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

To: Gerald Underwood who wrote (10075)	1/31/1998 10:34:00 AM
From: Zebra 365	Respond to of 31646

Gerry, Your questions are very good regarding the CD and the TAVA business strategy. From the posts on this thread, one might surmise that Tool (CD-ROM) and Database sales are nothing, and the big prize is the 300k per site remediation. This comes from the posts of those who are familiar with the business strategy of the Information Systems Y2K companies. However, if you look at the Research thread for the Verbatim transcript of the last conference call and look at the PlantY2K site, you will find a different strategy, TAVA's. Message 2746003 A: JJ - Well, it depends. In the assessment phase, if its us doing the work, then the margins will remain probably pretty much the same as we go through into remediation, because in that case, we're selling primarily services with some tool package stuck on the front end. If the assessment phase is heavily client self executed by using tools, the tool activity on the front end is obviously higher margin, and the back end as we engage downstream on a pure service basis would be back to the, sort of 50-60% gross margin service business activity. There is much more about the CD in this conference call My impression is that they will use the TAVA CD and database along with the clients' engineers for the remediation, for the best margin sales. Turning out more CD's is nothing compared to the hiring and training of more engineers, and the impression from the Nov CC is that they do not intend to hire more personel than they will have work for after Y2K. And only the clients with future business potential (i.e. future factory integration work) will be given priority status in allocating TAVA personel for their site remediation. If the experience is turning out to be 40k per site for tools it is obvious that eight sites with tool sales only, are worth more than one site with remediation, though they have about the same gross revenue, the margin is better in the tools-only sites. Again, I stress the importance of reading the whole transcript of the November conference call carefully, and hearing the strategy straight from John Jenkins rather than trying to piece it together from this thread. Click on the above URL and read the six posts in a row by Clayleas. Zebra

To: Gerald Underwood who wrote (10075)	1/31/1998 11:16:00 AM
From: John Chapman	Read Replies (2) \| Respond to of 31646

Gerry Becoming maxed out is one of my questions too. Too much to fix and not enough time or people for TAVA to fix them all. Pure CD revenue from Wonderware. What is the deal with Wondeware as to $ for TAVA for CD sales? I do not have a handle on it and would appreciate any help.

To: Gerald Underwood who wrote (10075)	2/1/1998 7:00:00 PM
From: C.K. Houston	Read Replies (1) \| Respond to of 31646

Speaking of KRAFT: Glaxo, Unilever, Kraft, and General Mills were already negotiating with TPRO in July. Ten Fortune 100 companies were negotiating with TPRO's Philadelphia office in Aug. techstocks.com *Speaking of GLAXO* Looks like Smith Kline may become a prospective client for TAVA - Gerald Underwood interactive.wsj.com I think you might be right Gerry:-) *We already know UNILEVER tripled their Y2K budget after TAVA assessment* Message 3113544 Hmmmm - Who's left? General Mills? Cheryl