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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Gegs who wrote (7264)	12/13/1997 5:00:00 PM
From: TokyoMex	Respond to of 31646

Gegs Ditto , Ditto and Ditto, TA can not be used on TPRO let alone point and click chart, which most of the pros use. They got their butt whipped using the TA, on WDC, COMS, ASND,IOM,JBIL and VVUS etc etc etc... It had nothing to do with TA or Asian flu, it was the numbers, numbers numbers and the market sentiment. Come out of the closet more often. Joe

To: Gegs who wrote (7264)	12/13/1997 5:19:00 PM
From: Zebra 365	Respond to of 31646

Gegs, Thanks for your input, please feel free to step up to the plate anytime. Interesting observation about service businesses. I think they are valued less by the Street because margin improvement is so difficult. I have followed the development of PPM's (physician practice managers) over the past five years and always was amused when they were first valued with p/e's of 50-70. I knew they could never enlarge the margins to hit that kind of earnings growth, and it has come to pass that the only way they can grow is through acquisitions. I think the unique nature of service business is that they generally involve human problem solving as opposed to rote productivity. It is estimated that the human visual cortex alone (the part of the brain that processes input from your eyes) processes data at about 7 terabytes per second, Intel has a little way to go to put that in a desktop. That translates to 7,000,000 megahertz, I think Intel is up to 450 megahertz. In approaching this type of business, one way to increase margins is to increase the value added by your services, and therefore gross revenue per employee. Of course the CD and Y2K will increase gross revenue and margins for a while. I was very encouraged by the last conference call where this approach was alluded to in reference to the core business of TPRO. Jenkins obviously has some ideas about process management that, given the catapult of YK2, could change the margins of TPRO in the years 2001 and beyond. Oh, and for the TA fans, How 'bout them Bollinger Bands, huh? Zebra

To: Gegs who wrote (7264)	12/13/1997 6:24:00 PM
From: patrick gillis	Respond to of 31646

Gegs or anyone: Does the creation of the cd rom change the perception of tpro from a strict service business to one of a product oriented business as well. Is it too far fetched too think that maybe the creation of one product will lead to another product. I believe that this is already happening with the Utilities. Has topro found another business model in addition to their core business or is this strictly a one shot deal? I think that the problems stemming from the y2k will open new areas of business that didn't exist before. It is hard to believe that once the year 2002 or more arrives that business will just pick up where it left off in 98. Any thoughts would be appreciated. Patrick

To: Gegs who wrote (7264)	12/13/1997 9:07:00 PM
From: Mighty_Mezz	Read Replies (1) \| Respond to of 31646

Gegs - Thanks for sharing your thoughts. "a service company has to re-organise people resources" is a very good observation. In the conference call, the topic of franchising was mentioned. [I think JDN called it McTAVA.] In a field filled with "mom and pop" engineering companies, this could provide an excellent source of people resources and revenues, imo. TA is about to get bullish again, if we can get stochastic crossover on Monday. <ggg>

To: Gegs who wrote (7264)	12/13/1997 11:18:00 PM
From: Gerald Underwood	Read Replies (2) \| Respond to of 31646

Gegs, Appreciative of your professional opinion on our TOPRO. Although I am sure your analysis is an educated one and very plausible, I would like to point out several contra-indicators to some of your appraisal on the negative points. 1. Y2k sector is generally service oriented. Y2k sector almost across the board has high multiples at present and has had for over a year. Although your experience in service side may hold up in other sectors, it does not seem to have been the case in the y2k sector. This would seem to bely your valuation of service focus specifically in y2k. 2. At any rate, IMO, Topro is going to be more product than service, at least in y2k. Why? Their present size and personnel growth plans for y2k do not indicate a major service strategy. Although service may initially serve to validate their reputation in the y2k arena, any exceptional y2k revenues will probably have to come from the widespread distribution of their CD methodology and a centralized back up of that methodology. This would seem to place product(CD) as the primary factor. In other words, TOPRO's success in the y2k marketplace would not rely upon a massive upscaling of hard to find specialty engineering personnel resources. Agreed on contract announcements. Although they will serve to certify Topro's validity in the marketplace, in all likelyhood they will not specify bottom line income. But, CD distribution will because we have been informed of the business model for this product, and if CD distribution numbers are disclosed prior to quarterly reports, they will do much to allow a projected gauge of net return. These are the numbers that I will be looking for to determine potential. As for your positive indications, I concur wholeheartedly. JMHO. Regards, Gerry