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

To: CalculatedRisk who wrote (20436)	7/11/1998 3:54:00 PM
From: WR	Read Replies (2) \| Respond to of 31646

Well CR I think you got something right at last. They will be fixed or replaced. Now the questions is when do they locate them and when do they fix or replace them. My guess is it will be done when they are broke. We are going to be in a world of hurt before this is over. WR

To: CalculatedRisk who wrote (20436)	7/11/1998 4:25:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 31646

Dear CR: I guess that I have been operating under a "cloud". If TAVA can't help embedded systems with the Y2K problem, then what is TAVA's strength?

To: CalculatedRisk who wrote (20436)	7/12/1998 7:25:00 PM
From: Richard S. Schoenstadt	Read Replies (1) \| Respond to of 31646

CR, Let me reemphasize my point. That is that Tava's revenues are in my opinion limited primarily by the number of employees they have. (Since I agree with you that CD sales are mostly part of a service package and therefore proportional to service revenues which are proportional to the number of employees.) And that was my point about remediation. How can they achieve an 8-1 ratio to I and A, or whatever ratio it is, without substantially increasing their number of employees - which so far they have given no indication of doing. (Or subcontracting or else a large portion of that estimate is for materials. In both cases there would be substantially different margin estimates.) It seemed to me since the company has made this 8-1 claim, it certainly is reasonable to have IR clarify more precisely what's involved. For example what is the 1. Is it pilot projects or is it I an A? Is it 8 to 1 service or 8 to 1 service + cd's + database reports? How much of this estimate is materials? How much would be subcontracting? With respect to remediation I believe you are clearly in error on this one. I suggest you read some the recent posts by Rick Bulotta. RS