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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: CalculatedRisk who wrote (20351)7/9/1998 8:40:00 PM
From: Richard S. Schoenstadt  Read Replies (3) of 31646
 

CR,

I agree with JDN on this one. Things are different now.
And what makes them different is the number of employees that Tava is hiring. Unlike previous claims that were based on speculation, I think current claims that things will improve are based on the hard fact of additional employees.

The full impact of current hiring plans will not be fully felt until the period ending 12-30-98.

However the major impact should be felt in the period ending 9-30-98.
(Qtr 1, 99)
My own rough estimate is that Tava revenues should increase from roughly 12 million qtr 3 98 (already reported in May), to 17 million qtr 4 98 (report sometime in September), to 25 million in qtr 1 99
(report sometime in November) to 26 million or so in qtr 2 99.
I think these are entirely reasonable targets.

After that I expect revenues to level off - unless Tava hires additional employees.

It seems reasonable to me that if Tava intends to do substantial remediation work they are going to have to hire a lot more people.
In which case revenues should also go higher.

This is another question for Scott.
I mean if Tava is going to claim an 8/1 ratio it certainly is reasonable to have them explain how Tava can possibly do all this remediation work with the current work force.
After all what difference does it make if I & A generates an 8 to 1 ratio, if Tava only has enough employees to do 1/8 of the potential.

Of course it's possible Tava could subcontract the other 7/8,
(also a portion of this remediation would be materials).
That would still add to both top and bottom line but not as much as it would if Tava did it.

RS
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