I know it's sad to admit it, but I like statisitcs!

[the analyst] 06/7/2007 16:30

Well, I guess the market had already priced in yesterday's news.

Not suprised really as a market cap of £25m obviously means that many new contracts are expected that will lead to the company becoming profitable.

They really need to show signs that they will become cash-flow positive.

[thinktank] 06/7/2007 16:10

Hello Lemming chaps!

Congrats on your research on Vividas. I wonder if you could help me with a couple of questions I have following looking at your site.

Firstly, you state 34% increase in your shares for 2005. But, I see you have been doing this since 2003. What were the figures for 2003, 2004 and 2006? They don't seem to appear on the website.

Also, from your site, could you tell me exactly what this quote means please?

"2005 featured companies include: Average gains of 34% ~Average loss of 5.8%."

It's a very confusing statement. Surely you either have a profit or loss, but not both. What sort of average is it? Mean? Mode? Median? How Many companies? What time period is the figure for? From the first day of research until year end? I'd be really interested to know exactly what the statement means.

I realise you are a research site and not a tip site, so I thought you may like to fill in those gaps for transparency. I know that you are honest guys and would never mislead with the statements on your site.

Thank you!

[witten] 06/7/2007 08:39

Scrutable,
Not all things that I think are great or brilliant are commercially successful, as I am sure you would readily admit for yourself.

[scrutable] 06/7/2007 01:03

witten
If it's that brilliant are not many millions world wide going to watch it?

With losses around £3.0m/pa, cash burn £2.5m, and revenues = 25% of viewing charges, VDS only needs £12m viewing charges ie 4 million viewings at £3/view to justify the current cap.

But VDS also earns well from corporate internet comms, as with Ford; they also earn from advertising as with Fosters lager. and from film trailers. From today they have 66 films to show over the next twelve months, and surely many more to come,

Could Obsession generate 4m viewings world wide and justify the cap on its own?

[witten] 05/7/2007 22:53

have just watched "Obsession". Brilliant, and an absolute must see.

[accrillia] 05/7/2007 17:55

Adascogne, i will second that with a another 0:-)

[the analyst] 05/7/2007 15:18

It strikes me that these companies using vividas technology could also be selling boxes that will stream the films straight from the computer to the TV. Is that possible? That way the consumer could stream the films onto a laptop, which in turn would stream onto the TV, wirelessly via the box.

I think the Apple TV does that sort of thing, doesn't it?

Are these boxes able to directly mirror the content on the PC screen onto a normal TV wirelessly?

[adascogne] 05/7/2007 15:16

blue - Lemming have helped me accumulate £1000's in banked profit and more on paper, next to that what's £62! and I'm not related to them.

[dave88] 05/7/2007 15:15

MM sell funny days trading here !