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

To: Dr. J who wrote (12303)	3/6/1998 12:05:00 AM
From: biffpincus	Respond to of 31646

TAVA certainly does act like the 7th Cavalry. The BMY contract came on the heels of a severe down draft (i.e. 4 15/16 the day before the announcement), And now Coke comes to the rescue on the heels of the INTC meltdown. Makes you wonder if they've chosen to keep announcements in their vest pocket for such eventualities. In any event, we're seeing great management at work here. Its amazing what Mssrs. Jenkins, Kelsall, et al., have accomplished since the introduction of the Y2k CD in June. I don't know about tomorrow, but longterm, you gotta love our chances. biff

To: Dr. J who wrote (12303)	3/6/1998 10:21:00 AM
From: Karl Drobnic	Read Replies (3) \| Respond to of 31646

Dr J: Tava is not a new company. It is an old company with a long history of turning pilots into larger follow-on contracts. Viewing the Y2K business outside of the context of TAVA's long-established mode of operating creates fears that Tava won't get the follow-on business. Viewed in context, a pilot project is the camel putting its head in the tent. At Coca-Cola, this is an old relationship. It was established before Y2K. Then a one-plant Y2K pilot led to a ten-plant pilot. The ten-plant pilot is going to lead on to a massive roll out. This is squarely within Tava's normal history of relationships with their clients.