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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: CalculatedRisk who wrote (20436)	7/12/1998 7:25:00 PM
From: Richard S. Schoenstadt	Read Replies (1) of 31646

CR, Let me reemphasize my point. That is that Tava's revenues are in my opinion limited primarily by the number of employees they have. (Since I agree with you that CD sales are mostly part of a service package and therefore proportional to service revenues which are proportional to the number of employees.) And that was my point about remediation. How can they achieve an 8-1 ratio to I and A, or whatever ratio it is, without substantially increasing their number of employees - which so far they have given no indication of doing. (Or subcontracting or else a large portion of that estimate is for materials. In both cases there would be substantially different margin estimates.) It seemed to me since the company has made this 8-1 claim, it certainly is reasonable to have IR clarify more precisely what's involved. For example what is the 1. Is it pilot projects or is it I an A? Is it 8 to 1 service or 8 to 1 service + cd's + database reports? How much of this estimate is materials? How much would be subcontracting? With respect to remediation I believe you are clearly in error on this one. I suggest you read some the recent posts by Rick Bulotta. RS

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