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

To: threadneedler who wrote (15504)	4/26/1998 8:49:00 AM
From: John Mansfield	Respond to of 31646

[THREAD] TO ALL: Request for post format! In the following thread I saw a very nice way to catagorize each post. When most of us would use it, reading thru this thread (especially during frequent posting times) would be much more efficient. It could be something like: [TOPIC] : entries should begin with '[TOPIC]': [GM] : on TAVA working for GM [KO] : KO deal [MANAGEMENT] : general about TAVA's management [CHAT] : chatting (should be on the 'Chat' thread, but anyhow) [NMS] : NMS listing [CC] : Conference Call [SHORT] : All on shorters [PRODUCT] : All on PlantY2KOne; other products of TAVA : All on trading (ok should be on the Trading thread, but anyhow) [RWBECK] : All related to utilities, RW Beck alliance [WNDR] : All related to Wonderware alliance [EMBEDDED] : All related to embedded software problems [WARRANTS] : All on warrants [WEBSITE] : TAVA's Web site [PR]: All on PR (Fortune article etc) etc. [MCTAVA] : All on franchizing [Y2K Stocks]: On Y2K stocks etc etc Any thoughts? Or is this too much of a hassle for most of us? techstocks.com

To: threadneedler who wrote (15504)	4/26/1998 9:57:00 AM
From: Roger Lovett	Read Replies (1) \| Respond to of 31646

If TAVA can show a strong sequential increase in revenues, especially from Y2K work then I think will be ok if they come in a few penny's short. Better than expected earnings would be very nice but I havent really been expecting such a thing to occur this time around. Im assuming that there is a lot of ramp up expenses involved with the whole Y2K rollout to be factored in. Were probably going to take a fairly substantial hit on expenses this qtr as Jenkins's & Co. have been on their "TAVA road show" the past couple of months promoting our little gem. These expenses should be adequately absorbed rolling forward into future qtr's as revenues/contracts increase expoentially going into the year 2000. I might expect 1-2 point pullback, but only temporarily. Could only last until the conference call come out. IMO 4th qtr and beyond should be the winning qtrs as far as earnings. Just keep focused on revenues for the time being!!!! If more contract announcements and NMS come out before May 11th then we could see a pullback from 15-16 if we come in slightly short of EPS. Who's knows-- lots to factor in. Not concerned about where TAVA will be next but month, but where it will be in May of 99' 50-60? and if the general markets hold up fairly well.

To: threadneedler who wrote (15504)	4/27/1998 8:39:00 PM
From: jan m.	Read Replies (3) \| Respond to of 31646

Threadneedler--It's a possibility that Hannifin lowered earnings expectations, so Tava can come in a penny ahead of the lowered estimate. With this weak market, I think any disappointment could send us towards the high 11's to low 12's, followed by a strong recovery. I expect an exciting CC, with plenty of good news. Tava has always had excellent CC's calls and I think this one will be a dilly! The short term is just too unpredictable--but looking into the summer months, I'm going to guess that we're in the mid 20's. I sold off a small portion of my stocks a few weeks back to protect myself from a margin call. My core position is a hold--I will not sell into weakness. IMHO Jan