Prelude Trust Share Discussion Threads

[tiltonboy] 20/3/2007 15:56

Found it. 18% costing £2.75m.

[tiltonboy] 20/3/2007 15:22

riv,

What is our current position in OI?

tiltonboy

[rivaldo] 20/3/2007 15:12

Hopefully TT2. Meanwhile more good Oxford Immunotec news. Daydreaming I suppose, but is it possible OI could IPO this spring/summer/autumn with the US launch due for later in 2007?



"Oxford Immunotec Announces appointment of President – North America and
filing for FDA approval for T-SPOT.TB
Oxford, UK; 19th March 2007 – Oxford Immunotec Ltd, the T cell measurement company, today announces that:
· it has appointed Jeff Schroeder as President of its North American operations
· it has completed its PMA filings with the FDA for approval of T-SPOT.TB for the US market
Oxford Immunotec develops and sells clinical diagnostic products based on its patented T-SPOT® technology, the first regulatory approved method for directly quantifying antigen-specific T cells.

T-SPOT is a simple and extremely accurate method of studying a person's cellular immune response to infection. Jeff Schroeder has been appointed in order to build the sales & marketing infrastructure for the launch
of T-SPOT.TB in the US market later this year. Before joining the Company he was Vice President Sales and Marketing for Cytyc Corporation, where he led the product marketing team to develop and implement the strategic plan for the ThinPrep Pap Test and the ThinPrep Imaging System. Prior to joining Cytyc, he spent two years as VP Sales and Marketing with Cytologix Corporation and six years in senior sales positions with Abbott Laboratories, culminating in his appointment as Director Worldwide Marketing Diagnostics Division.

T-SPOT.TB will be launched following completion of the FDA's review of the Company's Pre Market Approval submission which was completed in January 2007. Approval will allow Oxford Immunotec to access the North American TB testing market currently estimated to be worth over $500 million.

Commenting on the above, Dr Peter Wrighton-Smith, Chief Executive Officer of Oxford Immunotec said, "We are delighted that Jeff Schroeder has agreed to join the Company as we gear up to launch T-SPOT.TB in North America later this year.. His wealth of experience in the North American diagnostics space will allow Oxford Immunotec to successfully exploit the opportunity to access the
world's largest market for TB testing following FDA approval for T-SPOT.TB. Jeff will provide the necessary leadership to successfully develop the Group's North American operations and will play a crucial role in establishing T-SPOT.TB as the new benchmark for TB screening"."

[timtom2] 20/3/2007 14:48

NAV update week after next ?

[rivaldo] 20/3/2007 12:15

:o))



"20 March 2007

Samsung debuts USB-connected monitor
By Bryan Betts, Techworld

Samsung claims that its UbiSync LCD monitor is the world's first USB-connected display, and needs no graphics card. The 19-inch 1280x1024 screen uses a software graphics adapter which it downloads to the PC when it is plugged into a USB 2.0 port.

Samsung senior vice president Ha Yoon-ho suggested that UbiSync would be ideal for laptop users wanting a second display, and for workers who need multiple PC screens. It includes a four-port USB hub, so up to five monitors can be connected via a single USB port on the PC.

UbiSync is due on sale in May for £349 - not cheap for a 19-inch monitor, but it does mean you can add an extra screen to a PC without having to open the box and install extra VGA or DVI ports.

The USB monitor uses British-developed video networking technology from DisplayLink. Its performance won't match a high-spec 3D graphics card but is fine for business use, said Michael Ledzion, DisplayLink's executive VP of world-wide sales.

He claimed that it is capable of 32-bit colour and DVD-quality video playback, even though it uses software on the PC and a video chip in the screen, instead of a graphics card in the PC.

DisplayLink has also licenced its technology to Toshiba, which has built it into a universal laptop docking station, and Ledzion showed a USB-DVI dongle from Taiwanese manufacturer Sunix which he said can add USB connectivity to any screen.

The same technology can be used to send video over wireless USB and Wi-Fi, Ledzion said."

[hvs] 19/3/2007 20:33

laughing mate.

Doing it in the wind is no good mate only get yourself wet and that no good.

lol !!!

[hvs] 19/3/2007 20:02

lol !!!

Thats a new one urological ? Que ?

I always say you puts your money where your mouth is .

[bitochon] 19/3/2007 18:18

Welcome back Rivaldo and thanks for your comments.

At risk of a further urological statement by hvs please allow me to share my thoughts. PDT is below the £2 at which it raised funds a good few years ago. Alphamosaic was touted as an amazing investment, I have an email from Dr Hook (going back a few years) that he believed that CPS would set the industrial standard despite the then setback in the USA, Fiilfactory was sold at 10x cost (I think) and where are we today. Yes a wonderful array of hopefuls, but.... Has anything changed?

Please note that PDT is my largest holding (though RCG is rapidly catchhing up) showing a 30+% profit overall. I am not selling at present just sharing my thoughts as I constantly reveiw my positions.

Good luck to all.

Bt

[rivaldo] 19/3/2007 15:41

Good questions Orange, but I suspect they'll remain rhetorical unless you contact the individual companies - and even then they won't tell you what's probably confidential info. IMO the point is that DisplayLink is obviously at a far-advanced commercial stage of development, and Siconnect isn't that far behind given what it's said before about products coming on the market from memory.

ZBD news - it's made the cut from Red Herring's 200 to the newly published 100 companies for the year:

[orange1] 19/3/2007 13:33

In the interests of balance, how about some reality checks:

Displaylink
What is the revenue for Displaylink for each "Displaylink enabled" device sold?

Siconnect
If we have to wait until 2008 for a global draft standard, when will meaningful revenues flow?

[rivaldo] 19/3/2007 12:34

More on Siconnect, with Powerline standards being advanced and agreed - Siconnect is working in nice company:



"Tuesday, March 13, 2007
IEEE Sets System Requirements for Broadband-Over-Powerline Standard, Issues Call for Proposals
March 13, 2007 02:52 PM Eastern Daylight Time

Proposals Sought for Bringing Internet Signals to Homes, Allowing Digital Content on Home Wiring, Interoperability

PISCATAWAY, N.J.--(BUSINESS WIRE)--The effort to create a broadband-over-powerline (BPL) standard at the IEEE has passed a significant milestone. The working group for this standard, which contains major companies at all points of the BPL value chain, has developed over 400 requirements for the baseline BPL standard and issued a call for proposals to obtain technical solutions for systems that meet these requirements. Proposals are due by June 4.

The standard, IEEE P1901™, "Standard for Broadband over Power Line Networks: Medium Access Control and Physical Layer Specifications", will be a comprehensive specification needed to send high-speed digital data over the power lines between substations and homes and offices. It also will provide for digital voice, data and video signals to be carried over and accessed from electrical lines within structures.

"Gaining agreement for BPL system requirements is a major achievement and clears the way for the working group to create a solid standard," says Jean-Philippe Faure, chair of the IEEE P1901 Working Group and vice president-standardization at Ilevo. "The agreement we've gotten on this detailed foundation makes me confident that we will create in 2008 a global draft standard that will enable companies worldwide to manufacture the components and systems needed to develop the BPL industry."

The call for proposal addresses functional and technical requirements in three areas: an access cluster that provides for transmission of broadband content on the medium- and low-voltage power lines that feed homes; an in-home cluster that allows low-voltage wiring in structures to carry digital content; and a coexistence and interoperability cluster that ensures all equipment and devices used on BPL networks are compatible.

The access cluster sets requirements for bringing multimedia services to residences via power lines and for developing electric utility applications. This involves head-end hardware that extracts Internet signals from fiber-optic cables and places them on the current running through power lines, repeaters on distribution lines that keep the signal viable, and customer premise equipment that extracts the signal for use in a structure.

In-home requirements address the use of the power lines in a residence or office as a digital broadcasting medium for the spread of ISP broadband services inside the home, computer applications, whether from one computer to another or to peripherals, as well as for consumer electronics audio, video and other applications.

Coexistence and interoperability considerations are important because of the many devices that may be on a BPL network. This cluster involves protocols that govern how hardware for various applications can share the medium without interfering.

The working group will evaluate and select proposals that best meet the requirements of each cluster. "The goal is to create the best technical standard, whether from one or many sources," says Faure. "The technologies chosen will form the baseline for the standard, which will allow the full standard to be written and companies to begin creating and testing prototypes of BPL hardware."

In addition to land-based systems, the working group has begun to extend its efforts to include BPL capabilities for planes, ships, and trains. The goal is to give those who manufacture such transportation platforms an alternative approach to networking digital information."

[rivaldo] 19/3/2007 09:47

Siconnect displayed at IPTV World in March - this and DisplayLink looking rather good in particular:



"SiConnect demonstrates UDP multicast video streaming over powerline

In-home communications technology company SiConnect is to make its first public demonstration of UDP multicast video streaming at the IPTV World Forum.

Based on its recently announced PLT050 powerline communication (PLC) transceiver chip, the demonstration will show the ease with which IPTV data can be distributed throughout the home via the domestic electrical wiring circuit.

"Achieving one-to-many broadcasting of IPTV data over powerline represents a significant step forward in the development of the digitally connected home," said Robert Stead, VP Marketing SiConnect. "Quality of service (QoS), whole home coverage and immunity to noise are prerequisites for such an application and SiConnect's POEM technology clearly proves its advantages in this demonstration."

Unlike its rivals, POEM technology employs a Synchronous Multiple Access / Contention Resolution (SMA/CR) protocol and a 16 service level QoS management technique to guarantee fair and prioritised distribution of competing multimedia data streams on the powerline network.

It ensures whole home coverage by using a peer-to-peer meshed network topology which enables each node to act as an intelligent repeater capable of creating 'ad hoc' networks. Since networks self-configure, user installation is 'plug and play' while POEM's in-built security assures privacy.
Global EMC compliance was another key design criteria in the development of SiConnect's technology. The PLT050 enable designers to produce products that comply with FCC Part 15, CISPR 22 and its European derivative EN55022 – a mandatory requirement for the marketing of consumer electronic in Europe."

[rivaldo] 19/3/2007 08:16

More about DisplayLink at CEBIT - this really does seem to be a worldbeating technology:



"[March 14, 2007]
DisplayLink to Demo Firsts in USB and Wireless Network Display Technologies at CeBIT 2007

PALO ALTO, Calif. --(Business Wire)-- DisplayLink Inc. today announced it will demonstrate the first USB-connected display, along with groundbreaking Wi-Fi and wireless UWB network display technology at CeBIT 2007 in Hannover, Germany, March 15-21.

The demonstration will show how the company's technology is being used to deliver excellent image quality and high-performance monitor/mouse/keyboard interactivity over either a wireless or a USB connection to a PC.

The company will demonstrate the world's first USB display, the Samsung SyncMaster 940UX which integrates DisplayLink technology directly into the display, instead of VGA or DVI technology, to connect to a PC via USB 2.0. The demonstration will show how using DisplayLink's software allows the display to come online instantly, with all of the proper display settings, every time it's connected to the computer. The demonstration will also highlight the performance of the solution, including real-time interactivity, DVD-quality video playback and crisp 32-bit true-color graphics.

"The consumer's demand for more screens - be they monitors, photo frames or other application-specific displays - is driving the shift to network display technology because it delivers multiple monitors with simplicity and low cost," said Dennis Crespo, DisplayLink executive vice president of marketing and business development. "There's a huge 'wow factor' when people see the performance and image resolution of our technology, which is why it's a great to have the opportunity to show it off to European journalists at CeBIT."

DisplayLink's network display chip family includes high-performance graphics networking chips designed to enable monitor manufacturers, PC OEMs and PC accessory companies to develop products that enable network displays including USB-connected monitors, video-capable USB laptop docking stations, Skype video phones, picture frames and other devices.

The complete DisplayLink solution is comprised of Virtual Graphics Card (VGC) software that runs on a Windows host PC, and a Hardware Rendering Engine (HRE) inside the DL-120 or DL-160 graphics networking chips at the display end. The VGC software processes a stream of display information using the company's proprietary adaptive graphics protocol and transmits it over a USB 2.0, wireless USB, or Wi-Fi link to the DL-120 or DL-160 chip that reconstructs the image on the display."

[hvs] 16/3/2007 16:24

Looks like DisplayLink is going to be a big winner , when an ex Director says
he's proud of the Company.

[rivaldo] 16/3/2007 16:08

No chance bitochon,I enjoy this too much!

GI - both imo :o)) RCG for more "quantifiable" gains, PDT for potentially greater percentage gains, but less quantifiable in terms of timescale.

More on DisplayLink here:



and here - from an ex-director?



"A Nivo by any other name...
March 16th, 2007

It's now official - Samsung has announced their 940UX monitor, which has DisplayLink's technology inside, so can be connected to the computer by USB. News of this leaked a few weeks ago, but, contrary to the reports that spread across the web, this model does also have VGA and DVI connections. Here's DisplayLink's press release.

If you already have a monitor, but want to connect it using USB, you can get the technology in adaptor form from IOGear - you can find it from around $73. Sunix are about to follow suit with their VGA2625.

Disclaimer: I'm no longer a director or employee of DisplayLink, but I am still a minor shareholder. And proud of it."

[bitochon] 16/3/2007 11:28

Thanks for your note riv. Enjoy the rest of the hols (try to just forget about your investments for a few days................!).

[hvs] 16/3/2007 10:52

Hands down has to be PDT

[greek islander] 16/3/2007 10:42

OK Riv

RCG or Prelude?

[orange1] 16/3/2007 09:22

Ok, Riv. I'll continue as deck chair attendant until you return!

And here is a snippet about m-spatial:

"Last October m-spatial's platform went live with Vodafone. They used their products in their big ad campaign called Find & Seek. The ad showed some girls arriving at a house party clearly unhappy with the local male talent. They get into their Vodafone portal and use the maps to help them find the nearest club.

Says Andy Walker: 'The campaign signalled the increasing attractiveness among consumers of services with the right breadth and depth of 'location aware' content - coupled with a compelling user interface offering 'made for mobile' maps and directions across all mass market handsets'.

He goes on to add: 'The big challenge is to really inform users that they have these rich and useful location based services on their mobile operator's portal. The trouble is that lots of people don't know that such services are available.'

That situation is not likely to last much longer, given the improvements for portals delivered by m-spatial's latest product. Andy believes that as the news catches on that your mobile can act as a powerful location finder and source of useful information, people will be beating a path to m-spatial's door. And now they have no excuse about getting lost. "

[rivaldo] 16/3/2007 06:40

"Beach bum"? I like it Orange1...ta for keeping the news flow going. Back in a few days. DisplayLink looks better and better, and Sciona (with DSM's backing now) and Polatis are seemingly thriving. One day we'll get our rewards here.

OT : as for RCG mentioned above, CS are obviously hurting about being replaced, there can be no other reason. But I need to catch up on the goss when I return. On the face of it RCG should be trading at 175p-200p on a quick look at the results. See you lot soon.

[orange1] 15/3/2007 20:43

Polatis experiencing "rapid growth in demand":

Billerica, MA, USA & Cambridge, UK, March 14, 2007 (XTVWorld.Com) -- Polatis Inc., the world's leading manufacturer of optical switches, announced today the appointment of two senior executives to its international sales force. The expansion comes as Polatis is experiencing rapid growth in demand for its optical switch technology from a variety of sectors.

Garland Shinn, previously Vice President of Sales at Nettest, joins Polatis as Director of Sales, Test and Measurement Group, as the company looks to cement its leadership in the North American market and to grow sales internationally. Vernon Brokke, formerly with Juniper Networks and Sycamore Networks, joins Polatis as Director of Sales, Federal Systems Group.

"The unparalleled performance and quality of the Polatis product line has seen us experience a rapid growth in our customer base," said Dr. Aaron Bent, VP Sales and Marketing at Polatis. "We are delighted with the calibre of these appointments: both gentlemen bring with them a wealth of experience in their respective fields of expertise that will be key to Polatis' continued expansion."

Mr. Shinn has played a key role in building worldwide sales networks for major players in the test and measurement space, including Photon Kinetics, Circadiant Systems, PK Technology, and Nettest, part of the Anritsu group. He has 18 years' experience and has specialized in establishing sales channels in Asia for North American companies.

Mr. Brokke has a distinguished sales career encompassing over 25 years in which he has specialized in selling networking technology to Federal and State Government and has won eight President's Club Awards. Mr. Brokke was the lead account manager at Sycamore Networks for its optical cross-connect contract in the federal government's global GIG BE roll-out in 2003.

Polatis has products designed to meet the needs of its test and automation customers, including the VST Optical Switch, which integrates switching, optical power metering, and optical attenuation into one product with a single interface. Polatis has also deployed products for numerous applications in the Federal and Defense sector, including its plug-and-play OSB Compact-PCI Optical Switch Blade, and its High Port Asymmetric (HPA) product, aimed at RF-over-fiber, security and encryption, and secure comms applications.

Later this month, the company will bring its largest product range ever to OFC/NFOEC, taking place in Anaheim, California, March 25 – 29, including products designed for use in: test automation of manufacturing production, Defense communications, Fiber-to-the-Home (FTTH), telecommunications networks, and video broadcast networks.