busy month for ETI then

MCI on stream, MS announced, Wyse licensing the kit and now Parsons

not bad for a company with a turnover of 60k

imagine what will happen if they actually gain some proper traction

;-)

interesting bit in yesterdays deal was the implication that NTT (assuming the asian broadband provider is them) may want to produce a corporate version that Stream theroy couldn't do

we have had links with them in the past anyway and with MCI we now have the proof of the pudding

good stuff

zzaxx

are you more bullish on TAD now or are you still bearish?

Hard to tell at the moment. On the face of it, it's hugely improved TAD's visible revenue stream; on the other hand, the devil is in the detail. Long term, probably yes. I'm not too tempted at the moment, as I think there are better opportunities - and concerned that the dilution this year before the improved revenues come through will suppress the price; longer term, this looks like a pretty good deal.

Hurrah - endorsement indeed!!!!!

seems to me that amongst the deal people are forgetting about ETi and Cartesia doing their stuff

if both of these positively impact upon the price it will greatly reduce the amount of shares needed to pay of Stream

dd10000
Have to agree with you there, even the HB are turning bullish!
Praise indeed.

they must be able to smell more fees and we all know exo would do anything for

I hope they didn't get the same retard to prepare this note

ML, havent cut and pasted you comment yesterday as it may embarass you....

however...

TAD WONT make money from streaming games over the net! Why, because there are too many vested interests in keeping nice fat juicy boxes etc which can demand 30 per title. If you allow games to be streamed, what are the margins?

Have a look at the press statement above,

"About Endeavors Technology
Endeavors Technology is a wholly owned subsidiary of Tadpole Technology plc
(www.tadpoletechnology.com), a listed company on the London Stock Exchange
(EPIC-TAD). Its flagship product, AppExpress, enables the secure and rapid
deployment of Windows-based software "

games software is not and never will be "windows based". Ok the new acq' may well offer something different, but at what price to the existing holders?

My opinion was and still is, that TAD need to sell themselves to a bigger fish, they simply cant do it on their own. The H/W division was sold and that was a smart move.

Cartesia is a proven business with legs, but I am concerned that THEY are being used as a way of keeping costs down and not as a nice little niche market going concern. Take the money for ETI and then you have the potential to develop Cartesia as a world beater in its market. Not particularly interesting, but a going concern none the less.

I fully expect to be sl*gged off for saying this, but there you go.

RJS
You say
"TAD WONT make money from streaming games over the net! Why, because there are too many vested interests in keeping nice fat juicy boxes etc which can demand 30 per title. If you allow games to be streamed, what are the margins?"

If someone else can do it cheaper they will, how much do these guys lose in piracy every day, if they can stop piracy they can sell the games cheaper, the cheaper they are the more they are going to want to cost delivery costs, tadpole enable telco's to deliver it cheaper and make more revenue.
If you were into games what would you rather do pop into WHSMITH and pay for all the packaging or dial up BT and get it straight away with no waiting if its out of stock.
Your opinion is valid but I think its flawed.

>yuff.

"If someone else can do it cheaper they will" - who??

the games companies own their own software, its not a case of getting it cheaper elsewhere. you either buy "x game" from x publisher or you dont own it, simple as that.

PC games are dying on their ar*es, have been for the last five years. This new acq' wont be able to deliver PS2, xbox, nextgen etc etc. as these console owners (SONY, MSFT, NTO) will either try it themselves or keep with the disc based stuff.

Personally...PC games will always suffer from piracy, but what makes you think that online streaming sownloads wont suffer the same fate?

Again this is all conjecture, but I just cant see it.

regards

yuff

PC games have f'ck all to do with console makers

go to any internet cafe and watch them all play on line games

that is the market being addressed not xbox/PS2

but rjs would come up with a bollox statement

>DD10,000. By the way, I thought I was squished or whatever it was. Make your mind up ;-)

Read my post again. Never mentioned anything to do with PC games being console games. PC games are dying on the ar*ses. This is a true statement and has been for the last 5 years. Do a bit of research my friend.

Yes people play games on-line, but what the hell has that got to do with the price of fish?

People drink booze at home but that doesnt mean they dont go to pubs.

I can see rjs trying to plug broadband into his Gamecube and wondering why it doesn't work

and i would expect rjs to know how popular ninentdo is in Japan compared to the rest of the world

rjs - 08 Jul'04 - 15:02 - 687 of 687 (Filtered)

rjs - 08 Jul'04 - 15:02 - 687 of 687 (Filtered)

thats better ;-)

Bit of personal abuse there DD, dont tell me your losing the plot (AGAIN)

He used to be such a nice boy too...

Nintendo have a broadband strategy, of course. Personally I think they will suffer with the next incarnation of console. SOny and microsoft are obviously much more advanced in terms of their US/ European strategies and I expect them to turn Nintendo in to a software house over the next few years. What this has to do with PC games I have no idea.

Firstly I think HP feels for us getting up early, this mornings PR was 8.40!


Secondly.
It still puzzles me as to why we need ST?
We appeared to be on the road to achieving something on
our own. We have deals with MCI, Wyse, Patterson and an initial deal with Microsoft, for streaming "consumer Software".
Now its occured to me that this latter deal is only the begining, so whats missing? Could it be that MSFT want TAD to be involved with the download of Consumer Games Software?
Is this the reason we need ST? What do their patents do that ours cant, I am sure its all linked together.
Its been rumoured for a long time there is a big deal with MSFT, even the Express have heard it!!!

All of this is my own guess work and I am the first to admit I know nowt about it.

So do your own as they say.

M

Evening Standard

Tadpole
My attention has been drawn to Tadpole, the computer software group, by an enthusiast who says: 'Some punters, not normally known to be over-enthusiastic are getting quite effulgent (it means brightly shining) about the prospects for Tadpole' over various deals in the pipeline for its Endeavors subsidiary. He adds: 'I am assured July will be Tadpoles month.'

And the beat goes on


M

ML
Lets hope they are right. Some people are very sceptical about this deal, but most investors were pinning their hopes on streaming for ETI being a huge success, now we have two avenues covered for a very good price.
Look at it the other way would you vote to sell ETI for $25m today especially if we had just signed a $9m contract with a large japanese broadband suplier.

Yuff

No I wouldnt, so why are the ST directors happy to sell? From what I can see they are on a no lose situation. I still ask the question though, why do we need ST. Its not for the cash although it will help, so it must be for the Patents or Code that they have.
I am not techie enough to understand it but there is definately a fundermental reason there!

Next few weeks will be interesting as it unfolds.
Guess its more early mornings, starting Monday!!!

M

If you don't like the terms of the deal go down to the EGM and rattle a few chairs so to speak.

I bought a couple of shares the other day just so I can attend the EGM.

See you all there.

Snappy
Look forward to seing you there.
ML
There could be many reasons and dd10000 put forward quite a few, I am sure KB will have discussed this in depth with people in the know at ETI and they are better informed as to how this will compliment appx and streaming. We are always going to get conspiracy theories with any deal as one person will be portrayed to be getting a good deal and the other not so good. In a very basic nutshell not many current shareholders would sell ETI for $25m and we don't have a $9m contract that we know about( who knows how much MCI deal is worth) so we are getting a good deal on the price the payback is we have to pay 2 times revenue for 2 years so ST owners get ther payback only if the deal takes off as del boy would say everybody is happy.
Seems a good deal to me.

hi yuff

pressed the wrong button on iii - guilty of not reading the question

I would prefer to focus on Wyse, MS, MCI and parsons all coming on stream in one month

if it works ofr organisations like that then ETI is fast becoming a no brainer whatever the merits of the current aquisitision