Arkle Resources Share Discussion Threads

[irresponsible] 26/7/2004 14:14

Hi Huge
Nice to come across you again.
And about time these started to move.

[hugepants] 26/7/2004 08:35

lol.

Good rise this morning.

[davidhel] 24/7/2004 17:16

More good news:

Meyer and Jaros share industry experience



Derek Meyer and Andrew Jaros have joined ARC International as Vice President of Marketing and Vice President of North American sales, respectively.

The two semiconductor-industry veterans will provide valuable knowledge and insight as ARC continues to establish its leadership position and expand its extendible processor-core products and services.

Derek Meyer joins ARC with 20 years of semiconductor, embedded systems and software experience including over 10 years in Semiconductor IP. He was most recently VP of Business Development and Strategy at Ceva and prior to that spent 6 years at MIPS Technologies, first as VP of Marketing and Sales and later VP of Field Operations.

"I believe configurable processors will be at the core of the most interesting new SoC designs, and ARC's innovative technology will be the foundation for many of these exciting new products", said Meyer.

Andy Jaros has over 15 years of experience in the semiconductor industry.
Prior to joining ARC, he was the Director of Strategic Partner Sales for ARM Ltd., for the last two years out of more than his six years tenure at ARM.
Before his key revenue-generating roles at ARM, Jaros worked at Motorola in Sales. Jaros has also held the position of President and GM of JN Blair and Co, a closely held distribution business outside the semiconductor industry.

"Both Andy and Derek represent some exciting changes in the ARC management team", said Carl Schlachte, ARC CEO. "Their strength and experience in the semiconductor IP industry will play a significant role in expanding ARC's market position".

[hugepants] 21/7/2004 15:16

yes better than I expected.

[davidhel] 21/7/2004 07:13

More progress:



ARC INTERNATIONAL PLC

RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2004

ARC International plc (LSE: ARK), a world leader in configurable processor cores
and application platforms for digital media, consumer and communications devices
announces its unaudited financial results for the six months ended 30 June 2004.

Highlights:

-- Turnover £6.2 million ($11.3 million) from £5.3million ($8.5 million) in 1H
2003, up 18% in sterling and 33% in dollars.

-- Operating costs before exceptionals, amortisation and depreciation £10.3
million: reduced by 26% over 1H'03 (1H 2003: £14.0 million)

-- Pre-exceptional net loss £4.1 million: improved 59% over 1H 2003 (1H 2003:
£10.0 million)

-- Net loss including exceptionals £3.3 million, improved 66% over 1H 2003 (1H
2003: £9.7 million)

-- Operating cash outflow £5.2 million: reduced 45% year over year (1H 2003:
£9.5 million); year end cash at £36.2 million

-- 11 new processor licenses signed, including 5 new licenses for the ARC
600(TM) core

-- Strengthened top management team with 3 new appointments

-- Completed sale of peripherals business to TransDimension, Inc. for £3.6
million resulting in a provisional net gain of £1.9 million and initial cash
proceeds of £2.5 million in this period

Commenting on the results, Carl Schlachte, President and CEO, said:

"We are encouraged by several significant improvements in ARC's business in the
first half of 2004. Our processor license revenue improved with the addition of
11 new licenses, including 5 for the ARC 600 processor core. Additionally, we
had record royalties and shipments of products based on ARC processors.

We have sold our USB business, which reduces our stated restructuring charge and
contributes to working capital. Our turnover is up, costs and headcount are down
and our pre-exceptional net loss has reduced by 59%, year-on-year. In the second
half, our focus will be on completing our restructuring plan and adding new
partners and licensees for our recent product offerings."

...

Outlook

We are encouraged by the results we achieved in the first half of the year. Our
processor business grew both in new licenses and in royalties from products
shipping for previous license sales. The sale of the USB business will allow the
company to fund working capital from the sale rather than the current cash
balance. Cost reductions are on track, and when combined with the revenue growth
achieved, enabled measurable progress in closing the gap towards profitability.

In the second half, our focus will be on completing our restructuring plan and
adding new partners and licensees for our recent product offerings.

[davidhel] 20/7/2004 21:27

Meanwhile:

ARC International and On2 Technologies Announce Codec and Processor Collaboration

VP6 Codec To Be Ported to ARC Processor Core IP



SAN JOSE, CA. and New York, NY, July 20, 2004 – ARC International (LSE: ARK), a world leader in configurable RISC CPU/DSP processor cores and application platforms and On2 Technologies, Inc., The Duck Corporation, (AMEX:ONT), a leader in video compression software, today announce their collaboration to provide video codecs optimizsed for the ARC tangent™-A5 processor cores. On2 will port their VP6 codec to the ARCtangent-A5 processor core. VP6 is On2's latest video compression software and it is used on PCs, set-top boxes, games and wireless consumer electronics products.

"By virtue of its flexible core IP architecture, the ARC processor family is an exciting new platform for VP6. The combination of low power consumption, and customizable architecture configurations will help bring VP6 to a new class of devices," said Eric Ameres, Chief Technology Officer for On2.

"We are pleased by this relationship because we can bring VP6 to an entire new group of customers. The flexibility and strength of the ARC processor core provides a solid platform for us as we move more deeply into the consumer electronics market," added Douglas A. McIntyre, Chairman, President and Chief Executive Officer of On2.

"We have a large body of customers looking to incorporate video solutions into their next-generation digital media and consumer devices," said Derek Meyer, ARC Marketing Vice President. "On2 shares our vision to provide customers with a fully optimized solution for this thriving market segment."

ARC Processor Cores
The ARC family of microprocessors is a set of powerful 32-bit configurable RISC CPU/DSP processor cores. The ARCtangent-A5 incorporates the ARCompact™ 16/32-bit ISA enabling a 40% reduction in code footprint compared to 32-bit only ISAs. The ARC 600 leverages the benefits of previous architectures (small size, ARCompact ISA) and incorporates a variety of low power features, making it an ideal solution for portable consumer devices. The ARC 700, the latest processor offering from ARC, is one of the smallest processors in its performance class. The ARC 700 can make unsurpassed tradeoffs in area for performance.

Availability For more information on VP6, please visit On2 at www.on2.com or contact On2 at +1.646.292.3533. For information about the ARC Processor Cores, go to www.arc.com or contact ARC at +1.408.437.3400.

[hugepants] 15/7/2004 13:48

Decent volume again and price trending upwards albeit very slowly.

[sventhefish] 13/7/2004 07:55

Express Logic ThreadX® RTOS support extended to ARC™ 600 and ARC™ 700



Looks like a good sign that the third party providers are starting to support ARC's new processors. We had Greenhills some time ago, and now Express Logic. Hopefully this trend will continue.

[woodpecker3303] 01/7/2004 11:30

The sale is positive as the company cut the loss making operation and concentrate on the higher margin business in the growth area. I'll be waiting to see the result and the evidence that the company has build up momentum of winning more market share before buying.

The new management appears to make the right moves.

[hugepants] 01/7/2004 09:06

Well there is now 3p per share extra cash (3.6M + 0.9M = 4.5M) and losses/cash burn have been reduced.

[sventhefish] 01/7/2004 08:52

Good or bad?

ARC INTERNATIONAL PLC

SALE OF USB BUSINESS TO TRANSDIMENSION INC

The Board of Directors of ARC International plc (LSE: ARK), a world leader in
user-customizable processors and development tools for System-on-Chip (SoC)
design, and real-time operating systems for embedded control, today announces
the sale of its Peripheral Connectivity assets to TransDimension Inc for
consideration of £3.6 million. These assets include the ARC USB and Ethernet IP
cores, CertiPHY programme and support tools. TransDimension is a leading
provider of USB connectivity solutions for embedded applications.

The asset sale is primarily the USB business that is located in Nashua, New
Hampshire. At the time of the announcement of ARC's preliminary results in
February 2004, the USB business was scheduled to be consolidated into the
Elstree, UK facility resulting in the closure of the Nashua site. As a result of
today's announcement, the USB business, as well as the related assets and
facility, will be sold with the majority of its employees transferring to
TransDimension. The total turnover related to this business in 2003 was £2.9
million with an estimated operating loss of £1.3 million. Additionally, the
estimated restructuring charge announced in February will be reduced by £0.9
million and is currently expected to be approximately £1.3 million. Proceeds
from the sale will be used to fund working capital requirements in the second
half of 2004.

This transaction represents significant progress towards the company's goal to
reduce its cost structure and drive toward profitability by focussing primarily
on processor development. ARC will continue to work with TransDimension as a
strategic partnerand will resell their USB products when combined with its
processor-based solutions.

ARC International will provide further details on the transaction and the
overall business at the interim results announcement. Complete results for the
six months to June 30th will be issued on July 21st.

Carl Schlachte, Chief Executive of ARC International plc, said:

'We are very pleased to have taken this important step towards delivering on our
stated strategy and look forward to maintaining a close partnership with
TransDimension. The overall implementation of our strategic redirection is on
track and we look forward to reporting on our progress in greater detail at the
interim results in July.'

Enquiries:

ARC International plc

Carl Schlachte Chief Executive Officer, [phone]
Monica Johnson Chief Financial Officer, [phone]

Tulchan Communications [phone]

[jhoebloggs] 29/6/2004 17:29

Did everyone "sell in May and go away?" What's the next company milestone pls?

[jhoebloggs] 24/6/2004 09:12

Imagine what would happen to the share price if someone actually bought some shares...

[hugepants] 24/6/2004 08:46

I guess this will explain the huge 0.5p rise yesterday.

from

=======================================================================

PRESS RELEASE - June 23 2004


Digeo™ Expands ARC License to include new ARC™600 RISC/DSP For Its Next Generation Set Top Boxes

Current ARC multi-processor licensee renews commitment to ARC core


SAN JOSE, Calif., June 23, 2004 – ARC International (LSE: ARK), a world leader in user-customizable RISC/DSP processors and application platforms for digital media, wireless and networking communications, today announced that Digeo, Inc., a leading provider of media center software and services, has licensed the ARC 600 RISC/DSP core, MetaWareÔ development tools, MP-3 and AC-3 audio technology for use in its X-Stream™ media center chipset.

Digeo's X-Stream Chipset features the industry's highest level of integration and dramatically cuts cost for Moxi and other media center devices. The chipset combines the functions of over two dozen chips, resulting in power and space savings as well as increased reliability. The innovative X-Stream includes new features such as high definition user interface, increased processing and graphics performance and up to four tuner digital video recording capability.

As an ARC licensee since 2002, Digeo has already incorporated four ARCtangent™-A5 processors into its current generation of X-Stream chipsets. The ARC 600 processor will initially be used as a part of the audio system and perform the processing required for MP-3 and AC-3 decode. Future chipset generations will migrate to a full ARC 600 platform.

"While searching for a processor to power our next-generation chipset, we had strict requirements for a high-performance audio solution but also knew that sophisticated development tools and solid support were vital to our continued design success. As a long-time ARC customer we have been extremely pleased with their integrated audio solutions and tools in addition to their great customer support. Upgrading to the ARC 600 was a natural choice," said Toby Farrand Digeo's Chief Technology Officer.

"Digeo is an excellent example of how our customers' products have become increasingly feature-rich by taking advantage of our multi-media capabilities. Because the ARC 600 audio platform has class-leading performance and small area footprint, we are able to provide our customers with a solution that enables them to take highly competitive products to the market faster and, with less development effort than is required using conventional methods." said David Fritz, ARC marketing vice-president.

ARC 600
The ARC 600 RISC/DSP delivers similar performance to leading scalar fixed-point general purpose DSPs in a fraction of the area. By combining RISC and DSP functions within a single core, the ARC 600 can replace a dual processor system while dramatically reducing area and power. An added benefit is that software development for both RISC and DSP configurations can be done with one tool chain, enabling faster software development and requiring only one development community.

The ARC 600 with DSP also offers an optional high bandwidth XY memory option to target higher performance applications. The DSP extensions fully utilize the ARC 600 32-bit architecture and SIMD instructions to aid in accelerating functions such as Viterbi and FFT. The ARC 600 processor can encode 2 channels of stereo AC-3 Dolby Digital and decode 1 channel of 5.1 AC-3 Dolby Digital audio simultaneously on a single processor, making it the most efficient audio solutions in its class.

About Digeo, Inc.
Digeo, Inc., provides media center software and services that inspire consumer loyalty, generate new incremental revenue, and position cable as the leading source for home entertainment.

The Moxi™ platform from Digeo powers a new generation of media centers through which cable operators can deliver high-revenue services and applications-such as digital video recording (DVR), high-definition TV, and on-demand and pay-per-view content-to the whole home at competitive cost per TV. The multi-TV architecture and breakthrough user interface of the Moxi platform provide all Moxi applications including DVR, DVD, information on demand, jukebox, photos, games, and more from any cable access point in the home using existing wiring. Digeo has also developed an innovative chipset that integrates essential media-center functionality and can substantially reduce future set-top box production costs.

Additionally, Digeo offers the Digeo™ iTV service to over one million subscribers, which is the most widely deployed cable iTV service in North America. With Digeo iTV, cable operators can increase the value of their existing digital set-tops by offering field-tested services that have demonstrated increased customer satisfaction and churn reduction, and effective cross-selling of video-on-demand (VOD) and pay-per-view (PPV) offerings.

Moxi™ Media Center customers include Comcast, Charter and Adelphia. Digeo is primarily backed by Paul Allen's Vulcan Inc. The company has offices in Kirkland, Wash., Palo Alto, Calif. and Longmont, Colo. For more information, please visit www.digeo.com.

About ARC
ARC International is a provider of uniquely optimized SoC solutions for exceptionally competitive markets. ARC's IP solutions consist of user-customizable 32-bit RISC/DSP processor cores with integrated development tools, peripherals and software. ARC solutions help companies develop application-specific SoCs that are differentiated and highly competitive for the wireless, multimedia and networking/storage markets.

ARC introduced the industry's first user-customizable 32-bit RISC/DSP processor core and the industry's first USB Hi-Speed On-The-Go IP. ARC's turnkey embedded solutions, combining the processor core with a real-time operating system, development tools and peripheral hardware and software IP, enable developers to optimize the design and performance of their applications. By providing designers with a single source for all major embedded silicon and software IP building blocks, ARC dramatically reduces their number of suppliers, thereby reducing cost, reducing risk and reducing time-to-market.

ARC International employs approximately 140 people in research and development, sales and marketing offices across North America, Europe and Asia. Full details of the company's locations and other information are available on the company's website, ARC International is listed on the London Stock Exchange as ARC International plc (LSE: ARK). This press release may include "forward-looking statements" that involve risks and uncertainties. Factors that could cause actual results to differ are discussed in the 'Investment Considerations' section of the Company's web site as well as the listing particulars, dated 28 September 2000, filed with the United Kingdom Listing Authority and the Registrar of Companies in England and Wales. The Company disclaims any obligation to update any forward-looking statements.

ARC, the ARC logo, ARCtangent, ARCangel, ARChitect, ARCform, and MetaWare are trademarks of ARC International. Digeo, Moxi, X-Stream and Mini-me are trademarks of Digeo, Inc. All other brands or product names are the property of their respective holders.

[nur0mancer] 18/6/2004 11:08

First MM move in 9 trading days

[jhoebloggs] 18/6/2004 00:02

Good or bad?

[moonblue] 17/6/2004 23:49

no the shares are suspended awaiting annoncement

[jhoebloggs] 17/6/2004 23:32

I've been holding these for a few months, and thought I'd see how they were doing. Bit surprised to see the share price hasn't moved a tick in a month - did the mms go on Holiday or am I missing something here?

[jhoebloggs] 17/6/2004 23:31

I've been holding these for a few months, and thought I'd see how they were doing. Bit surprised to see the share price hasn't moved a tick in a month - did the mms go on Holiday or am I missing something here?

[sventhefish] 10/6/2004 10:14

Emblaze is interesting, but they are a semi and in the current market environment they have a higher valuation than an IP provider. That may turn round again in the future though.

Right now ARC is not even seen as being worth its cash pile. It's trading 20-30% down on cash in the bank.

Let's see what the first half announcement is like, that will define where this ship is going.

[hugepants] 08/6/2004 12:53

I dont know if its comparing like with like but Emblaze Semiconductors were sold yesterday for 52M US dollars. Revenues were low (Im not sure the amount but Im pretty sure sub 5M US) and operating loss was 8.5M US dollars. And the company only had net assets of 750K. With the 50M R&D invested in ARC since 2000 Id hope ARC is worth a lot more than its cash pile

[sventhefish] 08/6/2004 07:57

Next round of excitement is presumably when the first half results are announced. Anyone know when that will be? Late July?

[nur0mancer] 06/6/2004 18:48

Any mention in Techinvest again?

Apologies if I woke anyone from their coma ;-)

[hugepants] 19/5/2004 16:42

A 1.2M trade just gone through at 22p.