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

To: crc who wrote (12475)	3/11/1998 10:34:00 AM
From: Karl Drobnic	Read Replies (1) \| Respond to of 31646

Chris: Yes! This is the kind of potential I see in the Coca-Cola contract. My initial, quick estimate was that there are at least a thousand factories in the empire. But your logic makes good sense. Now lets add another factor. The CCE factories are likely to be the most advanced. Therefore, CCE is probably the province in the empire that bottles the most with the least factories. Figure that the other provinces need more factories to generate the revenue. So your 2,400 factories is probably conservative. Too bad none of the 10 Wall St. analysts following Coke that I read have your analytical detective skills. TAVA would be $12 already if they did.

To: crc who wrote (12475)	3/11/1998 10:39:00 AM
From: Rob L.	Read Replies (2) \| Respond to of 31646

How do you arrive at a $20,000 CD cost per facility? Do you mean total revenue per site accrued to Tava at $20,000?

To: crc who wrote (12475)	3/12/1998 9:04:00 AM
From: Mr Logic	Read Replies (2) \| Respond to of 31646

Chris you might want to check these numbers. A distribution facility is completely different to a production facility, and there aren't many production facilities - those are the ones where TAVA can sell. Also I would check out the relationship between the company and the bottlers. It may have changed but it certainly used to be the case that most bottling plants around the world were separate to the main company. They ship out the concentrates and manage the marketing.