Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: crc who wrote (12325)	3/6/1998 4:51:00 PM
From: Mighty_Mezz	Read Replies (1) \| Respond to of 31646

Chris - Sounds right on the money to me. Where is everyone? We should be celebrating holding above 9! Twice in February TAVA closed above 9, only to retrace into the 8s the next day. Two days in a row above 9 - hell, that's support! LOL

To: crc who wrote (12325)	3/6/1998 5:27:00 PM
From: John Mansfield	Respond to of 31646

Good analysis, I like it a lot! Chris, I think your analysis is to the point! << * PlantY2KOne appears to me to have at least a six month head start on any other competitor. It seems to me, in terms of Y2K time, that is an eternity. >> On several posts I have tried to stress this point also. Very important is the fact that we have a very compressed time scale here (I compared it to the 'internet year' in internet software development and bringing sw to the market; speed increases of a factor 3-4 were forced by Netscape on competitors such as Microsoft just 2-3 years ago). So these 6 months headstart on potential competitors is simply huge. People tend to forget that you cannot increase development speed of such a product ad infinitum ('Brook's law). << The fact Unilever, Kraft, Coca-Cola, & GM among others trust Tava that much speaks volumes to me. >> Those co's are in close contact on their y2k programs; so successes of TAVA will be quickly spreaded around in the F50 and beyond. I just found a nice URL on this; will post it shortly. << Even if the PlantY2KOne product isn't 100% perfect, it will still be heavily relied on because no one has enough time to test every single embedded system in every single factory (even if the manpower existed for such extensive testing - which I don't think it does). >> Righ, manpower-capacity is tightening up tremendously right now. Experienced technicians are simply booked up; less experienced people will have to do the job. Therefore any help is more than welcome. Good analysis, I like it a lot! Regards, John

To: crc who wrote (12325)	3/6/1998 6:06:00 PM
From: wlheatmoon	Read Replies (1) \| Respond to of 31646

chris, Nice analysis of TAVA's bullish and bearish scenario. At it's worst, TAVA is still a hell of a company. Still long and strong. Staying above 9 was nice today. Perhaps, we've got a new support base. The only problem I've had with this company is that many of the projects have been "pilots". What exactly does that mean? Have these pilot projects proceeded to "real, live, money making" projects? I don't know the answer to that. Anyone out there want to take a stab at this? A couple of days ago, someone mentioned that Jenkins' response to whether or not TAVA will be profitable this quarter was less than a wholehearted "HELL YES". I, for one, would think that all of these alliances, pilot projects, busier than hell, everyone's banging on our doors and we've got people running all over god's green earth trying to fulfill all these requests---all of these things would tend to make me think that we'd damn well better be profitable. If not, why the hell not. Anyone want to tackle this? thanks. mike

To: crc who wrote (12325)	3/11/1998 8:58:00 AM
From: crc	Read Replies (1) \| Respond to of 31646

Could assessment phase of Coca-Cola mean $10 million in gross profit to Tava? Here is how I arrive at my numbers - First of all, we know from Coca-Cola's 10-K which was released on 3/9/98 that, "In 1997, net sales of concentrates and syrups by the Company to Coca-Cola Enterprises were approximately $2.5 billion, or approximately 13% of the Company's net operating revenues." From Coca-Cola Enterprises website, we also know CCE owns 310 facilities. cokecce.com If it takes 310 facilities to generate 13% of Coca-Cola's revenue, one can extrapolate it takes 2400 facilities worldwide to generate 100% of Coca-Cola's revenue. Just to be on the conservative side, let's say 1,000 facilities end up purchasing Tava's CD. Therefore - 1,000 facilities x 20,000 CD cost per facility x 85 percent Gross Margins = $10,000,000 in Gross Profit for Tava. Remember, this $10 million figure doesn't even include possible remediation work done by Tava. At this point in Tava's history, estimates of $0.81 look rather low to me. Fair conclusions? Chris