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

To: Rick Bullotta who wrote (19724)	6/29/1998 5:14:00 PM
From: Nanchate	Read Replies (3) \| Respond to of 31646

Y2K BUG HUNTING CNBC Power lunch (Transcript) Bill Griffith: The countdown to the new millennium continues and our next guest is helping some of the Nations largest companies prepare TAVA Technologies creates the software tools that automatically helps find the bugs in manufacturings embedded systems. The company is currently helping over 100 companies with their Y2K problem, finding solutions...how big is the business and what happens after the year 2000 to some of these companies? Joining us is John Jenkins the CEO of TAVA Technologies he's in Engelwood Colorado. Good to see you thanks for joining us today. John Jenkins: Thanks Bill. Bill: Just a couple questions first just before we get into your business. For some reason we get a lot of e-mail from daytraders wanting for us to talk to you. I guess you are a darling of the daytraders out there. Any idea why? John Jenkins: Well I think part of that is that there is as many different view on the reality of the Y2K problem as there are people. Just read the newspaper headlines and people blow hot and cold and accordingly you can find you know very strong pockets of opinion throughout our shareholder base. We have some very avid loyalists and we have some people who still believe the whole thing is an artificial environment. ( 4 MONTH CHART FLASHES TAVA 11 -3/8) Bill: Makes for a pretty volatile stock we don't show it here because we only go to the beginning of the year, but in the last 12 months your stock has been as high as $14 as low as a dollar. Today your down at $11 um. .......Let me ask you the question maybe this this part of what is going on with your stock here...and I know it sounds like a naive question and that the Y2K solution issue is not your only stream of revenue, but it is a pretty good portion of it. What happens to you guys and other Y2K related companies after the year 2000? (POWER FACTS: Q3 NET INCOME WAS $301,000 or $0.01 A SHARE VS. $493,000 OR $0.05 A SHARE IN THE SAME YEAR AGO PERIOD. REVENUE ROSE 4.3% TO $11.6 MIL. FROM $11.1 MIL. TAVA DELIVERS Y2K PROBLEM SOLUTIONS FOR THE MANUFACTURING SECTOR. IT ADDRESSES EMBEDDED SYSTEMS THAT ARE FOUND IN COMPUTERS RUNNING FACTORY FLOORS. THE COMPANY'S Y2K CLIENT LIST HAS GROWN TO OVER 100. CLIENTS INCLUDE: COCA-COLA, NABISCO, GM, BOEING, NESTLE, KRAFT, BOISE CASCADE) John Jenkins: That is a very interesting question and an issue we deal with constantly. Or company has a very solid and thriving Systems Integration business focused at the process control layer for industry before the advent of the year 2000 issue. And we will have the same thing afterwards except at an expanded scale. In our Y2K practice frankly we are doing the same thing that we did in our core business in terms of process control upgrade but we are doing it for different drivers. People obviously wanting to address Y2K readiness. We expect frankly to come out of this thing as a much stronger business. We already had National scope and position. We have grown Internationally through the Y2K event. We have added significantly to our Fortune 500 Client base and we will go back to what we were doing before and be very successful at it. Bill Griffith: So building a relationship with those companies which will extend, you hope, beyond the year 2000. (POWER FACTS: TAVA HAS OVER 400 EMPLOYEES IN 11 OFFICES NATIONWIDE. IT WAS ORIGINALLY KNOWN AS TOPRO.) John Jenkins: Absolutely. It's already new Y2K clients which we have already captured. That's already translated into non-Y2K business for us on a very successful basis. Bill Griffith: Are we making progress?... Well you know there are a lot of economists out there who feel we will feel we are going to see a dramatic slowdown in the Economy because of the Y2K problem. Is that possible do you think? (POWER FACTS: TAVA HAD OVER $12.5 MIL. OF BOOKINGS FOR FACTORY COMPLIANCE PRODUCTS& SERVICES IN MAY SPANNING 24 CLIENTS) John Jenkins: ... I think it is possible I don't know, it would depend on the definition of dramatic. There are people who are better qualified than we are. We have many clients who are who have been at this for a long time and are working very progressively to the end. We have other clients who perhaps are late in starting and there are people who are not yet clients of ours who haven't started at all. So there's a lot of work to be done. As quoted in Fortune Magazine article by Rob Baxter from Honeywell there will plants that will in fact shut down or experience slow down if they don't address the issue and there is obviously only 18 months to get on with it. Bill Griffith: Yes, and in the meantime you have your work cut out for you. Good to see you. Thanks for joining us today. John Jenkins: Thank you. Bill Griffith: John Jenkins the CEO of TAVA Technologies. Ticker symbol TAVA joining us from Engelwood Colorado today.

To: Rick Bullotta who wrote (19724)	6/29/1998 5:19:00 PM
From: Bald Man from Mars	Respond to of 31646

This "pullback" is still considerably above last week's low price point, so if you believe this a buying opportunity, wouldn't one would think you stocked up last week at 9 1/4??? Or did you, and you're trying to create interest to sell it at 10+? <g> --------------------------------------------------------------- It depends on whether you are trend-following or trying to pick a bottom. If you are going with the trend, now might be the last opportunity for this particular uptrend. If you are looking for a bottom, of course you would buy it at 9-1/4 ...