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

To: JDN who wrote (12191)	3/4/1998 5:22:00 PM
From: John Mansfield	Read Replies (11) \| Respond to of 31646

JDN, Right; Jenkins stated in the CC of last fall that they did not expect earnings on the CD's in Q2. So indeed that Cramer's message is just not stating anything truthful. In recent weeks I have noted a marked increase in press publications on contingency planning. See also the 'embedded thread'. So it is becoming more and more public knowledge that many co's, utilities etc will not nearly make it. time is simply running out. So all effort to spent on getting on with remediating the most critical systems first; is putting your company in greated danger than necessary. This notion will increasingly blow away ideas of doing anything that is not absolulely necessary. So when buying a solution from outside will speed the proces up; co's will do just that. Just no time anymore for 'lets first try this before buying an outside solution; lets set up our own methodology; lets find out everything ourselves etc etc'. Just some thoughts. Regards, John

To: JDN who wrote (12191)	3/4/1998 5:27:00 PM
From: RumKola	Respond to of 31646

Agree. The best is yet to come. JDP

To: JDN who wrote (12191)	3/4/1998 6:55:00 PM
From: Richard S. Schoenstadt	Read Replies (2) \| Respond to of 31646

JDN, Wrong. I don't think I have forgotten anything. The CD's ain't selling in significant quantities and that is clear as a bell to me. As to why I am not sure. Tava started their selling effort for their year 2k product in July. On July 14 Tava filed a 8k - GO CHECK IT OUT!. In that 8k they said they had sent out a 5000 mailer to it's customer base. That's a full four months before they pressed the 20,000 CD's or whatever (at the shareholder meeting they said 30,000 but that's another story that you don't want to hear. ) on Nov. 15. (Now an interesting point here. In July Tava neglected to mention that this product wasn't ready yet. In fact yours truly was the first person to discover this fact in September. Rather a significant omission in my opinion - not mentioning that their product wouldn't be ready for 4 months. People spent all summer wondering why there weren't any contracts. Well there was no product. Small detail.) (Also another minor point. The first CD's were burned on Oct. 15. However these were the ones that were for internal use only. Then the mass run around November 15. Also at that conference call Jenkins says a number of those will be going out to Wonderware. Not all. So I believe you are getting your times mixed up.) There should have been a back log among those 5,000 customers of ones who wanted and needed the CD. BUT THERE WASN'T? Why not? If they couldn't sell it to their customer base who knows them, what makes you think they can sell it companies that don't know anything about them. Also Tava at the Sept. conf call and again at the Nov. call inferred that companies representing thousands of sites were interested in them. And that none of these were the result of the Wonderware alliance. Many of these guys were supposedly people who came to them looking for help. So why didn't they sell any CD's to these guys who were looking for help? Are you saying they had interested customers but they didn't give them the CD? I find that hard to believe. Now to repeat there may well be a perfectly reasonable explanation for this. But unlike you I think it requires one. With respect to this stock I have lots of doubts and questions. Far more then I have raised so far. In fact I think there is a possibility that it is a scam or at least part scam. Maybe 5%. So why am I interested in the stock about which I have lots of doubts. Zitl in a word. That is stock that went from 6 to 72 mostly on hot air. Tava has a better story in my opinion and therefore has the same potential or better potential. I am out of the stock right now because I think the short term psycology is lousy. When it changes or if the price goes really low (which it may do tomorrow thanks to Intel) then I'll get back in. In fact when you think about it's almost a no lose proposition. The stock will go up on hype if the story is only partially true. And it will go up even higher if it turns out to be true. So I have no intention of going anywhere. Also one final point. I see John Mansfield makes the point the Jenkins implied there would be few CD sales in the first quarter. (I predict there will also be few in the second qtr.) This is true. But so what? The point is why so few? And how did he happen to know this ahead of time? I find it interesting that he could predict in advance that there would only be a few CD sales - since everything else he was telling us at the time would make one think there should have been tons. And did make a lot of people think just that - read the posts around Oct. 16 when the initial CD run was announced. There's more JDN but I'll leave it at that. RS