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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Kathy Riley who wrote (15795)5/3/1998 1:29:00 PM
From: John Mansfield  Read Replies (1) of 31646
 
Kathy,

I have read through some older TAVA stuff that I had printed out: CC of November; TAVA research report of Cheryl.

This helps to get the proper long term perspective (and addressing issues like 'do not fall in love with a stock'; 'would I buy this stock at this level? (yes)').

What strikes me again is that TAVA management really lives up to their statements, and that most of their forward looking statements are working out the way they have described (as others have also mentioned on this thread). Some examples:

- Franchising business: the Medical agreement; Wonderware alliance; RWBeck agreement (confirmed by hiring Rich Cowles, IMO)

- Solving cash flow problems.

- Improving PR: e.g. Fortune article.

For me it will be interesting to see how much TAVA has advanced in international distribution of he product, through partner channels (Wonderware; unnamed SA partner, possibly others). Many multinationals have production plants all over the world, just take KO as an example. This reminds me of the fact that in the latest update of the standard GM test document several test instruction documents are now available 6-7 different languages (I remember Spanish, Portuguese).

Also of interest will be the actual number of items in the database (in November:4500; last CC in February: I think some 8000-9000). So it is still growing; therefore getting even more attractive to new customers.

Awareness about embedded software y2k has increased tremendously the last 2-3 months (I can really see it: standard searches result in dramatically increased numbers of different hits; more and more publications in leading papers and magazines etc);
I fully expect this to be reflected in the coming CC: another increase in new leads; even faster RFP cycles; confirmation of the shift of investment $$$ into Y2K remediation (as foreseen by Jenkins in November, but not confirmed at that time).

Regards,

John
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