renamed the kindergarden thread in honour of Haystack & Dil

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

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!!

:@)

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.

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

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.

"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.

"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.

"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.

Yawn! Shall I go on?

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.

"Your post is similar to most other MMD posts."

Except my posts tend to be backed up by facts and direct experience of the videophone/videoconferencing industry.

Haystack

What makes you think that MMD are after domestic users and not business users? Why would you be surprised to see MMD selling into Tandberg's market when the mm745 is a direct competitor of the Tandberg 1000? Why do you think you know more about this market than anyone else?

Try looking at www.emblaze.com.They have the real straming video software.

Try looking at www.emblaze.com.They have the real straming video software.

hotfinance14,

I'm not sure that BLZ have a particular product like the MM745, I thought they were targeting a totally different market, ie mobile phone video telephony, although i could be wrong.

The MM745 is a specific product with a specific function, and, as Haystack says, has no market yet. I personally think there is a danger MMD will go bust BEFORE there is a market for their products, the lack of news on orders SHOULD be worrying for all holders, IMHO.

This share has fallen from 1.80 to 3.5p in a relatively short time, and sold off their premises into the bargain. The market rarely gets it wrong.

I did hold, down to 89p, and am pleased I no longer do. Even a couple of smallish orders aren't goimg to lift MMD, they need some really big ones NOW!

Sorry guys, I can't be optimistic about MMD, I fear the worst every day that there is no news, but I really hope I'm wrong!

Andy.

BLZ and MMD are in different markets. Frankly the one way video streaming that BLZ do is a piece of cake compared to real time two way video.

problem with emblaze is they have a product no-one wants (yet!) and only have a mountain of cash to show for it (as extracted from the shareholders). They provide a software product which is shortly to become an extremely enviable bolt on to mobile phones and anyone holding their shares should consider the medium term (1-3 years).

MMD technology is hardware AND software based and is subject to a moving platform of evolution - 'evolve! or die' is the watchword for all these products for BLZ as well as MMD. Whilst the hardware market for MMD is probably going to be around for a couple of years, the software [codec] might live longer if they continue to develop it and this is where their future lies as a business.

OEM market is the future for MMD, similarly with BLZ... both have their uses and their paths converge somewhere in the not too distant future.. they are NOT competitors but, allies (if they but knew it).

You just HAVE to laugh!!

I wonder what Kittens in jelly taste like.

haystack right click on the picture and view properties - you can then see where I found it... :@)

I had already seen it and that is why I replied, I have a habit of right clicking on all pics on BBs. It is in fact nothing to do with me.