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Tadpole , Microsoft/ Hewlett Packard Alliance. (TAD)     

Moneylender - 23 Jan 2003 08:09

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Moneylender - 29 Jun 2004 15:17 - 613 of 2262

Traders getting out. They sell on news and buy on rumour.
Maybe they havent heard the latest rumour yet!!
Rumoured to be announced this week!!


M

The Other Kevin - 29 Jun 2004 15:25 - 614 of 2262

Only a TAD enthusiast could try to bolster our spirits by announcing that there is a rumour that a rumour will be announced this week. Sorry M, but it did make me smile. I'm still a holder.

gac26uk - 29 Jun 2004 15:38 - 615 of 2262

so whats this new rumour then? go on make me laugh

The Other Kevin - 29 Jun 2004 15:45 - 616 of 2262

The rumour is there is going to be a rumour!

Moneylender - 29 Jun 2004 15:52 - 617 of 2262

The rumour is:

I am going to have a lie in tomorrow morning.

M

The Other Kevin - 29 Jun 2004 16:02 - 618 of 2262

M - :-)

snakey - 29 Jun 2004 21:05 - 619 of 2262

I`m with paleface on this. results are good enough for me to hold, and probably top up, as year end results will show dramatic improvement as second half is historically good for TAD.I believe it will show a positive EPS and value TAD at 30p plus.
this is my certain belief in opposition to previous wishful thinking.
best of luck to all

snappy - 29 Jun 2004 23:46 - 620 of 2262

What an abysmal set of results

Sorry, but this business will continue to make losses for the next few years, until their cash has been burned or they cannot raise any further funding.

A market cap of 45M+ is totally ridiculous.

The $100K (an amount not exceeding) from Microsoft might just about cover for the costs of one software engineer for one year.

This business is pie in the sky, unlikely to ever succeed and obviously being managed by people who have a vested interest to keep the thing afloat, as long as possible, to draw out large salaries, at the expense of very gullible shareholders, who keep pumping more and more money in....

I expect to see this trading south again in the near term.

Verdict: Near term reduce, SELL

Orson Carter - 30 Jun 2004 08:15 - 621 of 2262

Couldn't agree more snappy. In freefall as "investors" (LOL)come to terms with the grim reality that they will not live long enough to see TAD in profit......

paleface2003 - 30 Jun 2004 08:19 - 622 of 2262

It's a shame Tadpole never really learn to manage peoples expectations, i still think they have a great product, but have attracted too many people who remember the tech bubble of yore, it's gone and anybody in business must know it takes at least 4 years before you even get out of debt...if you take endevours as the new business then that means a little time yet till break even, so no fast bucks till the next rumour.

Paleface

Moneylender - 30 Jun 2004 08:42 - 623 of 2262

Looks to me that a lot of the smaller day traders get out
and in come the bigger boys picking up all stock at very cheap prices.

On the rumour front, I am still hearing about nice contracts not too far away!

Good luck holders

M

Moneylender - 30 Jun 2004 08:44 - 624 of 2262


http://global.mci.com/news/news2.xml?newsid=11090&mode=long〈=en&width=530&langlinks=off

"MCI will infuse its new capabilities into building next-generation offerings that leverage the company's expansive data center and global IP network footprint. Examples of this include MCI's fully-managed On-Demand Application Service, which was launched earlier this month. Also in development for release later this year are disk-to-disk back-up and restore services, utility storage offerings and a bi-directional ticketing service."

It wont be long before this pays off.

M

Highride - 30 Jun 2004 10:47 - 625 of 2262

Moneylender.

I agree with you regarding TAD. They have only very recently won the contracts from MCI, MS etc. So its going to take a few months before we see some significant revenue as MCI etc need time internally to set up their sales and generate a customer base.

I am disappointed though, that the market is so muted towards Tadpole, as its RNS showed great potential. Obviously the market wants results, not speculation.

Not worth getting up early for quite a while yet, not on behalf of TAD anyway!

H

gac26uk - 30 Jun 2004 10:52 - 626 of 2262

blah blah blah blah tad tad tad end of the day the dumbass thing is down , then people saying oh but there is a rumour i heard.. SHUT IT the dam thing is sinking and im in it to . WHO WANTS MY SHIRT??

Highride - 30 Jun 2004 10:59 - 627 of 2262

Here's an excellent post that really says it all. Pasted from Ample iii. Hopefully the author, Kenneth Thomson won't mind:-

So the interims have been released and it looks like they failed to live up to a number of peoples high expectations.
Some thought needs to be given as to whether that is Tadpole's fault for not delivering or the individuals for aiming too high.

Time will tell.

The results took us up to the end of March. At that stage expecting a susbstantial contribution from Endeavors was not only unrealistic, but ludicrous.

Our work with Autodesk was just getting underway and we are more likely to see the fruits of that by the end of September/next March, rather than last March. I have my own guess at how many server at $**K per server it will take to manage their trialware distribution for the product range. It will make a significant difference in the next full year and hopefully add even more in the following year.

Like many here, I feel our recent 100k deal with MS is based on paying so much per download and that is an initial payment to be followed by more. In fact putting my cards on the table I truly believe that, just like Autodesk, once MS starting using AppX they will realise its potential and start to use it in othe rares.

EDS are one of the biggest seller of IT solutions in the world and they are going to reselll AppX. Any number of successes are possible..............and none is a possibility..........but they have tested the software and agreed to resell it for a reason.

Capella and MCI have a vision of re-positioning themseleves as a hugely profitable seller of on demand sevices. They have chosen AppX as their delivery system of choice internally and externally. Just how big could the revenue streams from that source prove to be. Other telcos, hardware and software firms share the same vision.

On the Endtech Website I believe you will find an indication that Endeavors is a participant in IBMs Partnerworld to help develop on-demand applications, a project they are investing a billion dollars on developing this year. We also have an Intel insight into our work with Autodesk, suggesting they are well aware of AppX capabilities.


I also take comfort in the fact that all these are links in the public realm. My guess is there will be more companies interested in AppX than I currently am aware of.

To be honest I was disappointed that Cartesia didnt manage to make a larger positive contribution to the bottom line in the H1. But the interims do suggest that the second half will be better for Cartesia.

There can be no doubt that Endeavors will make a contribution to turnover in the second half and in my opinion next year the sales of AppX will start to increase rapidly.

In the meantime Tadpole had 3.8 million pounds in the bank at the end of March and so the need for a cash call does not exist at this time and perhaps never will.

Time will tell............ and I will hold on to my holding until at least September /October and if I dont like what I have seen by then, believe me when I say I will sell. However I honestly believe it wont come to that. To sell out now and let other investors pick up shares on the cheap would haunt me in the future.

You need to think hard and make your own mind up, make your own decision and live with it. Dont let the disillusioned or rampers make your mind up for you. Blaming the market makers, the Board, the bb, Patcom ,itkb, a mistake in the rns or the collapse of civilisation as we know it are not options. We do the buying or selling. Think it out for yourself and stick with your decison because there are few you can trust when it comes to money and integrity.

I am sticking with it and holding for now whether the shareprice takes a heavy beating or not.

DYOR

Ken Thompson

rjs - 30 Jun 2004 11:07 - 628 of 2262

"It's a shame Tadpole never really learn to manage peoples expectations"..

its not the companies fault. after all they ARE NOT the ones starting rumours of rumours ;-)

dickdasterdly10000 - 30 Jun 2004 11:12 - 629 of 2262

Morning all - 3.7m in the bank

looks like the MCI technology payment wasn;t received until H2

Highride - 30 Jun'04 - 10:59 - 626 of 627 (Filtered)



rjs - 30 Jun'04 - 11:07 - 627 of 627 (Filtered)


pachandl - 30 Jun 2004 11:31 - 630 of 2262

We still hold Tad on the basis of hope rather than expectation. The next few months will not be easy unless tad can manage newsflow effectively.

rjs - 30 Jun 2004 11:44 - 631 of 2262

Thats not very nice DICK ;-)

Im sure everything will work out for you guys in the long run - very long run ;-)

Psychologically you guys really do worry me. The attitude.. I'M RIGHT AND I KNOW I AM BECAUSE MY MATES SAY SO - is a sure fire way to lose your dough.

But then again yu've been holding for so long now with no profits, why stop now.

dickdasterdly10000 - 30 Jun 2004 11:51 - 632 of 2262

oh well


pachandl - 30 Jun'04 - 11:31 - 629 of 630 (Filtered)



rjs - 30 Jun'04 - 11:44 - 630 of 630 (Filtered)


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