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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: JDN who wrote (27726)2/10/1999 10:49:00 AM
From: jwk  Read Replies (1) of 31646
 
>>> didnt he say something like not a lot of competition in that field and TAVA's ROOTS make them a perfect choice?<<<

Yes he did...even quipped about it. Something to the effect of getting in at the perfect time, having the info in the data base which gave them a huge advantage, and not having any real competition for the cherry picking at this time, "....not that we mind that at all!" (or words to that effect.

I made a few quick keystrokes about it when I was trying to keepup with what I was hearing on vcall.

fwiw...here's the post:

| Next | Respond | Earnings | TAVA Clubhouse |

To: John Mansfield (27651 )
From: jwk Tuesday, Feb 9 1999 5:37PM ET
Reply # of 27729

ruff notes as i listen:

50% annual growth rate going forward in several areas

lack of competitors "we're not comlaining"

we (tava)got in at a great time

our deep roots in shop floor work created unique differentiator

infastructure growth...building this along with business plan
rolled out oracle in 2 sectors, complete by end of q
getting a handle on staying on top of growth in company
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