A new thread that may swim in hibernation for a few days or weeks as the process of evolution takes place ......

Imagine a slimmed down debt free company with one division stacked with orders and self financing with cash in the bank.

Then imagine a partner for the other division with pockets so deep that they could fund a rocket to the moon ..... and back

Dreaming of course but Tads can do that to you ..... what a gem or is that a bygone dream as well .....


ainsoph


We started the day at 4.75p mid - risk grade 583 - currently 6p - spamming posts 63 out of 140

http://www.eweek.com/article2/0,4149,1300726,00.asp

Read the lot (there is loads of material to speculate on) but the key paragraph is:

"The company [Reuters] is not alone in providing IM interconnectivity as Microsoft is expected to announce on Tuesday that its MSN Messenger service will support a third-party connectivity layer that similarly lets users of its IM service communicate with IM clients from other vendors, sources said. Microsoft officials, in Redmond, Wash., declined to comment."

In other words:
“Third party supplier of interoperability”

Now that along with the Times article today, and you could be forgiven for thinking next week will be VERY interesting.

M

just WHO could be the 3rd party?

From todays Guardian


http://www.guardian.co.uk/business/story/0,3604,1116843,00.html

Tadpole Technology added 0.25p to 12.5p as it signed up EDS as a reseller amid hopes of further deals in the pipeline.

FTSE TechMARK movers: Tadpole Technology rises

Mon 05 Jan 2004


LONDON (SHARECAST) - Rumours and chat drove the movers on Techmark with very little of substance to support some of the moves.

Tadpole Technology was the exception after its Endeavors arm signed a world-wide reseller agreement with US IT systems giant Electronic Data Systems for AppExpress, Endeavors' streaming applications product line. AppExpress is now on EDS's recommended list of enterprise software.

FTSE TechMARK - Risers

Parity Group (PTY) 11.75p +9.30%
BATM Advanced (BVC) 16.00p +6.67%
Marlborough Stirling (MAS) 47.00p +6.21%
Tadpole Technology (TAD) 13.00p +6.12%
GeneMedix (GMX) 9.25p +5.71%
Business Systems Group (BSG) 14.00p +5.66%
Merant (MRN) 138.50p +5.32%

Tipped in the Independant



Tadpole could turn into something big

Tadpole Technology - arguably among the most hyped technology stocks during the internet bubble - never really managed to live up to all the talk.

These days, the company is a pure software play. Its Cartesia business, which is now in the black, makes software to transmit maps and other information to engineers in the field. It is used by utilities including ScottishPower and United Utilities.

Its other arm, Endeavors Technology, has a product which enables IT administrators to "stream" applications on to desktop machines rather than install them on hard drives. That enables companies to monitor more closely what each of its workers is using.

It is hoped the Cartesia arm could make an operating profit of about 2m this year. Endeavors, meanwhile, could edge into the black if it manages to announce some much-rumoured deals.

Yesterday's news - that the group has signed a reseller deal with EDS for Endeavors - is unlikely to change life much in the short term but is certainly a step in the right direction. Putting all this together means Tadpole might manage to break even overall this year since it will, more than likely, have to increase its spending on sales and marketing.

Tadpole shares have rallied hard over the past month and with no financial forecasts available, much has to be taken on trust. Renewed City interest in the story makes the stock a speculative buy but potential investors should be aware of the rumours Tadpole might be considering carrying out a fund raising later in the year.

only ainsoph is thick enough to read the "IndependAnt"(sic)

dear oh dear

Charmed one/ainsoph-duh!

looks like informed buying this morning and we continue moving north. Share mag may well follow up last weeks story and there are many rumours of good news

"I said Hey Rollover DJ...."

roflol

Charmed, it is you Ainsypoo?Love Brasseye................EEEEE Just like the old days.
lol/fedup/etc/etc

I read somwhere..this has been tipped in the share mag..can anyone else confirm this

A second licence deal is expected soon which will produce 2 million upfront and end Tadpole's need to keep dribbling out shares.
House broker EBG will publish a new note later this month.

Carpe ranunculus 80)

found this on yahoo about EDS who signed a deal with Tadpole....

Wednesday January 14, 01:47 PM
Can the Buddy System Boost EDS?
Could a longtime pal hold the key to the turnaround of Electronic Data Systems (NYSE: EDS - news) ? CEO Mike Jordan thinks so. On Jan. 12 he said
EDS would shell out $89 million in cash and stock for a privately held consulting firm run by longtime info-tech executive Charlie Feld. Feld, who has known Jordan since both were top executives at Frito-Lay in the 1980s, also was tapped to become EDS's executive vice-president in charge of portfolio management. And one of Feld's lieutenants, Steve Schuckenbrock, was named executive vice-president for global sales and client solutions.

With these key management vacancies filled, Jordan will be expected to deliver better results for EDS (EDS) in 2004. "All the reshuffling is done," says analyst David Garrity of American Technology Research (ATR), who believes EDS shares can hit $35 within 12 months, a 49% jump over the Jan. 13 closing price of $23.55. "As the economy continues to recover," Garrity says, "EDS should be recovering along with it."

Jordan, who took over EDS in March after Richard "Dick" Brown resigned the top post, has told investors not to expect a quick turnaround, and so far they're heeding his caution. The stock has traded in a narrow range the past few months. Says Jordan: "We view '04 as a building year and hope to come out of the year with some very solid momentum."

SWINGING THE AX. EDS has its work cut out for it. On Feb. 5, it is expected to report fourth-quarter earnings of $53 million on sales of $5.4 billion, vs. net income of $246 million a year ago, according to First Call. For the entire year, which was marked by lackluster sales, restructuring costs, problem contracts, and a major accounting change, analysts anticipate profits to fall 79%, to $230.6 million, and revenues to be off about 1%, to $21.4 billion.

The progress may look puny, but Jordan has been busy. He has sold off noncore assets and begun eliminating 5,200 jobs, or about 4% of EDS's workforce. In June, he secured $1.8 billion in new debt to address liquidity concerns caused by a decline in cash flow under Brown.

And in October, EDS changed the way it accounts for long-term outsourcing contracts, which investors had criticized as confusing because the method allowed EDS to book revenues before it had collected them. The change meant EDS had to take a $2.2 billion charge and revise results for the first two quarters of 2003.

REPAIR SHOP. Bringing in Feld could be equally dramatic. At Frito-Lay, and later as a for-hire chief information officer for companies such as Coca-Cola (KO), Delta Airlines (DAL), and PricewaterhouseCoopers, Feld earned a reputation for successfully revamping the IT operations of struggling corporations. Jordan is looking to him to reshape EDS's lineup of outsourcing services.

A key challenge for Feld will be to better target key niches in the market where EDS lags behind rivals such as IBM (IBM (NYSE: IBM - news) ) and Accenture (ACN), including utility computing and business-process outsourcing. "As Charlie said, 'We fix IT shops, and you're a damn big IT shop,'" says Jordan.

Schuckenbrock, whose background is also as a CIO, might have the tougher job: reviving EDS's sales. While Jordan has been working hard to convince prospective customers that he's righting the ship, EDS was virtually shut out of major deal signings in 2003. And it suffered a big blow in December when it lost a $5 billion contract with the British government to Cap Gemini Ernst & Young after holding it for nearly 10 years. EDS's financial woes have been "a check mark in the risk column," says Gartner analyst Lorrie Scardino.

TOO CLOSE FOR COMFORT? ATR's Garrity expects bookings in the fourth quarter to total between $2.5 billion and $3 billion, down from $8.1 billion a year ago and $10.1 billion the year before that. He says EDS should benefit from greater confidence among customers in 2004, as well as from an uptick in corporate spending on IT, specifically, major outsourcing and software-development projects.

Some competitors are already seeing an improvement. On Jan. 13, Accenture (NYSE: ACN - news) reported fourth-quarter contract signings of $5.1 billion, a 100% improvement over last year.

Critics chide EDS for the price it paid for Feld's company -- more than triple its 2003 revenues of $27 million -- and for Jordan's close ties with Feld, who will receive $3.2 million in EDS shares. A venture-capital firm that employs his nephew will receive $37 million in cash and $7 million in stock and options.

Yet for EDS, which says its board vetted the transaction with an outside consultant, the bigger issue will be whether the deal pays off in the form of higher sales and better execution. Otherwise, Jordan and Feld may wish they had remained just friends.

Nice piece. I didn't realise that EDS was doing and Enron: "And in October, EDS changed the way it accounts for long-term outsourcing contracts, which investors had criticized as confusing because the method allowed EDS to book revenues before it had collected them. The change meant EDS had to take a $2.2 billion charge and revise results for the first two quarters of 2003."
The Jordan & Feld story sounds a bit too cosy.
Shan't be buying the shares!

shares mag


AGM file: Tadpole Technology (TAD)

Who goes?
Why the tadders of course the nickname for shareholders.

Are they like trekkies?
By all accounts, no. Says one long-time follower of the company: They will be there in force. They really believe the story.

Whats the latest instalment?
That the Endeavours Technology subsidiary, which provides streaming technology to desktops through AppExpress software, is on the verge of hitting it big.

How big?
BIG. The companys share price jumped 150% after Tadpole announced in January that EDS and a major US telecommunications company have agreed to become resellers of the AppExpress software.

Which US telco?
Tadpole insiders are coy. Rumours suggest MCI. Advisers to Tadpole slyly suggest that the identity of the telco could well be revealed ahead of the meeting.

Which presumably would please the Taddies?
Yes, sirree. They are a bit of a skittish lot as shown by the stock giving back about a third of its recent gains.

What do the investment pros say?
Nothing. The company has no institutional following so there are no forecasts.

Hasnt this company been around for a while?
In an earlier incarnation 10 years ago the stock soared to over 300p on the back of hopes that its high-spec laptops would be snapped up by the US military.

What happened?
The stock crashed: costs were too high; sales too low. The hardware division was finally sold in late 2002.

Why should it be different this time?
Fiscal 2003 software sales, which doubled to 3.6 million, continue to grow strongly and the second half operating loss was just 700,000.

Time & Place:
2.30pm, Tuesday 24 February at the offices of Denton Wilde Sapte, One Fleet Place, London EC4M 7WS.

Chance of Fireworks:
2 out of 4