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

To: Terp who wrote (20978)	7/23/1998 9:27:00 AM
From: JDN	Respond to of 31646

Dear Terp: If you mean the qtr ended 6/30--I cant see why its a stretch to make a lousy 4 cents. In fact, if they dont, I will be very disappointed. However, regardless of what they make the qtr ended 9/30 will be nearly over by the time they announce 6/30 results (anticipated to be mid Sept) so it is quite likely they will give some very accurate guidance as to the 9/30 qtr and it is likely to be very good. So I wouldnt count on a big drop in the stock, especially from these levels. JDN

To: Terp who wrote (20978)	7/23/1998 9:30:00 AM
From: Hawkmoon	Read Replies (1) \| Respond to of 31646

Listen Terp, The whole issue comes down to whether or not TAVA will be able to derive continuing core business in a post-2000 environment. One of TAVA's previous weaknesses was the size of its organization and personnel pool. However, by utilizing the business opportunity that Y2K presents, TAVA should be able to grow its workforce to such a level so as to present itself itself as a far more credible consulting firm. TAVA has been on the cutting edge of identifying the threat Y2K + embedded systems pose to automated process controls, and thus, business continuity for its clients. But furthermore, they have a pretty nice track record for manufacturing process re-engineering in their core business. Since clients will be highly unlikely to engage in BPR projects given the threat of Y2K it only makes sense that they would engage TAVA for I&A and remediation services. In the course of this work, TAVA will be building a database of each clients systems and will stand ready to participate in post-2000 process upgrades. And the fact that Y2K has opened the doors to customers previously beyond their reach, TAVA will already be a known quantity to them and will likely have the gratitude of client management for their efforts in resolving Y2K issues. So this whole BS about earnings going down post-2000 is merely conjecture which is contrary to the evidence and logic that exists. TAVA is growing and it will reach a level this year that will completely alter its future prospects and its mind-share, to the positive. As for one more quarter of disappointing earnings, I'm not sure about that. The utility deal in S. Africa likely included a licensing fee which should augment TAVA earnings picture for this quarter. Either way you cut it, this stock should not be a $8 dollar stock let alone a $6 one based on the quality of its contracts and customer base. Regards, Ron

To: Terp who wrote (20978)	7/23/1998 1:50:00 PM
From: Robert Gomez	Read Replies (1) \| Respond to of 31646

TERP, Tpii is another company that has embedded systems contracts. The price has been pushed down by what some believe, is illegal shorting. With legal action now on the shorters, we believe it will now stop. I agree with you about Tava. They just don't seem to have enough time to have the system in place to EARN big numbers. It seems the more contracts they get, the more they have to chew on. And the less money they make. It has to be a buy, around 5 or 6, because they should have their act together in CY 1999. I will buy after earnings. I'm expecting a small loss to a small 2 cent gain.