Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rich Powers who wrote (20315)	7/9/1998 4:35:00 PM
From: CalculatedRisk	Respond to of 31646

Rich, TAVA is burning cash very quickly. Here is my post concerning negative cash flow last quarter: exchange2000.com I expect operating cash flow to be strongly negative again this quarter ... of course TAVA called their warrants (more dilution) and raised additional cash in the June quarter. Regards, Bill

To: Rich Powers who wrote (20315)	7/9/1998 6:13:00 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 31646

Rich, re: "coupling of the CD with a consulting agreement". IMO, this is excellent for TAVA's consulting business. Great for TAVA! But for TAVA to experience the high margin growth that is required to justify their current market cap, the product (IMO) needs to sell on its own. This is because it is very difficult to expand a consulting business quickly. A key phrase in today's announcement is: "We are continuing to build our organization to support this business level ..." It sounds like they do not have the infrastructure in place to handle their current level of business ... much less grow the business from here. Regards, Bill