Plasmon plc Share Discussion Threads

[madmix] 06/8/2007 13:23

Pretty small volume traded today, so doubt there's any material news about.

Seems to be well supported in the low 40's though.

[cockneyrebel] 06/8/2007 11:43

firm today, any news about?

CR

[cockneyrebel] 27/7/2007 15:27

Nice move up :-)

CR

[madmix] 27/7/2007 10:20

Hanover in for another 50k at just over 43p yesterday.

Topped up myself this morning too.

[doubleorquits] 25/7/2007 14:42

Now in auction although I don't know why it was triggered at this level.

[cockneyrebel] 25/7/2007 13:53

Cheers Typo.

Had a good feel there was an RNS on the way by the share price movements yesterday.

Strange it hasn't come over RNS but seems there has been problems there today - I wonder what other news we are missing elsewhere?


Looks like a chart breakout on a grubby day in the market - very positive :-)

CR

[doubleorquits] 25/7/2007 13:35

Thanks CR and Typo.

I managed to get a few at 44.75p. I was quoted 48p for 10k though!!!

[mikey_b] 25/7/2007 13:27

congrats guys

[typo56] 25/7/2007 13:17

Here's the news

[cockneyrebel] 25/7/2007 13:06

OK - think there's an RNS coming I think - DJ Newswire seem to have pre-empted it with a headline just now - most won't have seen.


"*DJ Plasmon Ships Archive Appliance Express Units To GE Healthcare

(MORE TO FOLLOW) Dow Jones Newswires
"

CR

[martest] 25/7/2007 08:29

Not a lot of free stock about.Seems tightly held and should break north at any time now.IMHO.

[kenburns] 24/7/2007 21:03

Finally I think its time to get back on board.

[cockneyrebel] 24/7/2007 18:58

Well I've not found a market yet where you can charge much of a premium for inferior no matter how good your marketing is. The premium PLM seems to be a lot for an inferior product Mikey-b. Directors and Hanover been buying over 1m shares at up to 47p recently too so they see an attraction.

CR

[mikey_b] 24/7/2007 17:20

UDO2 Drive Specification Summary
Media Load Time 5 sec
Media Unload Time 3 sec
Average Seek Time 35 msec
Buffer Memory 32MB
Max Sustained Transfer Rate - Read 12 MB/s
Max Sustained Transfer Rate - Write 6 MB/s (with verification)
MSBF - Mean Swap Between Failure > 750,000 load/unload cycles
MTBF - Mean Time Between Failure > 100,000 hours
Interface Wide Ultra 2 LVD SCSI or USB 2.0



Hard drive specs:
Maximum external transfer rate 300 MB/s
Average seek time NA 11 ms

Load unload in seconds too - try it with a USB Hard drive.

The grabbing and deciding its the wrong one can happen to both devices so we can cancel out that argument. In fact you might go through 9 optical disks before you find the right one so HD would win out here too.

I can only see they (Plasmon) must have good marketing and the hard drive guys are screwing up but when that changes watch this business struggle.

Hope this is useful. I made a few £ on this one when you first flagged it up but on looking at the business I decided to stand back for a while.

best,
mikey.

[cockneyrebel] 24/7/2007 17:12

I'm not sure how fast a hard disk is compared to an optical.

Also I can imagine having to unplug your hard drive, plug in another one, look at what's on it, decide you have the wrong one, plug in another one etc etc all sounds a bit Fred Carno imo - I'm sure anyone buying a PC from IBM isn't going to be doing that myself.


Much higher spec on the UDO

[mikey_b] 24/7/2007 16:56

I might have missed a bit...500G stored for £70, 600G for $1200. When HD full - unplug and replace with another one (in a caddy/carrier thing) as easily as changing disks. Probably takes less space to store than 10 disks too. Have I missed something?

Just concerned the discerning IT departments will see through this optical disk...they failed previously in 3.5inch format.

Of course, if it flies some more I hope the per disk price stays high for the investors.

[cockneyrebel] 24/7/2007 16:45

10 x 60 GB discs cost $1,280 Mikey_b.

600 GB optical mikey-b - when your 500gb hard drive is full what do you do? With this you can buy a pack of 10 optical discs to write to - that's £500 GB storage for £600. More for archiveing I'd have thought.

£500 worth of opticals store 500gb, fast to write to. Glad they are not selling for £70 Mikey_b.


50K buy in the auction at the close.

CR

[mikey_b] 24/7/2007 12:26

60G disks for $1280..... I can get a 500+G hard drive for £70

The size increases of hard drives are growing at a different rate to them disks.

Caveat Emptor IMVHO

[cockneyrebel] 24/7/2007 12:16

This thread is lovely and dead - so just picked up another 10K.

Directors buying loads here at higher than this.

Little News Article for you



IBM Launches New UDO Gen 2 Optical Jukebox

Published: July 17, 2007

by Alex Woodie

IBM last week announced the 3996, a new series of optical libraries that use the latest generation of 5.25-inch Ultra Density Optical (UDO) drive technology developed by IBM partner, Plasmon.

The IBM 3996 Optical Library is a large-scale, externally attached device that offers multiple UDO storage technology options. There are three models of the 3996 Library, including the Model 032, the Model 080, and the Model 174. All models ship with the 30 GB UDO Gen 1 drives, but can be ordered with the newer 60 GB UDO Gen 2 drives, if specified.

The Model 032 has one optical disc drive and an option for adding a second drive; users can mix and match Gen 2 and Gen 1 drives. It has storage slots for up to 32 optical disc cartridges, giving it a maximum capacity of 960 GB if the 30 GB Gen 1 drives are used, to up to 1.92 TB with the 60 GB Gen 2 drives.

The Model 080 comes with two optical disc drives, with an option of adding two more for a total of four drives. Gen 1 and Gen 2 UDO drives can be inter-mixed. As you can tell by its name, the Model 080 has a native capacity of 80 disk slots, but that number drops to 72 if any drives are added. Its capacity ranges from 2.4 TB if Gen 1 drives are used, to 4.8 TB with Gen 2 drives.

The Model 080 comes with two optical disc drives, with an option of adding two more for a total of four drives. Gen 1 and Gen 2 UDO drives can be inter-mixed. As you can tell by its name, the Model 080 has a native capacity of 80 disk slots, but that number drops to 72 if any drives are added. Its capacity ranges from 2.4 TB if Gen 1 drives are used, to 4.8 TB with Gen 2 drives.

The 3996 libraries are designed to work with System i and System p servers, and attach to them via low-voltage differential SCSI connections. The libraries are compatible with i5/OS V5R3 and V5R4 and AIX 5L 5.3 and later operating systems. UDO Gen 1 drives and disks are compatible with i5/OS V5R3 and V5R4. However, System i users must be at V5R4 if they want to use UDO Gen 2 technology, either in a pure-play or mix-and-match environment; i5/OS V5R3 does not support UDO Gen 2 technology.

IBM and Plasmon announced plans to bring UDO to the iSeries server (as it was then called) in 2003, and followed through on that commitment in 2004. Plasmon had originally planned to roll out Gen 2 UDO drives in 2005, but setbacks delayed availability of the upgraded technology until earlier this year. The delivery timeframe for the Gen 3 UDO drives, which were to offer 120 GB of capacity, is unknown. Plasmon's Web site also mentions a 240 GB drive, but it does not specify which generation that is or when it will be introduced.

The new 3996 UDO libraries become available Friday. The 3996 Model 32 with a single UDO Gen 2 drive costs $5,010, while Models 80 and 174 with two UDO Gen 2 drives costs $10,020. A package of 10 rewriteable UDO Gen 2 60 GB disks costs $1,460, while a package of 10 write once, read many (WORM) 60 GB disks costs $1,280. For more information, see IBM hardware announcement 107-425.

[madmix] 18/7/2007 16:04

(EDITED)

Peter,

Thanks for trimming down the RNS.

Cheers,

Chris

[peter11] 18/7/2007 15:39

Plasmon Director/PDMR Shareholding

RNS Number:4662A
Plasmon PLC
18 July 2007

1. Name of the issuer PLASMON PLC

3. Name of person discharging managerial responsibilities/director

TIMOTHY ARTHUR

17. Date of grant 17 JULY 2007

18. Period during which or date on which it can be exercised

18 JULY 2010 - 17 JULY 2017

20. Description of shares or debentures involved (class and number)

500,000 5p ORDINARY SHARES

21. Exercise price (if fixed at time of grant) or indication that price is
to be fixed at the time of exercise

44.5p

22. Total number of shares or debentures over which options held following
notification

1,235,000

[peter11] 18/7/2007 15:38

Plasmon Directorate Change

RNS Number:4647A
Plasmon PLC
18 July 2007

Plasmon plc ("Plasmon" or the "Company")

Change in Directorship

Further to the announcement made on 23 May 2007, Nigel Street stepped down as a
director of the Company on 16 July 2007.

[aquilla] 01/7/2007 08:40

Good to see Hanover increasing its stake, to nearly 25%, following the recent director buys, both by the ceo and chairman.

This is from their own website:

"Hanover's principal mission is to generate superior returns for our investors by selecting and managing investments in undervalued businesses. This is a long-term process, in which our interests are strongly aligned with those of the other investors and stakeholders in a company. Acting with integrity, applying the best principles of financial and corporate governance and being a responsible member of a stakeholder community are key priorities for our business and key underpinnings of the franchise we are building as investors."

[cockneyrebel] 29/6/2007 22:36

:-)

CR