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

Huge write up in Shares this morning, well done and thanks for having a more in depth look at the figures (scary, someones watching!). Just one point that seems to be missed, it appears that SPS get 2.50 per direct OTA download, I have alos heard that they get $1 to $2.50 per embedded game, put that with the chip royalty and the 10 million handsets by January should push it well into profits, after that the sky is the limit.

Can anyone post the write up ?

SUPERSCAPE AWARDED $1.2M CONTRACT FROM GLOBAL WIRELESS ENTERTAINMENT
Superscape Group plc (LSE: SPS), leaders in revolutionary entertainment for
mobile phones, announces today that it has won a contract, with a value of
$1.2m, to develop a new portfolio of mobile games for Californian-based Global
Wireless Entertainment Inc, (GWE). In addition to the development contract,
Superscape will also work with GWE to distribute the games to global handset
manufacturers and operators, for which Superscape will receive ongoing royalty
revenues every time a game is downloaded over the air or supplied direct to a
third party.
The new games will be based on high-profile IP (intellectual property) brands
from leading entertainment companies; details on specific titles will be
announced over the course of the next few months.
This latest contract with GWE follows the previous announcements in January 2004
detailing agreements for Superscape to develop games based on Evel Knievel and
the Ivan Stewart Ironman brands.
Kevin Roberts, CEO, Superscape Group plc said: 'The expansion of our
relationship with GWE through this major contract provides us with the
opportunity to bring some very exciting new Swerve-based game titles to the
market over the course of the next twelve months. Our expanding catalogue of
Swerve titles has already received very positive responses from global handset
manufacturers and operators, and I am confident that the new titles will be
received equally well.
'There are huge mass market revenues in mobile gaming, and the relationship
between Superscape and GWE is a key element in ensuring that we participate
fully in these opportunities.'
Paul Buss, President, GWE said: 'We selected Superscape late last year to build
two titles after reaching the conclusion their 3D game engine would offer a
compelling competitive advantage. After seeing the incredible results, including
captivating visuals and their dedication to promote the titles, we decided to
move further IP to market together. GWE has access to fantastic entertainment
brands, when these brands are combined with Superscape's Swerve technology, I
believe the result will be the next popular wave in mobile games. For both
companies, this is a real win:win partnership.'

Posted by Caddie on the iii board

http://www.killikmorningnote.co.uk/

SUPERSCAPE Another new contract

The mobile gaming group has announced a further contract. This time it is with Global Wireless Entertainment Inc, (GWE) and unusually for Superscape, it has detailed the contract value at $1.2 million. GWE is an existing relationship for the group, and an important one.

Superscapes technology lead is providing it with the opportunity to approach world leading content owners and offer them a route to additional revenue streams not available anywhere else. Inevitably, this is a window of opportunity which the group has to exploit well as competition will attempt to move in at some point. This is why Kevin Roberts and the sales team are spending much of the time globe trotting converting content owners to customers and ensuring they are locked in. GWE, as brand licensor, already has many of the customers Superscape is seeking, and by partnering with them, it will cut down dramatically the time to market. We are encouraged by GWEs comments that having selected Superscape last year for two titles they were wowed by the incredible results of the games that the deal today involves the payment of $1.2 million to produce more. Superscape and GWE will jointly benefit from the royalties earned from Over the Air downloads and embedded games onto handset sales.

The model is shaping and Superscape feels as if it is slowly converting the cynics to its business model. We recently argued taking a position at 27p and we would happily endorse that view at 34p where they trade this morning

http://www.citywire.co.uk/instrument/default.asp?vid=64953&kid=&uid=&cid=&ctid=1&sid=&fid=&iid=&type=&dateEnd=07/05/2004%2023:59:59&rurl=/instrument/default.asp&PageNumber=1

Happy1, will look at the citywire article later but I know that it should be good as they are stronjg supporters. One point that investors are having trouble with, especially on Ample is the licensing revenue. I think that the fundamental difference in the revenue received depends uponif it is an OTA download or embedded on the phone at point of sale. my understanding is that OTS will bring in 2.50 per game, given the cost of premier 2d games, this is completely reasonable. I also believe that when a distributor such as the american distributor sells a swerved game, this will generate a smaller revenue, around $1 to $2.50 per game as they will be mass sold. The point is that the distributors will ensure that every phone has at least on game on, put that with the chip revenues, OTA downloads, etc and the figures imply that SPS could be worth significantly more than some viewers suggest.

EVO Note Target Price: 33-38p

Keep it coming
The announcement this morning that Superscape has signed a development contract with Global Wireless Entertainment is very positive and confirms that the group is starting to tap into oppo tunities for massmarket revenue streams.

Superscape has announced this morning that it has won a contract with a value of $1.2m to develop a new portfolio of mobile games for Californian based Global Wireless Entertainment Inc. As well as the development contract, the group will also be working with Global Wireless Entertainment to distribute the games to global handset manufacturers and operators, for which Superscape will receive ongoing royalty revenues every time a game is downloaded over the air or supplied direct to a third party. The new games are likely to be based on high-profile IP brands and these titles should be announced over the next few months.

This announcement is very encouraging and cements the groups strategy going forward to focus more on the global wireless sector where the main sources of revenue from the future are likely to come from Swerve content in terms of content licensing fees, up front development and royalty fees. The recent news that the group has signed its first revenue sharing royalty distribution agreement for the company's 3D mobile games with a leading US network operator should also open up opportunities for mass market revenue streams for the group.

The second half of 2004 could be a key turning point for the group with the launch of new BREW devices and where we are likely to see mass availability when Swerve-enabled Java handsets from Siemens, Motorola and other manufacturers start shipping. According to the group, taking both Java and BREW devices together and according to current manufacturer announcements, there are likely to be some ten million Swerve enable handsets in the global market by the end of the groups financial year 2004/05.

More good news
The groups strategy going forward is to focus on the global wireless sector The second half of 2004 could be a key turning point for Superscape

Author wheelds View Profile | Add to favourites | Ignore
Date posted Saturday 22:54
Classification News
Subject: From May 24th 2004!!!
Opinion Strong BUY
Recommendations This message has been recommended 7 times
Message

Digesting the latest news on wireless, it seems from May 24th this year all Americans across the country can switch their wireless service provider without changing their telephone numbers. From May 24th all large and small wireless service providers, from the national to the regional have to cooperate for the good of the customers; and this in my opinion will encourage more and more Americans to up grade/change their mobiles and keep up grading them; and who's going to want a mobile that does not have all the latest mod cons which includes 3D games. And as we all know Superscape has just annouced an American network deal. So, on top of all the deals the demand for 3G/3D mobiles is going to grow even faster then many have predicted, and the potential for Superscape to benefit from all this is massive. IMHO

It will also have a massive benefit from the Van Helsing craze which uses Superscape technology for download.

http://www.advfn.com/cmn/fbb/thread.php3?id=6403304

What a time to do it !

http://uk.biz.yahoo.com/tech/s/sps.l.html

An article from Jan 2003. Compare what is written to the present scenario and contemplate the potential !

http://www.leavcom.com/ieee_jan03.htm

Dyatze - 12 May'04 - 20:17 - 3732 of 3737



SAMSUNG Enables 3D Gaming on Cellular Handsets

http://www.samsung.com/PressCenter/PressRelease/PressRelease.asp?seq=20040512_0000039965

An SPS partner !

Look at the growing list of partners in the new header circle !

Very impressive !

At the current valuation the risk/reward looks very attractive. The balance sheet remains strong and there will be plenty of newsflow this summer on product launches and distribution deals.

All from www.iii.co.uk

Author wyl View Profile | Add to favourites | Ignore
Date posted today 15:16
Classification News
Subject: AGM Points 1
Recommendations This message has been recommended 9 times
Message

Points from the AGM

All as I heard and understood them and no guarantees! Some from my interpretations of post meeting informal discussions.

1 No current intention to use approval to issue more shares.

2 Kevin Roberts (just back from E3) presentation very encouraging re opportunities, deals being done and deals under discussion; however substantial implementation work remains. IP holders (e.g. specifically Disney and Universal) very happy with work done so far.

3 Targetting all 10 key Operators, headed by Verizon (biggest US, now announced), Vodafone and Sprint, all expected to be users in 2004; working on distribution deals with other 7, generally +ve.

4 Due Operators Requests, many games will be 2D initially, 3D to follow as many current handsets cannot do 3D. Big early opportunity, additional to 3D expectations.

5 By far largest future Rev opportunity is end user perhaps 90%. (Citywire article used as basis for some rev calcs had an important error re dates ignore.)

5 Significant Nokia work going on but could say little.

6 Multiple revenue models according to project can choose to be Publisher, technology supplier, implementor in different proportions complicated balancing act to ensure sensible mix and good risk/return.

Enough for first post. To be continued.

Continued from No1. Same warning applies!

7 Cash flow +ve estimate mid 2005 still valid.

8 Winning deals with global giant IP holders (Disney etc.) against competition because of unique current technology position.

9 Resources to meet the current many opportunities are fully utilised but managing and carefully moitored. Much game development implementation carried out by trusted 3rd party subs, carefully monitored, and on-going liaison with IP holders.

10 about 25 titles in development, approx 9 releases next 6 months, about 3 per quarter afterward, most out in next 18 months, then a continuing flow.

11 Technology development continues, to maintain competitive lead

12 Lots benefits from riding on big publicity budgets provided by IP holders, (film Cos), releases to joint timescale.

13 Good download numbers so far. $$ per down load were quoted but Im not posting them at present and suggest other posters may wish to consider whether it would be in best interest of Co.

14 Lots other good IP being negotiated with big names. A well known title from 20th C Fox and another Disney won.

15 China a big opportunity being addressed

16 THQ and Cyber Co both explained, both +ve situations.

17 EVBG: no note at present because lots of potential still to be crystallised, thus too hard to estimate. Current ests confirmed.

18 About 12 large shareholders (not 4)

19 About 90 2nd tier mobile operators being addressed via a 3rd party who is well linked to all.

Kyocera Wireless and Superscape Collaborate to Enable the Delivery of
3D Games Over the Air Using BREW(R) Solution from QUALCOMMTM

Partnership aims to optimize Superscape's Swerve Engine on Kyocera's KoiTM
1.2 megapixel camera phone, utilizing QUALCOMM's MSM6100 chip set
powered by an embedded ARM(R) 9 processor


Kyocera Wireless Corp., a leading global manufacturer of CDMA wireless handsets
and telemetry modules, and Superscape Group plc (LSE: SPS), leaders in
revolutionary entertainment for mobile phones, today announced a partnership to
optimize Superscape's Swerve Client software engine for Kyocera's KoiTM 1.2
megapixel camera phone. Koi's oversized 262,000-color screen, ample onboard
memory, intuitive keypad and QUALCOMM's MSM6100 chip set powered by the ARM(R) 9
processor make it a platform that is ideal for downloading and playing 3D games
and multimedia content delivered over the air using QUALCOMM's BREW(R) solution.
The collaborative partnership will make Koi one of the first 3D-capable mobile
phones in North America when it becomes available this summer.

'As Kyocera continues to appeal to a broad customer base, we recognize that both
the casual and prolific gamer are looking for a better mobile gaming experience
on their phones,' said Don McGuire, vice president of global marketing, Kyocera
Wireless Corp. 'Koi offers an ideal gaming platform for next-generation 3D
games, combining robust hardware with a large, colorful screen and an easy to
use keypad. Superscape's Swerve engine will further help us take this new
gaming experience to our customers by leveraging Kois strengths and capitalizing
on Kyocera's history with the BREW solution.'

Superscape's Swerve Client, developed in collaboration with ARM, is a fast and
efficient software solution that, when running on the wireless device and driven
by application code, generates and manages the interactive 3D scenes on the
screen using model description data. Swerve Client abstracts the more complex
requirements for building interactive 3D applications, making it both easy and
fast for designers and programmers to create content without the need for
detailed knowledge of such techniques as 3D rendering. Optimized for ARM
processor design, Swerve Client runs as part of the actual operating system of
the handset and runs games that can either come pre-installed on a mobile device
or can be downloaded over the air using the BREW system or JavaTM.

'The BREW solution has significantly expanded the options available to mobile
phone users regarding the types of content they can to download to their
phones,' said Kevin Roberts, chief executive officer at Superscape. 'Kyocera
launched the first BREW-enabled phone in North America and is aggressively
marketing to the types of users who want the 3D gaming capabilities that the
Swerve engine can enable. We're proud to work with Kyocera in optimizing our
product and look forward to enriching the mobile phone experience for their
customers around the world.'

Koi, Kyocera Wireless' first megapixel camera phone, features a 1.2 megapixel
digital camera with four times the resolution of existing VGA camera phones and
a unique 'swivel' form factor. The phone offers easy one-button operation of
the camera and can be used swiveled open or closed. Koi has a built-in flash
and 5X digital zoom to expand picture-taking options, MPEG-4 video record and
playback, and 16 megabytes of onboard memory for images, photo caller ID
entries, multimedia files and downloaded games. Koi also features an
exceptionally large 262,000-color external display for easy viewing of the
Internet, images, videos and games.

The first of many 2nd tier manufacturers, looks like SPS is going hell bent on america, good idea as this is where the dollars are, thanks Stu!

More good news.

Reaxion Announces Explosive Growth in BREW-Based Game Sales

Company Reveals Significant Milestone at QUALCOMM's BREW 2004 Developers Conference

SEATTLE, June 8 -- Reaxion Corporation, a leading developer and publisher of mobile entertainment applications and solutions,today announced a more than 250% quarter-to-quarter rise in first quarter 2004 revenues from the sales of its games developed on QUALCOMM's BREW solution.The significant announcement was made at the BREW 2004 Developers Conference being held June 7-9 in San Diego.

The dramatic rise of Reaxion's revenues can be attributed to the significant growth the company has been experiencing with regards to its gaming titles. During the first quarter of 2004, the number of Reaxion-developed games tripled, while the number of operators offering Reaxion's BREW-based games grew from four to 17. In addition, Reaxion launched the first BREW-based Multimedia Message Service (MMS) client that provides the technology platform for Reaxion's magazine and club-based products.

Reaxion has recently released a number of new BREW games, specifically Icemaze, Nickelodeon's Bleeposaurus and Mini Golf. Reaxion will be launching a host of new multimedia magazines and clubs via the BREW solution this year that leverage its MMS capabilities and will bring quality-branded content to mobile users worldwide. Reaxion will also be releasing exciting new multiplayer versions of their successful games such as Fight Hard Arena,Mahjong Arena and Mini Golf Arena, which leverage the company's Gamarama(TM) platform launched earlier this year. New single player games include the popular YETISPORTS title Pingu Throw.

"We are delighted to report these excellent growth figures," said Misha Lyalin, founder and CEO of Reaxion. "The growth in our sales is attributed to the BREW solution's comprehensive approach. From the tools provided to support development to the comprehensive back-end billing and settlement system, the BREW solution truly encompasses all that publishers and developers need in order to achieve success. We are looking forward to bringing a significant number of new games and multimedia services to BREW-based operators throughout 2004 and beyond."

"Companies like Reaxion continue to enhance the wireless gaming space through the development of applications that appeal to a wide audience," said Mike Yuen, director of BREW Developer Relations, QUALCOMM Internet Services. "Reaxion's impressive growth rate is solid proof that the BREW solution is delivering functionality and profitability to developers, publishers and operators."

QUALCOMM's BREW solution provides products and services that connect the mobile marketplace value chain, which includes publishers, application developers, content providers, device manufacturers, operators and consumers.

Publishers and developers worldwide are generating revenue from BREW-based applications and content, and 26 manufacturers have offered more than 135 BREW-enabled device models to consumers. BREW is successfully enabling the commercial wireless data services of many successful operators, including Verizon Wireless, ALLTEL, Cellular One, MetroPCS, Midwest Wireless, NTELOS and U.S. Cellular in the United States, China Unicom, KDDI in Japan, KTF in South Korea, Hutch in Thailand, Telstra in Australia, VIVO in Brazil, BellSouth Chile, BellSouth Colombia, BellSouth Ecuador, BellSouth Guatemala, BellSouth Nicaragua, BellSouth Panama, BellSouth Peru, Telefonica Moviles in Peru, Movicom in Argentina, Telcel and Movilnet in Venezuela, Verizon Dominican Republic, Verizon Wireless Puerto Rico, Pelephone in Israel and Zapp in Romania.

To learn more about Reaxion's wide range of offerings, please visit Booth No. 5 at the BREW 2004 Developers Conference in San Diego.

Based in Seattle, Reaxion Corporation is a leading publisher and developer of mobile communication and entertainment solutions for carriers, handset manufacturers and content providers. Reaxion combines an exceptional understanding of the mobile communication market with leading-edge development techniques, knowledge and practices to provide robust and financially viable solutions to wireless service providers. The company currently has relationships with the largest wireless services and content providers worldwide including QUALCOMM, Verizon Wireless, U.S. Cellular, Telstra, O2, Nokia, VIVO and has developed titles for major entertainment brands.

QUALCOMM and BREW are registered trademarks of QUALCOMM Incorporated. All other trademarks are the property of their respective owners. For further information, please contact Dasha Lyalina of Reaxion Corporation, +1-206-441-5103, dashal@reaxion.com.