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

To: EyeDrMike who wrote (16589)	5/12/1998 1:51:00 PM
From: jwk	Read Replies (2) \| Respond to of 31646

EYEDR --- Well said, that's the way I see it. Even though I am sitting here with my finger on the sell button, I just can't push it until the points you expressed are answered. I have always understood the CD to be a means, not an ends. It is an enticement to the rest of what TAVA has planned as it grew from its TOPRO days. What am I missing here?

To: EyeDrMike who wrote (16589)	5/12/1998 1:52:00 PM
From: eric deaver	Read Replies (1) \| Respond to of 31646

Mike, Doc is coming from the perspective that the CD's were supposed to fetch mega dollars at some 50% margins by their own accord with out having to add salary overhead (this last part being key). The remediation contracts (orginally) were icing. I think, though, given the increased margins and utilization w/ the remediation contracts, the CD sales may not be as important as they once were to valuation. But there does appear to be a shift in emphasis away from CD sales by management at least based on my cursory review. Eric

To: EyeDrMike who wrote (16589)	5/12/1998 1:54:00 PM
From: Jack Zahran	Respond to of 31646

If GM's needs influenced the PlantY2KOne version 2 release, who is putting in the order for the first batch of version 2 CD's and their licenses. (All very high margin sales...) Let's see how many licenses will that be?, how many database accesses will GM require?, how many non-database GM components will need to be added to the database to support GM's engineers? When will Chrysler and Ford get involved (oops, forgot Toyota, BMW, Mercedes, Nissan, Suburu, Honda ...)?

To: EyeDrMike who wrote (16589)	5/12/1998 2:04:00 PM
From: Quad Sevens	Read Replies (2) \| Respond to of 31646

<<< Wasn't the whole point of CD's to get remediation contracts? >>> Maybe to some, but certainly not to investors who have been here since early last fall. Wade

To: EyeDrMike who wrote (16589)	5/12/1998 4:59:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 31646

Agreed, EyeDoc.. Yes, the point was to leverage the y2k work into longstanding relationships. But you are focussing on expansion of the core business, and my argument is a valuation based argument. Only Wade Ramey gets it so far! Once again: I am arguing that TAVA's stock price run up is based on expecations of ramping sales of a high margin product, the CD-ROM. Sales have been tepid, and the Wonderware deal DOA. If the expected CD ROM sales don't materialize, then the investment thesis and the valuation have to be wrong. TAVA will grow their core business, I agree with that 100%. But does the stock price fairly reflect that growth rate in core business? I don't think so, but I am willing to consider other views. DocStone