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: wlheatmoon who wrote (12355)	3/8/1998 6:42:00 PM
From: Karl Drobnic	Respond to of 31646

I think the best window on what will happen this quarter is in the backlog figures Jenkins announced on the conference call. In June, backlog was $12 mil. At Dec. 31, backlog was $18 mil., an increase of 50%. I'm assuming that this is higher margin work (more services, less hardware) than the June backlog. I also assume that it will be billed at TAVA's much higher consulting rates. Also, since TAVA has more employees now, I'll assume that much of the $18 mil. can be worked off in this quarter. I also assume that they will book more than $18 mil. in new backlog this qtr. (for example, how about the Ivax bid). Then throw in some very high margin CD revenue. Look for a profit.