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

To: Robert T. Quasius who wrote (15744)	4/30/1998 11:07:00 PM
From: Karl Drobnic	Read Replies (5) \| Respond to of 31646

If TAVA gets slammed on the earnings report, it is an all out buy. The Coke (?) contract has to be worth north of $60 mil. I further speculate Coke will not mess around wasting TAVA's valuable time asking them to buy hardware, so assume that the revenues are mostly service revenues, i.e., high margin. Since these are already contracted, SGA expenses will be reduced. And since Coke will view Y2K as an opportunity to take market share from frazzled Pepsi, assume Coke wants the work done fast. So we are looking at up $1 EPS from the Coke contract over the next 12 months. And if it's only $.75? Hey, this is only one contract. There are bigger fish in the Sea of Tava. I'm very confident of my $20-$25 share price target -for 1998. Maybe Tava will be "Top Stock Pick of 1999", too.

To: Robert T. Quasius who wrote (15744)	5/1/1998 1:21:00 AM
From: Don Hutchinson	Read Replies (1) \| Respond to of 31646

We will NOT get slammed on earnings no matter the number IMO. If the broader market is at best mundane, just getting the number out in the air plus Jenkins' and Kelsall's words during the CC will move the stock up. Hearing the details of the last press release (if they can divulge) coming from Jenkins' or Kelsall will also be enough. Watch over the next week . . . the buying will commence (again assuming an ok broader market) with lots of volatility in anticipation of hearing Jenkins' words. Details on GM, Bristol Meyers, Boeing, Coke, Amgen, Chevron, and the others. Tokyomex . . . Joe, at least 1 post is in order here before the next run. For posterity,,, and not in your Cafe. Here.