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Tadpole , Microsoft/ Hewlett Packard Alliance. (TAD)     

Moneylender - 23 Jan 2003 08:09

graph.php?movingAverageString=%2C50%2C20

why - 08 Feb 2003 22:35 - 103 of 2262

ainsoph -

please spare us the relentless cut and paste on this site - save it for advfn.

on the whole you've made a good start without any of the nastiness you display on advfn. so good luck with your TAD - i hope it goes up enough to get you out of your losses at least (but that's a long way off i guess)

and i for one disagree with those who say you also post as moneylender. i suspect the only other alias you use is KDC.

Fugitive - 09 Feb 2003 09:27 - 104 of 2262

Apparently from Shares Mag:


Tadpole gets top marks for disposing its hardware arm last December. However its troubles are far from over. The group is still loss making and forecast to remain so this year. Sales growth now hinges on two key software products. On the upside, revenues at Cartesia grew 22% and the groups alliance with ESRI coupled with recent contract wins could re-invigorate the shares. That said, the stock remains high risk.

AVOID

Care required with this struggling loss making software minnow.

F

ainsoph - 09 Feb 2003 12:37 - 105 of 2262

Fugative - perhaps you can give a link as you say 'Apparently from Shares Mag'

ainsoph - 09 Feb 2003 13:29 - 106 of 2262

There has been a lot of very aggressive posting on other bb's over the last few days which seems to be associated with the rumoured shorting of Tads ...... one thought, that has started to surface, is the idea that some of the posters may be connected or associated with their competition.

Not sure how the rules work on this one but I would assume they should declare their interest??


ains

Moneylender - 09 Feb 2003 14:13 - 107 of 2262

Why

Well done

M

why - 09 Feb 2003 14:17 - 108 of 2262

moneylender - neither you nor ainsoph would like to hear how i know you are not one and the same, though!

good luck nevertheless....

Honeyman - 09 Feb 2003 16:51 - 109 of 2262

ainsoph:

So who do you see as Tad's competition?

H

Fugitive - 09 Feb 2003 17:48 - 110 of 2262

ainsoph,

Before posting the link, perhaps you would give us your views on the assessment. Fair summary or not? Would you override the AVOID and recommend a buy? Everything hanging on 2 products looks like high risk in a bear market to me.

F


"Tadpole gets top marks for disposing its hardware arm last December. However its troubles are far from over. The group is still loss making and forecast to remain so this year. Sales growth now hinges on two key software products. On the upside, revenues at Cartesia grew 22% and the groups alliance with ESRI coupled with recent contract wins could re-invigorate the shares. That said, the stock remains high risk."

-AVOID-


ainsoph - 09 Feb 2003 18:51 - 111 of 2262

Honeyman ....... not sure I am best qualified to answer you but you will seen the talk about the latest Groove software ..... I seem to recall Glaxo were having problems with their trial last year and there was hope they would switch to tads.



Fugitive - you seem very keen on the shares I hold and talk about. I never tip shares as we all have our own thoughts on risk. I do hold substantial numbers though and clearly believe risk/reward is on the right side.

The current suite of products looks exciting and receiving immense interest.


Have a look at this from the recent financial statement ...



After more than three years of investment, Cartesia is beginning to show strong
growth. Revenues for the current financial year are expected to be substantially
higher than in 2002, particularly in the second half, underpinned by a
significant contract backlog, including Ordnance Survey. Cartesia is expected to
achieve a profitable run-rate by the second half of the financial year.

2003 will be a pivotal year for Endeavors as the business moves its focus from R
& D to sales and marketing. With the core R & D investment phase now concluded,
product development expenditure will continue at a lower level with a consequent
reduction in cash burn. The development of partnerships that can provide
channels to market will now be critical to success. The directors believe that
the markets addressed by Endeavors' software products are very large. The risks
in this business remain high, but are commensurate with the potential rewards
that success in the target markets will bring.

Although the Group is expecting to incur an operating loss in the financial year
ending 30 September 2003, the directors remain confident that the Group has
sufficient financing facilities in place to support the current business plan
and strategy.




ains




Fugitive - 09 Feb 2003 19:21 - 112 of 2262

ainsoph

I have held Tad a few times - it's off most charts now, but there was one day when it went from about 30p (or was it 18p?) to 65p and I was there. This share has remained on my watch list ever since. It has also been a typical tech, lots of promise, high on rumour, low on actual delivery. It has survived though.

I reckon the assessment from share mag is about right, a good report on the financial statement. Some good points, room for growth, but could all go pear shaped. I read AVOID as better bets elsewhere.

My view is there will be better buying opportunities later on. No news means drift down. There is so much competition around, the story really could go badly wrong.

Good luck with your Tads.

F

Moneylender - 09 Feb 2003 22:44 - 113 of 2262

Fugitive

Nice name
Follower might have been more apt tho?

Your view is there will be a better buying oportunity later on.
can you explain in more detail as to WHY you believe this to be.

M

Fugitive - 10 Feb 2003 00:05 - 114 of 2262

Moneylender,

following for years, not often a holder though and certainly not recently. Chart looks double-bottomish now so I have been asking myself, does it bounce from here?

"No news means drift down".

We have just had some news and it's OK. I will gamble on a few weeks going by before we see significant contracts - so I reckon better buying opportunities on their way. I'm not really into penny stocks but TAD is an old favourite.

Will be watching. I will also be looking more into their technology as the key is understanding what they sell, seeing behind the smoke. Tech firms are coming back onto my radar agian, but need to be very selective.

F

Moneylender - 10 Feb 2003 09:34 - 115 of 2262

Fugitive

If you are looking into their Technology, I suggest you do it asap.
Tadpole aee hosting, jointly with Microsoft, a Conference, a Week Tuesday.

Maybe a good time, who knows.

http://www.endeavors.com/events.html


M

ainsoph - 10 Feb 2003 10:46 - 116 of 2262

not sure if this is Tads or not .....


Fri 7 February 2003 10:27AM GMT

Surfing at 30,000ft - how it works
Please fasten your seatbelts and prepare to boot up



Still, the flying internet does currently have some kinks. This story was written on Connexion's plane to demonstrate in-flight internet connections with a notebook containing a 1.6GHz Banias chip from Intel. The plane circled the San Francisco airport for close to 30 minutes before a connection with the satellite could be established. Once connected, downloads occurred at sub-56K speeds. My personal Hotmail account refused to open. (To be fair, others on the flight had far better luck and could download pages faster.)


"The good news is that we got a connection," said Andrew Weisheit, vice president of direct sales for Connexion. "Otherwise we'd be in a cone."



Service is established through a combination of wired, wireless and satellite technologies. Depending on the plane, passengers can plug into a standard phone jack or connect via 802.11b. Either way, the connections feed directly to an in-plane bank of servers, which authenticate users and ensure payment has been made. Many planes also will come with electrical plugs so laptops won't have to run on batteries.


For now, connecting through a jack likely will be more common. National air traffic authorities have to approve specific Wi-Fi products for in-flight use. Wireless users on Lufthansa's flights, for instance, have to use loaners from the airlines. Regulatory approval, however, will likely accelerate, Weisheit said.


The in-flight servers then connect to satellites orbiting the equator. Connexion specially designed the antenna the airplanes use to connect, Weisheit said, and the company is working on a more high-powered version with Mitsubishi.


"It is mechanically like the same technology that links terrestrial ATM machines," he said. "The difference for us is that our ATM machines are moving at 600 miles an hour."


Connections to the satellite on the current system fade out north of Iceland, he said. The coming antennas will allow planes to maintain reception for planes on polar routes above Greenland.


Weisheit and others also stated that the system is robust enough to not require in-flight IT managers.


The company is part of Boeing's overall effort, kicked off in 1996, to broaden its revenue base, according to company executives. Boeing formed Connexion in November 2000. Originally, it was targeted at providing service in the US. American Airlines, Delta Air Lines and United Airlines were investors.


The decline in air traffic after 11 September 2001, however, forced these companies to drop their equity positions in Connexion, Weisheit said.

Moneylender - 10 Feb 2003 11:29 - 117 of 2262


Web Services are discrete applications that fulfil a specific business process like credit check, process order etc. Enterprises will be able to build their own applications by locating specific Web Services and by gluing them together they will be able to create a custom application.

The Web Services may run in distributed environments i.e. hosted by the service provider or may be downloaded. In either case some form of usage billing processing will obviously be required.

As we know Application Express is promoted as an application for streaming Windows based applications to any device. This obviously includes things like Project, Visio, Word etc.

I am of the opinion that the MS partnership is more then the streaming of traditional applications. I think the longer term goal maybe to play an active role in the enablement of Web Service architectures. I have re-read the MS release and again the wording does (to me anyway) imply this.

This was written by nkb156 on 3i's


M

ainsoph - 10 Feb 2003 16:42 - 118 of 2262

Press Release Source: HP



to Integrate and Manage New Services
Monday February 10, 9:09 am ET
Modular Platform Gives Mobile Operators Flexibility to Integrate New Services -- and Adapt Rapidly to Customer Demand


PALO ALTO, Calif.--(BUSINESS WIRE)--Feb. 10, 2003-- HP (NYSE:HPQ - News) today announced a telecommunications platform that provides mobile operators a more efficient way to launch, integrate and manage new wireless services for their subscribers.

The HP Mobile Service Delivery Platform (MSDP) is a powerful set of telecommunications software and tools, partner solutions, carrier-grade hardware and integration services. Combined, these elements constitute an integrated environment to incorporate all of an operator's different mobile services, such as messaging, location and entertainment.

Typically, operators have created and deployed new mobile services one at a time, each with its own network and management resources. With HP MSDP, mobile operators can integrate their mobile services into a single platform in which network and management resources are shared, thus minimizing duplication, simplifying management and reducing costs.

HP MSDP enables mobile operators to create and launch new services quickly, cost effectively and with reduced risk, ultimately, allowing operators to compete more successfully in a rapidly changing market. HP is currently working with mobile operators around the world to design and deploy such platforms in their network environments.

HP MSDP is built on industry-standard network interfaces (OSA/Parlay) and Web services (SOAP, UDDI, WSDL). HP's emphasis on a flexible, standards-based approach provides shared access to common resources, open interfaces to OSS and BSS (operations and business support systems), seamless interaction between applications and managed third-party access to network resources without compromising network integrity and security.

"To survive, operators must reduce the complexity and cost associated with the way they create and manage new mobile services," said Iain Gillott, principal and founder of iGillottResearch, Inc., a market strategy consulting company focused on the wireless and mobile industry. "A single, standards-based platform helps them reduce costs and get services to market faster. It also attracts third-party service developers, whom operators really need to enrich their applications and services."

Mobile operators need a vibrant ecosystem of service and content providers to ensure a flow of exciting, revenue-producing services on their networks. HP MSDP encourages such third-party providers, who are attracted to the standards-based platform that allows them to create and provision new services into an operator's network.

"HP has a powerful presence in mobility, which spans from end-user access across the enterprise to network infrastructure. We contribute all along the mobility value chain, and HP MSDP is a very strategic link," said Sebastiano Tevarotto, vice president and general manager, HP Network and Service Provider Business Unit. "HP MSDP helps provide mobile operators what they need to build a services-rich, profitable network: a single, shared platform that attracts developers and can integrate and manage many mobile services cost effectively."

HP Enriches MSDP with Technologies from Industry Partners

HP MSDP incorporates HP-developed technologies, as well as those from partners.

As a key part of HP's Mobile E-Services Architecture (MESA), MSDP features technology from the HP Opencall and HP OpenView portfolios, including: HP Opencall Service Controller; HP Opencall Media Platform; HP OpenView Web Services Management Engine; HP OpenView Internet Usage Manager; HP Mobile E-services Server and HP Mobile Portal Solution.

The HP Opencall Partner Program offers a suite of technical and commercial benefits that helps Opencall partners from the solution development cycle through go-to-market planning and implementation.

HP also works with solutions providers to enrich MSDP with features that add significant value for mobile operators. Key among these providers is BEA, which partners with HP to create integrated solutions. The BEA WebLogic Application Server is optimized on the HP platform and contributes a core component in the middleware infrastructure of HP MSDP.

"BEA and HP are committed to providing our joint customers with best-in-class solutions for any operating system and for any service they wish to deliver over HP's Mobile Service Delivery Platform," said Morris Beton, senior vice president of business development, BEA Systems. "As the number one Java application server on the market, BEA WebLogic Server can provide HP's MSDP with the industry's most robust platform for the full spectrum of wireless services."

An important feature of MSDP is interoperability between J2EE and Microsoft .NET environments. MSDP is founded on the J2EE Web Services middleware standard, and, at the same time, it is designed to communicate with .NET-based services through standard interfaces. Customers need this flexibility and the enabling environment to leverage the innovation of external content and services (from third-parties or enterprises). HP is delivering this important interoperability as a sponsor board member of the Open Mobile Alliance and as Microsoft's first worldwide prime integrator for .NET technologies.

HP also is working with Microsoft to incorporate a .NET-based service called MapPoint. Such innovative services provide the building blocks for efficient development of user-centric mobile services. Additionally, HP is working with partners such as Incomit to incorporate into MSDP its Movade Network Service Platform and its Proxy and Development Studio Server. These support OSA/Parlay and JAIN standards and add value by managing access, security and capacity-loading policies between Internet protocol applications and telecommunications network services.

HP is leveraging existing relationships with innovative mobility solution providers 724 Solutions, ACCESS, Elata, MobileAware, Netegrity, Pixo, Purematrix, Vignette and Volantis.

The HP Bazaar, a unique community of developers producing innovative mobile applications for HP customers, also participates in MSDP and adds significantly to the value the platform brings to mobile operators.

HP Services, with its global telecommunications practice, provides critical consulting and integration services as well as ongoing customer support to help mobile operators design, trial and build out a fully populated MSDP.

Moneylender - 10 Feb 2003 16:51 - 119 of 2262


Now we have a direct link between all 3, HP .NET and MAGI

Or am i being too presumptious?

M

Tris - 10 Feb 2003 16:56 - 120 of 2262

steady ML presumptious ...thats a ramp isnt it lol
The link is there though....who knows what to expect??
Tris

ainsoph - 10 Feb 2003 16:57 - 121 of 2262

I think not :-)) ...... I remain convinced we are about to hear of something exciting and relating to all three


ains

Moneylender - 10 Feb 2003 17:06 - 122 of 2262

Its all coming together

M



http://www.endeavors.com/ai_desk_web_services.html



Desktop Web Services
Dealer-to-Manufacturer or Dealer-to-Dealer communication involves tremendous "hurry-up-and-wait."

Magi Desktop Web Services breaks this cycle and allows secure, trusted, self-service of information between remote sites.

Enable dealer and manufacturer self-service:

To documents, information, collaboration capabilities, access & approval by others.

With the approval of the user but without his or her same-time involvement.


Deploying across an enterprise

Frees users from needing to get in touch with other users in order to request a service.

Means no waiting to send a document or waiting for long, untrackable return email, fax, or phone call.


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