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

To: Bonzo who wrote (21329)	7/29/1998 4:12:00 PM
From: James Strauss	Respond to of 31646

Joe: Good post... The key for TAVA is the growth of the core business... Once investors see tangible evidence of consistent revenue growth in that area the investor perceptions will swing back to the positive side... Using the Y2k relationships to help open those doors is a good strategy... Jim

To: Bonzo who wrote (21329)	7/29/1998 4:24:00 PM
From: Alastair McIntosh	Respond to of 31646

Joe, you stated: The key to TAVA's future valuation is how that $100M or $200M in Y2K cash is invested. I don't know your valuation model but the above figures are Y2K revenue not cash. Try you model with say 10% net after tax, ($10M or $20M) Al

To: Bonzo who wrote (21329)	7/29/1998 4:59:00 PM
From: John Mansfield	Read Replies (3) \| Respond to of 31646

<< The key to TAVA's future valuation is how that $100M or $200M in Y2K cash is invested >> Joe, This is a proper way to discuss TAVA. However, don't expect an answer from the shorts on the issue of re-investment, and of making money from earned money (e.g. through acquisitions). John

To: Bonzo who wrote (21329)	7/30/1998 12:30:00 AM
From: ROBERT H RICHMOND	Read Replies (1) \| Respond to of 31646

Joe, Thanks for your latest post. I always find them thoughtful and well reasoned. I am a retired business owner and I would like to make a few comments about TAVA from that viewpoint. First, I want to address recent posts regarding the TAVA loan and the Vector Vest valuation of TAVA's assets. A number of accountants have already indicated the loan was satisfactory considering the circumstances. I would point out that TAVA is not a factory or a department store or a real estate co. They probably rent their offices and lease their office equipment and vehicles. Their major asset is their work force and that they must show as an expense. Pledging all their assets would probably not even come close in dollars to the amount of their loan. This shows a good deal of faith by the loaning company, whose stock on the NYSE has been doing quite well recently. If TAVA can earn .25 on every dollar of the loan while paying out .12 in interest they have a good deal. Vector Vest, a service to which I subscribe, is quite correct in showing a valuation of $1.90 per share for much the same reason.TAVA.s hard assets do not amount to much nor should they. TAVA is pointing all their resources in the direction of growth and improvement. As a business man I am deeply impressed with the progress TAVA has made in their business plan since the Jenkins group has taken hold. Information of this type is available in spades on this thread and can be easily assimilated in a few hours. Only one who has participated in this type of business activity can appreciate the concentration and perspiration and countless hours of effort that are required. Stock prices vary. They are an imperfect reflection of the perceptions of thousands of investors. In the long run companies succeed because they have strong management, dedicated, trained employees, money, a sound business plan, and the courage and ability to execute that plan. I believe that TAVA is such a company. I have been long since last year and have no plans to change that position. rhr