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

To: CalculatedRisk who wrote (14039)	4/3/1998 8:41:00 PM
From: Y2k_fan	Read Replies (2) \| Respond to of 31646

Mr. CR, I think that you have understated the value for "out-sourcing." The true value for TAVA is not how great their technology is, it is from the value that it provides its customers a way to keep working on their core business without being distracted. 300 million is really nothing compare to the seriousness of this problem. Unless TAVA could not even identify the problem, 300 million cap is indeed too low for a company focusing on this problem.

To: CalculatedRisk who wrote (14039)	4/3/1998 10:21:00 PM
From: big guy	Read Replies (4) \| Respond to of 31646

The sidekick arrives. Who ever made the call about 100 post ago stand up and take a bow. Your playing with the wrong stock boys. Tell you what as long as we have to put up with the two of you would you please keep us informed as to the size of line you have out the price you sold at and when you cover. Just a little compensation for having to listen to you. Patrick a word of advice. You seem to be alittle sharper than your sidekick. I think you should do most of the talking. Regards Big Guy

To: CalculatedRisk who wrote (14039)	4/4/1998 1:42:00 AM
From: Quad Sevens	Respond to of 31646

Dear CR: I agree with you about the market cap. We should be using fully diluted shares, which number about 25 million at last count. Some of the more light-headed longs here have no idea what fully diluted shares are for TAVA, what the market cap of TAVA is, or even what market cap means. I sold half of my position at 14 a few days ago, when TAVA's market cap was 350 million. That's high altitude given the past earnings history of this company. Of course, the future could be much, much better. I may double back, but for that I'll need some heavy announcements, gangbuster CD sales, or an amazing CC. About the CDs. True, products like DDIM's Ardes y2k CD ROM have done poorly, but that was in the IT world. That's a crowded field, populated by IBMs and Keanes and CAs and lots of other big boys. TAVA has very little competition in the plant-floor arena. Also, y2k awareness in the embedded chip world is about 18 months behind that of the IT world, but the deadline is the same for both (duh). I think there will be much demand for TAVA's methodology in the months ahead, as little time remains to re-invent the wheel. BTW: I've been keeping my eyes and ears open for critical response to TAVA's y2k offering. We don't have that much (except for the announced 60 clients, not bad), but so far the comments have been quite favorable. Consider, for example, what Rick Cowles said "I spent some time reviewing the TAVA product at their Westchester PA offices, and it's certainly a piece of the puzzle. Of most interest is their embedded controls methodology, and data repository. I don't believe that they have "testing software" per se (i.e. something that you could non-intrusively hook up to a PLC and test the PLC throughput), but I could be wrong about that... .. You can view their online demo at their website. They put on a pretty neat little demonstration down at the EPRI conference the last week in January." Hey CR, "since most companies know the name, address and phone number of their equipment providers" why don't you call up Coca-Cola, Unilever, GM, Bristol-Meyers, and the other 60 TAVA clients and tell them they're stupidly wasting their money on TAVA? While you're on the phone, explain to them how to deal with equipment supplied to them by vendors/manufacturers who are now out of business. <<< Everything else for Y2K has been low margin consulting services. >>> The margins on consulting are 50-55% and rising. Those aren't low. Best, Wade