the problem is that it says "up to 100k". although an initial contract i believe it falls far short of what investors were hoping for.
on the plus side (as has been asked already ), WHY an RNS for such a small amount?

Hugh Pattinson on an alternative BB Replied to why an RNS? as: price sensitive information.

The name MSFT is price senstive. The $100k is hardly. But it's initial . The potential is nearer $10 million every year imo. That is certainly price sensitive.


Think of the potential implications. IF the trial works and Microsft move lots of products from CDs , what will their competitors do? Continue to sell CDs?

pachandl
It does not say it is a $100k trial.
MS are looking to the future and the way of selling software thats why they are using appsx on all their new products.

From Yahoo.co.uk


Short Term Commentary



The stock is taking a breath, although still in a strong bullish trend.

Medium Term Commentary



Medium term price trend for Tadpole Tech is still bullish this week. This stock overperforms the FTSE 100 INDEX by 47.84 %. Volatility has been increasing during last month.

Good post moneylender
I am just Reading shares mag and not even A slight mention of the mci deal.
Come on tim Freedom wake up.

ALL the best
pjjw

brokerline quoting 17.55 to sell 200k
Won't quote to buy 200k.

Explanation by NKB156


1. This is NOT a trial. MS have decided to use Appx TRIALWARE solution. So it is not a question of MS doing a pilot - they have signed a contract to use Appx - just like Autocad.

"Endeavors' AppExpress applications on-demand technology has been selected by Microsoft to stream trial versions of consumer software products to customers."

So MS have already decided this is the way forward.


2. The $100,000 is an initial contract

"The initial value of the contract is based upon customer usage of the software up to an amount of $100,000."

Assume its $0.5 per download - that gives MS 200,000 downloads. Once 200,000 downloads have been used up they will top-up again - maybe another $100,000 worth of downloads. Now MS could use up 200,000 downloads in a day or week?

3. MS not likely to abandon this - set up a portal, market the new service and then pull the plug? - I dont think so message would that send to their customers?

MS could have asked MCI to host the service - who knows.

4. The RNS has to be accurate - $100,000 is the initial contract. Over a year the vaue may well be in the millions -but they can't be sure so they can only publish what they are certain about.

So there we have it - MS is another customer. Once their service is lunched a few months later they'll top-up their download ability - more $ for TAD

As for price reaction - people don't understand the magnitude of this deal, get confude with trial and trialware, they are confused with what $100,000 really means etc etc. Give it time and the news will sink in.


Think it answers most questions

M

Yuff - apologies if I misled anyone. "100k trial" was just short-hand. Moneylender, although the potential is fantastic, I am not absolutely certain what you are saying - probably my fault. If the "contract" offers the potential for much higher income, why bother to set an upper limit of 100k. Pt 4 of your last post seems misleading: "The RNS has to be accurate - $100,000 is the initial contract. Over a year the vaue may well be in the millions -but they can't be sure so they can only publish what they are certain about." If they are not sure, then why state any figure. The answer must surely be that as 100k is daily pocket-money expenses for just one director of MSFT, if they are not happy with the outcome then they will pull the portal/plug. There are thousands of websites that offer free trail software for short periods of time -provided there are the normal discliamers regarding absence of long-term MSFT support there is nothing wrong in dropping Tad after a few weeks. I hope that Tad succeeds - I have a lot riding on it - but I do not share your current level of optimism.

pachandl
MSFT's is the trialware not tad.

pachandl

First of all the above post is not mine, it was written by NKB off another bb.
However, i think what he says is fairly close to the mark.
We have a contract to supply MS trialware downloads, ours is a contract it is not a trial, or thats the way I read it.
Why put a max figure? Apparently this is common practice in the IT world, but as my background is cars i have to take others word for that. But it would make sense otherwise they would have to declare our percentage of any download cost, and I am sure this would be commercially VERY sensitive and a no go area.

I hope this helps but i like you do not yet have the full facts, but i am sure
it will help the long term future of Tadpole.

M

ML
You are absolutely right about the contract. When Tads achieve $80k in downloads MS will put in another order for more downloads, as someone else said earlier it is a bit like pay as you go on mobile phones.
The markets are disappointed because the RNS mentions $100k, I am sure the HB made Tad put that in knowing it would dilute the reaction and help them out of the deep doo-doo they are in.

Well said, good point yuff

ALL the best
pjjw

Well said, good point yuff

ALL the best
pjjw

Yuff - finally torn myself away from the footers (half-time). OK, I will take your word for it at the moment and hope that it is not too long before a further MSFT extension is announced. I cannot claim to know about IT-type contracts but it just seems very peculiar, esp. as Tad made no attempt to really suggest that 100k was a base figure - or even add something bullish about the tie-up in general. Anyway, back to the screen.

yuff you mention the HB being deep in the ****. please could you explain.

regards stephen

I wonder how much press we will get today? I expect there will
be something for the week end as well.
A nice column in Midas would do!

M

Independant.

Small cap punters were surprised to seeTadpole Technology drop 0.25p to 18p after the software group unveiled a much talked of deal with Microsoft. Although the tie-up is worth just $100,000 to Tadpole, analysts argued that the adoption of its technology by the computer giant is a good endorsement of the company

M

Isn't it amazing how one word left out can change the whole article.
The word "initially" should be placed in front of just.

Morning Yuff.

Agreed, that would have made a big difference.
I understand that our inclusion in Techmark 100 is starting to
create a little interest, especially after yesterdays announcement.
Institutions are sniffing!

M

Yes I gather HP was busy taking calls yesterday morning from institutions.
It wouldn't be EVO helping them get aboard cheapply at the expense of loyal shareholders.
That would be unheard of.