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

To: CalculatedRisk who wrote (14041)	4/3/1998 10:35:00 PM
From: EaglePutt	Respond to of 31646

CR, question.. When you say "how to manuals" do you mean the kind of business that DDIM and ZITEL did? Seems like the bodyshops of SYNT,IMRS,CBSL are the ones that are doing well. Please explain a little more about the different types of Y2K businesses out there and where you think TAVA fits. What would you like to see justify their market cap? Sounds like they are in a great situation but since you mentioned the "how to" manual stuff I can't help but harken back the article that appeared in TheStreet.com which basically stated that TAVA did not seem to offer remediation service,,only diagnosis. Many people on this thread got very upset and the reporter posted a retraction. Thanks in advance for your input. BTW, I am in TAVA with HBT (house, boat and truck)

To: CalculatedRisk who wrote (14041)	4/3/1998 10:45:00 PM
From: Jack Zahran	Read Replies (3) \| Respond to of 31646

In fact, their toolset does contain program code to identify potential Y2K problems when the company has access to the source code. Embedded Systems Engineers are pretty sharp guys, they have to be. Imagine a company where every employee is a potential rocket scientist. They have an excellent toolset, because they have excellent workers. Notice the number of pilots just keeps increasing.

To: CalculatedRisk who wrote (14041)	4/3/1998 10:49:00 PM
From: Y2k_fan	Respond to of 31646

People who buy or short stocks simply based on financial are always the losers. The stock market is principally driven by demand / supply. As long as TAVA can start making money, improve their booking step by step. TAVA will hike. I don't think that KO/BMY are stupid to let TAVA announce their contracts if TAVA could not help on fixing this problem. With your standard, I guess that you would have shorted YHOO and would have lost everything.

To: CalculatedRisk who wrote (14041)	4/4/1998 10:45:00 AM
From: Money Mood	Respond to of 31646

TAVA y2k services summary /Josef Svejk's repost/ CR: This is what TAVA has. Market acceptance is a different question. Plant Y2kOne home page: planty2kone.com Method Y2kOne: planty2kone.com Inventory Y2kOne: planty2kone.com Compliance Y2kOne: planty2kone.com Manage Y2kOne: planty2kone.com Search Y2kOne: planty2kone.com Millennium Services: planty2kone.com TAVA PlantY2kOne CD Revenue: From :http://www.zahran.com/tava/12.htm John Jenkins, TAVA CEO November '97 Conference Call Question: "What do you see in revenue for the future on your CD?" John Jenkins: "Well, the opportunity (let me roll it out that way for the moment), first of all when we sell tools, its a combination of the CD, which is sort of the key to the compliance data base - so there's our pricing model. But, basically ... $4000 for the CD. That includes the methodology and several support tools. Then to switch on and have access to the vendor compliance database, your talking about $5000 per site. The CD price is per seat. A company may purchase the CD, but that does not give them the right to use the CD throughout the organization. Each location the CD is used, the company must pay additional seat charges. Seat charges are very common throughout the software industry. So in a straight forward model, you've got somebody who buys 1 CD. He pays $4000 for that, he's going to pay $5000 for the vendor compliance data base access, and he's going to pay $200 per vendor compliance report. Most organizations that we're looking at on the small end of the quote average range would have at least 100 unique devices in their facility. So its 100 x $200 = $20,000. He buys some training along the way. You can get to a model that says between $30,000 and $35,000 on an average basis per individual facility. The total facility count out there is, on a conservative basis, between 70,000 and 100,000 facilities that have to address this problem. So its a very large number at the high end. We won't reach all those facilities and not everybody's going to pay retail price. When you sit at the table with somebody that's got 600 sites to address, there's a fair amount of negotiating pressure from his side of the table. But I think we've used a conservative number of about $20,000 per site for a straight up tool purchase by a client. I still think that number works and I have no reason to push it one way or the other at this point. The mix of tools and services is hard for us to pin down today. We've got a wide range. Some organizations have absolutely no engineering staff and they want to buy services wrapped around tools. Others have solid engineering staffs and are really looking at tools and projects. 70,000 - 100,000 Facilities need to Address Y2K on Plant Floor $4,000 CD Per Seat $5,000 Database Access per Site $200 per Vendor Compliance Report $2,000 Search Engine for Software Does NOT include any engineering time from the TAVA engineers. Engineering rates have gone up 66% since last year to approx $160/hr. Rates are projected to escalate. This pricing structure is a good estimate of the revenue associated with CD. Pricing is always Subject to Change Svejk (GL-15 applies: digiserve.com ;-)

To: CalculatedRisk who wrote (14041)	4/4/1998 11:19:00 AM
From: C.K. Houston	Read Replies (3) \| Respond to of 31646

Calculated Risk, <I'm just learning the cast of characters ... it appears "C.K. Houston" is the company lackey ... check this post out ... "VERY likely" and "rumor" in the same post <g>!> Message 3937059 FROM: Message 3942666 ROFLMAO Barking up the wrong tree!! You still have a lot to learn CR. Ask the other SI people I met up in Denver at the shareholders meeting if I'm a "company lackey". I have very limited contact with TAVA. This is intentional on my part. I've made myself very visible on embedded systems issues and very visible with TAVA. I don't want trouble with the SEC. If you want to know who I work for, why don't you come to NYC where I'm speaking to the investment community on embedded systems issues - or Washington D.C. where I'm speaking to officers, directors, technology executives and corporate & IT attorneys on same topic. Cheryl