Vividas Share Discussion Threads

[spike_1] 05/2/2007 00:33

Hi folks - joined Lemming earlier today (I think) but unable to log in as I do not seem to have a user name and the paypal receipt did not give one and there was no e-mail from Lemming as such.

So how do I log in? Where do I get my user name from, and no I cannot use my e-mail address as a user name.

Best wishes - mike

[marlin2] 04/2/2007 17:29

On2 Technologies Inc. (ONT) On Feb 2: 1.12 0.05 (4.27%)
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Profile Get Profile for:




On2 Technologies Inc.
21 Corporate Drive
Suite 103
Clifton Park, NY 12065
United States - Map
Phone: [phone]
Fax: [phone]
Web Site:

DETAILS
Index Membership: N/A
Sector: Services
Industry: Business Services
Full Time Employees: 35


BUSINESS SUMMARY
On2 Technologies, Inc. operates as a video compression technology firm. It develops a proprietary technology platform and video compression/decompression (codec) software to deliver video to closed area networks, such as set-top boxes, Internet, and wireless devices. The company offers audio codecs, video codecs, encoding, and server software used in video delivery platforms and player products. Its video products include TrueMotion 2X that enables hard-drive, Kiosk, or CD-ROM based video playback; TRUEMOTION VP3 series, including VP3, VP3.1, and VP3.2., which enable video transmission over broadband Internet connections and supplies television-quality video; VP4 Codec, a video compression technology used for set-top boxes and closed area environments; VP5 Codec, which offers real-time encoding and the ability to handle interlaced content; VP6 and VP7 Codec that support real-time encoding at full D1 resolution; and audio for video codec technology, a compression algorithm used for various audio sources, including music, human speech, film, and broadcast television. On2 Technologies also offers TrueMotion encoder products that enable content owners to remaster and compress their assets into the VP4, VP5, or VP6 format; mobile video products based on the company�s TrueMotion video compression technology; and TrueCast server software to deliver multimedia presentations over private networks, and embedded platforms or the Internet, as well as sells video encoding software that allows users to encode video. Further, the company offers engineering and consulting, and technical support services; and video encoding services. It offers its products and services to digital communication and media companies, entertainment companies, telecommunication companies, and third party resellers in the United States. The company, formerly known as On2.com, Inc., was founded in 1992 and is based in Clifton Park, New York.

look here marlib

[the_pimp] 04/2/2007 11:29

By all accounts the BT iptv offering is terrible quality compared to VDS.

Tuffbet- the good news is that this company has quietly got on and developed the product without over-hyping themselves on the stock promoting front.Having been working with big multimedia companies like Sony,Fox etc for 18 months or so they seem to be close to committing to long term contracts.

Cosidering they are looking to take double digit returns from the ppv market you are looking at some pretty big figures...potentially.

[james 2] 04/2/2007 09:11

Richard51, my post wasn't specifically poining to these just answearing SPECs question. Best point of reference is the lemminginvestor report imo, they have certainly researched this alot more throughly than me - infact my initial purchase was largely based around their research + a few hours of my own .

Well worth £60 for the annual membership imo

[littleredrooster] 03/2/2007 20:55

"The Trust has also asked BBC management to ensure that the iPlayer on-demand TV services work on all computer operating systems, not just with Microsoft applications.
The original iPlayer proposal would have made the service available only to computer users with Windows XP and Windows Media Player 10."



BBC Trust greenlights on-demand TV service

By Staff
01-02-2007 12:37 PM

The BBC Trust has approved the corporation's iPlayer on-demand TV service following a 'public value test', but has proposed some changes in the process.

The changes proposed by the Trust include limiting the storage window for seven-day catch up of individual TV shows to 30 days, rather than the 13 weeks requested by BBC management.

The Trust, which oversees the BBC, said the various iPlayer on-demand services would cost an estimated £20m-£30m a year, or £131m over the next five years.

Diane Coyle, the BBC Trust member who chaired the public value test steering group, said: "Our view is that the BBC's new on-demand services are likely to deliver significant public value, and should be allowed to proceed, but subject to certain conditions in order to reduce the potential negative market impact".

The Trust has also taken on board Ofcom's reservations about the market impact of the iPlayer's series stacking facility.

Series stacking will only be available for certain kinds of programme, the Trust has ruled, "with a distinct run, with a beginning and end, and a narrative arc or those which are landmark series with exceptionally high impact".

EastEnders, Horizon, Top Gear and Blue Peter would be excluded from series stacking under the Trust's iPlayer proposals, but series such as Bleak House, Planet Earth, Doctor Who and Strictly Come Dancing would be included.

The Trust has also asked BBC management to ensure that the iPlayer on-demand TV services work on all computer operating systems, not just with Microsoft applications.
The original iPlayer proposal would have made the service available only to computer users with Windows XP and Windows Media Player 10.

The Trust will also draw up a policy for syndicating BBC on-demand content to other internet operators such as Google.

The Trust has also ruled out the provision of podcast-style audio downloads and bookmarking shows for download.

Other issues arising from the public value and market impact assessments included parental controls and the question of whether the iPlayer should feature content from sources other than the BBC.

[richard51] 03/2/2007 14:13

James2 - i read your post over on IIR. am new to this stock and have done a little reading this morning. How do you rate the rerating here? Seems to me that this stock has much further to go. A bit more time spent on the many excellent posts on this thread should be good weekend reading.

[the_pimp] 02/2/2007 19:27

Hopefully things are starting to happen here.Certainly starting to get industry recognition.Still a small market cap so still plenty of upside.Hope not too many "punters" get on board.

[littleredrooster] 02/2/2007 16:49

"However, now its a stockpicking era imo, as its still not clear which other companies have the killer technology."

yump,

You shouldn't tempt me with a statement like that ;-)

lrr

[tuffbet] 02/2/2007 16:48

My guess is we are only at the very very early stage on any boom in technology stocks - these things last years not months so I have no concerns at all right now but who knows 2 years from now what sort of valuations we could be looking at..
Have a look back at what institutions bought in way back when VDS came to the market and the price they were prepared to buy at then when none of the recent contracts had been signed and after I presume doing their own due diligence- they gey it wrong like the amateurs but not nearly as often.

Think there will be lots of opportunities to trade VDS as confidence waxes and wanes with the news flow - a big plus is that anyone interested can try the technology at the click of a mouse on their own PC - you couldn't do anything like that with most of the dotcom stocks which were merely concepts and often not much more than figments of the imagination.

Suck it and see is a very reassuring way of testing something - it generally beats looking at projections on a spreadsheet and trying to imagine what the end product will look like if it ever gets to the market.For those with long memories back in the late 90's companies were changing their name adding.com after it and within 24 hours seeing their market cap increase by 100% - we are a long way from that

[littleredrooster] 02/2/2007 16:48

"THe product is cracking if sky finally decide to drop MSoft and use this they would be back a winner."



News Corp invests in online video firm

By Staff
30-01-2007 10:35 AM

Media giant News Corp. has agreed to purchase as much as a 10% stake in an online video technology provider ROO Group.

Murdoch-owned News Corp has initially agreed to purchase a 5% stake in the company. There is an option to purchase up to an additional 5% of shares if revenue milestones are met within the next two to three years.

ROO currently powers online global video content distribution and content syndication across many of News Corp's properties including The Times of London, and The Australian and has content syndication partnerships with FOX News Channel and Sky News.

"We are excited to be working with News Corp. to further harness the enormous opportunity of online video across its global network of prestigious media brands. We are further encouraged by News Corp's proven track record of identifying and partnering with online leaders early in their growth," said Robert Petty, CEO and Chairman of ROO.

"News Corp. looks forward to building on its successful relationship with ROO to continue the growth of News Corp's video assets in the digital marketplace," said Jeremy Philips, Executive Vice President, Office of the Chairman, News Corporation.

www.roo.com

[powwow] 02/2/2007 16:42

some news must be out soon.

[yump] 02/2/2007 14:24

Actually think the difference is now that we can now follow the money. eg. Google has made a mint from online advertising. Affiliate networks have done very well. IPTV is going to boom. In 2000 noone could really see where the money was going to be made.

However, now its a stockpicking era imo, as its still not clear which other companies have the killer technology.

[yump] 02/2/2007 14:22

Thing about 2000 was that the share prices and the company fundamentals were way out of kilter. Excitement about endless possibilities could easily take over again and company values could go the same way, perhaps tempered by at least some deliverance of earnings.

You only have to look at shares like 121media to see that some market caps. are already way out when you compare them to earnings.

Lets hope that any rises are built on something material. If we got another boom and bust with the tech. sector, imo you could say goodbye to it for 20 years, let alone 7.

[Abuse team] 02/2/2007 12:57

Post removed by ADVFN

[lofty] 02/2/2007 12:05

PS. What a cracking share tho'. That I am allowed to say ~:¬))

[the analyst] 02/2/2007 12:04

Got to say, I've had worse weeks on the stock market!

I am really happy with the developments the company have been making on the investment side of things - the spanish deal, the new investors, the director buying. The recent deals with Lightspeed media etc are also very encouraging.

Also, from a technical front I was pleased to see how their systems handled the huge demand for the transformers video which was played 700,000 times in a few days. The response to the quality of that video was very good, with 1% of the worlds blogs mentioning it at one point apparantely! (if I read the announcement right, it was late when I read it - I'll check...)

My thoughts are that to become a player in the huge market that streaming HD Video will become, the company need to really makes huge strides over the next 6 months, getting as many deals in place as possible, building the brand before others manage to get the technology in place to do similar things.

I would like to see them provide some different player interfaces with FW, RW, Scene select etc. Maybe they already have that on the 'paid for' videos? I have only seen the free ones.

[lofty] 02/2/2007 12:04

If I cut and paste from lemming, I receive no more information and
the balance of my subscription is forfeit.
This is made very plain when signing on. I have no objections.

[olivercromwell] 02/2/2007 12:04

tuffbet

couldn't agree more with that. Been following some of US market commentators who believe earnings from tech companies over the next 2-3 years should quite easily outstrip market indexes by a considerable margin.

The trick is finding the right company with a product with mass appeal!

OliverC

[tuffbet] 02/2/2007 11:38

Recent rise takes us back to the price range May June last year so still a lot of catching up to do relative to the smaller companies sector which has easily outperformed FTSE 100 over the last few years.

The interesting thing about this rise in the markets is that for the first time since 2000 technology related stocks are leading the way. The good news as I see it is that at this stage there is none of the hype which caused prices to overshoot in 1998-2000.

A fair number of the companies which were around then have gone on to prove that much of the talk about what the future would bring has turned out ,if anything to be conservative ie the rate of change of technology has been greater than expected and in many cases the take up much greater than envisaged even by the optimists.

So what went wrong in 2000? Basically it was not a case of overhyping the technology but overhyping the value of that technology to the companies in the very near term ie mispricing of the stocks especially when no acccount had been taken of corporate capex on technology in the lead up to the millenium - remember all the drivel written and talked pre millenium about the need to replace whole systems etc.

Seven years is quite a long time in the investment management world and many of the managers who got their fingers burned then and vowed never to touch technology again will either have retired,or been fired. The rest will be losing that fear which was so entrenched in their post 2000 thinking and therefore the background is just about right IMHO for another run up in technology stocks.

Too early to say how much shareholders in VDS will stand to benefit from this but if the management team can get their message accross to the smaller company fund managers a pick up in volume could change things quite dramatically.

As things stand the recent strength in the share price gives the management more scope to manoeuvre with the banks and looking to the future makes the acquisition of other companies considerably cheaper if deals can be done based largely on shares rather than cash or some combination of the two.

Just a personal opinion based on no expertise do your own research

[james 2] 02/2/2007 11:33

Thanks OC thought that was the case. And agree the £60 is a small price to pay for an annual subscription.

Regards

[olivercromwell] 02/2/2007 11:28

i've read the report and it was excellent but copyright prevents posting and anyway £60pa for such quality analysis is nowt.

OC

[james 2] 02/2/2007 11:25

Not sure if I can post it but yes it was positive, its about £60 to register with lemminginvestor from memory & their info has been worth every penny to date.

Not trying to be an ass, will check to see if its ok to copy onto here.