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

To: CalculatedRisk who wrote (16814)	5/13/1998 1:52:00 PM
From: JDN	Respond to of 31646

Dear Wiley Wily: I stand by my former post. Basically business relationships are what count not what you call the resulting business. To say Core business is falling when total business and RELATIONSHIPS is rising is mistaken. As to name calling and profanity, I guess I am just too thick to realize that or you are too thin. In any event, I do not wish to argue this point any longer as I have better ways to occupy myself. If you were short at the time you should revel in the fact that the stock has now dropped to I suppose its support level. If you are hoping to short now then I dont think all the talk in the world is going to get too much more of a drop for you. When this quarter is over (6/30) we will let the numbers speak for themselves. I think that it is not expecting too much to have a seqential revenue increase of around 20% just based upon the hiring pattern. JDN

To: CalculatedRisk who wrote (16814)	5/13/1998 2:09:00 PM
From: Quad Sevens	Read Replies (1) \| Respond to of 31646

CR: I can see TAVA's core business going to near zero sometime in the next 18 months as the y2k embedded issue reaches fever pitch. Doesn't bother me in the least, nor should it bother any TAVA long (BTW, folks, I still own TAVA in my IRA). What the core business is doing now is, IMHO, not well correlated with what the core business will be post y2k. TAVA was developing a national sytems integration/factory floor presence before y2k, sees the y2k potential, and will use the y2k windfall to expand its core business beyond y2k. More than almost any other y2k stock, TAVA's post y2k goals are clear and evident. Focusing on how its core business is doing now--rather than looking at total revenues--is the kind of CPA nitpicky thing you love to do but, I believe, misses the main point. Wade

To: CalculatedRisk who wrote (16814)	5/13/1998 2:47:00 PM
From: Jack Zahran	Read Replies (1) \| Respond to of 31646

The 10-QSB you are referring to covers the period ended 12/31/97, not the period we are discussing. For year to year comparison, we need to remove the one time IBM blip from last years report. Let's wait for the latest 10-QSB and then do more DD based on real number comparisons minus last years IBM contract. In the meantime, my review of the CC leads me to conclude that the core services and core software components are greatly benefitting from Y2K initiative. My exposure to the computer services industry already tells me that at least on the office side of Y2K, many projects are being queued behind Y2K remediation work. The problem is huge from an "insiders" point of view. The general public cannot understand the scope of the problem like us propeller heads who created it. Nor do they understand the business impact Y2K is already having. TAVA and the Embedded Systems sector is now going through the same cycle as the rest of the industry, albeit two years later. However, do we say that Core is decreasing for TAVA. No, that would be a gross misrepresentation. Aligning the new clientele with reality, clearly shows that TAVA has gone where the money is going. They were there waiting for them. Now, TAVA - ahead of the pack - is preparing to handle the queued core business that will be available as remediation is completed from client to client. Thus Y2K is adding to the core business and increasing their backlog, which is a very important measure in this sector. JZ

To: CalculatedRisk who wrote (16814)	5/13/1998 3:06:00 PM
From: David Howe	Respond to of 31646

Yes, the numbers on the core business have declined. JJ told us why and it makes sense. Obviously, spending on existing or new systems will be reduced until the extent of the Y2 work is identified. After Y2 there will be a flood of core business. The core business will increase dramatically after Y2. This business (Manufacturing Information and Automation Solutions for Industry) is a $70,000,000,000 market and is growing at 70% per year. These numbers are straight from the conference call. Y2 is the game right now. The core business will be huge after Y2. Core business will eventually exceed the Y2 windfall that we will see over the next 6 - 8 quarters. Dave