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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (12177)	7/1/1998 10:52:00 PM
From: sibe	Read Replies (1) \| Respond to of 13949

www31.fidelity.com

To: CalculatedRisk who wrote (12177)	7/2/1998 10:12:00 AM
From: gamesmistress	Read Replies (1) \| Respond to of 13949

>>Gina, re:TAVA and PlantY2KOne. TAVA is really in the service >>business - the number of CDs sold without corresponding consulting >>business is not meaningful. (I believe Jenkins called sales >>"disappointing"). In connection with the Wonderware alliance, yes. Jenkins also said TAVA's direct selling efforts at the corporate program office were much more effective than originally planned. >>IMO the press release is misleading. The statement "New orders for >>Plant Y2K One(TM) software tools and services ..." might as well say >>"new orders for services", since TAVA just tosses in the CD. In 12/97, the CD pricing was given as: ..$2000..Search Engine ..$4000..Per Seat ..$5000..Data Base Access ..$200..per Vendor Compliance Report In the May 98 CC, Jenkins referred to a pricing model of $20,000 of tool revenue, meaning CD sales, database access, and database hits per site. He said that this model was viable, and might be low as the number of unique items per site is running higher than expected. So if you divide the $12,500,000 in May bookings by 24 clients (inaccurate but it gives an average size booking) it comes to just under $521,000 per company. So it's true that the Plant Y2K One maybe accounts for about 4% of the revenue, but look what it's bringing in with it. >My favorite hype PR from TAVA was in December, quoting: "Jenkins also >noted that the Company had completed a 20,000 unit production run of >its Plant Y2K-TM- One CD-ROM on November 20th and has a third run >planned for January." This gives the impression that there is demand >for the CD ... simply not true, TAVA keeps most of these in inventory! How do you know TAVA keeps most of these in inventory? >Get a demo of the product or talk to a user, you'll understand the >slack demand. >Remember PlantY2KOne is a methodology, with a database and a very >limited(IMO useless) tool. It is useful for TAVA consultants ... that >is about it. Talking to current users and people who looked at it and decided not to use it would indeed be helpful, but I'm not sure how to go about it. Any suggestions would be appreciated. As for the tool's usefulness, Coca-Cola and Boise Cascade, among others, don't agree with you. I don't have the technical expertise to judge. If you wish to reply, doing so on the TAVA thread is fine with me. I was responding to your comments here.