To: threadneedler who wrote (16760 ) 5/13/1998 7:26:00 AM From: STLMD Read Replies (1) | Respond to of 31646
To all: Inflated egos as well as unrealistic expectations of millionaire overnight success is getting to everyone here. Remember ten years ago when a 15% return was something to cheer about? TAVA's success depends upon execution from here on out. I happen to have secure belief that Jenkins, Kelsall, Fallon and now Bruhn will achieve the delivery. Those who do not should get out when choppy waters occur. For those who deal with facts here are some: Y2k will not go away. The embedded systems market exceeds 50 billion dollars worldwide. TAVA has more than ten international partners ready and waiting when overseas businesses pull the trigger(they HAVE to). Look at the backgrounds of Kelsall, Fallon, and Bruhn. All successful with companies, all with international contacts. Eight to one ratio from assessment to completion on average. 20 million in the backlog equals $160 million and without any access of database or additional customers. Everyone do the math. If more orders occur then the number goes up. Comment: I have invested here because I have studied the SI industry and the supply chain as part of the Y2k industry. For business to continue to be profitable it will have to streamline and have top to bottom access to their processing and supply chain or this economy is going to stall big time. This is a huge market as explained by Kelsall and Fallon yesterday, growing in significant numbers. Y2k business leverages contacts worldwide, Y2k cash enables contacts to become acquisitions, or lead to more contacts and hiring. Profits are poured into creating a post y2k company that dominates the SI to Board Room supply and processing world of the 21st Century. I am not guaranteeing TAVA's execution. I am satisfied with the progress, feel it is undervalued , LOL at the suggestion that it is cash poor since there is very little cost to this business other than labor costs, feel the management team to be top drawer. TAVA down to nine, six, or whatever will do nothing but confirm my insecurities regarding traders and the control of the market. I will use it as buying opportunities since I have firm conviction that the plan will be executed to the letter. If you don't have that confidence then get out quick, it could get ugly short term(evidence for last statement is the number of short comments of late AND the squealing of the longs!) Stephen