OK-hand's up-I am the UK's No1 fan and long on this stock.....very very long!!

current average is a LOT@average 30p

IMG have quite literally been ahead of the technology curve for sometime but over the last 3 years has been totally focused on developing off the shelf IP in its 3 technology disvisions which overlap and interlace so that they can provide SOC's for massive Consumer Electronic market area's.

Digital Radio,Digital TV Wirelss and STB communications as well as PDA hand held gaming devices and PC graphics

Its list of licensees which is soon to be added to is impressive indeed-Intel,Texas Instruments , Renasas(Hitachi and Mitsubishi) ARM Sharp and STMicro.

IMG promises 4+ MORE NEW license wins in the next 12 weeks(by 31/3/04)

I suggest you visit their impressive website at www.imgtec.com to have a look around

In the meantime they have(for what its worth ) just had a main Times year 2004 tip from Tempus and had a very good article on The Sunday telegrapgh today

News flow and an imminent chart beakout should IMHO see these at 150p by resultsin May

we shall see

just posted this on ADVFN and it contains the URL for The Telegrapgh article

Rather good article with a huge picture of the shareprice graph of IMG in Edmund Jacksons column in the Sunday Telegraph today.

Its more of a eulogy on Smallcompany sharewatch(SCSW) a tipsheet than anything else

SCSW tipped them at 20.5p and is currently on hold

I have to admit to being "turned on" ti IMG(Videologic as it was then) bt SCSW nmany years ago and indeed I have met the Editor/writer in London years ago for a boozy night in Soho with another contributer to ADVFN(Meowwww being the clue)

The article contains some bullish comments from a major Institutional buyer of IMG who see's a lot of momentum in 2004.

Like all tipsters Edmund Jackson calls em right and wrong(he was disasterously wrong with Hornby-weren't you Ed!!) and is a keen and regular commentator on Superscape.

The amazing thing in these tips is the superficial ammt of info about IMG's technology actually imparted-no-one seems to mention that ARM/IMG MBX may indeed become the defacto standard for mobile hardware wireless 3D - thats rather a BIG market(!! :-) ) OR that their 3 pronged technology is likely to play a massive part in the developing flat/plasma screen and DMB(digital multimedia broadcast) technology market that is about to explode.

As a long term holder and ADDER to the stockprice below 100p I warmly welcome these tips as they generate interest and momentum to the shareprice.

It seems everything is in place-all IMG has to do is DELIVER its promises(and I am convinced the jam is about to be spread thickly) and we are quite literally off to the races.

Think way beyond next week.......to finals and beyond

regards
Dave

sweenoid - 4 Jan'04 - 11:46 - 5123 of 5124 edit


here is the link to the telegraph article

:-)

http://www.telegraph.co.uk/money/main.jhtml?xml=%2Fmoney%2F2004%2F01%2F04%2Fccjack04.xml

have a good day

Dave

sweenoid - 4 Jan'04 - 12:07 - 5124 of 5124 edit


Sammy are going to be a very big company for IMG-they already have their Sammy/Hitachi System X chip(with LOTS of IMG IP sitting on the chip) in Silicon ready for imminent lauch-one of their guys is talking at CES on Wednesday

if your interested follow the link

http://www.sammystudios.com/
Dave

chart break out!!!

early profit taking after MM marked up to acquire some shares and now very healthy volume

The Chartists will now be buying as it has gone through resistance

featured trading stock on

http://www.robotpickedstocks.com/home.html

This has nothing to do with fundamentals at present so if this action is backed up by the expected 4+ license wins before 31/3/03 and +ve newsflow we could be looking at 100p way ahead of my estimate

think long term here

:-)
Dave

some dates for your IMG diary

Each one of these shows allows IMG to feature its technology and some present sales opportunities-others invove parners/customers showcasing IMG inside

8-10/1/04 CES-Consumer Electronic Show in Las Vegas -IMG will be at The Khronos Group booth and be showcasing demos of PowerVRMBX and MBXlite at full speed-should be good

27/1/04 ARM release quarterly results , important to IMG for 2 reasons
1 will refect the mood of the semiconductor industry and in particular the momentum of IP(intellectual property)

2 Hopefully ARM will release details of customers for the ARM/IMG MBX collaboration-remember MBX is marketed by BOTH ARM and IMG-either will get the license fee but both will get the subsequent royalty flow

22/1/04 IGT(International Games Technology) release quarterly results in USA-Big customer of IMG and The Worlds largest slot machine company who rely on IMG PowerVR 2/3D Graphics technology for their AVP(advanced video platform) for their new casino-slots.

This is not a massive business turnover wise but in a GROWIMG world market especially with the liberalisation of gaming laws in the USA and Europe -its steady and reliable and good quality high profile income

28-30/1/04 - ATEI and ICE show at Earls Court-this is the worlds largest showcase for casino gaming and we should see a number of manufacturers showing new IMG inside games-last year IGT,Namco,aristocrat,Bell Fruit Gaelco amongst others showcased IMG technology,Sammy Europe are showing -perhaps its too much to expect to see Sammys new system X chip(IMG/Sammy/Hitachi ) showcased?

20-22/2/04 Sound and Vision show at Bristol sponsore by What-HiFi

this is a show that will feature PURES Dab and speaker products-last year IMG made some announcements at this show about new products

I would expect a good showing by PURE at Bristol and isn't it about time we had a new product or two announced ;-)-who knows

23-26/2/03 3GSM at Cannes-a huge show and very prestigious-IMG will be on The WorldDab stand and maybe elsewhere!?,IMG and FS demo'd video and data over DAB some time ago-this looks to be the show to highlight progress in this area

The chart is a pleasure to look at it - if IMG can get some +ve newsflow and an announcement or 2 anything could happen!!

regards to all

Dave

i think this also good tip.

As next generation phones come to market opportunity for the type of graphics developed by IMG will surely increase. Could be very good news for share price if they put a deal together with one of larger OEMs.
Currently long

luverly -IMG hit back

look at the specs compare them wit Neomagic and ATI Imageon

:-)
from the img web-site

a bit of flag waving and a LOT of detail with much more to come tonight!!!

I like the following point being reiterated and would they HONESTLY put this in a press release if it wern't true

obviously more to come tonight and it could be very good

the KEY point here is the reiteration of the quote

PowerVR MBX has rapidly become the de facto standard for advanced graphics on future handheld devices including PDAs and mobile phones

perhaps Neomagic and ATI investors should now panic like a few Imagineers did when their news came out( and it was a bit wooly wasn't it on reflection)!!

PowerVR MBX Graphics for Mobile Devices at CES 2004

------------------------------------------

8 January 2004

London, UK: Imagination Technologies will reveal plans for OpenGL ES on PowerVR MBX and MBX Lite at CES 2004 on January 8th.

John Metcalfe, VP of Business Development (PowerVR), will be discussing profiles, visuals, extensions and OS support plans at the event.

PowerVR MBX has rapidly become the de facto standard for advanced graphics on future handheld devices including PDAs and mobile phones. The technology is already licensed by a number of the worlds top semiconductor manufacturers and is also available for licensing from ARM alongside ARM microprocessor cores.

PowerVR is committed to the development of open standard APIs that allow manufacturers to incorporate new graphics capabilities, such as those found in our PowerVR MBX core, into their products, said Metcalfe.

PowerVR believes that OpenGL ES can fulfil the requirements of a feature rich, compact and scalable API, which will expose the ever-increasing graphical capabilities of embedded devices.

For more information on the event see: www.khronos.org/news/releases/ces2004_invite.pdf.

Imaginations PowerVR MBX is a very compact and efficient 2D/3D graphics solution for future wireless multimedia devices, optimised for low power and high performance.

PowerVR MBX graphics cores provide mobile communication devices with stunning embedded graphic capabilities, thereby opening up a new world of mobile phone and PDA content, including 3D gaming.

PowerVR MBX includes all the features of the latest generation of PowerVR technology including:

Scene Manager - seamless scene complexity management to support arbitrarily complex scenes in limited memory footprint applications
FSAA4Free - full screen anti-aliasing with no performance loss delivers a significant improvement in visual quality by using high resolution rendering and filtered scaling. The result is smoother, more realistic graphics at mobile resolutions
ITC - Internal True Colour operations performed on chip at 32 bpp for superior colour precision
PVR-TC - PowerVR Texture Compression
Support for Crytek Polybump
AHB Interface for ARM bus architectures
Optimisation for UMA (Unified Memory Architectures)
PowerVR MBX also enables all key 3D features, including: Flat and Gouraud shading; Perspective texturing and shading; Specular highlights; 2 Layer Multitexturing support; 32-bit Z/Stencil buffer; Full tile blend buffer; Effective fill rates that increase with 3D complexity; Per vertex fog; 16-bit textures; 32-bit textures; Point, bilinear, trilinear and anisotropic filtering; Full range of blend modes; Alpha test.

The PowerVR approach to 3D graphics starts from the premise that taking a different algorithmic approach to 3D processing can eliminate all redundant processing and memory bottlenecks. This revolutionary approach keeps as much processing as possible on-chip minimising costly accesses to off chip memory and improving performance. This unique technique of tile-based deferred texturing has been successfully patented worldwide.

cheers
Dave

message FROM IMG to INVESTORS

if too bored just read the last paragraph

guesses on OEM's please

I will start with Motorola Sharp and Ericsson

:-)

From IMG
------------------------------------


As you are aware there will be many companies who will try to target this
major mobile market. However historically the suppliers to the phone makers
are exclusively the top 8 to 10 or so chip makers. The important thing for
anyone targeting this market is getting those chip makers to use their
technology.

The mobile phone market is not like the rather varied PC market where many
suppliers can edge in. The mobile market is supplied by fewer organisations
and relies more on: support networks; strict supply and quality contract
requirements; worldwide operation; and the pricing advantages that only
really the semis can offer. The massive volumes that this market demands and
the back-up required for on-going customer support means that if you're not
in that small group of chip makers you will find it very hard to make any
headway.

The fact is IMG has secured licensing from TI, Renesas and Intel, three of
the Top Six semis, to date and we expect to secure more licensees in the Top
10 in the near future. So our plans in the mobile space are progressing
well. Anyone seeking to undermine our position would not only need a
technically comparable solution and the relationships that IMG have
developed over many years with the semis, but customers on a par with ours -
and that customer pool is shrinking for them each time we sign a licensee.
PowerVR MBX will continue to have world-leading performance, and power and
size competitive advantages - after all that's why many of the key players
have signed up to license IMG's technology already.

Smaller fabless semis, and those who try to move from the PC space, are not
typically IP companies and therefore not comparable to IMG. These companies
will have to compete with the likes of TI, not Imagination. That means
competing with the giants (see comments above on mobile market and how it
operates) without the many advantages of the large semiconductor companies
and we would not expect them to achieve more than a minority share. However
IMG have had all the significant customer wins to date, which I think
vindicates our technology - it's not as if the customers we've won have been
unaware of the competitor offerings.

I have also repeated below details from the Interim report and presentation
slides which should remind you of our importance in the mobile arena:

Fourteen SoCs have been committed by our partners, 2 are in production now
and 5 by end March. Eight SoCs are in design, two of which are in the
mobile space. Four SoCs are in prototype silicon, 2 of which are in the
mobile space.

ARM recently announced the availability of their PrimeXsys Versatile
Platform that is based on a single chip combining ARM9 and MBX, as a
development platform for its customers and for content developers.

MBX's technological leadership, the significant partners already committed
to MBX, combined with extensive software support, is increasingly making the
PowerVR MBX family a de facto standard in the mobile market with first
product shipments expected early next year. OEM design wins (end user) have
been concluded in Japan, EU and US.

Hope the above helps to explain more clearly the mobile market and IMG's
position within it.

regards dave

Even better and if you don't want to trawl through all the tech-speak here is the IMPORTANT bit

PowerVR customers include chipmakers Intel, Texas Instruments, NEC, Sharp, STMicroelectronics, Renesas and Frontier Silicon, who integrate the core into their own chips. Details of which upcoming chips and products will use PowerVR have not been made public, but some chipmakers have completed their chips, and have signed customers, according to Harold. TI and Intel both make chips for smartphones as well as handheld computers such as PocketPC and Palm OS devices.

invest as a LTBH now will reap RICH dividends come this time next year-this is a MASSIVE commercial market and IMG ARE no1!!

Mobiles to get PowerVR 3D this year


Matthew Broersma
ZDNet UK
January 08, 2004, 17:10 GMT


Tell us your opinion

2004 will see the first handheld devices using the same 3D technology that powered the Dreamcast gaming console


The first portable products using Imagination Technologies' PowerVR MBX 3D graphics technology will ship this year, and will represent a "significant step ahead" from products such as Nintendo's GameBoy Advance and Nokia's N-Gage, Imagination said on Thursday.




Imagination is showing off PowerVR-based products at this week's Consumer Electronics Show in Las Vegas, and later on Thursday will announce support for the OpenGL ES programming interface in PowerVR MBX products. OpenGL ES, based on the OpenGL interface used for desktop 3D development, allows programmers to create 3D code that is usable on different hardware platforms.


ATI launched its own mobile 3D offering, the Imageon 2300 line of graphics processors, on Wednesday, and said those chips will support OpenGL ES. Nvidia this week joined the Khronos Group, the standards body behind OpenGL ES, as did ETRI, Futuremark, Oki, Secret Level, TAKUMI and WOW4M.


The Imageon 2300 was the first 3D chip for mobile phones announced with OpenGL ES support, but Imagination's technology is likely to appear in products well before ATI or other competitors. Imageon 2300 chips will begin shipping in the first quarter of this year, but the lengthy design process for consumer electronics means it will be some time before finished products appear.


Products using the PowerVR MBX and MBX Lite cores will be "a very significant, obvious step ahead of current products," said Imagination spokesman David Harold. "Certainly they will be a lot more capable than something like the GameBoy Advance or the N-Gage... the N-Gage is a toe-in-the-water kind of a product."


PowerVR, earlier used in the Sega Dreamcast gaming console, uses little memory bandwidth or power, but is capable of delivering console-level performance in handheld devices, Harold said. "It is more feature-rich than the Dreamcast chip, and delivers a similar level of performance," he said.


The core can also be used to enhance basic graphical user interface elements, allowing developers to give mobile phones the levels of 3D and animated effects familar from next-generation PC user interfaces, Harold said.


PowerVR customers include chipmakers Intel, Texas Instruments, NEC, Sharp, STMicroelectronics, Renesas and Frontier Silicon, who integrate the core into their own chips. Details of which upcoming chips and products will use PowerVR have not been made public, but some chipmakers have completed their chips, and have signed customers, according to Harold. TI and Intel both make chips for smartphones as well as handheld computers such as PocketPC and Palm OS devices.


Harold said the first PowerVR-powered devices are scheduled to ship this year.


Imagination on Thursday will announce OpenGL ES support in PowerVR MBX and MBX Lite for any Symbian OS or Linux device, and Imagination is also supporting OpenGL on Windows CE for a specific, unnamed customer. Windows CE -- the basis for Pocket PC, Windows for Smartphones and other Microsoft portable devices -- could get generic support later on, Harold said.


OpenGL ES support means that 3D software developed with the API (application programming interface) can be ported to any Symbian or Linux device, for example, with a PowerVR MBX core, creating a larger and more homogenous market for developers.


At the Consumer Electronics Show, Imagination is demonstrating a development processor from UK chip designer ARM designed to show off the PowerVR MBX's capabilities. The PrimeXsys Versatile Platform, based on a single chip combining ARM9 and MBX cores, is running a Quake 2-style game.

Quake 2 in DC class graphics on a mobile-I WANT ONE!!

regards
Dave

oh well I will carry on alone

excellent if not unexpected news from an article in Sun Telegraph today

whilst reading(if anyone else is on this thread) bare in mind 80% of DAB radios sold have IMG Chorus inside and a LOT of these are PURE barand(Evoke1+2+Tempus etcetc) therefore earning great royalties fron the chips and profits from the units sold

Even better Frontier Silicon The fabless -semi company that actually produce the chips are 17% owned by IMG

is that a double whammy or what????

Sunday Telegraph 11/01/2004
Good news for digital as radios fly off the shelves
By Guy Dennis (Filed: 11/01/2004)


Sales of digital radios soared over the Christmas period to beat industry forecasts by more than 25 per cent, according to figures that will be announced this week.



The Digital Radio Development Bureau, the trade body that collects retail figures, will reveal that about 100,000 were sold in December. The sales surge will take the total number of digital radios sold in the UK since they went on general sale in the summer of 2002 to about 400,000. It is also likely to raise estimates about future sales.

"It's a stunning number," said one media executive. "And it means the number of radios sold by the end of 2004 will probably be over a million."

Companies likely to benefit from the rising sales include UBC Media Group, the stock market-listed radio broadcaster and producer. UBC is expected to announce tomorrow that it is planning to take full control of Oneword Radio, a digital radio channel that broadcasts literary programmes.

Oneword reaches 80,000 listeners a week via digital radio and television services including Freeview and Sky. Its output includes magazine items and readings from books such as Witch Child, the children's novel by Celia Rees - to be read by Emilia Fox, the actress, later this month.

UBC already owns half of Oneword, but is in final negotiations to buy the other 50 per cent from USI Holdings, the Hong Kong financial conglomerate, for around 700,000 in an all share deal.

UBC is also expected to announce a restructuring at Oneword that will "substantially" cut costs and include redundancies.

regards
Dave