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


To: Bill Wexler who wrote (21587)8/3/1998 5:39:00 PM
From: John Mansfield  Read Replies (1) | Respond to of 31646
 
The following companies apparently need TAVA services; more will follow IMO:

===========================================================
TAVA TECHNOLOGIES: Nov '97 thru July '98
===========================================================

July 28 '98: CHEVRON Y2K MASTER CONSULTING AGREEMENT
ENGLEWOOD, Colo., July 28 /PRNewswire/ -- TAVA Technologies announced that
it has executed a Year 2000 Master Services Contract with Chevron Products
Company (NYSE: CHV - news) that covers the terms and conditions by which
Chevron facilities around the world can purchase TAVA Y2K products and
services. Every Chevron owned company or affiliate will be eligible to participate
in this comprehensive program to inventory and audit embedded systems, determine the
degree of compliance for Y2K and prepare programs for the necessary remediation.

The new contract is the result of a successful Y2K pilot project completed earlier this
year. Work has already begun at Chevron's Richmond, California refinery, the
Salt Lake City, Utah Refinery and the Chevron Chemical plant in Orange,
Texas.
biz.yahoo.com
About Chevron: chevron.com
===========================================================

July 27 '98: TAVA|R.W. BECK & LADWP TACKLE Y2K ISSUES
TAVA announced that its joint venture TAVA/R.W. Beck LLC has been selected to
address Year 2000 embedded system issues for the Los Angeles Department of
Water and Power, the largest municipality in the United States. Subject to City
Council review, the LADWP resolved to authorize an agreement with TAVA/R.W.
Beck LLC in an amount not to exceed $9 million for a period of 24
months. The resolution is a matter of public record.
Message 5322349
About LADWP: ladwp.com
===========================================================

July 23 '98: RIO TINTO MASTER CONSULTING AGREEMENT
World's largest Metal & Mining Corporation
Pursuant to Master Consulting Agreement with Rio Tinto London Limited, TAVA will
make Year 2000 products and services available at specified rates to 36 business
units of Rio Tinto, including properties they manage. Rio Tinto is a world leader in
finding, mining and processing the earth's mineral resources, including copper, iron,
aluminum, industrial minerals, energy minerals and gold.
- Rio Tinto is the world's leading mining company.
- Group companies in 40 countries
- Employ some 51,000 people.
- 1997 Group sales were $9.2 billion & net earnings $1.2+ billion.
Message 5286316
About Rio Tinto: Message 5287225
===========================================================

July 20 '98: TAVA|R.W. BECK & "Y2K AFRICA" (South Africa)
Recently signed teaming agreement with Y2K Africa, itself a joint venture of Kutlwano
Engineering Consulting and Technology Service International, a subsidiary of Eskom,
the state utility of South Africa ... From its inception March '98, TAVA/R.W. Beck,
has executed agreements with 11 U.S. clients covering more than 40 sites.
These include both independent power producers and public utilities. The venture is
experiencing a strong increase in demand for its utility Y2K products and services and
expects to add several additional large clients in the next three weeks.
Message 5248913
TAVA|R.W. BECK WEB SITE: tavabeck.com
==========================================================

July 9, 1998: $33 Million in "Year 2000" Orders in Fiscal 1998
ENGLEWOOD, Colo., July 9 /PRNewswire/ -- TAVA Technologies TAVA a global
supplier of integrated manufacturing systems, reported that it had received new orders
of more than $33,000,000 for Y2k tools and services in its fiscal 1998 ending June 30,
1998. Of this total $25,000,000 was received in the company's fiscal fourth quarter.
The orders were split almost evenly in content between tools and services and include
international and domestic engagements across a wide range of industries. Order values
generally represent Plant Y2k One CD-ROM purchases, estimated compliance
database reports, training and estimated services through the specific project stage.
Typical order execution cycles range from 90 to 180 days.

Kevin Fallon, TAVA C.O.O. said, "Most all of this activity was for the initial
inventory and assessment stages of client programs. These are necessary first
steps before conversion planning and remediation. Conversion planning and remediation
services generally will be covered by separate orders issued after the assessment
process is complete." He added, "Our business pipeline continues to grow as does the
scope of our opportunity. We expect new orders to continue at the current quarterly
rate. We are continuing to build our organization to support this business level, and have
recently opened new offices in both Minneapolis and Houston to better support our
growing client base. Headcount at the close of June was 470, up from 320 on
December 31, 1997. We continue to have good success with our recruiting efforts."

Jenkins noted, "Our database of compliance information on factory automation
and process control elements now stands at more than 30,000 researched items
and is increasing currently at more than 1000 items per week. The database,
when combined with our tool based delivery, provides very significant cycle time
reduction in the critical inventory and assessment stages of client programs. It is
important to note that even with the increased database population, we still find 12%
to 18% of that population to be either non-compliant or suspec."
Message 5140771 July 9, 1998
==========================================================

July 7 '98: POLAROID CONTRACT
11 facilities around the world.
biz.yahoo.com July 7
==========================================================

July 7 '98: MAJOR PHARMACEUTICAL CONTRACT
- 26 worldwide plants
- estimated value of more than $3,000,000 through inventory & assessment stage
ONLY.
biz.yahoo.com July 7
==========================================================

June 24 '98: COUNTY OF LOS ANGELES
Message 4998965 June 24, 1998
==========================================================

May '98: MORE THAN $12,500,000 IN NEW Y2K ORDERS for Plant Y2K
One software tools & services Include licenses of the company's methodology,
database access fees and project services. Spanned 24 clients in industries including:
automotive, food processing, chemicals, refining, pulp and paper, and mining & mineral
processing.
Message 4699753 June 3, 1998

More than $12,500,000 in new Y2K orders booked.
==========================================================

May 21, '98: BOISE CASCADE
Message 4542834 May 21, 1998
==========================================================

TAVA|R.W. BECK teams with KEANE & DATA DIMENSIONS
Message 4373540 May 7, 1998
FYI - TAVA|BECK is a 50/50 partnership. TAVA supplies software for the utility
industry contracts and Beck supplies manpower.
==========================================================

April 23 '98: MASTER CONSULTING AGREEMENT - UP TO 1200 SITES
biz.yahoo.com
==========================================================

April 17 '98: TAVA & COLORADO MEDTECH Announce Licensing
Agreement - MEDICAL DEVICES
biz.yahoo.com
========================================================

March 5 '98: Multi-Plant Pilot Engagement with COCA-COLA
Message 3753944
========================================================

JANUARY '98:
- General Motors
- Kraft Foods
- Pillsbury
- TRW
- Occidental Petroleum
- UNOCAL
- Cargill
- Medeva Pharmaceuticals
- The US Mint

DECEMBER '97:
- Bristol-Meyers (125 sites worldwide)

NOVEMBER '97:
- Cyprus Amax Minerals
- Kennecott Energy
- Unilever Foods North America




To: Bill Wexler who wrote (21587)8/3/1998 6:09:00 PM
From: Manfred  Read Replies (1) | Respond to of 31646
 
you sound exactly like Asensio. No wonder Pinky is here too.

GO TAVA

Manfred



To: Bill Wexler who wrote (21587)8/3/1998 6:33:00 PM
From: KenM  Read Replies (1) | Respond to of 31646
 
Please give it a rest Mr Wexler; just tedious.



To: Bill Wexler who wrote (21587)8/3/1998 7:13:00 PM
From: Too Wise  Respond to of 31646
 
Wexliar, poor pathetic soul must be getting nervous again (EOM)



To: Bill Wexler who wrote (21587)8/3/1998 8:14:00 PM
From: Bonzo  Read Replies (2) | Respond to of 31646
 
Wexler I told myself early on that I would not respond to your campaign of mis-information and defamation of TAVA. However, I will make this one exception and never respond to any of your posts in the future since I truly find you to be an unsavory short. Only Calculated Risk has demonstrated any knowledge of TAVA and the Y2K problem within the Industry. You and your brood are like a bad wind-up toy parroting your mentor Pink.

>> TAVA stock has been artificially inflated due to a campaign of
fraudulent promotion.<<

Fraudulent Promotion? By the longs of this thread? By TAVA's Investor Relations? TAVA Management? Please be specific and tell us who has fraudulently promoted TAVA and how? I'm all ears and so is the SEC.

>> TAVA investors have been misled into believing that TAVA has a unique technology and database for discovering and remediating "Y2K bugs" in "embedded systems". This is absolutely false. TAVA's technology consists of a simple inventory system which requires manual counting and input of various machines, tools, microcontrollers, etc. TAVA then prepares an inventory and a report on possible Y2K exposure. TAVA can not fix or repair any potential problems. Since this is mostly a manual process, it is slow, low margin, and unscaleable. <<

They do. There are no competitors (none with TAVA's factory experience or database) who have as extensive a component database, a search tool for remediating some "Control layer" factory code, user friendly, GUI based software, internet database access, 24 years of factory expertise offering "turn-key solutions", almost 500 technical and support personnel, more than a dozen international partners (Solution Provider Partners Program) a Utility partnership with a leading industry consulting firm (RW Beck), alliances with Medical Device companies such as Colorado Medical and insurance companies such as AON Risk Assessment, and more importantly an impressive list of Fortune 500 customer engagements including some Utility companies both domestic and international (8K's have been filed with the SEC). No one but TAVA. No other Publicly traded company, focused on factory, utility and medical device Y2K problems, can boast of such accomplishments over the past 8 months as TAVA. None. Zip. Zero. Nada. You cannot name one.

>>Since this is mostly a manual process, it is slow, low margin, and
unscaleable. TAVA has attempted to further mislead investors by implying they have automated this process in a CD-based software package. This is also untrue, and demand for this software has been disappointing.<<

There is insufficient time (17 months remain and billions of Embedded Controllers exist) to attempt to remediate "Embedded Controller" Code (Firmware or MicroCode). >90-95% of Embedded Controllers are date compliant or insensitive. Yet in most cases they must be checked. Mission critical systems, when identified as being non-compliant, are being replaced either by the Manufacturer or by TAVA. Its impractical to attempt to remediate code since in many cases the source code is unavailable or unsupported. Its too time-consuming. Replacement of system, sub-system or component would be the norm, and in most cases, the most economical problem resolution.

>>TAVA has attempted to further mislead investors by implying they have automated this process in a CD-based software package. This is also untrue, and demand for this software has been disappointing.<<

Your statement is untrue and clearly mis-leading. An example of your campaign of Mis-information. Show me where TAVA has stated that this process is automated. Give me a source reference. This is a very manual, low-tech process through Inventory and Assessment. TAVA's process must start with an Inventory and Assessment phase. Mostly manual and not automated. Remediation of Embedded Controller code cannot be an automated procedure. TAVA has never mis-led investors into believing that it has developed a "silver bullet" for Embedded Controller code remediation. Its technically not possible. Demand for TAVA's CD through the Wonderware distribution has been disappointing through last Quarter. However TAVA has exceeded its own internal projections for sales of this CD from its own direct Sales force. This I received personally from Mr. Jenkins the CEO himself. Who have you talked to lately about TAVA, Pink?

>>TAVA's financial condition is worsening, and despite claims by
promoters, TAVA is not experiencing any top line growth. Indeed, cash
flow is negative and the company has been forced to borrow money at very unfavorable terms from a firm which is currently embroiled in a fraud lawsuit.<<

TAVA's financial condition and their balance sheet have improved markedly. They have increased their employee base >75% this year to handle all the new Y2K business. Of course these new hires come with a price, a short term negative impact to cash flow and earnings. Top line growth? Core business is flat to slightly down as a result of TAVA's focus on the Embedded Controller Y2K business and clients delaying purchase of new equipment until they have a financial impact assessment completed by TAVA for Y2K exposure. Core business should grow as TAVA moves into replacement/remediation stage - late this year and early '99. btw, the loan made by TPRO (they don't exist anymore) will be paid off giving shorts considerably less of a ledge to hang on to.

>>There is no reason to buy TAVA's grossly overvalued stock. TAVA will
soon trade in the low single digits.<<

There is every reason to buy TAVA's grossly undervalued stock. TAVA will soon trade in the low teens.

In summary, ask yourself does TAVA have quality (new) clients, new contracts, solid partnerships in multiple industries (leverage), domestic and international, rapidly increasing revenue with a business (application) that they had zero revenue in the previous year, little competition, solid top line management (from Flour Daniels, Raytheon),
proprietary database and software toolset (scaleable since it can be accessed Worldwide over the internet creating an additional revenue stream - Solution Providers Partners Program). The upside boys & girls is far greater than the downside imo. Wexler, is an internet created "Short Guru" who has engaged in a campaign (along with his groupie followers) to negatively hype TAVA and shake the stock out of "weak hands" driving the price lower. However his one-note (short) thesis is based on the Sirom loan (this will be paid off) and a belief that Y2K is a hoax. However TAVA's quality of new clients and contracts (facts) speak far louder than Wexlar (farce) and his selfish agenda.



To: Bill Wexler who wrote (21587)8/4/1998 12:10:00 AM
From: Runner  Respond to of 31646
 
Did you short TAVA again today as soon as it went over $7.00 a share? You should have waited a little. You may have a problem causing panic selling.

Hope you get creamed. Have a nice day!

Runner