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

To: Kathy Riley who wrote (15795)	5/1/1998 1:01:00 PM
From: John Mansfield	Read Replies (2) \| Respond to of 31646

Kathy, Yes, I agree. I increasingly think that utilities (and transportation) are key to how things will go after y2k. With brownouts of longer durations (weeks or months) it will be much more difficult to do remediation work; so societal problems will be even bigger than anticipated. I think this way of thinking will emerge the coming months (e.g. see the post relating about a BIS conference; utilities are mentioned over there. This is new; 6-9 months ago awareness about dependency on utilities was weak compared to current awareness on this issue); therefore I am focussing attention to the utility area the coming period. Any further announcements by TAVA/RWBECK would be very encouraging IMO; the Rick Cowles hiring is also very positive! I am wondering about any working relation between EPRI and TAVA/RWBECK. Any cooperation in this area would be very positive. Regards, John

To: Kathy Riley who wrote (15795)	5/3/1998 1:29:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

Kathy, I have read through some older TAVA stuff that I had printed out: CC of November; TAVA research report of Cheryl. This helps to get the proper long term perspective (and addressing issues like 'do not fall in love with a stock'; 'would I buy this stock at this level? (yes)'). What strikes me again is that TAVA management really lives up to their statements, and that most of their forward looking statements are working out the way they have described (as others have also mentioned on this thread). Some examples: - Franchising business: the Medical agreement; Wonderware alliance; RWBeck agreement (confirmed by hiring Rich Cowles, IMO) - Solving cash flow problems. - Improving PR: e.g. Fortune article. For me it will be interesting to see how much TAVA has advanced in international distribution of he product, through partner channels (Wonderware; unnamed SA partner, possibly others). Many multinationals have production plants all over the world, just take KO as an example. This reminds me of the fact that in the latest update of the standard GM test document several test instruction documents are now available 6-7 different languages (I remember Spanish, Portuguese). Also of interest will be the actual number of items in the database (in November:4500; last CC in February: I think some 8000-9000). So it is still growing; therefore getting even more attractive to new customers. Awareness about embedded software y2k has increased tremendously the last 2-3 months (I can really see it: standard searches result in dramatically increased numbers of different hits; more and more publications in leading papers and magazines etc); I fully expect this to be reflected in the coming CC: another increase in new leads; even faster RFP cycles; confirmation of the shift of investment $$$ into Y2K remediation (as foreseen by Jenkins in November, but not confirmed at that time). Regards, John