anyone any idea on the 150k at 6.5 seems very generous of a mm to give 0.5p above the bid. Mind you the pread is very handy for the mm's they can basically decide whether to do trades or to pick and choose unless someone is prepared to pay a huge spread. Not so much of an issue on a couple of thousand shares but a big issue on 100k+.
Guru 1 1/4

Guru

The spread now is so wide, it is designed to do two things.

1. Discourage retail trade.
2. Camouflage the true identity of a trade. ie buy or sell.

Now why would they want to do that??

They have a large Corporate client that has taken an interest?
and they do not want the TAD army to drive up the price, by buying themselves.

M

M
Well its certainly detering buyers currently. Traders that have bought recently may have to sell and therefore close with a huge spread. When Tadpole was 80p the spread was never this large, mm's are not interested in volume at this time.
Guru 1 1 /4

well bit of life in the Co, with 600K traded in
the last fifteen minutes of business.

Dont ask what they were, I got no idea!!!

M

Test

Broker Research Notes
A textual analysis of Tadpole Technology PLC's financial statements, including company description a
Release date: 2003-02-09
Broker: Wright Reports (Price: 19.00)

Ainsoph, can you tell me which MM's played around with the price at the close yesterday?
D.

Mostly the house broker and MLSB ..... MLSB moved down but them ticked up as they closed - hence the backwardisation. My own view is that the closing price should have been 6/7p as it is now - the intraday 13% gain that is showing is nonsense.

House are the only mm on the offer at this time


ains

I have a theory

Tads management know shareholders do not like the GEM situation and would have preferred a rights issue maybe - or a bank facility .......

Tads may have gone to House broker and asked them to put a few feelers out in the money markets. Brokers came back and said they could arrange a placing or get support for a rights issue at 2p.

Tads said no way ....... unfortunately this news got out to a shorting group who proceeded to short tads in a big way - putting misleading stories in the media and spamming the bb's. Despite attempts by some to put the record straight the shorters thought they could force the price down to 2p anyway. They forgot the Tads army and their able commanders :-)).

The price has held and stabilised around 6/7p. Tads know they will need another chunk of money in short term to see them through to profitability. With war looming and uncertain markets and a June deadline on price - they couldn't afford to risk a market downturn that took Tads with it ......... they activated GEM - maybe 280K to date - or 4.5 million shares.

What we have been experiencing over last 6/7 weeks imho is a short raid - a Gem drawdown - a biggish buyer and now short closing ........ you may wonder why the shorters are closing ...... it's because they have lost the game. News is coming out - contracts are not far away - alliances with the likes of HP - BT and MS don't just happen haphazardly and for no reason .... remind me when that conference is due?


I remain a big holder and whilst accepting there are high risks (we are on 510 risk grade out of 1000) the potential rewards are huge. R+D is mostly paid for - the infrastructure is there - the products are mostly debugged and looking good - the trails are coming to conclusions - contracts cannot be far away ........ and then on to true profitability ..... sounds like an oxymoron - Tads and profits :-)) but imagine a scenario where at the end of the year we can see a forward million or two on the bottom line ....... how much for a Tadpole share then ???????

Markets are difficult - financial and sales but a war may prove the catalyst to move forward and either way we are talking huge potential markets and must have applications like IM across the networks


ains

Endeavors Boosts Online Meeting Technology

By Internetweek.com

Endeavors Technology on Wednesday introduced software designed to add flexibility to WebEx online meetings.

Endeavors's latest update to Magi beefs up WebEx with tools for presence detection, messaging, file sharing, and document sharing.

Before a meeting starts, a host can see who is online and available for conferencing, as indicated on a presence status display in Magi. Initializing the meeting through Magi is a two-click operation, instead of the longer process normally done by going to a company's WebEx Web page.

During the meeting, participants can view, discuss, and edit any document with other team member or groups who are available and online. Meeting participants can access up-to-date cache files of an offline participant. For instance, if an offline participant was expected to present budget information in a spreadsheet on his laptop, the host can open the spreadsheet because Magi caches updated versions of files.

Conferences and transactions can be centrally recorded.

The software is available now, priced an average of $20-$30 per user.

If ainss theory is close to the truth you can imagine managements feelings on the subject!!
So would BH be happy with this scenario ..doubt that very much!!!
So best way to burn them would be to follow such a theory :0)
So off to gem for a little top up. make a few announcements. shorters closing fastevery ones a winner :0)
Throw in a conference with MS for good measureonly days away :0).
Take another look at the BH statement at results time.
Just a thought. but feasible imho.DYOR chaps
Tris

from iii ..... not sure if this is good or not :-))


Bulletin Board Watcher
The most talked about companies on the Internet bulletin boards.


Company Bulletin Board Threads

Tadpole Technology 48

Vodafone 33

Marconi 29

Torotrak 20

Game Group 19

Lloyds TSB 16

Thus Group 16

Pace Micro 15

BT Group 14

Park Row Group 14

Barclays 14

Centrica 12

Amstrad 12

Osmetech 11

F&C Pacific Inv Trust plc 10

ains.We know were leaders lolcould imagine a much higher figure for tad
Tris

Dont forget the Joint Conference between
Endeavors and Microsoft is Tomorrow.



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

http://www.endeavors.com/odads_event_registration.php

Endeavors Technology is a Microsoft (NASDAQ: MSFT) Independent Software Vendor (ISV). Endeavors, with premier services support from Microsoft, will bring its Web- based on-demand applications delivery and distribution solution, Magi Applications Express, to the .NET platform.


M

Magi Secure IM
Magi Secures Public IM Products for Enterprises, Compliance, Interoperability
Magi Secure IM is a business tool that routes popular instant messaging products through a fully compliant and auditable cross-enterprise communications proxy. Its deployment can ease corporate concerns of lock-in to any one proprietary IM product, and provides a unique verification mechanism for enterprise IM communications.

Magi Secure IM works with popular, public IM clients in their unchanged, native state -- allowing enterprises to gain full control over employee messaging and chat sessions, whatever the IM environment.

Magi Secure IM is a plug-in product, transparent to the user. It supports the features and functionality of commercial IM products, so there's no training, infrastructure change or switching costs involved in getting IM fully and finally back under corporate IT control.

Magi Secure IM also improves large file-getting and -sending, and incorporates smart local-loop routing so that inside communications travel point-to-point internally.

A principal feature of Magi Secure IM is its unique ability to look up corporate identities from popular IM buddy names and underwrite them with strong Public Key Infrastructure-based authentications, to avoid identity spoofing, and allow financial-grade non-repudiation, tracking, and auditing.

Endeavors Technology's approach of leaving the IM platform untouched to preserve the user experience, yet providing corporations with strong control mechanisms over instant messaging and chat rooms, supports the extended adoption of secure IM in businesses without further delay, and without lengthy lead times and high costs inherent in modifying network architectures.

product submission by Company Rep

http://news.bbc.co.uk/1/hi/technology/2761669.stm

Some extracts.

Picture messaging is likely to be one of the big issues when mobile operators meet in Cannes in the south of France for the annual 3GSM World Congress.
The next 12 months look rosy for mobile firms, as a new wave of camera phones reignite a stagnant market.

Jupiter Research estimates that by 2007 40% of European mobile phones will be MMS-enabled.

Leading the pack will be NTT DoCoMo, the operator that experienced such phenomenal success in Japan and which has now launched services in Germany, France and Holland.
Multimedia messaging services (MMS) will be one of the buzzwords on the lips of party-goers and unlike previous conferences it is now a concrete reality rather than just an idea.


M-commerce, another buzzword from conferences gone by, will again be on everyone's lips as operators seek to make paying for content on phones as easy as possible.

From 3i's by RT Shed


Jas Sandhu the MS evangilist who will be present at todays seminar will present the future of the MS server 2003 on the 25th Feb to developers in Northern California.

"A New Breed of Application Server Jas Sandhu .NET Developer Evangelist Microsoft Northern California"

Read his PPT slides and tell me (those that might know) that this isn't the deployment of Apps X?

Titled "A New Breed of Application Server"


For those witthout PPT here are a few text snippets (slides cant be reproduced and you will need to view the slides at

http://www.microsoft.com/usa/presentations/WinSrv2003.ppt
"Deliver new opportunities
Success development to deployment
Build reliability into systems
Work with existing assets capital, software and employees
Link to partners within and between organizations
Heterogeneous systems a reality"

"Distributed
Application Infrastructure"

"Develop - Deploy - Operate"

"Enabling no-touch deployment from the Internet"




Roll on the MS/ETI seminar

"Once the developer presses builds, applications are deployed using the Windows Server no-touch deployment technology"

I expect big developments from this Seminar tosay!

M

On-Demand Application Distribution Solutions for the Enterprise:
Reducing the Cost of Software Deployment and Management
Through Web-enablement and Streaming of Applications

The Clift Hotel
495 Geary Street
San Francisco, CA 94102
February 18, 2003

Traditional methods of deploying software can be traced back to as long as products have been packaged and shipped. Even in today's digital economy, most software is still packaged and delivered in much the same way it has been since long before the advent of the Internet. The total cost of ownership (TCO) to distribute, manage and maintain software has always been high for the enterprise and user because this has always been complex and labor intensive.

Ever since the Internet became a commercially viable means to transfer and share digital information, enterprises have searched for efficient ways to web-enable their applications, distribute licensing costs and extend applications to their business partners. Web-enabling and streaming of applications would harness the power and reach of the Internet to give users instant, ubiquitous access to applications while lowering the total cost of ownership to the enterprise. This technology also provides security, anti-piracy and auditing capabilities.

This seminar will present:
- Market drivers that influence the trends within the On-demand Application Distribution Solutions (ODADS) space
- Guidelines to choosing the right ODADS solution for the enterprise
- Currently available technology in action
- AutoDesk: A case study on how enterprises are reaping the rewards of this emerging technology



--------------------------------------------------------------------------------

Microsoft makes inroads into European mobile phone markets


By Junko Yoshida

EE Times
18 February 2003 (9:20 a.m. GMT)



Cannes -- In announcing affiliations with two major European mobile operators -- T-Mobile and Orange -- at 3GSM World Congress here today, Microsoft Corp. escalated its steady incursion into the international mobile phone market.

T-Mobile made public its intention to launch Microsoft's Smartphone-based handsets, manufactured by High Tech Computer Corp., across its major markets in the summer of 2003.

Separately, Orange announced plans to become the first mobile operator to distribute mobile applications through the Microsoft Mobile2Market program. Microsoft has developed a process for testing, certification and marketing of network-ready wireless applications for the Smartphone software platform - which Microsoft calls "Mobile2Market." Under this framework, the computer software giant hopes to help developers bring mobile applications to market more simply and efficiently. Further, Microsoft hopes to insure network reliability for new Smartphone applications so that it will be easy for mobile operators to catalog network-ready mobile applications, and for consumers to find and purchase them, according to Microsoft.

Juha Christensen, corporate vice president of the mobile devices marketing group at Microsoft, sought to assuage operators' fears Microsoft giantism, by noting, "We are all about putting mobile operators at the focal point."

Christensen predicted that Microsoft sees, three years from now, 39 percent of mobile phone market "will be addressed by smart phone devices."

Microsoft is hardly alone in establishing a certification program for mobile applications developed for their own mobile platform. Similarly, Nokia and Sony Ericsson, together with Symbian, are evaluating a common certification program for Symbian OS applications, said Philip Vanhoutte, corporate vice president, marketing, at Sony Ericsson. Their goal is to enable application developers to assure their application's quality, while allowing networking operators to control application installation. Meanwhile, users will be sure of the source, quality and integrity of Symbian OS applications, he added. However, exactly who would be responsible - among the three companies - for that certification program has not been determined, according to Vanhoutte.

Microsoft also unveiled at the 3GSM World Congress the first joint Microsoft and Intel Smartphone concept design. Winstron Corp., known as a high volume manufacturer of Dell computers, has become the first ODM to sign up for the reference design, said Microsoft's Christensen. Winstron plans to launch the device, based on the Microsoft/Intel concept design, later this year.

The Microsoft/Intel Smartphone design comes with Microsoft's Smartphone software, stack memory and microprocessor design based on Intel's PXA262 processor to enable a 176 x 220 pixel color screen, and an integrated camera by TransChip. The design assures up to five hours of talk time.

While Microsoft is claiming steady inroads into the Smartphone market, a battle over mobile phone operating systems is intensifying. Symbian CEO David Levin called Symbian's operating system "a platform that allows handset vendors and operators to choose and innovate their own [mobile handset] vision." With Symbian OS, for example, Levin said that one can choose two very different user interface platforms: UIQ interface, used in Sony Ericsson's smart phones, based on a large screen user interface for small pen-based phones; and Series 60 platform, deployed and licensed by Nokia to other mobile handset manufacturers, based on "an ear-to-mouth" user interface. In contrast, Microsoft's Smartphone platform offers "a very limited design," he said.

fyi

Microsoft preps P2P app for "Net generation"
by Geoff "Dissonance" Gasior - 05:38 am, February 18, 2003

Microsoft's new Seattle-based NetGen division is about to release a beta of 3, a new peer-to-peer social interaction tool geared towards 13-24 year olds that have grown up with Internet technology. What's 3? C|Net has the scoop:
Core to threedegrees is the group instant messaging, for which there is no restriction on the number of groups. While each group is limited to 10 members, one person could participate in a dozen different groups or more, instant messaging or participating in activities in any or all of them.
Another feature, known as Winks, lets one user send animations to everyone in the group. "Winks is an activity where they can basically wink at someone across the room, but (you) do it virtually. Flirt with them," Savage said.

Group members also can share photos and, more importantly, listen to music available in a common play list. Savage sees this as one of threedegrees' most important features. "Music a lot of times is the background for the fun that you have."

I'm not sure that even members of the "Net generation" need another way to virtually flirt with each other, but 3 is an intriguing twist on the instant messaging paradigm, especially since it allows at least the limited sharing of music between group members.
As interesting as 3 sounds, and as tempted as I am to sign up to be notified when the beta is released, I have to wonder if we shouldn't be encouraging this "Net generation" to interact socially in the real world rather than online. Then again, I just barely qualify as a member of this "Net generation," so maybe I'm a square.