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

To: Rick Bullotta who wrote (23142)	9/10/1998 4:40:00 PM
From: Bonzo	Read Replies (1) \| Respond to of 31646

Rick - I disagree slightly. IMO, sequential revenue growth on the order of 40% or greater for Q4 over Q3, is a more important indication of market acceptance for TAVA's products and services going forward (into the critical '99 fiscal year). EPS may be impacted by: higher SG&A expenses; head count has greatly increased, travel and marketing expenses higher etc. TAVA may have some NOL carryforward that may minimize or eliminate Fed. Taxes. Just my opinion but I'm more interested in revenue growth at this point until TAVA is able to optimize their business (reduce marketing, travel and new hires) for greater efficiency which I don't expect until Q2-Q3, '99 well into the remediation phase with a multitude of Fortune 500 clients. I remain optimistic that the high margin Solution Provider Partners Program will continue to expand WorldWide and be quite accretive to TAVA's bottom line.