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Strategies & Market Trends : Bill Wexler's Profits of DOOM
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To: Bill Wexler who wrote (1194)6/25/1998 2:00:00 AM
From: Bill Wexler   of 4634
 
TAVA POST #1 - The email I received today.

Note, this email was unsigned and was delivered from a mail alias on AOL. I assumed that it was an individual investor in TAVA.

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Bill I have read many negative posts by you regarding TAVA. On this one my "short" friend you are dead wrong. I have spent 25 years in the electronic test industry and I can tell you the problem is real. Had lunch with John Jenkins CEO of TAVA at RedChip in Scottsdale on May 8th. This guy is jazzed about his company and its business potential. TAVA has landed a very impressive list of Fortune 500 clients. The wild cards are the Utility industry, Jenkins told me the RW Beck alliance was starting to bear fruit, and CD sales. The Strategic Partners Solutions program has signed up more than a dozen foreign companies which further leverages TAVA's products and services.

TAVA will grow the SI business internally, from Y2K cash flow, and through acquisitions. Jenkins told me this at the luncheon. If you have shorted this stock you have made a serious mistake. You have lumped this company in with all the "garden variety" Y2K providers. The DDIM's, Zitel's etc. This is no IT company. Its specialized within a niche industry with little competition and a very significant advantage or barrier to competiton - its 15,000 (and growing) database and methodology. If you research it- you will cover - bet on it.

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