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

To: threadneedler who wrote (15946)	5/5/1998 2:10:00 AM
From: rob I	Respond to of 31646

threadneedler, I'm not sure if you were a shareholder on 2/17/98, but that is when TAVA (then TPRO) made a similar move. The earnings were released in the morning with a CC at 10am EST. The earnings were nothing to write home about, but the CC caused quite the buzz due to some big clients that TAVA mentioned were in the early stages of the Y2K process. Some were mentioned by name but others were just described in general terms ("large manufacturer of semiconductors" or something like that). Check out the posts from around that time or the conference call at www.vcall.com to see what all the excitement was about. I'm hoping to see a few things. First, a significant increase in revenues. The last earnings statement blamed flat revenue increase from 9/97 to 12/97 on the holiday season. At the time, they only had 85 engineers or so. The number of engineers has increased by quite a bit and I am assuming that the majority are billable at client sites. Second, it would be nice to have an expanded explanation of the recently signed master contract - how much revenue will it pull in? I don't care who it's with, but I'd like to know how it will affect the bottom line. Also, what new clients are being dealt with? At what stage is the work mentioned in the 2/17 CC? I think people are expecting progressively better news and surprises from this next CC. If we get vague, smoke and mirror type answers, expect the stock to pull back. Since companies must include Y2K efforts in their filings, I'm wondering if TAVA is waiting to release client names until after the clients filings are done. TAVA's been pretty quiet lately, but I'd like to think that it's just the calm before storm.