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

To: Mr Logic who wrote (14012)	4/3/1998 11:36:00 AM
From: UntamedSquid	Read Replies (1) \| Respond to of 31646

Patrick, I agree that total revenue is intimately linked with the number of people providing remediation, and you are right in that TAVA's employees will not be able to handle the demand alone (BMY itself needs 60 people dedicated full time for two or three years). However, you have completely discounted the impact from sub-contracting and temp hiring. The fact that TAVA will keep the employee count down to a sustainable amount after Y2K is not relevant to the number of people that TAVA can provide and charge for remediation. Remember, TAVA has already said that it has a relationship with one of the largest temp agencies, one that is standing by ready to supply resources on a GLOBAL basis. And you seem to be unaware that Wonderware itself is in the process of training 1,000 workers to use PlantY2KOne. Staffing IS a constraint, but one that I think TAVA has found a way around.

To: Mr Logic who wrote (14012)	4/3/1998 8:28:00 PM
From: CalculatedRisk	Read Replies (4) \| Respond to of 31646

Patrick, I think you are being to generous. TAVA's Y2K product "The PlantY2KOne-TM" is a "methodology" for handling Y2K problems in a manufacturing environment and a database of vendor information. They claim to have a search engine that locates date codes ... but this is NOT for the embedded product, but for related application programs. "How to" manuals on CD-ROMs have been unsuccessful in the Y2K marketplace. And IMO the database has little value ... most companies know the name, address and phone number of their equipment providers. TAVA has only shipped $236K of these so called high margin products. Everything else for Y2K has been low margin consulting services. BTW, if you include the option overhang, the market cap is over $300 Million! Regards, Bill