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

To: CalculatedRisk who wrote (20740)	7/16/1998 2:20:00 PM
From: Jeffrey S. Mitchell	Read Replies (1) \| Respond to of 31646

My friend's company introduced an ELT and enjoyed revenues of $3M for two years ... and then returned to $300K per year. Bummer. Had your friend recognized his fortuity was short-lived and diversified, his company might be doing $5M today instead of $300K. Sadly, this is typical for companies where things just fall in their lap. Contrast this to companies like TAVA who recognize an opportunity and take the necessary steps to capitalize on it. If what TAVA were doing were so "easy" and "obvious", why is there only one TAVA for every 100+ Y2K software-based companies? One can speculate all one wants about what goes on behind the scenes at TAVA (i.e. whether they really fix things, etc). This is senseless. The reality is that Fortune 500 companies are signing contracts for products and services that TAVA is offering -- whatever they are -- and for investors, that's the bottom line. - Jeff

To: CalculatedRisk who wrote (20740)	7/16/1998 2:32:00 PM
From: RAVEL	Read Replies (2) \| Respond to of 31646

CR - Just a few things about your post I'd like to go over: From what I've read and heard, the reduction in TAVA's core business is a direct result of corporations focusing time and money on the Y2K issue. Once this is complete, would things be any different post Y2K that before the Y2K problem existed that would shrink TAVA's core business? I have trouble believing it will. Additionally, in TAVA's core business, i would think that the toughest part of growing that business would be getting companies to believe that TAVA can save them money on the plant floor. This was their major challenge. Now that they are doing Y2K work in over 1000 facilities with over 100 new clients, wouldn't you think they could leverage this to grow their core business? Follow me here...now that they've been in these plants and manufacturing facilities, and know the architechture of their software and hardware, wouldn't this make it very easy for TAVA to put together an RFP that will be company specific (as opposed to general (pre Y2K)) in terms of what kind of cost savings TAVA services can result in? Thanks RAVEL

To: CalculatedRisk who wrote (20740)	7/16/1998 8:28:00 PM
From: Bonzo	Respond to of 31646

>> TAVA is priced as if growth will continue into the foreseeable future << Most of the negative posts regarding TAVA and its potential growth completely ignore TAVA's use of its Y2K revenue. Jenkins has stated to me at RedChip, (and many others), there will be acquisitions as well as the fact that their Systems Integration business will grow internally as a result of its high profile Y2K business (remediation = replacement; fortune 500 companies; high level contacts). If I thought otherwise, as you do, I would not own the stock either. I know, evey Y2K company says the same thing, however, TAVA currently has a Systems Integration business and are gradually adding to their core competencies by moving into higher margin applications (as Rick Bullotta so accurately stated). TAVA's business model is dynamic not static. Yet its treated as if it was a static business going forward (post Y2K). Its just not so.