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

To: Terp who wrote (19953)	7/5/1998 11:32:00 AM
From: WR	Read Replies (1) \| Respond to of 31646

and Terp makes three! Good Morning Guys!

To: Terp who wrote (19953)	7/5/1998 12:06:00 PM
From: Mighty_Mezz	Read Replies (1) \| Respond to of 31646

>>Wasn't it in their earnings press release a couple months ago that they said they would be announcing several big deals with Beck within a few weeks or so?<< The short answer to that one is no. They mentioned expectations of closing some deals in the utilitiy industry, but as we know, many clients do not want it mentioned that they have a problem, hence some contracts do not lead to immediate announcements. Revenues from TAVA/Beck are not expected to be showing up until next quarter earnings [Q1-FY99] "The company's joint venture, TAVA/R.W. Beck, chartered to address the electrical utility industry Y2K compliance market is in final stage negotiation on closure of several major contracts. The venture is also developing partners to increase international coverage. We expect contribution from TAVA/R.W. Beck in our first quarter of fiscal 1999. newsalert.com

To: Terp who wrote (19953)	7/5/1998 12:52:00 PM
From: C.K. Houston	Read Replies (3) \| Respond to of 31646

Terp, <John: Why do we keep posting articles about the reality of Y2K?> John posts to share information with people who care about the problem ... to educate them ... whether it impacts TAVA stock price or not. I personally prefer his posts, where I generally learn something, from the many "small talk", "thank you", and "gee that's great" (when stock is moving up), or "what the hll"" posts (when stock price is going down), and emotional tirades when some of the shorts are around. There are FAR more of those posts than John's, which actually have something to say.* When push comes to shove, as much as I hate it ... TAVA is a trading stock right now, and will be until ... or possibly even after earnings. Has been since late last summer. Though I never traded much of TAVA. Liked it too much. Still do. But, then again, I was fortunate to get in early. Because of my tax situation and planned exit from the market in general, I had taken some money out of TAVA to put into certain stocks to take advantage of the "buying into earnings ... selling prior to/at earnings" deal. Would have preferred not to do that, but it's pretty obvious to me that we'll see run-ups with any TAVA press releases and pretty quick pull-backs afterwards. Pattern will continue until earnings. I personally see price pretty stagnant for a while, with these sporadic fluctuations. Kind of like last year when we went thru MONTHS of price fluctuations between 5-7. I plan to take my "profit" from these OTHER stocks I bought into a few weeks ago and put them back into TAVA. While maintaining a core position in TAVA ... I will be trading some. I do have one account with several thousand shares of TAVA which I haven't touched since last summer. In spite of my concern re the market in general, right now I plan to hold this account (with NO trading) beyond 2000. Can't keep all of my money under a mattress. While it is taking FOREVER for the market and people in general to understand this embedded system problem and how it applies to manufacturing and process control ... EVENTUALLY it will happen. It amazes me that there still is NO direct competition. Sure people want to talk about MAJOR engineering firms (as being competition) who do what TAVA does ... BUT ... still ... TAVA is the ONLY company with a proprietary database and methodology that companies can acquire without necessarily contracting for full engineering services. How can we expect analysts to "get it", when CEO's of major (including Fortune 500) companies and mid-size and small companies still don't "get it". Most of these CEO's still don't realize that directors and officers can be PERSONALLY liable in certain situations. When they do, things WILL change. That's why I still see TAVA as an excellent choice "long-term". But, as I've said before ... everyone has different goals, personal obligations and risk tolerance. IMHO ... if someone is truely "long", I believe TAVA is an excellent company to be invested in. If someone views "long" as meaning 3-6-8-12 months ... then you also have to know when to sell. Timing is EVERYTHING. At times I've had everything in one egg-basket. I don't recommend this. I'm not married, have no children, have my home paid for ... I have a bigger risk tolerance than most. Got off tangent ... <Wasn't it in their earnings press release a couple months ago that they said they would be announcing several big deals with Beck within a few weeks or so? Where is this stuff? Let's answer these questions and not whether our VCRs have embedded chip problems or not.> And how, pray tell, do YOU (or others) really expect to ANSWER these questions?? IMHO - Short and mid-term, it's all a speculative guessing game. Unless you or others have inside information. And that's REAL doubtful. Plus many still don't understand, TAVA can't do a PR release without approval from the client. Argue with the client's legal counsel and TAVA's. I agree, TAVA needs better PR. But, they can't afford it right now. They're in a "lose-lose" situation with PR. If they DO contract with a national firm that does it right ... they get accused of spending millions of dollars "hyping" the company. They have enough viable, big, Fortune 500 companies knocking on their door ... with or without PR. PR creates "warm fuzzies" for investors and attracts less-profitable clients ... unless it's done properly. I personally prefer they spend their time and energy with profitable clients coming to them ... without paid PR. What an IR guy does and what a PR guy does is TOTALLY different. Unfortunately, for a really good PR campaign ... you gotta spend millions of dollars. (I was in the business nationally/internationally for 13+ years.) Much of what people on this thread think Scott should be doing, is NOT his expertise. Nor what he is being paid for. Probably the biggest thing that's frustrates me about TAVA management ... is how CONSERVATIVE these guys are. When push comes to shove ... no matter HOW much people want to analyze Jenkin's CNBC performance, discuss past financials, whatever ... it's still a "short-term" guessing game. Last year I was the one who kept on posting "embedded systems" stuff to educate. John Mansfield has taken over the helm. I am EXTREMELY grateful to John for continuing to doing so ... as are MANY long-time lurkers ... who occasionally email me ... but not you. John Mansfield's posts help me see the WHOLE picture, far beyond TAVA. My ultimate investment decisions ... OVERALL ... are being made with the knowledge which I've acquired over the past thru months ... through what John has so generously shared. Some people only have narrow "linear" thinking ... some have "universal" thinking. I would also hazard a guess, that I currently hold FAR more shares of TAVA than you do ... in spite of what trading I do or do not do. Perhaps you'd prefer participating in the "TAVA Trading" thread. You won't find John Mansfield there. Good luck, Cheryl P.S. My personal opinion re Jenkins & CNBC. I was disappointed. But, I didn't put the blame on Jenkins. I felt sorry for him. It was his first TV interview. He knows this business inside and out. His background in engineering and law ... not being a TV personality. I felt it was a CNBC "set-up". Every promo day before and that morning had to do with TAVA and "new Y2K problem". During actual show, promos changed from "new Y2K problem" to "daytraders delight". Two minute interview and lead-in question is about "TAVA & daytrading" ... and Jenkins is supposed to have a quick, reasoned response to this ... AND ... give the whole TAVA story ... all in less than 2 minutes??? GIVE ME A BREAK. I would have LOVED to have seen how all of the people on this thread, who so easily criticized Jenkins, would have handled the 3-4 questions put to him within a 2 minute timeframe. Sound easy, but it isn't.