(IMG.L) Imagination Technologies Group PLC Buy/Sell
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| Date/Time | Subject | Author | |
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| 18:19 | 2 | ||
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Another cracking post JJ
In one paragraph you negatively compare MBX volume of 35 million units against "1 billion mobiles shipped in total". Shortly afterwards (ie when it suits you), you then quote ARM themselves as saying the sector only ships in "tens of millions" of devices currently. You then go on to suggest that the quality of graphics wont be important in this sector, and that price is everything! Are you for real? The bottom line is that IMG have ALREADY been chsoen by top companies for a reason - ie they offer superior graphics and power consumption than their competitors. Finally, you say you are a realist. Well, I'd rather put my faith in a company that has the real silicon and design wins, than someone's press release that bleats on about what they may or may not do in two years time! |
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| 16:05 | 1 | ||
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TiTs SYNOPIS - HERE IT COMES!
The content of the following post will be WAY ABOVE the level of what posters like hammerd2 can absorb, but one chap, Im sure who will appreciate what Im trying to get across is a man who posts as PICKONE. Arguably, the most intelligent poster on iii and ADVFN, well, thats certainly my opinion. Roninja says, Looking forward to the TiT synopsis later on. [11560 on ADVFN]. Well, how Roninja will manage to view this, I do not know as he has got me filtered on here and ignored on iii. I guess hell remove the filter, have a peep and then slap it back on again. Whatever, Sigh-Evans says, So, from the article the Mali-200 is due in 2009, and the Mali-400 is due in 2010. I suppose it would be churlish to point out that the MBX has been shipping for years, and the SGX is shipping now too. ARM are definitely a long way behind IMG. -End- Yes, MBX has indeed been shipping FOR YEARS and after all those years, last year MBX was shipped in only around 35 million mobile phones [more than 1 billion mobiles shipped in total] and in H2 they reported a mere £0.6m pre-tax profit and that was for a 7 MONTH PERIOD. Sigh says that ARM are definitely A LONG WAY behind IMG. I dont think so. Mali 200 is due in EARLY 2009 and the 400 in 2010. ARM says, "The current market for GPUs (graphic processing units) is high-end devices so tens of millions of devices, but this is changing and in the 2011/2012 timeframe, we expect it to be a billion unit market," says Chris Porthouse, one of ARM's senior product managers. -End- ARM expects this to be a billion unit market in 2011/2012, so they and NVIDIA will both be FIRMLY ESTABLISHED in this market WELL BEFORE THEN and it wont matter a TOSS whether IMG have a technically superior solution because PRICE will be the ALL IMPORTANT factor, NOT the quality of the graphics. FACE THE FACTS, IMG has been THE LEADER in 3D graphics hardware for 14 YEARS NOW and it hasnt exactly propelled them into being a PROFIT MAKING COMPANY on a REGULAR basis as yet. Also worth noting, And developers are already getting excited too, it seems, with the likelihood of ARM's GPUs appearing in devices from Nokia, Sony Ericsson and Samsung being raised in a recent PocketGamer.biz interview with LemonQuest CEO Ignacio Cavero. In Interim Report 30 Sept 2007, IMG said that their strategy is aimed to achieve 200 million+ chip volume per annum WITHIN THREE YEARS, so thats by Sept 2010. Well, theyve already fallen 3 million chips SHORT at the first hurdle which was set at 50m, so we are already playing catch up I wish I could share the enthusiasm expressed by the faithful on here, but that cant be, as Im A REALIST and Im afraid that we will soon be heading for a share price WELL BELOW the floatation price of 45p, 14 years ago in July 1994. TT/JJ Vowel please Carol! PS To be perfectly frank, It wouldnt surprise me if hammerd2 thought that a vowel was a little creature who rummaged around in the undergrowth! |
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| 01:57 | 2 | ||
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Nice find!
Environmentally friendly.........and...................quiet :-) "and because it has no moving parts, it operates without making a sound and will last 10 years or more." http://72.51.37.17/products/ DYOR regards dickie |
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| Tue 23:52 | 4 | ||
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Meet CherryPal, the worlds most efficient and affordable desktop PC
http://www.thetechherald.com/article.php/200830/1542/Meet-CherryPal-the-world-s-most-efficient-and-affordable-desktop-PC Much like current trends in the automotive world, the computer industry is forging forward in its efforts to manufacture value-for-money mainstream products that attract eco-conscious consumers while also helping the industry to be seen as more proactively green. Bearing that in mind, meet the new CherryPal C100 desktop PC. More specifically, California-based CherryPal Inc., has this week turned the green spotlight onto its CherryPal C100 cloud computer, which it describes as the most energy efficient and affordable desktop computer money can buy. And not much money, at that. For a mere $249 USD, prospective buyers can secure a completely new style of computer that comes without any moving parts, contains 80 percent fewer components than other PCs, is highly secure, and only requires a mere two watts of power consumption. Todays typical PC is based on a computing model created 25 years ago, before the Internet, web browsers and global warming, outlined CherryPal CEO Max Seybold regarding the CherryPal cloud PC, which the company also stresses comes without hidden costs. We have developed a new computing model that makes CherryPal the easiest to use, greenest, most affordable computer available today. Taking a closer look at the CherryPals attributes, the little desktop box vastly undercuts the power demands of an average desktop computer by only needing a measly two watts of power compared to the 114 watts usually consumed. This equates to a massive 98 percent decrease in operational energy consumption. Further to that, CherryPal believes its desktop PC will be a viable device for more than a decade thanks to its drastic cutback on moving parts, which also means the computer needs only a fraction of the resources required in conventional PC manufacturing. In terms of longevity via user interfacing, CherryPal claims its C100 is dead simple to set up and boots ready-for-use in just 20 seconds. Users need to input a username and password to access the CherryPalClould, which then gives them an incredibly easy, intuitive interface. The C100 also has no exposed operating system -- which helps keep retail costs down -- and manages all applications and functions through a Firefox-based browser. Further to that, CherryPal carries out all related operating system and application upgrades/installations, which means no outside maintenance is required. The manufacturer also places great onus on the lack of moving parts playing a significant role in the C100 being able to avoid hardware failures. CherryPal has removed the hassle from personal computing by moving most of the software and data that traditionally sits on the desktop to the Internet, reveals CherryPal Inc. in its official release. Instead of accessing programs and data from your desktop computer, the majority of information is processed and stored on the web in a highly secure environment called the CherryPalCloud, which is automatically accessed at boot-up. By using the CherryPalCloud environment, users should be able to dodge many of the potential headaches that are typically associated with traditional personal computers; these include application downloads, software upgrades and crashing operating systems, all of which are avoided because the system is always maintained by CherryPal administrators. Also, utilisation of the online cloud environment provides improved user protection as computer hardware is no longer exposed to attacks from malicious viruses and hackers, which is a feature further bolstered by the companys industry-exclusive and patent-pending hardware and software encryption. Cloud interaction should also be handy for cutting down lag times and even promoting faster operation speeds as the majority of cumber . . . Read Full Message More | View thread (3) | Respond | Login to Recommend |
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| Tue 20:36 | 8 | ||
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http://www.desktoplinux.com/news/NS4701301762.html
A Silicon Valley startup called CherryPal announced a two-Watt, $250 ultra-mini PC that runs Debian Linux. Based on a 400MHz PowerPC-based system-on-chip (SoC) from Freescale, the solid-state CherryPal C100 Desktop offers managed "cloud" computing paid for by advertising rather than a monthly fee. With its touted two-Watt power consumption and lack of moving parts, the 10-ounce, 1.3 x 5.8 x 4.2-inch CherryPal C100 uses 98 percent less energy and includes 80 percent fewer components than a typical PC, claims CherryPal. The CherryPal C100 is also said to boot in 20 seconds. Like another fruit-flavored mini-PC, the mobile LimePC, the CherryPal is based on the Freescale MPC5121e. Positioned as an automotive telematics processor when it was announced in May 2007, the MPC5121e powers an automotive Linux PC reference design from Wind River and Freescale. Yet, the chip appears to have made itself at home on the desktop as well as the dashboard. The MPC5121e is based on a 32-bit PowerPC e300 core. The SoC integrates a PowerVR MBX Lite 2D/3D graphics core claimed capable of playing video and displaying graphics on an external display at XGA (1024 x 768) resolution. Besides the MPC5121e, CherryPal comes with 256 DDR2 DRAM, 4GB flash, two USB ports, an Ethernet port, and WiFi. The free, Web-based CherryPalCloud provides storage, virus control, application upgrades, and installation. Up to 50GB of online storage is offered, but that limit should increase in the future, says the company. External USB-based storage is also supported. The Debian operating system (OS) is unexposed, and all applications and functions are said to be managed via a Firefox-based browser. CherryPal uses a "patent-pending" technology that combines hardware and software encryption, says the company. It also collapses the operating system and browser into a single software layer, a design that CherryPal claims improves performance, and "virtually eliminates any risk of bugs or viruses." In addition, the system is said to be supported by free 24-hour tech support. The following are the specifications listed for the CherryPal C100: Processor -- 400MHz Freescale MPC5121e mobileGT (PowerPC); (800 MIPS performance claimed) Memory -- 256MB DDR2 DRAM Flash -- 4GB NAND flash solid state drive Web storage -- 50GB limit on CherryPalCloud Display -- VGA DB-15 display out jack, supporting up to XGA 1024 x 768 resolution Audio -- headphone stereo audio out 3.5mm jack Networking -- 10/100 Ethernet with RJ-45 jack WiFi -- 802.11b/g USB -- 2 x USB 2.0 Power supply -- 9v DC 2.5mm 10-Watt AC-DC power supply adapter; claimed 2-Watt consumption Weight -- 10 ounces Dimensions -- 1.3 x 5.8 x 4.2 inches Software -- Firefox, OpenOffice.org, iTunes support (via Banshee?), Adobe Flash 9, CherryPal media player, and IM apps Operating system -- Debian/GNU Linux An advertising component will be rolled out later in the year, says CherryPal. The company has not provided details on the form or duration of the commercials, but it claims it will not share personal customer information with outside firms. Stated CherryPal CEO, Max Seybold, "Today's typical PC is based on a computing model created 25 years ago, before the Internet, web browsers and global warming. We have developed a new computing model that makes CherryPal the easiest to use, greenest, most affordable computer available today." Availability The CherryPal is available for pre-orders in the U.S., and will begin shipping at the end of July, says CherryPal. The price is $250, with free units available to "Brand Angels" willing to testify for the product and sell it for a small commission. Buyers who purchase from this informal sales force will receive a small discount. -- Eric Brown |
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| Tue 16:56 | 4 | ||
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One thing I did find interesting is that the article whilst mentioning the U500 platform from Ericsson understandably failed to mention the U380 platform that was announced at the same time (Feb 08) which is a single chip that comprises both an Omap3430 (SGX IP) and Ericsons HSPA modem.
Be interesting to compare those two platforms on power performance basis, the U500 is contains 3xARM11s plus Mali, the U380 a Cortex A8 plus SGX. according the SE own press release the U380 is "among the smallest and most powerful multimedia platforms on the market in this category". |
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| Tue 13:47 | 7 | ||
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Well the current roadmap alludes to more SGX and Series 6 from a graphics perspective, and the video core business seems to be catching on a fair bit now as well.
ARM are a great company but their marketing effort is currently not translating into wins of a sizeable nature. Invariably IMG will face competition but it is a big market and if IMG can get 35-55% of that market as they aim to do that will do for starters! |
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| Tue 13:40 | |||
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and by 2010 what new product will IMG have come with?
Here's to staying ahead of the competition. |
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| Tue 13:21 | 10 | ||
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I wonder if everyone was as amused by that ARM article as I was?
You do have to hand it to ARM though - they are trying hard (I wish IMG would try half as hard to promote PowerVR!) So, from the article the Mali-200 is due in 2009, and the Mali-400 is due in 2010. I suppose it would be churlish to point out that the MBX has been shipping for years, and the SGX is shipping now too. ARM are definitely a long way behind IMG. The whole language of the article is of 'ifs' and 'maybes' - "designed to be used", "expects to really shake up the market", "It might even end up". The reality is that IMG have signed up seven of the top ten semiconductor manufacturers; they have over 15 chips with their 3D shipping in numerous products; and they have many more chips in development. By comparison the latest news on Mali I can find is that ARM have signed a deal with Telechips. If you are wondering who they are you are in good company. Even though I regard myself as fairly clued up as to who's who in semiconductor manufacturers, I have never heard of Telechips. They certainly don't compare to IMG's licensees like Intel, TI, NEC, Renesas, Samsung, etc. The most telling statistic though is by looking at http://en.wikipedia.org/wiki/Powervr and seeing just how much activity there is for IMG's chips. You can then look at Wikipedia's Mali page for comparison - or rather you could if they had one! Yes, that's right, Mali is so poor that it doesn't even warrant a page in an encyclopedia that seems to have a article on just about everything! Rob. |
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| Tue 09:54 | 15 | ||
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From http://www.pocketgamer.biz/r/PG.Biz/Mali/news.asp?c=7941
ARM says a billion phones will have 3D hardware by 2012 It's getting in on the act with its Mali family of silicon by Jon Jordan When it comes to 3D hardware and mobile phones, the extra cost of the silicon, plus issues such as additional power consumption, means only top-of-the-range devices such as the iPhone or Nokia's N95 or N82 currently boast such a feature as Pocket Gamer's (irregular) round-up of the Top 10 phones in terms of 3D graphics performance demonstrates. Still, these devices make great use of the extra grunt, with their graphically-rich menus, as well as their gaming potential. Significantly, the vast majority of these devices use the PowerVR MBX designs from UK graphics outfit Imagination Technologies. Others companies are planning to get in on the act too, however. We had our first look at Nvidia's APX 2500 architecture earlier this year, while AMD has its own strategy. But perhaps the most important company in the space is ARM. Best known for its CPU designs it claims ten billion chips shipped it's now ramping up interest in its Mali family multi-core graphics chips. "The current market for GPUs (graphic processing units) is high-end devices so tens of millions of devices, but this is changing and in the 2011/2012 timeframe, we expect it to be a billion unit market," says Chris Porthouse, one of ARM's senior product managers. "There's a blurring between what a mobile device is and what a consumer device is and so there's a lot of competition between OEMs. This is also being driven by products such as iPhone. People now expect an immersive experience from any consumer device, which means the major mobile OEMs are putting hardware acceleration at the heart of their multimedia strategies." At its lowest level, the Mali-55 design which Porthouse says is already shipping in phones only adds one square mm of silicon when integrated to a CPU, while offering features such as 4x full-screen anti-aliasing to provide smooth screen graphics. The Mali-200 (due in early 2009) has more muscle. It's OpenGL ES 2.0-compliant, allowing developers to make use of features such as programmable shaders and Flash 10. It's designed to be used in high-end feature phones such as the Ericsson U500 platform. But according to Porthouse, it's the Mali-400 (due in devices in 2010) that ARM expects to really shake up the market for mobile 3D graphics. Like Nvidia's APX 2500, it's designed to output 1080p TVout via HDMI onto your widescreen TV. It might even end up in cable TV boxes apparently, but it's the benefit for mobile gaming that we really care about. A configurable architecture, it consists of a vertex processor capable of 30 million triangles per second plus four individual fragment (or shader) processors which, when they are all being used, can theoretically handle over one billion pixels/second. Indeed, one of the neatest features of the Mali-400 architecture is OEMs can choose how many fragment processors they want to use more processors obviously requires more silicon and higher power consumption with ARM's driver software abstracting the details from developers, who can write software for what's effectively a single platform. Porthouse claims the graphical performance of Mali-400 scales almost linearly, depending on how many cores are included. And developers are already getting excited too, it seems, with the likelihood of ARM's GPUs appearing in devices from Nokia, Sony Ericsson and Samsung being raised in a recent PocketGamer.biz interview with LemonQuest CEO Ignacio Cavero. "The big deal is that this kind of processor will enable more OpenGL-based development, using the skills of existing PC game developers," Cavero pointed out. "It's easier to program, and very similar to the graphics engine used for PC games. So in some ways, it's going to unify the programming for mobile handsets." More . . . Read Full Message More | View thread (5) | Respond | Login to Recommend |
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| Tue 09:00 | 4 | ||
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Intel's Happy Earnings Surprise
[Apologies if Jogging/Jigging/Jilted has posted this already.] http://www.businessweek.com/technology/content/jul2008/tc20080715_672101.htm?chan=rss_topStories_ssi_5 Record orders for Intel's PC chips raised hopes of solid second-quarter earnings news from Google, IBM, and Microsoft The sky over the tech landscape isn't falling after all. Amid growing concerns that the global economic malaise is worsening, a surprisingly upbeat second-quarter earnings report from Intel (INTC) reflects a better-than-expected outlook for tech spending. Intel, the biggest maker of computer chips, said on July 15 that net income for the three-month period ended June 28 soared 25%, to $1.6 billion, or 28¢ a share, as sales rose 9.1% and profit margins widened. Thanks to record orders for notebook PC chips and higher microprocessor shipments than could be expected this time of year, "we see continued healthy demand for our products" in coming quarters, Chief Executive Officer Paul Otellini said in a statement. His remarks were a welcome respite from the barrage of headlines indicating a deepening mortgage crisis, rising fuel prices, increasing joblessness, and a drop in consumer sentiment to its lowest level in almost three decades. Intel's stock had been under pressure in the runup to its quarterly report, since some investors feared the report would show consumers and corporations curtailing PC purchases. "Everybody should be relatively happy with where the numbers are," says Avi Cohen, head of research at Avian Securities. "They show the world is not coming to an endat least not yet." Intel shares rose 1.2%, to 20.89, in extended trading after the figures were released. Big Week Ahead Despite Intel's optimistic outlook, investors will scour earnings reports from other tech companies in coming days for signs of whether the slowdown is wending its way into other pockets of the industry. Hard-drive maker Seagate Technology (STX) on July 15 said resilient demand for PCs and consumer electronics helped boost its sales 5.6%, to $2.89 billion, and fueled a double-digit percentage jump in shipments in the most recent quarter. Yet net income tumbled 70%, to $160 million, after the company suffered "execution issues," CEO Bill Watkins told investors. On July 17, IBM (IBM), Google (GOOG), and Microsoft (MSFT) are due to release financial figures for the period ending in June. Even Intel's news wasn't all good. The Santa Clara (Calif.) company acknowledged that memory-chip sales remain weak. Intel also suggested that consumers may be getting more frugal with their purchases. Gross margins rose to 55.4% from 53.8% but were below the midpoint of Intel's projected range, as people opted for lower-priced notebooks. With its outsized share of the chip marketthe company commands close to 80%Intel may be better insulated against macroeconomic woes than other tech companies, analysts say. "We have highlighted Intel as a more resilient pick" as the earnings-reporting season kicks off, Lehman Brothers (LEH) chip analyst Tim Luke wrote in a July 14 report to clients. Help from Higher-Priced Notebooks Tech-sector stocks have slumped this year as onetime darlings, including VMware (VMW), Sun Microsystems (JAVA), and Advanced Micro Devices (AMD) have all signaled that demand for their products is weakening. Otellini said Intel has been carefully watching global economic conditions and monitoring PC makers' inventories for signs of a slowdown, but has not seen any indication of one. Intel executives believe the picture should improve this year. The chipmaker signaled that it expects margins to improve nearly three percentage points, to 58%, on revenue of about $10.3 billion in the third quarter as new, higher-priced notebooks based on Intel's recently introduced Centrino 2 processors hit store shelves (BusinessWeek.com, 7/14/08). |
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| Tue 08:57 | 5 | ||
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Apple hit by concern over margins
http://www.ft.com/cms/s/0/935d85c2-5768-11dd-916c-000077b07658.html Strong Macintosh sales continued to drive profits at Apple as the computer maker reported its third-quarter results on Monday, but a tepid forecast sent shares in the computer maker lower. Were proud to report the best June quarter for both revenue and earnings in Apples history, said Steve Jobs, chief executive, in a statement. While Apple executives hailed the strong quarterly results, Wall Street analysts quizzed the group about its unusually weak guidance. The shares fell 10 per cent to $149.70 after it said it expected profit margins to slip, due in part to a forthcoming product transition that it declined to discuss. Peter Oppenheimer, chief financial officer, HINTED THAT AGGRESSIVE PRICING OF NEW PRODUCTS COULD EAT INTO PROFITS. WE ARE GOING TO BE DELIVERING STATE-OF-THE-ART NEW PRODUCTS [AT PRICE POINTS] THAT OUR COMPETITORS AREN'T GOING TO MATCH, he said. Apple brushed off concerns raised in recent weeks about the health of Mr Jobs, whose gaunt appearance at the companys annual software developer conference last month alarmed some observers. Apple later said Mr Jobs had been suffering from a common bug. When asked about Mr Jobs health on Monday, Mr Oppenheimer said the Apple co-founder, who has previously battled cancer, had no plans to leave the company and his health was a private matter. Apple said it had made a net profit of $1.1bn in the third quarter, up from $818m in the year-ago quarter. Sales were $7.46bn, up from $5.41bn last time. Revenues from Mac sales rose 61 per cent in the quarter as the company shipped almost 2.5m computers. IPod music player shipments jumped 12 per cent while shipments of the iPhone nearly trebled, with 717,000 mobile handsets sold in the period compared with 270,000 last time. That figure did not include Apples new 3G iPhone, which went on sale in 21 countries around the world earlier this month. Apple predicted earnings of $1 per share on sales of $7.8bn in the coming quarter lower than most Wall Street analysts had expected. The group expected its gross margin to fall to 31.5 per cent in the fourth quarter, from 34.8 per cent in the third quarter. It expected a 2009 gross margin of 30 per cent. While it did not report any numbers, Apple said the REACTION TO ITS FASTER IPHONE HAD BEEN OVERWHELMINGLY POSITIVE. It said iPhone customers had downloaded more than 25m software applications. Apple last week reported that it had sold more than 1m 3G iPhones during the handsets opening weekend. |
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| Mon 23:55 | 6 | ||
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We set a new record for Mac sales, we think we have a real winner with our new iPhone 3G, and were busy finishing several more wonderful new products to launch in the coming months.
I wonder if there is anything in there that needs mobile 3d ? |
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| Mon 19:55 | 7 | ||
| Mon 18:40 | 3 | ||
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Please, take him ;-)
He seems keen on a lot of stocks which he also doesn't hold (sorry 100 shares doesn't count !) - but oddly this is the only share on which he posts his "insights". No idea what we did wrong but I think we've earned a place "upstairs" when our time comes ha ha |
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| Mon 17:01 | 1 | ||
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thank you for pointing out the obvious hammer, however, I value JJs opinion and unfortunately he doesn't post on the wolfson thread. Please come over to wolfson JJ, I would really appreciate your ongoing opinions and detailed analysis.
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| Mon 16:39 | 1 | ||
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not one for "parade raining" ijh, but you'll probably be better off trying here http://www.iii.co.uk/investment/detail?display=discussion&code=cotn:WLF.L&it=le if it's WLF you're interested in ;-)
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| Mon 16:20 | |||
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thanks for your comments JJ, I did top up on Wolfson as I have a feeling the share price will surge after the results are announced.
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| Mon 16:11 | 4 | ||
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From http://www.trustedreviews.com/mobile-phones/review/2008/07/21/Apple-iPhone-3G/p1 Design 10/10 Features 9/10 Performance 9/10 Usability 10/10 Value 9/10 Overall 10/10 Verdict It may be seen as little more than an incremental upgrade, but Apple has hit all the right buttons to make the iPhone 3G an instant hit. It's still sleek, it's still great to use and it's still the best touch screen phone by a country mile. Wed to this the excellent value it now represents and you can understand why people have been falling over themselves to get one. Unless you absolutely must have a better camera, MMS or any of the other missing features, there's no other touch screen phone that comes close. |
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| Mon 16:07 | |||
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I posted the following on the ADVFN BB this morning and thought one or two readers on here might well be interested in the 'IMG related content': hammerd2, the man who said recently that he was p!ssed off [his words] because he was sporting a "paper loss" of £200K since Christmas [his words]says, If it wasn't for the fact that JJ/TT hasn't got 2 sane brain cells to rub together so is probably incapable of ANY sort of actual analysis (very prone to making 1 and 1 add up to "wibble") I could have mistaken you as yet another of his aliases. -End- Well, I can assure everyone that I have no aliases and just post on iii as JJ and on here as TT. Talking about brain cells [see above], I would doubt that a man who is £200K down since Christmas, has any brain cells at all, sane or otherwise. And now he's blaming Tevor Selby for his present predicament.TT -End- Well, at least three posters have now admitted that they have removed the "ignore/filter" facility to have a read of my posts and then slapped it back on again. What a joke! I think if readers use those facilities, they should not be able to change their minds for a period of say 3 months minimum and if abused again, a lifetime ban should be imposed on them. Dare I suggest that those two big buys today were rollovers? I think so as only a complete moron would pay 3p over the odds [70p] for them. | |||