(IMG.L) Imagination Technologies Group PLC Buy/Sell

Firstly, great to see IMG popping up in some of the latest Samsung phones. This will help towards that £5.7m profit “promised” for year ending 30 April 2008.

Now, here are a few recent snippets from various articles on the Google GPhone:

“Google is engineering an open source multi-platform capable OS that any other member of the alliance is welcome to use in the DESIGN of a new cell phone.”

“FRANKFURT/LONDON, Feb 7 - British chip designer ARM will show a PROTOTYPE mobile phone based on Google (NSDQ: GOOG)'s Android platform next Monday at the Mobile World Congress wireless show in Barcelona, a source close to the company said on Thursday.
ARM and Google declined to comment on the report.
No prototype of a Google phone, announced last November together with 33 partners and rumoured for more than a year before that, has yet been seen in public.
Deutsche Telekom's T-Mobile and Taiwan's High Tech Computer Corp. (HTC) have said that they plan to offer phones based on the open-source Android software platform this year.” -End-

The Watcher [Sherlock Holmes?] says: “Pity the writer from that article didn't take a quick look at Roninja's excellent post from yesterday. IT answers the main question:-
"It was not immediately clear on Thursday what the working model that ARM plans to show at Mobile World Congress in Barcelona would look like or who would supply the parts."
On of the working models is the Omap3 platform (no Arm Mali insight), being supplied by TI. -End- I think it should read, “ONE of the working models……..”? Nine astute readers recommended Sherlock’s post, including Sigh-Evans.

“The name Nvidia commonly conjures up visions of heavy duty graphics on the PC desktop. But Nvidia is also a provider of graphics-processing engines for a surprisingly broad array of smartphones, including models made by Open Handset Alliance member HTC. Nvidia chips are also in LG, Samsung, and Kyocera phones, as well as in the O2 Flame, an interesting PDA-like model marketed by European service provider O2 (this is likely an HTC-made device).
As an Alliance member itself, Nvidia can be expected to contribute its chips to GPhones, which could double as handheld gaming systems.
It's interesting to speculate that the GPhone might finally succeed in forging a convergence between mobile phones and handheld gaming devices. That's something Nokia (NYSE: NOK) tried and failed at in 2003, with the launch of the N-Gage as a standalone handheld games systems. (N-Gage has since reappeared, not as a system, but as games offered on Nokia smartphones.)
Because N-Gage didn't engage, today's market sees kids toting Nintendo DSs and Sony PSPs, while adults carry their Blackberrys and iPhones. However, since game enthusiasts make the point that the average player isn't a child but rather a 30 year old (presumably, male) grown-up, the market may indeed be ripe for a GPhone gaming edition. -End-

Mainly speculation, but worth noting: “Deutsche Telekom's T-Mobile and Taiwan's High Tech Computer Corp. (HTC) have said that they plan to offer phones based on the open-source Android software platform this year.” And, “As an Alliance member itself, Nvidia can be expected to contribute its chips to GPhones, which could double as handheld gaming systems.” JJ