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

To: C.K. Houston who wrote (16729)	5/13/1998 12:17:00 AM
From: Sandra Simon	Respond to of 31646

Forgive me if I'm wrong but wasn't this 3rd quarter the one that ended March 31st? I've seen some posts showing April. I listened to the conference call just a little while ago. I am not disappointed. There was no hype, in fact one person tried to ask if Jenkins were comfortable with next quarters estimates, he did not want to answer. He kept asking what would be a good estimate, Jenkins didn't take the bait. I feel very comfortable with this. Regarding the CD sales. I imagine these sales may increase when it becomes apparent that TAVA is too backlogged to do the assessments. I always felt that the CD was for the do-it-yourselfers. Then when they see the assessment via CD, TAVA will be contacted (or not). I think this was addressed in the CC today, remember 3 choices were given. 1) Company does the remediation themselves. 2)TAVA and company do it together. 3)TAVA does remediation by themselves. I have been in this since last July. Not disappointed at all. Things are getting better and better. FORTUNE magazine did affect TAVA big time, drew attention to them, causing many companies to climb over each other to be clients, therefore skipping the pilot programs. Hence the $8-10 mil this month! Regarding the dip in stock. I've said it before and will say it again, this is typical action before a breakout to upside. I certainly wouldn't want to be out just when this is on NMS.

To: C.K. Houston who wrote (16729)	5/13/1998 4:19:00 AM
From: Quad Sevens	Respond to of 31646

Cheryl, admit the obvious: The potential for CD sales appears significantly lower now than it did on Oct. 15, the date of Message 2457832. To say I've been away from the board from time to time is misleading; I've read every post. I don't post as often as before because the board has gotten filled with meaningless jabber. But I read it. I knew about the Wonderware delay. I know all of that. Why is Jenkins disappointed in CD sales through Wonderware (as of last week)? I don't know how he could have missed all of the posts on this thread that would have clued him in. Did he forget about the Wonderware delay? He's very busy, you know. To paraphrase your previous post, "I'm very surprised that he's been operating on an out-of-date premise. ... Maybe he was out of town when the big discussions and revised estimates were going on." You wrote that you weren't interested in CD sales that weren't connected with remediation contracts. I simply stated the obvious: That's a lot different than the sentiments expressed back in October. The post cited above makes this clear. You are a long-term investor. I think it's interesting to see how things change over time, don't you? It's a valuable lesson. There's a lot to learn if we don't deny the facts staring us in the face. Does anyone think that CD sales will eventually pick up to match--even in a general ballpark sense--the figures bandied about in the October post cited above? If so, I want to hear the argument. If not, point made. This doesn't mean TAVA isn't a great investment right now. The CD component doesn't appear to be the stellar potential profit generator it once did. The contract scenario with stellar clients appears much greater (not to mention goodies such as the Fortune article). The landscape has changed. IMHO, TAVA is not the bargain it seemed to be back in October. That's where I could be wrong. I don't think I'm wrong about the CD sales though. Wade