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.

moneylender,

Tho we know more, the interims will only show up to march 31st I believe, so lets not get too excited that they will be life changing, point is Tads is gaining traction...

pachandl
I think we may all be surprised (pleasantly) how big MCI revenues are: but that will be the second half imo.

I have a forecast for H1 : I just want to see how wrong I will be. Just for interest. No, I won't publish it because it is based on far too many assumptions.

Mad - I trust you to tell us after the event how close you were.

Paleface

I will guess that we will end up somewhere between 0 and 1m loss. Its the forward statement that I think will be mind blowing, but i am biased!

M

Ps Fish I have put my No's out, whats your guess, bottom line?
see who is the closest!

I have a range of numbers. I'm not into guessing games here.
And I will not boast about how much better than yours mine were:-)

No... no guesses from me. Sorry!

pachandl
I will tell you after the event how wrong I was and why!

Mike - Are turning a little bearish on the wrigglers?

kevin? you asking me?

Mike - Yes. Am I detecting a slight hesitancy in your mood - or are you still keeping the faith.

Kevin
I am still long (very).
I still expect the share price to rise substantially over the next 6-9 months.
I expect the flow of good news to continue - albeit with a bit more pizzazz:-)

Mike - Snap!

OK tomorrow is a rest day! I am knackered. Everyone have a lie in.

M

Thanks ML