basharat
- 15 Jul 2004 22:54
is there any body who could share his views about long term future of forbidden technology.i am holder from tech buble times and still hope best is yet to come for FBT
Haystack
- 03 Aug 2004 18:05
- 17 of 135
FBT moves up briefly and then drops back lower than where it started about once a month. Sometimes it is a rumour or just the MMs playing games.
In June it moved up by a larger pence value and % than today and in a few days was lower than is started.
Every time punters get excited and lose a bit more money. I suspect that the MMs move it up to encourage buying and then back down again to its more realistic level.
The IBC conference in September has over 1,000 exhibitors and is a broadcasting conference and exhibition. FBT are in a small side hall at the exhibition and will be a small sideshow. Have you ever been to the Ideal Home Exhibition and seen the stands where some guy is demonstarting a wonder mop.
Tokyo
- 04 Aug 2004 13:54
- 18 of 135
blue again today!!!
Haystack
- 04 Aug 2004 22:31
- 19 of 135
Yes. It often is up for a couple of daya before it drops again. It has that saw tooth pattern you get with a lot of falling stocks.
Look what it did in June and May and March and February.
basharat
- 04 Aug 2004 23:26
- 20 of 135
http://news.independent.co.uk/business/analysis_and_features/story.jsp?story=546697
THE NEW THREAT - VIDEO OVER BROADBAND?
Cable television was always seen as the main threat to BSkyB's dominance of the digital television market. The so-called "triple play" - bundling telephone, broadband and television services together - was supposed to be enough to draw consumers to cable rather than satellite.
But it didn't happen. The two main UK cable companies, NTL and Telewest, ran out of money. Growth in cable television subscribers was reduced to a trickle.
However, the emergence of new technology could shake up the market. Video over broadband will allow people to watch programmes over an internet connection. BT and Wanadoo, which is owned by France Telecom, are planning launches next year. And NTL and Telewest are said to be working on similar proposals.
In the long term, this promises to change television viewing and could force BSkyB into a strategy rethink.
BT and Wanadoo maintain their planned services won't rival Sky's. "If you have a Sky box, then you will want our offering as well - not instead of," insists Pierre Danon, chief executive of BT Retail. Privately Wanadoo, which is headed in the UK by Eric Abensur, spins a similar line.
To make their video over broadband services a success, both companies need BSkyB's content, and not just its home- grown programmes. Trevor Brignall, business development director at Cap Gemini, says: "BSkyB has a lot of buying power and is well connected with the film studios. There is now a real opportunity for Sky to act as a wholesaler."
Video over broadband has advantages over satellite. Programmes can be watched on-demand, with more interactivity between the viewer and, importantly, the advertiser. Rebecca Jennings, senior analyst at Forrester Research, says advertisers may be prepared to pay a premium of up to 15 per cent for an interactive advert.
If BSkyB judges that this technology could one day become mass market, it will have to develop its own broadband plans. Speculation is rife over its next move. Adam Daum, chief analyst at technology research company Gartner, says: "I suspect BSkyB will sit back and watch other companies lose a lot of money. It will then magically announce a deal with BT for video over broadband."
basharat
- 04 Aug 2004 23:27
- 21 of 135
basharat
- 04 Aug 2004 23:29
- 22 of 135
more volume post 4.30 pm and all buys.
are mm,s short of stock or is there a big buyer about?
Haystack
- 05 Aug 2004 01:48
- 23 of 135
Digital TV over cable or broadband is usually encoded as the mpeg standard. and has no bearing on FBT.
FBT's system cannot be resized up to that required for TV and the quality would not be good enough.
Tokyo
- 10 Aug 2004 10:29
- 24 of 135
Exhibition
Forbidden Technologies will be exhibiting at IBC2004, 10th-14th September. Our stand number will be 2.110
Only 1 month away from the IBC, would expect stock price to start rising in the build up and then continue to rise as the conference news leaks out, as per last year, whether the price stays stable after that is anyone's guess.
All IMHO of course, as said before I dove into this at 24pence, so in profit already, but expecting about 50 pence by mid September
Tokyo
- 10 Aug 2004 10:37
- 25 of 135
Here is what happened last year in September, If Haystack is correct then it may not happen again, but I believe it will, as the technology is alot better than last year and keeps inproving, just check out their website, and you will see that alot more companies are starting to show an interest
Haystack
- 10 Aug 2004 11:12
- 26 of 135
Why would prices rise just beacuse a company exhibits at an exhibition?
But don't forget it fell almost continuously after that.
Haystack
- 10 Aug 2004 11:16
- 27 of 135
FBT still have almost no customers. Their turnover is a tiny 40,000 per year. Almost no one in the world is using Java based video streaming. There is a world standard and it is Mpeg-4 which all the large users are committed to.
In fact the situation is so bad for FBT and similar companies that it is not possible to name even one large user of streaming video who is using Java based systems.
Haystack
- 10 Aug 2004 11:32
- 28 of 135
I doubt very much that last year's conference had anything to do with the share price rise. Company's share prices do not normally rise when they go to conferences. This is even more apt for FBT as nothing came out of the conference that was beneficial to them.
It looks more like the price rose as the results were due at the end of September. There were rumours (false of course) that their turnover was going to be good. The results did come out and they were just as bad as usual except the cash burn had increased and the losses were higher. Once the results had been seen the price plunged and has continued to do so for 11 months now.
Tokyo
- 10 Aug 2004 11:40
- 29 of 135
Haystack - So you don't think the price will rise in September?
You are always so quick to respond on anything about FBT, Why is that?
Haystack
- 10 Aug 2004 11:47
- 30 of 135
The price may rise towards results, it does soemtimes. It ALWAYS falls after though every time. The results are ALWAYS poor.
Haystack
- 10 Aug 2004 12:27
- 31 of 135
I see that FBT is down this morning. Isn't that contratry to the rise before conference theory.
Tokyo
- 10 Aug 2004 13:40
- 32 of 135
Not really as there were NO sells only buys!!!
I predict a rise just before the conference and during
Haystack
- 10 Aug 2004 13:56
- 33 of 135
But why? It is just an attendance at a conference. It is a broadcasting conference with over 1,000 exhibitors. Nothing came out of last year's attendance. Why would this years be any difference.
The price is down today for some reason. There may be delayed sells not reported yet. The Techmark and the FTSE are up, yet FBT is down. It looks like it is just contunuing its downtrend.
Tokyo
- 10 Aug 2004 14:14
- 34 of 135
Haystack to be honest your opinions are always well backed up with market knowledge (How accurate it is I'm not sure, but it does look impressive, as seems to show you know what you are talking about)
But as FBT seem to be improving their technology every week, you can not see a possibilty that they are on to a winner. I agree the technology is not 100% there yet, but as it gets better, then I feel more and more interest will be paid to this company by the likes of mobile phone carriers, web sites, etc
Here is an interesting posting from another board where people do discuss things about FBT (both the positive and the negative!!!) I'm afraid on this board discussions on FBT seem to die out pretty quickly
Most of it is reportly from FBT itself
Haystack feel free to pick it apart if you want, be interested in your views, especially on the points of "AVID", "collaborative editing", "adding EDLs to FORscene for the IBC launch"
As this e-mail reportedly came from FBT it is of course pretty positive, what are your thoughts?
Tokyo
A discussion over on Advfn raised a few questions and a summary was posted to the company for comment.
They kindly obliged us with a very detailed and informative response.
Both shareholders and non-shareholders I suspect will find this a very interested read. Especially in the run-up to the IBC.
The questions should appear enclosed in angle brackets < << like this >>>.
-----------------------------------------------------------
< <<<<<<< (1) Collaborative editing
Collaborative editing was mentioned at the AGM for higher end users. Other editing products also appear to offer a form of collaborative editing including Avid.
What differentiates ForScene from other products enough to allow Forbidden to win customers new to video editing / content delivery or existing users of other products? >>>>>
Existing collaborative editing products were generally designed as non-collaborative systems. Collaboration was tagged on as an afterthought. As a consequence, like the editing systems themselves, they tend to be very expensive and inflexible in comparison to FORscene.
For example, those promoting collaborative systems at NAB in Las Vegas this year were recommending 1,000,000,000 b/s Ethernet connections, restricting collaboration to a single site.
FORscene is more advanced in that it allows editing over the Internet with a standard 512kb/s broadband connection - without the need for any hardware or software installation.
The capital cost of buying a traditional high end collaborative editing system is high, whereas with FORscene, there is no capital cost as it works in a web browser on standard computers.
Videos edited on FORscene can be published for the web (using FORweb) and mobile (using FORmobile) using industry standards such as Java and HTTP. We also support the de-facto Symbian standard for high end phones. Videos are automatically hosted on Forbidden's servers, minimising server load on the FORscene users' websites.
Systems such as the Avid completely lack the publishing and hosting aspects of FORscene. Luckily for Avid users, FORscene runs on the Avid, as Avids come with IE.
< <<<<<<< There is no documentation available on the internet that suggests Avid is available as a Java program, suggesting its ease of collaboration / integration with the web may be much lower than ForScene or more costly (or both!). >>>>>>>>>>>>>
Avid is designed as an expensive system, and generally comes with software and hardware. It appears to be along way from being shipped as a Java applet - Avid's MPEG compression technology is not suitable for web editing, for example. Avid has been a near monopoly in its market for too long, and like other monopolists, they appear to have lost the edge.
< <<<<<<<<,(2) Integration with other software
Do Forbidden view ForScene as a complement existing toolsets for the specific purposes of addressing video streaming? I.e. users would continue using other editing tools that may be more appropriate for delivery over other mediums. >>>>>>>>
FORscene provides a complete end-to-end solution for web and mobile video streaming. This includes editing, publishing, hosting and playback functions.
FORscene has everything you need to convert content from your source format to web and mobile formats for delivery on to the end viewer.
In the professional video industry, there are so many video formats used in the video industry (DV-CAM, mini DV, VHS, beta-SP, MPEG-2 and JPEG, D1, ... on multiple tape or disc formats), that the edits which make up a video are represented in a standard format called an EDL. This gives the time code for each clip and allows the video to be reconstructed on any system.
We are adding EDLs to FORscene for the IBC launch so that FORscene integrates neatly with existing systems.
< <<<<< If so would provision be needed for converting to / from Forbiddens own format and other video formats? >>>>>
In web and mobile, no other format is required.
We accept input in many tape or electronic formats, including beta-SP, DV-CAM, AVI, and Quicktime.
We even accept Microsoft's non-standard Windows Media Player format. Microsoft claim this is twice as good as old standards like MPEG. We will support any format if there is demand for it.
Videos for broadcast can be made from the FORscene EDL on any broadcast quality system. This prevents generation loss as the final video is made from the original sources.
< <<<<< (3) Volume markets
From the AGM ForScene product looks to be to targeted at all levels of user from individuals through to professional users.
Is Forbidden confident of being able to cope with payment collection where large volumes of users are involved? >>>>>
Yes.
FORscene charges as you use it, preparing itemised bills. No human intervention is required.
Professional users have large budgets and will pay per programme. We may opt for a well know brand to distribute a consumer version.
We can charge for mobile content in mobile phone bills, so there is no limit to the number of end users we could support with our current infrastructure.
< <<<<<<< (4) Upload of content
Currently the compression-bureau manage the uploading of raw content. Mention is made on your website however of an upload facility.
Does this mean content could be uploaded directly to your servers, bypassing the compression-bureau (and also any control over what type of content is uploaded)? >>>>>>>
Yes - this is already the case for FORscene compressor owners. They capture video live off tape (from anywhere in the world), and it appears automatically in their FORscene "Files" window for editing/publishing in FORscene (from anywhere in the world).
Haystack
- 10 Aug 2004 16:20
- 35 of 135
You have to realise that what yu have posted is slanted somewhat by FBT's view of their own products. There is little indication that there is any need or desire for collaborative editing of video over the internet. Why would people want to collaboratively edit video in different parts of the world. Even if there were a few, is this the basis of a money making business. How many unusual people like that would be required to make a profit. The business model looks seriously flawed.
Collaborative editing is possible now and has been for a long time as a networked system of PCs using Avid or one ogf the many other editing systems produces the same effect. Editing packages like Avid are industry standards and there is a general pool of trained people available to use them. How many companies are going to swithch their operations from something tnat they have invested large sums of monoey in, to a new system that depends on the internet.
There was some amusing talk of targetting the home internet users for video editing so they could have their very own streaming video on their web sites. That is one of the funnier ideas that has come out of FBT in a while.
basharat
- 10 Aug 2004 23:13
- 36 of 135
haystack tell me honestly. Are you shorting fbt?????
if yes please feel free to deramp this share. Otherwise please keep your comments to yourselfand concentrate on companies you are involved with.