ML - your exhortations to get up early in the morning are paying havoc with my beauty sleep. Please desist for the rest of the week while I get some quality shut-eye.

Lots of rollovers and buys that look like buybacks etc etc....anyway it makes the mm's happy...good posts on ample/iii re the pr game being an exercise in slowing price to allow big boys in...who knows?
Paleface

Hi ML
Whats your take on all the large trades in the last 3 days, majority look like buys but EVO have been dropping which is par for the course.
IMO institutions are buying and just before the interims which in my view is extremely bullisy, Yad as a company aren't want to get institutions on baord prior to the interims if they knew the statement would be -ve.

MCI and Volvo and ???????

Maybe its worth following and doing some research.

www.prnewswire.com/cgi-bin/stories.pl?ACCT=SVBIZINK3.story&STORY=/www/story/06-22-2004/0002197440&EDATE=TUE+Jun+22+2004,+07:00+AM


Pachandl
Sorry mate, you have a lie in, leave your phone No here and i will ring you when you are a millionaire!

M

Yuff

I have no doubt that Tracker funds are on the case.
They have tremendous clout with MM if they want in at a price, they get it
make no mistake.
And they want in!!!
We are rolling.



M

New brokers note has been released.
Details to follow shortly
The note is for Institutions, not Joe Public. They are getting all their BIG clients aboard before the Intrims.
I wonder why???



M

Moneylender posts misleading information again.

Ther final sentence reads
"On that basis, although we stress that these are yet early days for Endeavors, we believe there is good potential in AppExpress and are maintaining our add recommendation."


M

Madasafish

I post info as I find it. If you think its misleading then dont act on it. In
fact you should never act on BB info, but at least it points you in the right direction to do your own research.
But if your too lazy, well....


M

Well tomorrow is Wednesday and you know how much TAD like Wednesday.
So, you guessed it, get up EARLY tomorrow could be a good day for us Taddies.

M

ML - I am awake. Bugger, no news again. Back to bed.

" Yad as a company aren't want to get institutions on baord prior to the interims if they knew the statement would be -ve."

apart from the typos.....

If they new it would be +ve they would be insider trading!!!

"They are getting all their BIG clients aboard before the Intrims."

no they are not they are simply offering an opinion...BIG difference!!!

Ok RJS
Bearing in mind ETI's t/o last year of 77k and the the contracts announced this year which way do you think the statement wil be weighted?
I'll give you a hand, since the full year
Intel Case Study on Autodesk
MS gold certification
MCI contract
EDS contract
Wyse Contract
MS contract
Several cartesia contracts
Don't think pointing Institutions in the right direction is anything like insider dealing to point out the above seems fairly sensible.

Im not disputing the revenue for eti will be higher than last year. After all, if it wasnt tad would probably be bankrupt by now.

The question is whether they have managed to get close to breakeven on the division. The answer to this is going to be NO. So wen it comes to the interims they will be in much the same position as last time. I dont recall them having trimmed costs back - most certainly the opposite of this.

the share remains jam tomorrow (they are not alone in this respect obviously).

the deals you mention are a show of faith and a willingness of companies to do trials etc etc. I think its important to look at what other deals these companies have done in the past and take a look at what has happened to those companies, I think you may be suprised.

aimho

rjs - are you retarded?

all of the above companies have adoped and are not trialling

either dyor or keep quiet!!

I'm glad you are all so convinced you know everything about TAD's interim results - before they are issued - which must be in the next 7 days.

You must have some very detailed inside knowledge which I was not party to when I did all my spreadsheets trying to forecast what the P&L would look like .. I stopped because I could not come up with any meaningful numbers - except a very wide range.

I am sure you will no doubt wish to share it with us. Or is it just uninformed opinion and prejudice?

* Intel Case Study on Autodesk
* MS gold certification

well the above dont look like revenue streams

* MS contract

and i thought the above was for about $100K maximum

so NO, dont think I'm retarded thanks.

of course, Im sure you guys know best ;-)

Fair comment Madafish - which is why I have not attempted to speculate under guise of informed rumour. I assume that the trading statement will be bullish because it can point to these apparently exciting developments with MSFT etc. However, there is no RNS which can positively be used to demonstrate a massive +ve to the bottom-line. The real question, therefore, which analysts will be asking, is whether Tad can get through to profitability w/o a further call on investors' pateience. Although you made a genuine attempt to produce figures that might offer an answer it is a sad fact that tad's secretiveness prevents any investor having sufficient access to the appropriate data to provide any meaningful answer - we therefore are forced to go back to speculating.

It wont be speculation for long, five more working days and you
will have the answers spelt out in black and white.
Dont forget we are having an initial upfront payment off MCI and Autodesk have expanded there use of Apps Exp, so both of these must/should have added to the revenue for ETI. Cartesia is also showing a profit!

M

ML - at the risk of appearing pedantic, we all accept that ETI revenue will have increased, but by how much? We need revenue growth that can confidently be predicted to produce actual profit for ETI within the next 6 months. Let's just wait and see.