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

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 12:57:00 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 31646

Frank, You obviously must have mistaken TAVA for ZITL. Either that or you need to reassess your understanding of the English language. The CC discussed the issue of the $8-10 million in new orders for this month being comprised of some 15 new customers, AND THAT this amount comprised the sales of tools and CD's per required client seat as is expected with the 1st phase of Y2K I&A project. Frank, relisten to the entirety of the CC this evening and pay attention this time. I apologize for being harsh, but what you are stating is completely contrary to the information that was provided by Fallon and Jenkins. And 3/31 WAS NOT the quarter that was supposed to exceed expectations. The current quarter is and I think they are well on our way. Regards, Ron

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:05:00 PM
From: Fred Dubin	Read Replies (1) \| Respond to of 31646

<<Most new clients are moving directly to adopting comprehensive programs and by-passing the pilot stage that had been a typical program element to date. The costly 'awareness building' element of our sales and marketing program will be significantly reduced in this and subsequent quarters with those resources re-directed to closing additional specific programs and growing core business relationships with our new clients. >> Isn't this an expense savings? Less sales and marketing time (expense) that can be reallocated to << closing additional specific programs and growing core business>>.

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:14:00 PM
From: R. Bond	Respond to of 31646

>> Sounds like TAVA is moving away from y2k and re-focussing on non-y2k stuff.....<< Doc, I would be worried if the management was NOT making these sorts of noises now. To allow the company to even possibly be perceived as a pure Y2K biz would mean a definite curtain call for share value. BTW, serious volume today. IMHO, Bond

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:26:00 PM
From: Jack Zahran	Respond to of 31646

DocStone, TAVA gave us next quarters minimum earnings within the CC. Can someone please do the math, it is all within the CC and the absolute minimum is huge...

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:32:00 PM
From: msc123	Read Replies (3) \| Respond to of 31646

Frank I think u got it wrong!! Pilots being bypassed not inventory & assessment.

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:41:00 PM
From: Allen Scher	Read Replies (1) \| Respond to of 31646

I did not hear the CC, but I think your word of caution is and has been appropriate. The imbedded device problem is apparently real and large. The CD was a source of information , useful only if a company had personnel able to use it. Also since it was a catalog of devices, a company ,might find it did not cover it's devices (add to that the problem that compliant and non-compliant devices may be identically labelled). There is a software company that produces a $30,000 (do-it-all) Y2K CD for computers etc. Few takers, the stock has fallen 90%. So it may be well that TAVA goes beyond the CD . What does a customer want? He wants the Y2K problem fixed. That apparently requires on-site help, (from engineers not programmers?) . If the problem leaks over to associated computers, programmers are needed.As I recall TAVA's 1997 Annual report listed about 130 engineers, and did not stress Y2K . It seems to me that the successful complete Y2K remediation of a plant or group of plants , (with acknowledgement from the plant management) would take this whole situation into the real world. I find too much hope (and hope without foundation eventually becomes hype)in the TAVA messages. Is there a completed remediation? If not when can we expect one. Allen

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 1:44:00 PM
From: EyeDrMike	Read Replies (5) \| Respond to of 31646

Thanks Doc Stone for your opinion. I appreciate all constructive posts in order to make better investment decisions. I don't agree with your post however. Wasn't the whole point of CD's to get remediation contracts? To get the "TAVA" name and abilities out there for all to see? I think with recently announced remediation contracts, they've shown they have accomplished that already. <<Most new clients are moving directly to adopting comprehensive programs and by-passing the pilot stage that had been a typical program element to date. The costly 'awareness building' element of our sales and marketing program will be significantly reduced in this and subsequent quarters with those resources re-directed to closing additional specific programs and growing core business relationships with our new clients. > Why are most new clients bypassing pilot stages??? Smacks of panic to me. "Year 2000 around the corner and we better get this problem fixed." From what i read here, they aren't losing clients, the clients are simply not doing the pilots. Why spend on "awareness" programs when you already have too many potential clients to possibly service already. If TAVA isn't fixing your embedded chip problem, who is? Mike

To: M. Frank Greiffenstein who wrote (16570)	5/12/1998 2:18:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Doc: I am disappointed myself today but I can tell you I think that you totally misread those pieces of the Press Release which you high lighted. I interpreted them to mean that they will no longer have to incur the Cost of getting new business that they used too and that they had finished developing their tool and could use the resources allocated there for other projects. I think they were meant as a positive not a negative. However, enjoyed having you along for the ride this far. For myself, I dont think its over yet. In fact, if I may be so bold, I think it is merely just beginning. JDN