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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!!!

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.

mrploppy - 06 Feb 2003 16:23 - 38 of 125

"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.

mrploppy - 06 Feb 2003 16:26 - 39 of 125

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?

hotfinance14 - 06 Feb 2003 17:08 - 40 of 125

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

hotfinance14 - 06 Feb 2003 17:08 - 41 of 125

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

Andy - 06 Feb 2003 18:03 - 42 of 125

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.

mrploppy - 06 Feb 2003 18:10 - 43 of 125

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.

lesk - 06 Feb 2003 18:50 - 44 of 125

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).

lesk - 07 Feb 2003 18:21 - 45 of 125

You just HAVE to laugh!!

kitten.jpg

Haystack - 07 Feb 2003 18:28 - 46 of 125

I wonder what Kittens in jelly taste like.

lesk - 07 Feb 2003 18:30 - 47 of 125

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

Haystack - 07 Feb 2003 18:51 - 48 of 125

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.

lesk - 07 Feb 2003 20:48 - 49 of 125

I realised that when there was nothing to do with the fall, and fall of videotelephony.... :@D

Andy - 07 Feb 2003 23:17 - 50 of 125

lesk,

guess who this is!

skipsone.jpg

lesk - 08 Feb 2003 06:50 - 51 of 125

Andy, I know it's not haystack and I've met your girlfriend. so it can only be a 'slimmer (younger) version' of you :@) (I'd almost say the 60's but, that makes you....old!.....) :@D
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