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VideoTechnology is HERE (MMD)     

lesk - 23 Jan 2003 17:12

renamed the kindergarden thread in honour of Haystack & Dil

ROTFLMAO - Dil's thread... is dead!!!! LOL!!!

mrploppy - 29 Jan 2003 21:28 - 18 of 125

Haystack

You'll have to go back further than that :-)

Kebab and chips - 31 Jan 2003 19:41 - 19 of 125

I thought Emblaze systems was suppose to be 2 years ahead of the competition. According to its chairman that is.

Haystack - 01 Feb 2003 01:18 - 20 of 125

Emblaze and MMD are not competitors and neither of them would think so either. One makes hardware videophones opersting over ISDN, IP networks and POTS phone sytems. The other is in the streaming media market providing software and hardware solutions mainly for mobile phone companies. It is difficult to compare the two companies as they are in different markets.

lesk - 01 Feb 2003 09:53 - 21 of 125

Haystack - your right but, many DO feel that these two companies compete.. I'm not sure if it is the lack of understanding of todays technology, or whether it's some form of protectiveness on the part of shareholders who aren't desirous of city attention being taken away from their 'shining light' investment.

It only appears to be Emblaze > Motion Media though, strange that??

Haystack - 01 Feb 2003 12:25 - 22 of 125

I haven't noticed any comments either way. There is no real connection between them. More like the differnce between a greengrocer and a butcher.

Kebab and chips - 01 Feb 2003 12:42 - 23 of 125

I see where you are coming from Haystack.One is for thin people the other for fatcats.Just point me in the right direction.

Haystack - 01 Feb 2003 13:04 - 24 of 125

LOL

Kebab and chips - 04 Feb 2003 21:47 - 25 of 125

Haystack - 05 Feb 2003 17:55 - 26 of 125

These deals that are supposed to have been made are looking more and more uncertain every day. If they don't turn up then how long does the cash last.

lesk - 05 Feb 2003 18:11 - 27 of 125

Haystack - if the deals don't turn up the cash will last 1 year to 18 months, and by then MMd will have turned a corner and taken a new direction... not that it would matter to us as my shares would by then be almost worthless..for at least a year or two beyond..

You might be following the posts of the last week, or so on ADVFN and if so, you might also note there has been some very balanced discussion on the subject of orders and finance...

You already know the answer to the question you posed - you have done your research [haven't you?], therefore are you attempting to promote negative discussion, or look prophetic?

:-)

Haystack - 05 Feb 2003 19:12 - 28 of 125

It has taken a huge amount of time to get the current deals if they turn up. How long is it going to take get more deals? Probably just as long. I have seen several comments from people who don't think the cash will last long enough and certainly not 18 months. Yes I am negative about MMD. Thye may sell a few Carestation units, but I can't see them selling ordinary videophones at all.

lesk - 05 Feb 2003 22:32 - 29 of 125

Haystack

your making assumptions based on fiction... "It has taken a huge amount of time to get the current deals if they turn up" Agreed it has taken a long time, but not so long as you think... they only started building the MM745 late last year when BT dropped ISDN.. and in so doing left MMD totally effed up a tree. Therefore, you could say they have bought a tremendously sophisticated and futureproofed product into the marketplace (at a cost of 6m in R&D) in record time... I'm not sure many companies could have turned themselves around as fast, or effectively.

"How long is it going to take get more deals? Probably just as long."

Nope!! not true, many orders are in the pipeline but, it just can't turn into jam today, at least until the first orders are processed. This is one of those products whose time is just beginning, we are on a cusp and global telephone communication is about to change, forever... all the telco's can see that, Yes! there is competition out there.. but, for eff's sake it's only you that believes that MMD will fail if they don't make a big hit... 5% of a global market is a bloody fortune.. and BT would love it if they could have that much!!

I am as unconvinced about as many things as you are, but I'm not out of my tree either... I can see where the problems are and whilst they represent clear and present difficulties - none of them are insurmountable.

You "can't see them selling ordinary videophones at all" - that is the type of childishly naive comment that puts your whole position into incredibility... grow up haystack... this is the real world - Even I could sell these phones even at 2.5k a pop.. and enough of them to make enough money to live on...(once I get my hands on them, that is).

This market is going to fly, and all the videophones in all the world will sell, if only for a short time until the market and brand leaders sort them out and people begin to choose product based on price, versatility, quality and futureproofing.

A point you need to consider...there is only one videophone that currently exceeds the maximum readily available upload/download capability of broadband - the MM745

the MM745 is the only videophone purpose built for broadband, and broadband is 'where it's at'!

the MM745 is half the price of its nearest competitor and on top of that has three times the functionality... if Tandberg can sell the 1000 at 5k a go, do you not think that a product 3 times better will sell for half the price...

Get into todays world haystack - your still running your programs in sinclair basic... this is the 21st century

I told you before Do your Research - people will laugh at you if you don't and it has nothing to do with being a bear or a bull, it's just a matter of knowing what your talking about - you don't!! yet!!

:@)

Haystack - 06 Feb 2003 00:33 - 30 of 125

MMD have not had any success so far in selling the videophones and I can't see them finding it any easier in the future. The casre sttion videophone isa good product which may sell in moderate numbers and sustain MMD. The rest is just dreaming. No one seems to want videophones yet. Don't forget there is no one to call yet with one unless you buy two of them. Thye will catch on in the end, but not for a few years yet.

lesk - 06 Feb 2003 09:19 - 31 of 125

Haystack - as usual founder memmber of the 'I knowing nothing' brigade..speaks!! and utters words of abject pessimism.

Everything has a start point - even your education (well maybe not that far so quick!!)

'The rest is just dreamming'

Sorry haystack but you talk just as much twaddle here as you do on ADVFN... so you are as of now permanently squelched...

:@D

Haystack - 06 Feb 2003 10:04 - 32 of 125

The problem with these types of threads is that they become fan clubs for particular stocks. No one is permitted to say anything realistic about the company. The threads just get filled up with posts which just pat each of the posters on the back for being so clever to have bought this stock in the first place. This stock that was 1+ and is now 3p. They don't make a profit and don't even have a lot of turnover. They have had to sell their offices to raise cash and now have had to do a forced rights issue. They deal in a product that seems to have almost no market.

The MMD BBs got excited last year about BT supposedly promoting their videophone. This came to nothing when BT did test marketing and found no market out there for them. They couldn't even sell the 1,000 units thhat they bought for the test market. MMD make good products that people do not want. This is the Amstrad Emailer all over again. If you read MMD threads then don't expect any approximation to the real world. It is just another one of the grim fairy stories.

mrploppy - 06 Feb 2003 15:28 - 33 of 125

"Don't forget there is no one to call yet with one"

Except for the hundreds of thousands of other videophones and videoconferencing systems that are already out there.

mrploppy - 06 Feb 2003 15:30 - 34 of 125

"MMD make good products that people do not want. This is the Amstrad Emailer all over again."

The Amstrad Emailer is a heap of junk and in no way can be compared to MMDs products.

mrploppy - 06 Feb 2003 15:36 - 35 of 125

"No one seems to want videophones yet.", "no market out there for them", etc.

TANDBERG sold 19,585 videoconferencing systems in 2002, up 65% on 2001 unit sales. Pre-tax profit for the year 2002 was NOK 572 million ($82 million) up 51%

and Tandberg aren't even the biggest player in the market.

mrploppy - 06 Feb 2003 15:37 - 36 of 125

Yawn! Shall I go on?

Haystack - 06 Feb 2003 15:51 - 37 of 125

A domestic user of a videophone is not going to be calling someone with a videoconference piece of kit. The reference to the Amstrad Emailer was to do with the lack interest and sales. Tanberg will continue to sell their kit to the videoconference market and I would be suprised to see MMD selling into that market. Your post is similar to most other MMD posts. It is just wishful thinking. And yes, your post was a yawn.
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