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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc. -- Ignore unavailable to you. Want to Upgrade?

To: Mats Ericsson who wrote (575)	10/17/2000 7:49:55 AM
From: Mats Ericsson	Read Replies (1) \| Respond to of 912

Arm seen in context 3D visual & Intel Just a taster how smart things could come: Not only 'PC-internet' is having 3-D displays, but handhelds too...: "Superscape has also signed a technology partnership with Canon and is in talks with ARM to embed its software in computer chips. 3D-software developer Superscape. ftmarketwatch.com{6BF2B162-747E-450C-ACFD-2C09896257A1} The Brit Tech Pack heads for the U.S. Hot young innovators look for funding in America By Neil Thapar, FTMarketWatch 1:09:00 PM BST Oct 13, 2000 LONDON (FTMW) -- The world's top technology companies may be mostly U.S.-based but watch out for invaders from across the Atlantic. Regional market coverage MarketPulse News Alerts Europe Asia/Pacific Americas Currencies Next week a band of nine young but hot technology companies from Britain is heading for New York to show case themselves to U.S. fund managers. They are braving a weakening tech market, but are neither short of ambitions nor some highly promising technology. Britain already has spawned some world-class tech companies -- such as chipmaker ARM Holdings [UK:ARM], software group Autonomy [US:AUTN] and personal organizer group Psion [UK:PON]. New wave Now the second wave of British companies wants to win fans in U.S. It is the first time they have been on a U.S. institutional road show organized by their corporate adviser, the London based broker Investec Henderson Crosthwaite, (which owns Ernest & Co in New York) and has built up a strong reputation in the U.K. for backing some high-growth tech stocks. Investec's Tom Kristensen is expecting a full house, with about 80 U.S. fund managers likely to attend even though tech stocks are in the doldrums. "These companies are world leaders in their market niches and you won't find anything like them elsewhere," he said. "They either have something unique or dominate their industry space." We name the nine The nine are: Dicom [UK:DCM], London Bridge Software [UK:LNB], Innovation Group [UK:TIG], Intec Telecom Systems [UK:ITL], Knowledge Support Systems [UK:KSS], Plasmon [UK:PLM], Pat Systems, Recognition Systems [UK:RGS] and Superscape [UK:SPS]. Kristensen's charges have already grown into sizeable businesses, with market values of more than £1 billion, but several are still pretty small with values of under £100m. As a group they are still relatively unknown -- some would say untested in a bear market -- outside the charmed circle of fund managers in London's financial district. As a result, they offer an opportunity to bet on some potential high-growth businesses that are poised to hit the fast lane. Among the nine are proprietary software firms like Innovation Group and Superscape, which boast a world-leading technology, or as in the case of Knowledge Support Systems may be entirely pioneering. And others such as Dicom are so cheap (with a earnings multiple of 10 times) that it beggars belief why British fund managers haven't already loaded up. Eye-catching stories U.S. fund managers will hear their growth stories next Wednesday, though with the tech stocks under a cloud it will be tough to convince a knowledgeable U.S. audience to buy their shares. Among the stocks that have caught my eye is Innovation Group, valued at some £900 million. It claims to be a world's leading supplier of claims management solutions for the insurance industry. Its systems enable the insurers to manage the entire process of claims handling online. It is a productivity tool that stands to slash the annual costs of claims handling at any big insurer. A full analysis of Innovation's business model can be accessed on www.Sharecast.com but suffice to say that its ICM software package is under consideration by the world's top insurers including State Farm and Geisco in the U.S. In the U.K, blue-chip insurers Royal Sun Alliance [UK:RSA] and CNGU are signed up as customers. Earlier this year, it entered into a strategic alliance with IBM [US:IBM] whose 500 insurance sector sales force is now actively promoting the product in the U.S. Brokers believe annual revenues are expected to surge from £4 million last year to £8 million for the year ended 30 September 2000, and to £24 million by 2002. Not surprisingly its shares have soared since its flotation in July, pushing its market value close to a £1 billion. Life-like websites Perhaps the most intriguing in the band is 3D-software developer Superscape, run by an American entrepreneur Kevin Roberts. The group has attracted the personal support of Andy Grove of Intel because of the potential of its e-Visualizer software that helps to make websites more life-like. Intel has even been persuaded to set up a 50-50 joint venture with Superscape called Mediadome. And Intel has transferred several of its senior executives to Mediadome, which will use Superscape e-Visualiser software to deliver music, and other content on websites. Its technology could be integrated with AOL's Winamp music player plug-in to enhance the download and music experience for users. Separately, Superscape has also signed a technology partnership with Canon and is in talks with ARM to embed its software in computer chips. If any of these deals come off Superscape's current market value of about £100m could look modest.