Prelude Trust Share Discussion Threads

[domaindisciple] 16/2/2007 16:51

www.domaindisciple.com


because there's more than one way to profit from the ongoing commodities bull

[jimcar] 16/2/2007 16:45

M-spatial are classed as local mobile search. I think their main rivals are Mobile Commerce. There is an online magazine which will be doing a review of them v m-spatial in the future.

[fse] 16/2/2007 13:46

>rivaldo... might want to look at RGO re M spatial for competition ?

[rivaldo] 16/2/2007 12:11

M-Spatial are mixing it with the big boys at 3GSM. This article mentions Vodafone's relaunch of its mobile search services - as an existing client of M-Spatial this could be worth watching:



"@ 3GSM: Mobile Search Disappoints, It's The Context, Stupid

Posted by Peggy Anne Salz Thu 15 Feb 2007 05:29 PM PST
Recent Ovum research shows most users neither understand nor use mobile search. Where has the industry failed? Usability and cost are the chief barriers, according to today's 3GSM panel of senior execs from search engine companies - including Google, JumpTap, m-Spatial- and Daniel Appelquist, Vodafone's senior technology strategist .

However, usage may also be lagging because "asking consumers if they use it is the wrong question," Appelquist said. "Consumers shouldn't be aware of mobile search. They should be aware that they are finding and getting the content ...they want on the phone in a click." More than a click and users will lose interest. "The experience has to be seamless, transparent and invisible to the user." To this end Vodafone has been experimenting with ways to deliver search without making users search. "It's about getting to content in zero clicks ...and about having the information you want when you pull the phone out of your pocket." In his view, the operator will always play a central role in search. "As we open up and de-wall the garden and turn what has been our portal into a jumping off point into the mobile Web... mobile search becomes one of the values operators can provide. It's an enabling technology that enables people to get off-portal." He added that Vodafone's re-launch of its mobile search services will "feature both on-portal and off-portal search because we believe that's the role operators can play."

Another barrier may be that mobile search is isolated from the other things users do with their phone. Jim Holden, Google's director of global wireless strategic partnerships, pointed out that search isn't just about accessing the mobile Internet. It's also about creating an environment on the phone where users can make use of the information and content they find. "There are challenges in creating a fun engaging, fluid, rapid and highly relevant searching environment that lets people take action both off the device in terms of things they might be looking to do ... [and] also take actions with respect to other things that are on the device." Part of the solution could be enabling new, more integrated search experiences. An example is throwing open Google Maps to let developers create and mash apps around Google functionality, Holden said. "There's no particular business model around that for us, but we do like driving the activity."

Roundpoint CEO Trevor Schonfeld argued that the industry is held up by a mix of high prices and low relevance. "When you search, you're paying through a data plan. So, relevancy becomes quite important... and it's even more important that every search brings up relevant results." Failing to do this can deter users from trying search a second time. One approach that works for Roundpoint is allowing uses to identify the number of results they want to get to a query. "If you see your going to get 1,000 results then you don't want to see them on a mobile phone." Giving the user that choice is crucial, he said.

Users don't use search because the mobile industry has assumed that users want to search as a service when they really want to use search to navigate content of information, according to m-Spatial CEO AndyWalker. "It's easy to get obsessed about mobile search and assume users want a search box visible on the phone. [But] we need to embed it [search] in people's lives." The tipping point for mobile search will come when "people trust their phones and search to give them useful information." If search is at the center of the user experience, then it follows that there will be lots of different players and brands in the space, he said. "In some cases – where users want to download search to their phone or download it from a mobile Web site - then it might be most appropriate for the handset vendors to brand it." In other cases, it might be right for operators or search engine companies to brand it. "One brand isn't going to win because consumers are all going to do different things with search." "

[hvs] 15/2/2007 19:39

Thank you for the post rivaldo,

Looks like we have another BIG WINNER.

[rivaldo] 15/2/2007 19:06

A mention for DisplayLink here:



"HIGH-SPEED INTERCONNECTS
With the exception of FlexRay, the interfaces already examined tend to move a more limited amount of data than a packet may contain. Network traffic is often infrequent compared the speed of the processors involved. In many instances, higher performance is necessary while still minimizing the number of interconnect wires. This is where technologies like USB, PCI Express, and Serial RapidIO (sRIO) come into play.

USB continues to gain more traction inside the embedded space. Its original claim to fame was PC peripheral interconnects for keyboards, mice, printers, and the like. It's now commonly used to access analog-to-digital converters (ADCs), motors, and digital cameras in dedicated embedded applications as well. A single USB host interface can support up to 126 devices at speeds up to 480 Mbits/s.

Typically, USB works with a single host and a score or peripherals. Still, it's possible for USB to handle just about any chore with multihost support using SMSC's USB2524 Multiswitch and DisplayLink's (formerly Newnham Research) USB-based display adapter (see "USB Branches Out,").

USB is becoming more popular internally with the advent of inexpensive, easy-to-program, USB-enabled microcontrollers. A USB host, often another microcontroller, can communicate with the device microcontrollers to access services and peripheral data from a range of remote interfaces, from ADCs to motor controls. In fact, a microcontroller's single USB host interface can provide all of this plus access to USB-based storage and Ethernet communication."

[hvs] 15/2/2007 10:13

Good to see the interest here.

Can only help the share price

[rivaldo] 15/2/2007 09:22

Ta tiltonboy, no matter. Good to see a couple of buys this morning at the full 125p offer on PLUS and another tick up.

EDIT - WJ, just noticed you've joined us, welcome! Hopefully you'll add some of your rigorous analysis here - which are your faves in the portfolio?

[tiltonboy] 15/2/2007 06:56

riv,

The 100K was almost certainly a sell. WINS obviously found a bit of stock to replace what he had sold.

tiltonboy

[rivaldo] 14/2/2007 22:57

Looking good - I assume the 100k at 121p was a Buy.

Considering that:
- the NAV is around 150p
- there's almost £16m of cash or around 46p per share
- the portfolio NAV has been validated by the CPS sale proceeds
- and virtually all the portfolio is looking healthy and in a number of cases world-beating

there should imo be a long way to go. The first target is to get to around 150p to trade at NAV.

[hvs] 14/2/2007 20:03

Great news Mangal,

I will now sleep very well.

Thank you for the post.

[mangal] 14/2/2007 19:29

We have TA confirmation- Britishbull has posted a BUY on PDT today.

[hvs] 14/2/2007 19:24

jonwig,

Thank you for posting.

Very good chart. Its all going in the right direction.

Lets not forget when there was the buy back were @ 135p and since then a lot more good news.

So its going to happen. Have to sit tight.Bought 10K today.

[jonwig] 14/2/2007 19:19

FSE's charts in post #7412 show how much catch-up potential we have, especially this one, which I like:

[hvs] 14/2/2007 18:46

Hi mangal,

Yes its nice to see this share price movement. Like you say its just for starters.

We will all love the main course I,m sure :-)

Opps I may be accused of RAMPING.

[mangal] 14/2/2007 16:40

Nice to see the gradual upward share price movement. This has started moving only recently & I think we seem to have turned a corner. There is lots more to come- first in order to close, as FSE says, the whopping disount to NAV & then for the share price to refelect the "hidden" value of u/l holdings which are grossly undervalued.

[hvs] 14/2/2007 16:27

FSE,

Thank you for the positive view.

Hopefully will make me sleep better tonight.

[fse] 14/2/2007 16:21

This is not a volume trading stock and most people are in for the longer haul and unlikely to sell at this point in time so any small buys will send this North.
We all know its undervalued so hopefully the discount to NAV will now close, it ought to be at a premium given the timeframe of the investments, especially as the NAV itself is at a whopping discount.
Never seen the portfolio stronger and people are starting to wake up to the value here .... by all accounts this ought to be a great buying opportunity for a re rating. IMO.

[hvs] 14/2/2007 15:25

Just got 10K for £ 1.22, looks like that trigerred a mark up.

Looking for a narrowing of the discount and also valuations on some of
the winners in our great portfolio of investments.

[wjccghcc] 14/2/2007 15:21

Nope. My 5k. Despite having held these on and off for a few years, I forgot they were ISAble. Doh!

[tiltonboy] 14/2/2007 14:59

We've picked up another 58K which put WINS better.

[hvs] 14/2/2007 14:49

No rivaldo, not bought yet, but here goes.

[rivaldo] 14/2/2007 14:14

Was that your 5k hvs? Seems to have been enough to push the price up - maybe no sellers around any more?

[hvs] 13/2/2007 18:17

I,m getting the itch again riv,

Time to top up.