Superscape was founded nearly twenty years ago, and has been dedicated throughout its history to the development of ground-breaking software technology for the creation and delivery of innovative, high quality interactive 3D applications.
Over the years, Superscape has amassed unparalleled expertise and experience in the development of 3D software capable of working within the constraints of limited memory devices, slow processor speeds and strictly controlled file sizes.

Drawing on this knowledge, Superscape has established a world-leading position in the development of industry-standard 3D technology and applications for mobile devices. The company's Swerve technology has been developed specifically for wireless environments in close collaboration with ARM, and comprises a 3D engine (Swerve Client), authoring tools (Swerve Studio) and a broad portfolio of 3D content, with particular emphasis on 3D games. Swerve is being adopted on a global basis by many of the mobile industry's leading players, together with world-renowned content and brand organisations.

Superscape has corporate headquarters in Hook, Hampshire (UK) and San Clemente, California (USA) with regional offices in Tokyo and Sydney. The company is quoted on the London Stock Exchange (LSE: SPS).



Superscape (SPS) has received various tips in the press and by Analysts recently which will certainly give impetous to the share price. Indicators are looking good with the RSI rising off an oversold position and the MACD crossing showing BULLISH signs for the stock.

The mobile gaming market is still in it's infancy but the projected revenue is enormous. Mobile operators are looking at tapping the Gameboy market as they feel that users will not want to carry around a multitude of technology and if they have a mobile phone which can double as a gaming station than people will prefer this option.

People should also look at the recent contracts which SPS have signed for their technology. This is a technology company which could well be a great success in 2004.

Company website

http://www.superscape.com/

Please also check the SPS thread at
www.iii.co.uk

!CHARTS

A note on SPS from iii

http://www.iii.co.uk/sharedealing/?type=editorial&id=34679

It was written by the Great Edmundo, MM. He's got to be the best contrarian indicator since ................................................................












































Ainsoph.

:o)

Hil: Ah, Ainsoph of fond memory! Ramper extraordinaire.

[Edited to correct post Xmas lunch spelling.]

I sometimes think i must be off another planet to others on here. I needed a degree in ironing to understand another thread, what degree to need to understand this one.

Back to Superscape (after selling at a 60% loss). How and where to they advertise. How do they generate an interest in their products. Just typed 'mobile games' into google, nothing about superscape games. typed in '3d and 3g mobile games' nothing. TV advertising, radio??????? magazines?????????? shocking PR. A great product but something is missing. (and im 60% down and very cheesed off)

You're right "something" is missing. It's called profits!

and advertising!!

More deployments today on Optus.

I don't think its up to SPS to advertise...they are producers...so they then leave it to the ISP's/game websites to deploy and sell.
Now there in lies the problem folks...these deployers have many suppliers and many game offerings. Do they care who they push the most...NO!...any and all games paid for is cash for them eithe way!!!!!

IF SPS really want to make the cash then they should deploy there games themselves and promote like hell....why have they not done this?

What you mean advertise??

advertise I mean..market their games to the kids with the mobiles.

There is a huge difference between being a "behind the scenes" technology supplier earning royalties from retail suppliers such as handset manufacturers and telcos, and being in the front line of consumer software promotion.

The marketing budget would have to be enormous to be effective. It would be a complete volte face in SPS strategy and would require their raising further funds in the market to fund it. We are talking many millions.

Mighty...that said...SPS obviously depends on the front line suppliers of such games. This is the point I am making...these front liners have many suppliers of games do they not? so just how much revenue is SPS llikely to make.

I still have an issue with SPS games being difficult to get to!!!

andrew - sps games are promoted by the network operators that make them available. You can only get them if your network operator offers them. That is where the majority of revenue will come from (and apparently is now starting to flow at reasonable levels). The key to making them "easily" available and visible for download is for them to appear in the key lists that are shown on your phone when you go to the operators download areas. These lists (decks, in the industry jargon) and your position in them is what is key to success in this market. SPS has now cracked the deck-posiitoning problem, and that is what is currently leading to far better performance. I have reason to believe that on more than one network certain titles are achieving well above 1000 downloads per day, and increasing. For a 3D title on one of their 20 major networks, a 1000/day title equates to revenue somewhere between 0.7m and 1m. Regarding advertising - the operators do that.

mightymicro - sps no longer view themselves, or behave, like a technology supplier. The move to mobile games publisher is complete. R&D is now no more than 6-7 people, games development and porting is now well above 10 times that level of resource, most of it cheaper but highly skilled development staff in Russia being directed by producers in the US.

Hotei. Thanks for response. The 'deck' situation is a new one to me. Thanks for the enlightment. I guess its alot like search engines. Everybody is jarring for the top initial hits by the consumer.

Understand what your saying. I would understand the 0.7 to 1m being based on the 2 royalty that has been mentioned per download.
However, where are the hard facts of 1000 a day downloads coming from. SPS must be on top of these stats...I would love to see the chart..:-)

If this is the position and improving and multiply by the 20 network operators then that calcs to a max gestimate of around 14 mil (2 x 1000 x 20 x 365)....mmmmm
Is this likely?

Unless someone can show me otherwise I feel SPS are simply inflating their news of being on 16 networks. I have checked 5 uk and 3 US network websites and found no SPS games except for 1 on Vodafone UK (AMF Xtreme Bowling). 3, O2, Orange, T-Mobile and Vodafone, Extel, Verizon, Sprint.

It appears that EA Sports, Infospace and other top names have coverage.

It appears that the 'deck' situation may simply be one of alphabetical sequence.

Soooo...where are the 1000 a day downloads coming from!!!?

News of 12th December on SPS website. 3 x games now available on O2 Games Arcade.....can anyone find them? hmmmm

Now, where's that Hilary when we need some acerbic comment?

Andrew - try this link

http://www.geocities.com/jon_sps/index.html?200519

It is a table of which 2D and 3D games are available on which networks. It is maintained by a poster on advfn and is verified as accurate. It is not compiled from Superscape news, it is compiled by people verifying the existence of games for download. If you can't find superscape games on O2, it may be your handset isn't supported - not all games are available on all handsets.

Re your search on other networks - not sure where you are going wrong, but SPS games figure prominently at Verizon - on the 3d side, more so than any other publisher ! Regarding the deck, you will only see the decks (what's new, what's hot, etc) if you connect to the operator's game area via a handset for that network. These aren't generic portals, they are areas for network subscribers only.

Your calculation in post 611 is correct in theory, but in practice is almost impossible. Some of those top 20 networks will not have sufficient subscribers to support 1000 downloads per day of a single title (and remember we were talking about a single title), although they might achieve that level for a popular title for a shorter period of time. Some will probably get nowhere near it. But, take a look at that table in the link I gave you above - 279 game deployments ( a deployment being the availability of a title on a network). The sums get interesting. Assume an average of 50 downloads a day per deployment (and yes, 1000 per day IS being achieved on some deployments, but not many, yet), at 2 royalty, giving 28K per day, giving roughly 10m per year. Upside is significant for popular titles. Titles have a shelf life significantly longer than the time taken to develop, port and publish new titles, so the number of deployments will only rise. Then add in the networks outside the top 20, addressed via sub-publishing agreements with other publishers. It starts to get very interesting, IF the company execute well.

MM - bloody troublemaker ;-)

Hotei: Fancy meeting you here, I trust all is well with you.

I think my comment still stands, that SPS are not doing the front line promoton, and if they were to take that on, the whole profile of the business would change w.r.t. marketing budget. They are still selling through channel -- and nothing wrong with that, except that the channel does what the channel wants and not always what you want.

I have certainly seen grown investors cry at the propect of consumer-level marketing by smaller software companies (or even any companies that aren't Microsoft).

It can be done, but it needs to be well thought out and intelligent to succeed on a small budget. The problem is that no-one believes that.

Hil, where are you? ;-)