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

To: Skeptic who wrote (11663)	2/18/1998 5:54:00 PM
From: Josef Svejk	Read Replies (1) \| Respond to of 31646

Humbly report, Skeptic, I don't believe competition is bad, quite the contrary - especially when I'm invested in the leader of the pack. But, you rightly asked, what is it that is proprietary or patented beyond Y2K here? The rapidly expanding database, for starters. The CD, which many dismiss as elevator music, is in fact the key, I believe. With it you train people, with it you set up McTAVAs all over the place, with it you collaborate with the client, or let them do it alone. In the process you gather their particular information, and feed it back to the CD. the database count increased by approximately 7,000 items since September 30, 1997 to a current level of over 10,500 items. biz.yahoo.com Quite sure it has grown since. Can't see any reason why pretty soon this database can't become a net entity, instead of just a CD. The groundwork is being prepared. Please listen to the GM part of the conference - seems to me it clearly explains the TAVA strategy. Svejk (GL-15 applies: digiserve.com ;-)

To: Skeptic who wrote (11663)	2/18/1998 6:07:00 PM
From: Steve Woas	Read Replies (1) \| Respond to of 31646

One more point Skeptic, The only people who think that Y2K revenue will end when we reach the year 2000 are those who have not done their DD. Steve

To: Skeptic who wrote (11663)	2/18/1998 6:44:00 PM
From: Don Hutchinson	Respond to of 31646

Skeptic, Have you read the Hanifen Imhoff Inc. Investment Opinion write-up on Tava? (If not, HI can be reached at 303/296-2300.) It presents a realist view of Tava's control systems integration 'core' business plus Y2K and how the former benefits from the latter. Also, Tava's growth through acquisition strategy is discussed which, under Jenkin's leadership, gives the company a national organization and a geographical presence around the country. Don

To: Skeptic who wrote (11663)	2/18/1998 7:21:00 PM
From: John Hanzl	Respond to of 31646

Skeptic - Please visit the NEW & IMPROVED thread for a discussion of your post Message 3467624 JohnnyH

To: Skeptic who wrote (11663)	2/18/1998 8:34:00 PM
From: j g cordes	Read Replies (2) \| Respond to of 31646

S.. looks like you hit the magic response button talking about TAVA not 'deserving' a forward PE. This is a very simplistic appreciation of business. How many companies just a few years ago had rosy projections of their businesses? Or more recently look at the oil drillers. Certainly oil is a business that's not going away. My point is this: No company can be assured of its future business. I'm reminded of the extreme case of Union Carbide, who would have factored in Bohpal? On the other hand who would have factored in the amazing leverage a tiny college conceived business would have wrung out of mail order that reported today under the symbol DELL? Your thinking is a little like IBM's when it was offered the Dos operating system but turned it down because they didn't think it would lead anywhere. TAVA's current business prospects, even though its seems like a narrow window of opportunity, are what any company prays for... a BIG CHANCE to show their stuff AND they will be paid handsomely for it to boot.. marching into the next millenium with a huge marketing experience, crisis response experience on an order level unheard of, and a highly motivated and talented knowledge and employee base ready to tackle the needs of the industry we can't even see right now. TAVA's in two years, could well be commanding a world of enterprize solutions and a hoard of cash, what's to stop them from buying their way into the next millenium... I can assure you, that major new opportunities to create original solutions will emerge from this most fortuitous multi-level, multi-country, multi-language and multi-rewarding focus they have. Always invest in opportunity, never invest in just what's obvious because more often than not, its already had its better days. TAVA, in my opinion, is opportunity on a silver platter..

To: Skeptic who wrote (11663)	2/18/1998 9:27:00 PM
From: eric deaver	Respond to of 31646

Skeptic - In answering your question: << What does Tava have that is proprietary or patented beyond Y2K?>> The most important thing in business - relationships. You said it yourself: <<Hundreds of CEOs are talking to Tava because they are rightfully scared about Y2K.>> How do you think they will feel about TAVA after they pull their butts out of the fire and save their business? Think TAVA will gain alot of trust. OH yeah, one other thing TAVA will have - a boatload of cash. JMHO, Eric

To: Skeptic who wrote (11663)	2/18/1998 10:24:00 PM
From: michael tantleff	Respond to of 31646

in my view management is everything and tava has excelent management. michael

To: Skeptic who wrote (11663)	2/18/1998 10:41:00 PM
From: Hawkmoon	Respond to of 31646

Skeptic, One of my answers to your concerns is that TAVA is excellently positioned to consolidate this particular industry thereby obtaining additional manpower resources as needed. (minus obvious training time for acquired personel). After Y2K, there will likely be a call in the industry for greater efficiency and performance on the factory floors. TAVA should be well-positioned to accomodate these needs. Some of the arguments you are making about post-Y2K apply as well to other consulting firms such as KEA, CSC, CHRZ... etc. TAVA appears to be positioning itself well with some of the stronger players out there which should ensure their share of the post-2000 "pie". If what I understand about TAVA's vision is correct, many management teams will be of the "never again" mindset and open to upgrades of their systems to maximize efficiencies. Regards, Ron