Arkle Resources Share Discussion Threads

[hugepants] 05/5/2004 18:46

Theres 3 new 'Arc in News' articles dated 4th May on the website. They can be accessed from here.

[jc111] 05/5/2004 08:22

check out their Website, www.arc.com
now got a jazzy picture for the release of the important ARC 700 processor (THE WORLDS SMALLEST 400MHZ PROCESSOR).
Head to Head with ARM?

[jc111] 04/5/2004 15:59

not for long chuck
this is going north
all the last announcements embedded software related
nice pick this
you get the business for free

[hamidahamida] 04/5/2004 15:28

Over 37.2 million in cash THAT IS MORE THAN THE MARKETCAP WHY ARE THEY RATED SO CHEAP?

[nur0mancer] 04/5/2004 12:08

Thank you erbullion - this remains on my watchlist

[erbullion] 04/5/2004 12:07

yes and put in portfolio

[nur0mancer] 04/5/2004 09:22

I presume this was tipped in Techinvest again, any subscribers please confirm?

[hugepants] 04/5/2004 09:06

Cheers.
eet.com is a good site. There are quite a few articles mentioning both ARC and Tensilica. And theres an April interview with Arc's new CEO.

[sventhefish] 04/5/2004 08:55

The Tensilica patents made it seem as if Tensilica were the leader in the configurable processor space, whereas the reality is that ARC was and is the leader.

The voiding of the patents by the US PTO on the basis of prior art show that while Tensilica's marketing is good, a lot of what they produce is smoke and mirrors. ARC on the other hand has good technology, but seems very shy in revealing it to the general (i.e. non geek) public.

[hugepants] 04/5/2004 08:21

Sven , Can you explain the relevance to Arc of the above link? thanks. The number of trades this morning would suggest its been tipped somewhere.

[sventhefish] 04/5/2004 08:05

This is good news for ARC, but I'm not sure it justifies an 8% leap in the share price?

[hugepants] 28/4/2004 10:34

The latest news release from arc.com

PRESS RELEASE - April 27 2004


ARC™ Extends its Security Software with Secured Socket Layer and Secured Socket Shell Protocols and Hardware Accelerated Encryption

Tightly integrated hardware-software security solution provides accelerated secure communications in network connected control applications reducing development time, optimizing performance and reducing development cost


Dallas, Texas April 26, 2004 –ARC International (LSE: ARK) today announced the addition of Secured Socket Layer (SSL) and Secured Socket Shell (SSH) protocols and integration with several on-chip encryption accelerators for IPSec, SSL and SSH to IPShield™, its security software product. This allows secure internet-to-internet data transmission, secure web transmission and VPN encryption for TCP/IP for a wide range of networking and industrial applications requiring protection from outside vulnerabilities. See related press release "ARC International Announces Security Software for Embedded Networking Applications" in August 2003.

The IPShield software is compliant with Internet Engineering Task Force (IETF) standards, including IPSec and Internet Key Exchange (IKE), SSL and SSH protocols, and it supports a variety of security algorithms, including DES, 3DES, AES, MD5 and SHA. With the addition of on-chip encryption accelerator support in IPShield for the Motorola MPC875/MPC885 and MPC8248/MPC8272 PowerPC™ processor families, developers achieve optimal security performance for their applications by offloading CPU intensive cryptographic operations without having to write the code themselves. And as more aspects of day-to-day-life, such as paying taxes and voting, require increased security levels, semiconductor vendors will deliver more powerful and advanced on-chip security solutions, continuing to drive up the complexity of embedded software applications. ARC's security-focused software minimizes the development risks and allows designers to focus on product differentiation and innovation rather than repetitive development and integration effort.

"Enabling safe and secure communication is critical with the proliferation of connected embedded devices. Our close customer relationships allow us to develop security solutions in tune with our customers design focus today and in the future." said Jeri Ann May, ARC Software Marketing Director. "ARC is dedicated to advancing our security portfolio with new security protocols and off-the-shelf support for on-chip hardware-accelerated encryption of network traffic, so developers can achieve optimal performance and minimal cost for their designs."

Pricing and Availability
The IPShield-IPSec software is shipping today with pricing starting at $30,000 for a single product license. On-chip hardware accelerator algorithms for IPShield-IPSec will be included starting in Q2 2004. The IPShield-SSL and IPShield-SSH protocols and on-chip hardware accelerator algorithms will be available in Q2 2004 with pricing starting at $25,000 for a single product license. All software from ARC is royalty free with source code provided. ARC will be demonstrating its IPShield software for Motorola PowerPC and ColdFire processors at the Motorola Smart Network Developer Forum in Dallas, booth #500.



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



About ARC
ARC International is a worldwide provider of high quality software and knowledge for developers of embedded systems who are looking to reduce the time, effort and cost of bringing their products to market. ARC's portfolio of integrated software, featuring the MetaWare® development tools and MQX™, a royalty-free real-time operating system (RTOS) provided in full source code, operates on many popular processors, and includes excellent technical support. Streamlined for application development in industrial control, networking, consumer and storage markets, ARC's software solutions allow customers to succeed at meeting their goal for on-time and on-budget product development. With technology based on more than 20 years of embedded expertise, ARC was the first company to integrate processors, development tools, peripherals, RTOS and connectivity solutions. The inventor of user-configurable 32-bit RISC processing and a leader in configurable System-on-Chip (SoC) platform technologies, ARC provides the tools and know-how to help customers manage the increasing complexity of system-level design. Please visit www.arc.com/software to learn more about ARC International (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, ARCompact, ARChitect, MetaDeveloper, MetaWare, Precise/MQX and Precise/RTCS are trademarks of ARC International. All other brands or product names are the property of their respective holders.

[hugepants] 26/4/2004 16:33

The 100K at 20.75p looks like the culprit for today's rise.

[mad4it] 22/4/2004 11:01

Good post Henry. Cheers.

[henryford] 22/4/2004 10:53

Couple of things worth noting IMO.

Motorola's stunning figures yesterday and business going gangbusters.
I think this bodes extremely well for ARC's close link with Motorola's Metrowerks and therefore ARC's software revenues.

From the last ARC results in feb:

Software

"ARC's real-time operating system, MQX, continues to be highly regarded
by embedded systems designers using not only ARC processors but also
several other prominent processor architectures including the Motorola
ColdFire. As a result of the popularity of ARC's software with
Motorola processors, ARC has recently formed a close channel
partnership with the Metrowerks division of Motorola, propelling ARC's
software revenue growth to record levels in recent months. Additional
channel partnerships of this nature are planned and are expected to be
the catalyst for accelerating ARC's software revenue growth."

The results from companies across the pond and across the board confirm the semiconductor/chip sectors are recovering strongly.

Also intersting to note that Carl Schlachte ARC's new top notch CEO has been appointed to the CEVA board as an advisor.
Ceva being the leading licensor of Digital Signal Processor (DSP) cores and communications solutions to the semiconductor industry. ($185m mk cap)


Looking at Mr Schlachte's background; ARM vice president of North America and senior management positions at Motorola's semiconductor business, I think his appointment as ARC's CEO is a strong vote of confidence in ARC and it's prospects.

dyor

[nur0mancer] 20/4/2004 16:27

looks like we have a high-volume day today - 6000 total in 1 trade, with another 3 minutes still to go - WOW!

[nur0mancer] 20/4/2004 09:18

It's now Tuesday 09:15 - last Trade in ARK was Friday 16th @ 11:53. Total trade volume in ARK since start of last Friday (2 sessions + 1.25 hours) is 24,000 shares. At ~20p/share this equates to 4800 quid.

Not much of a living for the 10 MM's in ARK, trying to earn on the spread on that amount!

[nur0mancer] 19/4/2004 15:57

On course for an entire session without a single trade. Amazed the MM's don't try something to stimulate activity.

[mad4it] 18/4/2004 21:09

Cheers Mr Pants. Must be my mistake then. Can't think how I got those figures into my head.

[hugepants] 18/4/2004 21:03

not by my arithmetic! Dont have my notes handy but cash burn will be low now (or at least will be by end of the year) even if no revenue increase. Certainly more than 5 years

[mad4it] 18/4/2004 17:57

HugePants

I thought the last set of figures suggested if they don't break even within the next two years they'll run out of money ?

[johnroger] 18/4/2004 17:52

Techinvest April new buy at 19.75p

Summarised as "speculative buy" .The Technology Fund has a holding.

[hugepants] 18/4/2004 09:54

Im still alive. Well only just. And this is still my largest holding by a mile. Still below net cash (including the 2.5M restructuring charge) and with cash burn reduced significantly, has enough cash for many years now although I think breakeven possible/likely in next couple of years

[nur0mancer] 18/4/2004 02:48

...guess not ;-)

[nur0mancer] 16/4/2004 12:51

Just thought I'd pop in to see if anyone's still alive...