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

To: John Mansfield who wrote (24137)	10/23/1998 7:58:00 AM
From: JDN	Respond to of 31646

Dear John and Karl: Listened to your Tomorrow Cast recording on TAVA. Very interesting. Hope that you low balled in a couple of areas though. I for one expect 1st qtr. to be well over 10 cents (11-13 is my guestimate) and I surely hope that Gross Revenue for this year substantially exceeds 100mm (I hope for $125MM). Karl, if you get the opportunity I would VERY MUCH like you to ask management to report DIRECTLY on the latest results of the TAVA/BECK relationship. ie what earnings have the received to date. What backlog and if possible estimated returns from same does TAVA/Beck have at qtr end? I think this tava/beck relationship is very important and would like to verify that. JDN

To: John Mansfield who wrote (24137)	10/28/1998 8:19:00 PM
From: paul e thomas	Read Replies (1) \| Respond to of 31646

John, You asked for my perspective on TAVA.I am interested in TAVA primarily because those manufacturing companies that choose to use TAVA on an indepth basis for remediation of their imbedded chip problems will pass through the 2000 date change in a relatively seemless way. I contrast that to what will happen to many of the competitors of those companies useing TAVA. If there is the major disruption we expect world wide I believe that TAVA will be viewed in a very favorable light and well positioned to capitalize.TAVA must really develop specific high value offerings for key industries for the post 2000 period in order to maintain decent margins. IF their margins erode significantly it will be very dificult to show strong year over year earnings growth even if revenues grow appreciably.