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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: M. Frank Greiffenstein who wrote (6083)11/16/1997 4:43:00 PM
From: Zebra 365  Read Replies (3) of 31646
 
Transcript of call Link

I have reproduced the conference call nearly verbatim in the research thread, so the debate can quickly subside over what was said.
techstocks.com

The meaning I will leave up to the many talanted analysts on the thread.

DocStone two points in response to your post.

RE: Controlled Growth

They have 330 engineers and 280 technical people and plan to add 150 people in the next year. They will not add more individuals after that but are leaving open the possibility of growth by acquisition. They should be soon generating a large pile of cash, and Ken Owen will be overseeing a number of smaller system integrators who will be trained, licensed resellers of the TAVA tool set. Gets me to thinking....hmmm?

RE: Revenue Projections:

Divide up the following:
1) toolset sales as one division (software)
2) remediation work as another (new Y2K engineering business)
3) current base business work as another (base engineering and equip)
and run the gross revenues and gross margins on each division before recombining them. Given the quarterly report, and the numbers from the conference call, I think you will come up with a different projection. Specifically I think you are leaving out the software sales and what the cash from that could mean to both the bottom line and the future growth and direction of the company. I'm using 85% as gross margin for software sales in the absence of a real figure. I figure that development costs would not be included in Cost of Sales.

Highest Regards

Zebra
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