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Tadpole , Microsoft/ Hewlett Packard Alliance. (TAD)     

Moneylender - 23 Jan 2003 08:09

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Moneylender - 07 Jun 2004 07:33 - 385 of 2262

Hope we all got up early!

We are the Wyse guys!!

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yuff - 07 Jun 2004 07:54 - 386 of 2262

:-)

Moneylender - 07 Jun 2004 08:15 - 387 of 2262

Microsoft partnership pays off!!


I like this bit.

The company has been #1 in thin-client market share for the
last seven years, and has been named Microsoft "Embedded Partner of the
Year" for three years running.

M

yuff - 07 Jun 2004 08:19 - 388 of 2262

looks like evo don't want the price rising to much and have switched to the offer after the 2 large buys.
If they have clients they want to let in this would explain the large trades last week and why they want them in.

johnnyuk - 07 Jun 2004 09:05 - 389 of 2262

Well that's a good start to the week.

Not being a techie myself, can anyone explain what the revenue implications are likely to be?

Certainly sounds good, but sometimes difficult to evaluate the important bit on these type of deals, i.e. how much money it's worth!

madasafish - 07 Jun 2004 09:55 - 390 of 2262

Depends on the basis on which it is sold. I would expect a $ charge per client usage..Even if small, the potential usage must run into millions of end users so it is not unreasonable to says $ millions a year.


As for magnitude.. think of a range between 1 and 20 with the range starting small and growing year by year. Whether it will reach 20 or 5 or 15, only time will tell.

If it works and saves clients money then it will gain greater acceptance....and revenues will rise...

yuff - 07 Jun 2004 11:29 - 391 of 2262

evo are doing there very best to hold the price back and I believe it is because they are short.
2.6m buys incl 700k mm buys and 500k sells, only up 1.25p which says it all really.

superrod - 07 Jun 2004 13:28 - 392 of 2262

i will be honest ( as always ). closed my modest 15k buy ( 16.35) for 18.15p.
always happy to get back in

amardev - 07 Jun 2004 13:35 - 393 of 2262

Greetings to you Superrod.
I'm curious.
Were you holding 15000 worth of shares / 15,000 shares
I'm looking for a further rise upto results soon.
Good luck to all TAD holders.

superrod - 07 Jun 2004 21:26 - 394 of 2262

15k shares as a trade, but the guys on the bbs are well aware i have shedloads. i just like the odd small trade to keep the adrenalin going.

yuff - 07 Jun 2004 21:43 - 395 of 2262

superrod
Its nice to know that you bought 15k on a t20 on fri from the hb at 17.35 and that they probably had to buy 700k at 18p today.

Moneylender - 07 Jun 2004 23:02 - 396 of 2262

Dont forget now guys, up early tomorrow.
The big one is coming!
Will it be tomorrow or Wednesday?
A big Wednesday for all you surfer fans.

M

Moneylender - 08 Jun 2004 07:44 - 397 of 2262

Express coverage.

A software deal with US base Wyse Tech. lifted Tadpole technology 3/4p to 17 3/4p.Traders believe 2 more deals will be announced by the end of the week one involving Microsoft and the other a telecoms agreement


Deal with MSFT, been on the cards for some time IMO.

M

yuff - 08 Jun 2004 08:20 - 398 of 2262

As usual good old evo are way below everyone else 1p lower.

Moneylender - 08 Jun 2004 15:45 - 399 of 2262

http://www.wyse.com/overview/positioning/position.pdf

Have we taken the place of Citrix>


Wyse Rapport management software
With Wyse Rapport, which comes standard with all
Winterm terminals, an administrator can manage
tens of thousands of devices from one location. They
can be configured and have their firmware or settings
updated or changed at any time, and in
any order, thanks to flexible scheduling features.

Winterm thin clients are affordable, both in terms of
initial acquisition cost, and their ROI savings. Wyse
thin clients deliver an ROI of 300-800% every year,
for five years or more.


Sounds very much as if we have.

M

yuff - 09 Jun 2004 08:06 - 400 of 2262

nice 200k buy to start the day.
Evo still don't want the price to move out of this trading range!

yuff - 09 Jun 2004 08:31 - 401 of 2262

level 2 1.1
next move on the offer is mlsb if mlsb come off
evo on the bid after the 200k buy.

Kivver - 09 Jun 2004 10:51 - 402 of 2262

what is evo, sorry to be ignorant, bought some these shares because i liked the name, lol.

Kivver - 09 Jun 2004 10:52 - 403 of 2262

and doing nicely thank you, should i keep them in your opinion?

yuff - 09 Jun 2004 11:28 - 404 of 2262

kivver
Evo are one of the mm's and also the house broker.
IMO these are a strong buy.
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