DDD Group (LSE: DDD.L - news) , has developed software and hardware products that enable the viewing of 3D images without the need to wear special spectacles. The company has just signed a 3-year deal with nWave Pictures to covert a number of movies into its TriDef format. Could be one for the watch list.

Is this a significant new revenue stream for DDD or another false dawn?

What will the impact be on the bottom line FY revenue?

Looks like Haystack has been buying this morning!

Looking good.

Exactly professional! It is a 3D laptop and not much use to consumers.

DDD only get money from their software because it is given away free with the laptop as part of a bundle of software. It is just used to demonstrate the 3D ca[abilities of the 3D screen on the laptop.

Have you even seen the reviews of the Sharp 3D laptop.


http://reviews.cnet.com/Sharp_Actius_RD3D/4505-3121_7-30573410.html?tag=upidmlp

Some notable quotes from the Sharp review

"this humongous 10-pounder is a low-performance slug that runs for only about two hours on battery and sells for twice the cost of a typical notebook"

"Unless you have a special need for a 3D screen, skip this novelty."

"but if you move slightly, the 3D effect is lost"

"Until we were used to the screen, we felt a little motion sickness".

"But the screen is not a completely satisfying experience: during particularly quick action, the screen can have blips, and sometimes you'll see a double image."

"it requires that the viewer's head be about 21 inches from the display for it to work."

"At 13.9 by 11.9 inches and between 1.9 and 2.1 inches thick, this is one big notebook; it stretches the definition of portable computer."

"The notebook tips the scales at 10 pounds, and its enormous AC adapter adds 1.7 pounds, making for an unwieldy travel weight of 11.7 pounds--roughly the equivalent of two thin-and-light notebooks."

"Unfortunately, despite a huge fan at the bottom, which seems to run more often than not, the machine has a large hot spot on the left side."

"The Actius RD3D's case may be fully equipped, but internally, the Actius RD3D leaves much to be desired"

"Its 6,000mAh lithium-ion battery can run this power hog for only 2 hours, 8 minutes, although a Sharp representative warned us that "this notebook is not designed to be used while unplugged." (why have one then?)

"Both the Sharp Actius RD3D and the Sony VAIO PCG-FRV37 have lower-than-top-rung video adapters. So, when it comes to 3D performance, they score lower than better-equipped notebooks, which is a shame for the Sharp. We expected higher scores from a notebook whose primary goal is displaying 3D graphics."

Only one MM on the bid, this should be back down again soon.

It is still well into its long term downtrend.

Haystack - If you've quite finished de-ramping perhaps we can all move on. I'm sure your negative posts have shaken out enough people to fill your boots on what is obviously a short for you.

I think you will find that it is not possible to short DDD as the market cap. is far too small. Apart from that I don't short stocks. The MMs just marked this up before the start and now it is falling back due to lack of interest and sellers.

So you are a shorter, Haystack.

No. AS I said would not be possible to short DDD anyway.

You wouldn't be wasting time here otherwise

I often post on stocks that I have no position on as many other people do. Just try and short DDD and you will find that it is not possible.

It is the usual comment from people who do not like anything nagative posted about a stock. They always claim the posts come from someone shorting the stock. This is rarely the case.

Some reviewer comments on the new Sharp 3D laptop

"Downside: Price. At $3,499, the Actius AL3DU is at least $1,000 too expensive for even the high-end gamers that Sharp hopes to bring into the fold. Software companies seem aware of this and, to date, have not queued up en masse to design games or applications to take advantage of the technology.

Outlook: Sharp says that its Actius RD3D made inroads with the medical-imaging, 3D-modeling, and architecture communities, and we expect those audiences to embrace the newly upgraded configuration. Still, until the company figures out how to push down the price, the Actius AL3DU, available at www.sharp3d.com, will remain a unique tool for niche professionals and an exotic knickknack to the rest of us."

and

"I watched a brief portion of the movie Monsters Inc. on a demo unit using the software, and I was able to see the 3D effect. However, seeing that effect requires you to sit in a precise location centered right in front of the notebook, and I'm not sure I'd have the patience to remain motionless through a whole movie.

Plus, this notebook doesn't come cheap--Sharp estimates that it should cost $3495. That might be worth it if you need 3D capability. Just be prepared to sit still."

Haystack - I don't think these are "usual comments from people who don't like anything negative posted about a stock." I think you'll find that these comments are from people who like balanced opinions about a stock, not a constant slagging, especially from someone who hasn't put their hard-earned cash into the company.

Whether I have bought the stock is of no consequence. I can still have an opinion about the stock. I have posted on some stocks for a year or more before taking a position on them. I don't like ELH at all as a company and usually post negative comments on it. However, I did buy some ELH shares a couple of weeks ago and doubled my money in a couple of days. It was just a trade as there was plenty of unfounded enthusiasm for their results (which were pretty bad in reality). When the euphoria looked like dying down I sold them.

As regards DDD, I think it is a dog of a stock and I can't see the company ever being successful. You don't have to read my posts. You can filter my posts or just ignore them. In the same way as I accept all the positive ramping posts, you have to accept my negative posts. When I say 'have to', I mean just that.

If you put your hard earned money into a stock like DDD and lose your money, you won't get any sympathy from me. Do the shorters get sympathy when a stock goes up against their position. Of course they don't. This not a game of cricket where people say "well played". Do the research before you buy if you are investing medium or long term and weigh up the risks if you are trading. If you lose your money then it is down to you and no one else.

I am not interested in giving a balanced argument concerning DDD. I don't like them and that will always colour my opinion. I have very little time for unbiased comments. They usually come from people with no opinios.

Certainly not looking for sympathy Haystack and if I was it wouldn't be sought from someone uninterested in balanced arguments.

But also, thank you for your well researched and utterly compelling theory on opinions. I have plenty of opinions but I also like balance. That doesn't sit inside your generalisation now does it? Theory exploded. However will you cope?

I also like balance and try and achieve it by getting opinions from different sources. In the case of stocks that would be from people who are positive and negative about a stock. I have rarely seen anyone have a balanced view on a stock that is worth listening to. It is just an excuse for not have a definite opinion. If you have a truly balanced opinion on a stock and can see lots of good points and bad points then stay away from the stock. Investments are usually more successful if you have a strong view about a stock provided you trust yuor judgement.

I am not telling you to sell DDD or buy it. I am just offering an opinion.

DDD is a world leader in the field of 3D autostereo software. Their comprehensive range of leading edge content and delivery solutions are revolutionizing the 3D viewing experience by delivering 3D WITHOUT GLASSES to professional and consumer markets alike. DDD is supporting the major hardware manufactures of autostereosdisplays.

Using DDD's TriDef 3D Display solution, existing film and video libraries can be converted to 3D quickly and easily. DDD's TriDef 3D signal format powers many of today's 3D LCD and plasma displays while maintaining compatibility with existing 2D displays. This efficient approach allows both 2D and 3D viewing to be offered from one DVD disc or broadcast signal.

The TriDef product family includes a broad range of TriDef hardware, software, media and solutions for glasses-free 3D viewing. This introduction includes ideas for expanding your use of 3D into more applications and markets.
Nothing surpasses glasses-free stereoscopic 3D for raising the viewing experience far above the ordinary.

For scientific, manufacturing and design applications, 3D enhances the quality of visual
information, giving you the freedom to communicate and solve problems in a more natural way.
Use TriDef Visualizer for live 3D translation in a range of off-the-shelf third party applications.
For sales, marketing, and corporate presentations, 3D is unsurpassed for grabbing audience attention and-most importantly-improving recall. It's fun, and it's compelling.
For serious gamers, 3D immerses you in the game like nothing else. You can see exactly where to shoot using TriDef Visualizer.
For the home, 3D adds that new dimension to home entertainment for both old and new favourites. Use TriDef Photo Transformer to convert your family photos to 3D yourself, and then use TriDef Photo Viewer to view them.
All this in 3D without needing those cumbersome 3D glasses!

These are some of the 3D Display models currently supported in general releases of TriDef software products. VROLGIC can advise you on which 3D Display best suits your requirements.

Supported 3D Display types (please contact us if your display is not listed - new Models may be added as they are available):

StereoGraphics SynthaGram SG182 18"; SG202+204 20"; SG231 23"; SG404 40, SG421 42"; SG422 42"
Dimension Technologies Virtual Window 15" (DTI 2015XLS); 18" (DTI 2018XLQ)
Sharp PC-RD 3D Series laptops, Sharp LL-151-3D 15 Monitor
SeeReal C-i, C-s, D4D CAD, D4D MED

But there seesm to be almost no mass market for this 3D image viewing. It seems to be restricted to a few niche market business applications. The 3D applications that are being used by businesses have ni need of DDD's software as the applications handle the 3D imaging.

DDD are restricted to the consumer market when it comes to their software as business applications have no need for viewing 3D mobies. There does not seem to be any consumer interest in watching 3D movies at home. For one thng you have to sit directly in front of the middle of the screen for it to work. Thta makes it a solitary pursuit that cannot be shared successfully with other people.

It is interesting that the joint venture with Arisawa to see 3D on a TV requires special polarised glasses to work by everyone so they don't have to sit right in front of it.

no deals, no Rev

No. It is a rumour. DDD is often the subject of a number of rumours. They all turn out to be false. Why would a mobile company need DDD? DDD do not povide any systems to drive the 3D display. All they can do is convert2D content into a sort of pseudo 3D. I am not even sure that their system would work on such a small screeen as a mobile.