Prelude Trust Share Discussion Threads

[spin doctor] 20/7/2007 13:23

That is a remarkable quote from the "head of marketing and business development". Let's hope he's right.

Surely this (PDT sp) is a coiled spring.
Just grabbed a few more.

[hvs] 19/7/2007 20:24

Nice one riv,

Seems like my "ACCUMULATE" strategy is going to pay off.

[hvs] 19/7/2007 17:44

lol !!!!

Lucky beggar, they start so young these days.

lol!!!!

[tiltonboy] 19/7/2007 17:38

Plenty of both, but I have to be careful that I am only seen to be looking at the feathered variety, otherwise Mrs tiltonboy will have my proverbials.

My 16 year old son hasn't wasted time though, and he has picked up a rather sweet Spanish girl.

More rports later.

tiltonboy

[rivaldo] 19/7/2007 15:26

Tiltonboy, I've been to a great many places on my "dream" list of places to go, but Costa Rica is top of the list to do...jungles, wildlife and great beaches, what more do you need? And beautiful birds (feathered I assume hvs?)....Hope it's for rest/play rather than work :o))

I wonder whether the share mags and/or the newspapers will catch on to the DisplayLink IPO gossip? It's the sort of thing that can act as a hook for a tip piece given the already large discount to NAV.

[hvs] 19/7/2007 15:24

tilton,

You lucky chappie.

Must be beautiful birds there.

[tiltonboy] 19/7/2007 14:14

riv,

No. I'm in Costa Rica!!!!

Great and improving news from DisplayLink.

tiltonboy

[hvs] 19/7/2007 13:04

its Blue today.

Just topped up @ 117.49. Cheap as CHIPS. (price gone up though because of all the
flooding)

[rivaldo] 19/7/2007 12:37

So is this down to you again tiltonboy?!!

As FSE says, the portfolio is looking terrific. Alongside DisplayLink aiming to IPO and two terrific new late stage investments we've had excellent news from:

- Polatis
- Phyworks
- Kiadis
- Siconnect
- XMOS launching
- Xanadu Wireless

I see ZBD have a new improved web site too. Hopefully this is a prelude (ho ho) to more news. Will have a longer look at it later.

[hvs] 18/7/2007 18:08

It is,

Top up time coming soon.

[fse] 18/7/2007 17:46

Still around just not had much to add.
the portfolio is looking incredibly strong and the current valuation is pure madness.... ;-(

[rivaldo] 18/7/2007 14:42

As long as word spreads about a DisplayLink IPO I don't care if they're said to come from Slough Orange1!

A new article about Phyworks which concludes thus:



"Phyworks' sales of physical layer chips for fibre to the home (FTTH) doubled last year, and should double this year and next.

"We have 38 per cent world share and expect 50 per cent this time next year," said King, adding, "the real growth will come with 10Gbit/s modules. FTTH is the warm-up.""

[orange1] 17/7/2007 11:58

DisplayLink has established its headquarters and marketing operation in SiliconValley. Which means that some reports of the deal with LG refer to Displaylink as a "Californian company"!

[hectorp] 17/7/2007 11:43

I am led to believe that the Technology sector in teh US bottomed out around May.
Some will remember, I was here 2-3 years ago, even 4 yrs back, and the share price was from 90p to 115p range. Not much seems to have changed in that regard, yet I feel I must give Prelude another good look, if only to give myself a decent diversity away from oil gas and metals.

[hvs] 17/7/2007 11:37

Nice one riv,

By long term I would say 12-18 months when revenues will be flowing in thick and fast.

[rivaldo] 17/7/2007 08:01

Lots of buzz about the LK product. Amongst others:



"Sending video monitor signals over USB? No, you're not dreaming an unattainable dream, but looking at pics of the first monitor here in the U.S. that works over a USB cable. Powered by DisplayLink's DL-160 chip, the Vista-certified LG L206WU works by connecting to any PC's USB port. System side software sends the video to the display where the DisplayLink chip does all the processing. A Mac version is said to be in the works.

I saw this little number displayed a few days ago and it does work as advertised. All of Vista's Aero effects work over the USB, so you're not sacrificing eye candy (nor resolutuion-up to 1680×1050) with the move. Playing video games using the setup isn't recommended, but there's nothing stopping you from running Office or Thunderbird or whatever on the LG monitor. It looked to be a painless and straightforward way to add an additional monitor to your setup. No price yet, chicos."



"LG Electronics has unveiled North America's very first Windows Vista-Certified USB-connected computer displays' range, which is based on DisplayLink's USB 2.0 network display technology, announced DisplayLink Corp. - the fabless network graphics semiconductor company.

The new 20-inch LG FlatronWide L206WU monitor features DisplayLink's DL-160 chip, making possible high-performance HD graphics over a USB 2.0 link. The display offers wide-screen resolution (1680×1050) for full-screen display of rich graphics and for playback of widescreen video. It is based around a Samsung SyncMaster 940UX has a 3,000:1 contrast ratio, 170 degree horizontal / vertical viewing angles.

The multi-port USB hub embedded into the display makes it possible for up to three LG FlatronWide monitors to be daisy chained connected to a PC while consuming only one USB 2.0 port on the computer. Future advancements will allow up to six monitors to be connected to a single PC over USB 2.0."

[hvs] 16/7/2007 12:29

Looks like DisplayLink is a winner.

With LG on their side they should be able to do amazing volumes.

[rivaldo] 16/7/2007 12:16

DisplayLink now producing product with LG as well as Samsung, Toshiba, IOGear etc:



"LG FlatronWide L206WU USB monitor comes to North America
Posted Jul 16th 2007 12:01AM by Conrad Quilty-Harper
Filed under: Displays

LG is announcing today that it's bringing the 20-inch FlatronWide L206WU USB-based monitor to North America. You may have seen the display over at our sister site Engadget Chinese, where you can also check on the specs: in case you don't know Chinese, the L206WU is based around a Samsung SyncMaster 940UX and has a 3,000:1 contrast ratio, 170 degree horizontal / vertical viewing angles, and most importantly eschews DVI and VGA for a USB connection that can be daisy chained over five more displays. Other USB-based display options have generally included some form of built-in lag due to the restrictions of the USB connection, so it'll be interesting to see whether LG and its partner DisplayLink have managed to provide a solution. Price and availability dates are yet to be announced."

[rivaldo] 13/7/2007 14:24

Siconnect news - bring on the buyers :o)) Possibly...



"IEEE meeting advances broadband over powerline specs
John Walko
EE Times Europe
(07/13/2007 6:37 AM EDT)

LONDON - Broadband over powerline networking in the home came a step closer this week with major agreements concluded at the IEEE P1901 working group standardization effort that was held in Edinburgh, Scotland.
All three clusters of the working group looking to standardize BPL Medium Access Control and Physical layer specifications - for access control, interoperability in the home, and coexistence - made important progress, according to Russell Haggar, VP of marketing at BPL chip developer SiConnect (Swindon, England).

Sending data transmissions over electrical wiring has been promoted as "the next big thing" for decades and advocates say it will provide competition for cable and telecom companies. But it has been slow to catch on, partly due to opposition from ham radio operators, who claim BPL interferes with its transmissions.

SiConnect is specifically focused on the Quality of Service (QoS) aspect of the coexistence standardization effort, and the company's proposal, one of four that was being considered in this cluster at the meeting in Edinburgh, gained sufficient votes to move forward to more technical work.

"Our Quality of Service (QoS) 'partial' proposal was well received, and we will now have discussions with some of the other groups whose proposals will also advance to integrate the work into one ahead of the next P1901 meeting, scheduled for October in Boston, U.S." Haggar told EE Times Europe .

The other proposals in the coexistence stream came from a combination of the Consumer Electronics Powerline Communication Alliance (CEPCA) and the Universal Powerline Association (UPA); the Home Plug Powerline Alliance; and from Telcordia.

CEPCA (of which SiConnect is a member) and UPA have worked together for nearly two years on a joint specification, and their proposal was also forwarded by the meeting for further consideration in October. The European Telecommunications Standards setting organization, ETSI, is also pushing this "full" proposal as a means to ensure coexistence.

The SiConnect QoS submission addresses the prospective standard's requirements for friendly coexistence between disparate technologies and aims to guarantee that powerline technologies from different vendors cannot interfere with each other's performance.

Specifically, the SiConnect proposal answers the requirement that the QoS needs of diverse applications including IPTV, streaming audio and online gaming are fully supported in a home network even when several powerline technologies are deployed side by side.

Haggar, said : "We endorse the far-reaching CEPCA-UPA joint initiative on coexistence, although the specification they have produced does not yet address the important topic of quality of service. We strongly believe that QoS is a vital ingredient for a powerline coexistence standard and that it needs to be taken into account at this early stage of development."

Haggar hopes all the proposals can be merged into one ahead of the meeting in October, but admits there is a lot of technical work to be discussed before this can happen, "and we will also need goodwill on all sides to ensure one coexistence solution."

He believes this cluster has a better chance of getting agreement than the other two streams of broadband access over powerline and interoperability. "We would be lucky to see an interoperability standard any time soon," Haggar said."

[timtom2] 12/7/2007 14:47

Well someone has had enough - discount about 36p now - say nearly 25p.
What will flush buyers out - we know what will flush out the sellers.

[rivaldo] 11/7/2007 20:54

TT2, if you're a small company it's best to spread your investors as widely as possible so that you're not beholden to just one or two major investors - every little helps. And PDT has plenty of cash, so if we get a quick return out of this all the better - assuming that's what actually transpires.

Esprit are pumping up DisplayLink:



"Simon Cook of Esprit Capital Partners tips two for gorilla status – DisplayLink and Jagex. Cook believes that: "DisplayLink's silicon technology is well placed to become the de facto standard for wired and wirelessly connecting multiple displays to PCs." He says the company is attacking a huge market and that DisplayLink could potentially figure in all displays.

It also helps to grow the market for displays: Panel prices are coming down but multi-display is still hard to configure today. DisplayLink solves this problem and allows the users to get started easily. It also scales to three displays and beyond, says Cook.

DisplayLink has the opportunity to be the standard for video distribution over network links; it also has strong partnerships with GPU vendors and wireless vendors who provide support in the ecosystem. Finally, the company is in emerging product areas that continue to develop – e.g. Linux desktop drivers and mobile displays."

[hvs] 11/7/2007 15:25

Maybe PDT went to them ?

[timtom2] 11/7/2007 14:37

Well at 6%+ in the bank, at no risk & no expenditure associated with it, with possible funding needed for some of the smaller companies PDT already has a holding in to get them further along to ipo/sale perhaps money in the bank would be better.

Why go to PDT for this small funding when they already have bg money bags on board?