Orcadian Energy Share Discussion Threads

[britishbear] 19/5/2006 11:23

Dire share performance - I have said before, ORCA's product will become a mere commodity and well be given away free - like Windows. There is no future in this company imo.

[ericthecat] 19/5/2006 09:51

Do not know the reason for the fall, but maybe this as its competition in their markets?

[ericthecat] 16/5/2006 13:47

anybody interested may want to read these ?

[colinhy] 15/5/2006 20:16

15.05.06

A consortium of Israeli companies are teaming up to develop the next generation of video service, assisted by the Israeli government.

The Chief Scientist of the Ministry of Industry and Trade has agreed to help financing the infrastructure project of next-generation video service. The project will cost $20 million over three to four years, according to estimates, and the ministry will foot 66% of the financing. The companies will pay the rest.

The companies in question include Comverse, Optibase, Scopus , Orca of the Emblaze group, Bitband, and SintecMedia Software Systems.
Chief scientist Eli Opper commented that at the end, the consortium members will have created hardware and software that serves as a generic platform for a personal TV environment, to be used by the masses.

[ericthecat] 15/5/2006 18:42

hmmmmm...........

and does it have any link to this?........

[ericthecat] 14/5/2006 20:14

I expect some news this week, there are a couple more partner on ORCAs site one very interesting one.

[britishbear] 05/5/2006 10:58

Microsoft have BT sown up in the UK but are miles behind OCRA in terms of product development. A shame that ORCA can not exploit this lead as it will not take them long to catch up.

My problem is that the product will become commoditised and will be given away free by Microsoft at some point.

There is simply no future in this product. I will stick to BLZ and KIB as my Eli shares but will keep an eye on Orca.

[ericthecat] 05/5/2006 08:51

will they get any of this?



If microsoft will generate this can orca get a small slice?

Microsoft TV is poised to generate $500 million or more by 2010, according to a research report issued Tuesday by Sanford C. Bernstein analyst Charlie Di Bona.

[ericthecat] 02/5/2006 15:41

Hmmmmm, ORCA will succeed its a question of how successfully. For alittle company like ORCA to be even in the same ball park as Microsoft is an achievement!

This is Microsoft current list, but as you can see most are still at the trial stage. ORCA has trials with 17 or 18 telcos so isn't doing badly.

https://www.microsoft.co.ke/tv/CustomersAndPartners.mspx

Now, ORCA will get a share and has another tier 1 customer in the bag (my guess is its Telefonica )
The fact that Lucent and Orca are already engaged together at several customers might make it so, at least in the near term. Glick says his company, with Lucent, has won one IPTV deployment at an unannounced Tier 1 carrier and is engaged in trials with several other telcos.

"On the forefront I'm sure Microsoft will still play a big role, but there are clearly accounts where Orca has done pretty well," says Heavy Reading analyst Rick Thompson. (See Orca Demos IPTV Software.)

Thompson says Orca may play a stepsister role to Microsoft at the new Alcatel/Lucent. "I'm sure they can continue to use them if they need to, but I can't imagine that they would be too loud about it from a marketing perspective."

As I said ORCA will survive through their Redback and Lucent clients and gain second place behind microsoft.

[slapdash] 02/5/2006 13:36

Eric - I think the problem is that May becomes June then the year draws to an end with no major deals... like last year

the Georgia thing... who cares??? Probably don't even have decent phone lines out there...

Look at what happened in India where we have had no news at all and in Taiwan...

All is very worrying...

And there is a huge credibility gap so even after good news the stock price will go up and then drift down... so plenty of opportunity to buy after the news in my view... but we will have to wait and see...

Slapper

[ericthecat] 28/4/2006 14:09

ORCA will always struggle to beat Microsoft as they have the clout to undercut anybody, but ORCA will get second spot through the tie ups with Redback and Lucent ect...

Yes, I will be buying more it is a good price news will come.

[blinddarts] 28/4/2006 13:04

Eric, now that share price is down to 40p are you confident enough in ORCA verses Microsoft to buy more ?

[ericthecat] 27/4/2006 09:50

Here is the pdf

[ericthecat] 26/4/2006 22:31

It was well worth a listen, Very bullish indeed, fantastic results. Great Q1 results and predicting 10% increase in Q2! Smartedge/iptv triple play is driving themselves forward. They are suppling China Telecom, China Netcom, KT, BellSouth and Chunghwa to name but a few. These are the ones to watch for ORCA.

This is taken from their brouchure release Jan this year! It states ORCA and Kessenna are Redbacks premiere partners! It is a PDF so does not copy.

Market: IPTV Service providers have come to realize that a single IP basednetwork infrastructure can be effectively used to deliver all voice,video, and data services, often referred to as the triple play. Theconvergence of services onto a common IP infrastructure is attractivefrom an operating and capital expenditures perspective. A range ofvideo services, including Broadcast IPTV, Video-on-Demand andVideo conferencing are supported by the Redback infrastructure.The SmartEdge platform provides exceptional reliability, highperformance multicast and QoS capability for video traffic transportand routing. In addition, Redback's partnership with leading IPTVmiddleware platforms enables service providers to deliver apersonalized per subscriber experience for IPTV.Redback Partnership with Kasenna & OrcaRedback has partnered with Kasenna and Orcato enable the flexible deployment of next-genvideo services, with enhanced quality of serviceto ensure a high quality end-user experience

[ericthecat] 26/4/2006 17:27

Redback results and conference call tonight, might be worth a listen. They are promoting an event in May that makes triple play a lot easier, may get some clue to what that is?

[lumpsucker] 26/4/2006 11:18

Cheers cyberdyme,

I wondered whether that was the case. With the share price being fairly near the net cash levels I hoped for a bigger spike up, as it is, the only thing that has gone up is the offer. Ho hum ..........

LS

[ericthecat] 26/4/2006 11:15

Hello lumpsucker,

I very good price you got there. My guess is that it is a small deal with a 2nd tier carrier which will not generate that much revenue. No numbers have been released so again the revenue will be low? ORCA has had problems turning deals into cash. Chunghwa should have been many millions but to date has sold 40k! Also look to india where 2 deals were announced but little or no revenue!

ORCA is a great buy at these levels I sadly bought in at 60p so more to go for me, but will add more soon.

I would like to see some deals through their network partners.ORCA are still number 2 in the world and there are a lot more deals to go at.

[cyberdyme] 26/4/2006 11:07

lumpsucker,
The rise was a few days ago, as news always leaks..

[lumpsucker] 26/4/2006 10:41

Hello Eric,

I'm a newbie to this share having bought in at 42p a couple of weeks ago. I would have thought news such as this was a price mover (northerly I hope). Could you let me have your thoughts on why there has been no interest subsequent to this regulatory RNS ?

Cheers

LS

[ericthecat] 26/4/2006 10:22

hmmmmmm.....I wish we could hear from Chunghwa about some more licenses.

[colinhy] 26/4/2006 09:52

Re Contract

RNS Number:0045C
Orca Interactive Ltd
26 April 2006



For Immediate Release



Orca and Telrad Networks Bring IPTV to Georgia



RA'anana, Israel - April 26, 2006 - Orca Interactive (LSE: ORCA), a global
market leader in developing middleware and applications for IPTV, announces
today that it is working with Telrad Networks, a leading IP/NGN best of breed
solution provider and system integrator for telecom carriers, to provide ten
large urban areas of the country of Georgia with an IP/MPLS-based voice, data
and video networking system for Georgia's second largest telecom operator,
NewNet Telecommunications ("NewNet"). The new network has been designed to meet
NewNet's growth and capacity requirements for the next 10 years.



Utilizing Orca's RiGHTv middleware for IPTV to provide broadcast television and
video on demand, the initial project phase will focus on 10 of the largest urban
areas of Georgia, including Tbilisi and Kutaisi. A second phase will focus on
subscribers in other areas of the country, completing the planned shift to the
new network.



The best-of-breed system provides a complete customized multi-vendor network
that also includes Amino set-top boxes, BitBand video servers and Optibase IPTV
platforms.



"NewNet's main priority for their deployment is to provide the high quality of
reliable connection and the wide spectrum of advanced quality IP-based services
for its subscribers," said Dror Pockard, president and CEO of Telrad. "We are
very pleased that they chose Telrad for our vast telecom experience and "best of
breed" single point of integration approach, together with our partner Orca, a
leading provider of IPTV technology."



"Telrad has a long and successful history of delivering carrier-grade voice and
data networking projects and complete customized solutions, and we are delighted
to work with this dynamic company to bring IPTV to Georgia," said Alon Laor,
vice president of worldwide sales and professional services, Orca Interactive.
"This deployment is further proof of our carrier-grade middleware's openness and
flexibility that makes it ideal for adoption and implementation by operators
worldwide."

[ericthecat] 25/4/2006 18:06

And trying to guess the Brazilian customer?

[ericthecat] 25/4/2006 09:35

More connection with telefonica.




I know ORCA works very closely to HP

[ericthecat] 21/4/2006 18:47

Interesting week ahead, NAB in USA is always good for news releases. Also Celrun is interesting.

[verytense] 21/4/2006 13:26

Wonder if the buyer's interest is still current.

Think I'll offer 3K shares at mid (44p) and see if he's still about...