Clearspeed Technology Share Discussion Threads

[supernumerary] 19/1/2006 13:17

scrutable - decriminalised? the opposite surely?

[chelseagirl] 11/1/2006 09:17

T, information is king. If you like long, detailed reporting, you will have no complaints. They have a brill system for busy people, just off to work. Key points are highlighted in red = price sen info, and blue = new dynamic info.

I even got £40 back for hooking up a couple of new subs. I guess i can add you then, for another £20. Pays for my subs. lol

[tradx666] 11/1/2006 08:34

chelseagirl,

then for the meagre sum of £60 or so, I shall subscribe...if anything, I will probably just use it as another sounding/research board for me to go looking in directions I perhaps wouldn't normally...and I would never let a 'tipster' hold anything of mine! LOL!!

Many thanks for the feedback.

regards

T..

[chelseagirl] 10/1/2006 23:29

T666 i have been a subscriber for a few months. I am happy with the 140 percent profit on bur and eel. I am also 15 percent up on csd. If you can handle making your own mind up when to sell and do not need a tipster to hold your hand, you wil find them very good at stock picking.

The statistics on their home page are accurate.

Oh, yes, the csd coverage persuaded me to buy.

[tradx666] 09/1/2006 13:20

Out of interest, has anyone read lemmings coverage? If so, what was the view - worth subscribing for??

regards

T..

[scrutable] 03/1/2006 11:40

FWIW lemminginvestor has inaugurated cover of CSD with a 7pp article, which deals with the very large size of the market and claims......
"there is always plenty of recognition and money for the absolute winner, and the demand for High Computer Power seems enormous and continually expanding as though there is no end to it.

The supercomputer fraternity Cray, IBM, Sun-Microsystems, NEC, AMD, Intel,
Compusys, amongst others, etc have all signed up to take first supplies of the CSX600 and use it in their own constructions.

So the tiny company CSD launches from the very peak of the semi conductor industry, with the most powerful of friends all apparently vying for its collaboration. Each can only obtain their own sales advantage by introducing CSD and underwriting its offerings to global giant customers. These would otherwise have remained inaccessible to such a small supplier.

This marketing launch pad, worth a decade at least of marketing time and effort, is of incalculable value - an intangible asset worth many times the existing capitalisation..............

[mdrans1] 31/12/2005 15:56

link to Patrick Evershed/Telegraph

[badday] 31/12/2005 14:42

Noted by Patrick Evershed as his share for 2006 in todays Telegraph. Only a snapshot stating its chips use 95% less power, whilst also being 10x faster than any other chip. First commercial orders recently won.

[tradx666] 30/12/2005 14:35

Scrutable,

I have no problem with that at all - feel free!

Hope '06 brings us all what we desire.

Hope you're well,

regards

T..

[scrutable] 29/12/2005 12:24

trade666
your views on supernumeracy are an important insight into the current state of competitiveness at CSD. Since I am trying to put together an inaugural overview of CSD as an investment for lemminginvestor I would like to ask you for permission to draw on your views today whilst giving proper attribution.

No journalist cannot expect to harbour expertise on the subjects chosen, and without your views the article would be that much poorer.

[tradx666] 29/12/2005 12:09

And up she starts again...hmm! Successful & quick egm!

Now, what will they spend the money on?

regards

T..

[supernumerary] 05/12/2005 19:17

tradx

I wouldn't dare to argue (at least not much!) with your obvious expertise here, but if you're right about nvidia etc having the graphics market sewn up, why are Sony and co developing the Cell at huge cost, rather than just buying in the chips?

PS sorry about the XBox/PS confusion - a slip of the pen - I do know the difference!

[tradx666] 05/12/2005 17:55

Scrutable / supernumeracy,

Forget graphics acceleration, 'photoshop' users, companies like NVIDIA have this all locked up - looking in that direction would simply undermine what they have achieved this far - it is also the reason that CSD's predecessor went belly up! I don't believe that they will ever attempt to break into this market, there are plenty of niche applications that businesses are willing to pay a premium for performance e.g. Computational Fluid Dynamics, bio-informatics/drug discovery/visualisation caves etc etc

As for Moores law, it is dead and finished, the new battleground is multi-core, not the number of transistors.

As for the current cost of $7500, my expectation is that to win volume in the key design-in embedded and HPC market is that within 12-18 months they will be selling at around $2,500- 3000 per board, I would expect volume cost of production to come down to a board cost of less that $1400- if they aren't, then the game will be up for them anyway; (remember their critical mass market obstacle today is the argument that $7500 can buy you the same additional compute power by simply adding another multicore node). By the end of the year the server market will be characterised by 8way cores per processor at only a slight premium to dual core processors today.

As I said previously, I expect to see very few large single orders for their products...

The next generation Xbox (not playstation - that is Sony) is 4 years away, but there will be speed/graphics enhancement during that period, and by way of example you should know that within that time period 16/32 way core desktop processors are planned for general purpose computing - so the games market has many options to consider!

Regards

T..

[supernumerary] 05/12/2005 17:10

agree the price is still too high for the mass market, but I suspect that could be very quickly cured with a large enough order. What is Microsoft going to do for the next generation playstation? That's a couple of years away I would guess, but surely they would want to start building prototypes now, and I don't see a lot of alternatives.

[scrutable] 05/12/2005 14:35

supernumerary
Surely we have to wait at least two years to see Moore's Law bring the price down from $1000/microprocessor (and four to five years before a $7,500 per Advance board) comes down to a level which games players will wish to afford

[supernumerary] 04/12/2005 16:53

It still seems to me that the big market is graphics systems. Game players and Photoshop users will pay dear to get better speed/quality and as they're all individual buyers they can't pressure the price in the way that big oems can.

The Sony/Toshiba cell processor must be a prime target. A good description is found here: It's interesting to speculate how Bill Gates can make the XBox compete with a cell-based PlayStation. One clue lies in the power consumption - I've seen estimates between 30 and 130 watts for the cell; a CSD 301 is

[tradx666] 02/12/2005 20:14

LB,

LOL!!!

I would never question the master of the bins.....but can tell you that they have a nice cramped, but committed operation in Bristol...I think they still have a huge amount to do to crack some critical markets, but do believe that they may still have one or two nice little design tricks up their sleeve that could well help them leap ahead...such as 96+ cores sooner rather than later?

regards

T..

p.s. hmsd is a solid bet as well - shhhhh, don't tell anyone, it's just me on my own there at the mo!! LOL!

[lord butterstock] 02/12/2005 20:09

Tradx666

Another one for the bin???



You know I am just pulling your leg!!!!

LOL!!!!!!!!

[bachman] 02/12/2005 19:32

Lemming Investor Brief Updates 2 December 2005
ClearSpeed Technology, a specialist microprocessor jumped 16p to 233.5p, (130p*) on the back of a discounted fund raising net £20.02m in a placing of 10,097,560 new ordinary shares at 205p each to fund expansion.

The funds will used to consolidate the company's selection by the Tokyo Institute of Technology to participate in a consortium, led by Sun Microsystems, to develop Japan's largest super computer.

It will also provide additional working capital to finance the start of volume shipments of the company's first product, the CSX600. Clearspeed is increasing the rate of investment in the company's sales and marketing effort and in product development. The placing proceeds will also strengthen the company's balance sheet.

The placing shares will be placed with institutional and other investors.

ClearSpeed said it has received irrevocable undertakings to vote in favour of the fundraising at the company's EGM in respect of a total of 19,754,999 ordinary shares, representing 60.82%.

System C Healthcare issued a profit warning in a trading statement today, just eight weeks after we initiated our coverage at (56.5p*). The shares fell 22% to 37p after the company said negotiations with NHS National Program for IT (NP IT) had caused volatility in revenue conditions for the Company, but that the outcome of negotiations about new product and services opportunities could have a significant impact on the results for the current financial year and beyond. Whilst the company expected that those negotiations would be concluded in the short term, it is now aware that the final outcome has been delayed by at least 3 months. Consequently revenue and profits for the year will be significantly below expectations.

The Company intends to maintain its operational and development capacity to ensure that it is able to take full advantage of substantial business opportunities as NPfIT gathers pace, and is well supported in this by a strong cash and balance sheet position.

Helphire Group the vehicle replacement service company, gained just 8p closing at 356p, (214p*) on the news of an appointment of Rodney Baker-Bates as Non Exec Chairman. Rodney Baker-Bates was previously Chief Executive Prudential Financial Services from 1998 to 2001 and prior to that he was the Finance and Information Technology Director for the British Broadcasting Corporation between 1993 and 1998.

Stanelco jumped 11% on the back of Teather & Greenwood advice to hold on to cash and buy later. Investors took this as positive note:-) We remain cautious until the full ramifications are known with the pending BPRG v SEO debacle scheduled to conclude in early 2006. Nevertheless, SEO are still ahead of our (5.25p*) inaugural research note, now trading at 14p, but well off their high of 32p since our feature. BPRG, are trading at 50p, 5p down from our (55p*)inaugural feature and well off their high of 165p since our feature.

Petrel Resources lost 5.5p, closing at 60.25p, (36p*) as investors realised today's announcement was nothing new, other than the formal signing of a $197.4 service contract with the Iraq Ministry of Oil to develop the Subba & Luhais oil field, announced on 7 September 2005

The project is to develop existing reserves to raise production from under 50,000 barrels of oil daily to over 200,000 barrels of oil and 120m cubic feet of gas daily.

Petrel has mobilized a development team: initial work is mainly engineering design. We plan to conduct site surveys in close cooperation with Iraqi Ministry of Oil officials early in 2006.

Please note the editor of Lemming Investor has a holding in Petrel Resources

(*) indicates the share price at the time of our inaugural report

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[mdrans1] 02/12/2005 09:34

robson

Here comes the jam

"ClearSpeed raises #20.7 million to fund expansion"

"Provide additional working capital to finance the commencement of
volume shipments of the Company's first product, the CSX600;"