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

To: CalculatedRisk who wrote (14126)	4/5/1998 3:57:00 PM
From: Stuart Schreiber	Respond to of 31646

Nothing personal, but sometimes the people who cause a problem are the last to admit there is a problem. Stu

To: CalculatedRisk who wrote (14126)	4/5/1998 6:02:00 PM
From: Mark Buczynski	Respond to of 31646

CR, Please save us all a lot of agony.....Do an SI search for Mike Winn, read his posts and all of the responses. I do believe all of the info you are seeking is contained therein. Thanks...Mark in MD

To: CalculatedRisk who wrote (14126)	4/5/1998 6:17:00 PM
From: Y2k_fan	Respond to of 31646

CR, you spent one year on SI to build your credits. You may be one of the 95% of the engineers who designed a system which was y2k compliant. The problem is, we have to identify the remaining 5% which will cause disasters. And a lot of them are not in your specialty. The funny thing is, if you are as rich as you were indicating, why bother shorting a company like TAVA? The "maximum" amount you could earn is merely 300 million even you short the entire company to zero. I know someone who only started one company and he has 240 million on hand now. Don't ruin your credits before you are sure of everything.

To: CalculatedRisk who wrote (14126)	4/5/1998 10:20:00 PM
From: Hawkmoon	Respond to of 31646

CR, Then I guess you have similar questions regarding the business potential of a company like KEA. I'm sure you well know that manufacturers will be performing triage on their systems. If any of their process controls prove non-compliant, I imagine the odds of obtaining a compliant replacement will be between slim and none before 2000. Thus, these manufacturers will require alternative contingency plans that will deal with manufacturing and supply chain process integration. The vendors, as we well know, have been slow to make their clients aware of any potential problems, as TAVA apparently has made clear to companies like KO and BMY with their database of at 12,000 suspect chips(as of last count by TAVA). As for questioning TAVA future business prospects, WHO do you think will have to insider track to consulting on future plant expansions and modifications with these large corporations?? Who do you think will have the capabilities of acquiring other privately held engineering firms to assist with manpower and resource issues?? Who do you think will best be positioned to consolidate the IIT engineering consulting field under their control?? I don't understand how you can analyze and apply valuations to TAVA that fail to take the above into consideration. Like KEA, TAVA will grow to meet the needs of their clients in this Billion dollar plus market. TAVA's future actions will justify their current valuation and more just as KEA's has and will. CR, you claim that you have concerns about the PlantY2K CD's commercial viability. But I guess Wonderware thought enough of it to include it in their product offering. And R.W. Beck thought enough of the concept to join forces with TAVA in creating a similiar product for the utility industry. TAVA will not be likely remediating much code since it is almost impossible to do this with other than PLC's. And if the manufacturing system is affected, TAVA will be tasked with providing a viable alternative that will permit continued operations. Many people have expressed concern about the hiring of Temporary engineers to augment TAVA's workforce. However, hiring Temp's will permit TAVA to test the qualifications of engineers that they will wish to hire to permanent status in the future. I'm actually comfortable with the manpower resolution TAVA has implemented as it will lessen their long-term workforce liabilities while providing a proving ground wherein only the most capable engineers will be offered future employment with the company. I just don't see the same things you are seeing. CD's will sell to those firms lacking the ability to attract TAVA as a fully engaged vendor, yet will prove accretive to TAVA earnings to the tune of 85% profit margin. And finally, if Jenkins beleives each dollar derived from assessment engagements results in $9 more in future business, I suggest that any shorts out there will be badly burned. And I'm looking forward to that.... <wink> Regards, Ron