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

dd10000
Yes although I didn't make the question that clear... sorry.
I agree people are taking their eye off the ball here, ETI is starting to pull in the deals at an icreasing rate of knots the more companies using it the more other companies are going to hear about it and that can only be good news.
I trust KB he is a successful businessman who has done very well in the past, he's shrewd, these guys have got some nice share options if this takes off.

July 9, 2004

MCI Offers On-Demand Application Service For Ease of Software Distribution

BY MICHELLE PASQUERELLO


--------------------------------------------------------------------------------

Recently, MCI (news - alert - quote) introduced its On-Demand Application Service, an innovative solution to assist companies with the distribution of software to remote users. In conjunction with Endeavors Technology, MCI's On-Demand Application Service allows businesses to control software licenses and track usage all under a pay-as-you-go model. Shirley Chun, MCI's Product Manager was available to answer some questions for TMCnet regarding On-Demand and it's contribution to corporate-wide usage of applications.



What are the challenges of offering a managed service on such a large scale?



SC: MCI has a long history of launching innovative managed services that leverage our global IP infrastructure. Our launch of On-Demand Application Service was similar to that other product launch efforts. The keys to success were finding the right underlying technology and integrating it with MCIs industry-leading IP network and computing infrastructure, and providing the right operational support. Also required is rigorous technology and operational testing to ensure the service is fully functional.



What kind of service level agreements do you have in place to protect your customers?



SC: The service level agreements for our On-Demand Application Service are based on platform up-time as derived from our networking and hosting service SLAs.



What benefits does this bring to enterprise users of VoIP (define - news - alert)?



SC: We are focused on two types of customers; enterprise and software providers, including Independent Software Vendors (ISVs) and Application Service Providers (ASPs).



For our enterprise customers, the benefit of this new service is one of better software license management and control. In todays world, many enterprises are faced with two challenging areas: 1) Use of IT resources for daily management of application delivery and upgrades to ensure efficient delivery and application updates and management; 2) How to capture information on how applications are utilized and the user community served. MCIs On-Demand Application Service provides a centralized platform for efficient means of application streaming only what is needed to the user desktop, thus eliminating a portion of the desktop total cost of ownership (TCO) in terms of application updates, patch management, and minimizing associated support issues. The solution also offers a level of software compliance and usage tracking to provide customers quantifiable metrics on detailed usage tracking information so that decisions can be made on how many licenses need to be purchased and allocated within the enterprise.



For our ISV/ASP customers, On-Demand Application Service offers a new approach to securely distributing software on a large-scale basis. As part of the services multi-pronged security defense, MCI encrypts the data end-to-end down to the end-user desktop, providing a level of security not available via traditional distribution methods. Also, because of the flexibility of the approach, new business models can be achieved for managing temporary licensing, which are not practical with current distribution options.



There is no strong connection to VoIP for this service although client applications such as soft-phones and remote access dashboards and related applications can be distributed to VoIP users.



How easy is it to implement?



SC: The service is easy to implement. On-Demand Application Service has two major components; the application publishing process and the customer portal.



The publishing or transcoding process takes Windows-based application as is and converts it into sizable chunks which prepares it to be streamed to the end user desktop. The Windows-based applications can be custom in-house applications or commercial off-the-shelf applications. The customer only needs to provide the application source code and licensing information and MCI will provide the end-to-end service in terms of publishing, hosting, and delivering the application. Customers can choose to perform their own publishing and, in this scenario, MCI will provide the training and tools.



The Web-based portal offers customers a range of reporting options to enable them to gather information about user and application usage. In addition, the portal is where license information is invoked and policies are established to set user hierarchies. MCI provides the ability for customers to administrate licenses to users, which is ideal for companies that want to retain control of the software yet give administrators a certain level of control. These reporting and management tools are intuitive and easy to use. After a quick review, most subscribers can easily master the service, without the need for a dedicated IT resource.



What Endeavors technology is MCI using?



SC: MCI uses Endeavors AppExpress software as the underlying technology which has been moved into a robust, managed service for our customer base. Combined with MCIs hosting, networking and management capabilities, this service offers an innovative application-streaming delivery model for software distribution and management.



Why did MCI choose Endeavors?



SC: Endeavors was chosen due to its unique ability to stream parts or entire applications to end user desktops in a secure manner with a suite of management tools. MCI reviewed several excellent alternatives and Endeavors was selected based on technological excellence and compatibility with MCIs business model for the service.



How does the platform integrate with MCI's Convergence Networking strategy?



SC: MCIs strategy is to evolve our core competencies in networking and computing to meet the needs of businesses. MCIs On-Demand Application Service does exactly this. It builds on the software-as-a-service model, where software is expanding from a licensing model to a subscription-based model. Part of this on-demand model implies the ability for network and global delivery and management. It leverages MCIs excellence in the fields of application hosting through out Digex capabilities, MCIs global IP networking, and our success as a managed services provider to deliver a solution that addresses our customers computing needs.



Who are your main competitors?



SC: Today, we do not have direct competitors that provide a managed application streaming offering. However, vendors in the server-based computing space as well as the electronic software distribution market provide similar solutions for application delivery and management. While we view our solution as complementary to what is available today, we believe that our application streaming approach provides greater flexibility from a network delivery perspective with no perceived latency and the same performance as though the application is running right at the end users desktop. There is a key advantage in the metering, monitoring, and management aspect of the application that provides options for customers who may subscribe to a concurrent licensing model enabling them to better allocate the use of their software, or the ability to virtually re-allocate license to another user based on pertinent, quantifiable metrics.



Is On-Demand easy to migrate to? How long does the migration process take?



SC: Implementing the offering is fairly easy and straightforward. However, if a customer is migrating off another application delivery solution, there may be some planning involved based on the complexity of the original solution. MCI works with customers to deploy the solution and can work with customers to initially run the offering in tandem, helping the customer to better understand the On-Demand service capabilities and to assess the best migration plan.



Does On-Demand require training? If so, how much?



SC: The service is very intuitive and very easy to use. On-Demand Application Service customers are provided with training to help them administrate, distribute and manage the licenses and the users. MCI customers have access to this and other training information through its customer portal.



MCI also assigns a company representative to work with the customer to prepare and set up specific applications for publication and delivery. Customers can easily be up and running within two weeks or less following the receipt of the application(s).



How do you run customer support for On-Demand?



SC: MCI provides an MCI representative to help with the publishing, as earlier indicated. We also have an 800 number for trouble resolution and other questions that may arise. MCI provides proactive technical support for the fully managed version of this service. It is monitored 24/7 by our hosting operations team.



How do you see the state of the VoIP industry and how do you feel MCI's contribution lends to the future?



SC: On-Demand Application Service is not a VoIP service. As stated above, it can complement a VoIP service by delivering and monitoring VOIP client applications to VoIP users.



Regarding MCIs view on the VoIP industry and our contribution, MCI is an innovator in this area and is the first service provider to offer a hosted VoIP solution to the business community through its MCI Advantage service, the industrys only true network-based communications product serving both enterprises and small business markets. MCI continues to set the pace for businesses wanting to simply and cost effectively take advantage of the benefits of VoIP.

For more information, please visit MCI on the web.

Michelle Pasquerello is the Assistant Online Content Director for TMCnet. She welcomes your comments.

Purchase reprints of this article by calling (800) 290-5460 or buy them directly online at www.reprintbuyer.com.

Negative Candidate (Medium term) - Jul 9, 2004
TADPOLE TECH. ORD 10P is in a falling trend and a continued decline within this trend may be expected. However, the price is now close to the bottom of the trend channel, which may give a reaction up. Gave a negative signal from a rectangle formation by the break down through the support at 14.70. Further fall to 11.67 or lower is signaled. The stock has broken down through the support at p 15.40. This predicts a further decline. Volume tops and volume bottoms correspond well with tops and bottoms in the price. This weakens the falling trend and could be an early signal for a coming trend break. RSI is oversold. The stock can still fall further, and we should see an increasing RSI before this is used as a positive signal. The stock is overall assessed as technically negative for the medium long term.

Negative Candidate (-79) (Overall analysis) - Jul 9, 2004 Score explanation
TADPOLE TECH. ORD 10P is technically negative for the short and medium term, and neutral for the long term.

Negative Candidate (-88)
(Short term)
Has broken down through the floor of the falling trend channel, which signals an even stronger falling rate. The negative development, however, may give rise to short term corrections up from today's level. It also gave a negative signal from a rectangle formation at the break down through the support at 14.70. Further fall to 11.67 or lower is signaled. The stock has resistance at p 15.10. RSI is oversold, which indicates a potential short-term reaction up. The RSI curve shows a falling trend, which supports the negative trend. The stock is overall assessed as technically negative for the short term.

Negative Candidate (-91)
(Medium term)
TADPOLE TECH. ORD 10P is in a falling trend and a continued decline within this trend may be expected. However, the price is now close to the bottom of the trend channel, which may give a reaction up. Gave a negative signal from a rectangle formation by the break down through the support at 14.70. Further fall to 11.67 or lower is signaled. The stock has broken down through the support at p 15.40. This predicts a further decline. Volume tops and volume bottoms correspond well with tops and bottoms in the price. This weakens the falling trend and could be an early signal for a coming trend break. RSI is oversold. The stock can still fall further, and we should see an increasing RSI before this is used as a positive signal. The stock is overall assessed as technically negative for the medium long term.

Neutral (-8)
(Long term)
Has broken through the floor of a rising trend channel. This indicates a slower rising rate at first, or the start of a more horizontal development. Is moving within a rectangle formation between support at 1.39 and resistance at 23.96. A decisive break through one of these levels indicates the new direction for the stock. The stock has support at p 5.80 and resistance at p 19.00. The stock is overall assessed as technically neutral for the long term.

A little from the queen of bb comedy to balance out the views on this thread

maut too - 10 Jul'04 - 16:41 - 74564 of 74567


lets hope the chartists are not share buyers :-)) ... the good thing about chartists is they tend to tell you what is going on about two weeks behind actual events but rarely able to tell you what is going to happen next ... one wonders why anyone would come on to tell you what the charts are saying unless they are short and trying to deramp. Most days I know about 20/25% of the trades and where and why they are happening - so the charts mean little unless people like me are buying or selling ... I think people like me will be buying on Monday.

The spammers are short term penny share traders who know little about the company and often seem to know less about trading - very few people would trade this share based on the charts because of the wide spreads - the tads army and the fact the share is mostly news led and capable of moving up by 20/40% in a single day. The fact they try and trade a difficult tiny cap illustrates how rubbish they are. I trade oom or BT or shell

http://www.crn.com/sections/breakingnews/dailyarchives.jhtml%3Bjsessionid=XH2ZNZ2RPM2NIQSNDBCCKHQ?articleId=22104729


Microsoft announced plans to better align partners

Online ads and print ads, for example will refer to Microsoft Gold Certified partners or Certified partners that have competencies in the specific solution advertised.

Thats us.

M

Hi all, I see it's all been happening lately, though sadly the price is going backwards.

Oh well, at least Tads has got 3.5 mill in the bank so it gives us plenty of breathing space to see how the Stream deal integrates, and time for more decnt news.
If we only had say 1/2 a mill then I'd be worried!

The 3.8M should be enough to keep them afloat for 18 months longer in the event that the stream deal is rejected by shareholders.

How much lower is this going to go - I'm down 35% already!

The bottom will be no lower than 0.

How much is it really worth? Surely not 40 odd million?

I work in the construction industry and have pretty good experience of Autocad and similar modelling sytems for construction end users (those at the `workface`) and what is, or has been, developed by Tadpole is just what many of us have been expecting to see for a few years now with regard to simplified, quick application of part models being sent to those actually building a project on the ground and the advances made in developing avi presentations of
3D construction models has a fantastic potential throughout the industry. I am a
great supporter of this technology and see the eventual potential to be almost limitless as Tadpole appear to be able to offer a reasonably priced applications system for a lot less up front cost than full blown software purchasing, a good deal of which may not be needed by particular types of companies. I`m in and staying in.

http://www.citywire.co.uk/instrument/default.asp?vid=66742&kid=155&uid=&cid=&ctid=1&sid=&fid=&iid=&type=&dateEnd=13/07/2004%2023:59:59&rurl=/instrument/default.asp




Tadpole acquisition marks a defining moment - really
Published: 12:58 Tue 13 July 2004
By Joanne Wallen, Associate Editor
Email to a friend | Printable Version


Tadpole Technology's shares have fallen since its acquisition of Stream Theory, but management says this is a defining moment and for long-suffering investors it does not come a moment too soon.

The 43 million Tadpole (TAD) is paying an initial $25 million (13.5 million) for Stream in shares at a strike price of 15.75p, and there is a further consideration in shares based on two times new revenues generated from Stream's major Japanese broadband Internet customer over the next two years.


Tadpole chief financial officer Keith Bigsby told Citywire that the earn out was 'specifically related to cash generated from the Japanese contract' so the deal should be 'accretive to shareholders' he said.


Stream has a similar technology to that of Tadpole's US-based Endeavors business. The technology enables software applications to be streamed on demand over a network in a highly efficient and secure manner.


Endeavors had been focusing on the enterprise market, where its AppExpress technology enables a company to distribute software either to its staff or to customers. Stream has focused more on the consumer market, particularly enabling the downloading of games over the internet or to mobile phones.


The real attraction is that Stream has signed an initial $9 million exclusive distribution agreement with a large Japanese broadband Internet provider, which will use Stream's technology to distribute games and other software applications over its broadband network.


Bigsby said the acquisition strengthens Tadpole's intellectual property and the Japanese deal gives Tadpole a strong entr into the Japanese and Asian markets.


He said the deal is really significant. 'It cements our business in streaming, which we believe will be a very significant technology for the future,' he said.


The idea is that people will no longer need to load software onto a PC from a CD ROM. They will be able to download it over their company network or the public internet, as and when they need a particular application or game. (continued...)

Endeavors also recently confirmed that the major telco it signed in January was MCI. MCI will be offering customers games and applications on demand using the technology, and for Tadpole the contract includes some advanced payments for the technology and a subsequent share of MCI's monthly streaming revenues.

I like this bit:
MCI will be offering customers games and applications on demand using the technology,


M