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

To: crc who wrote (24303)	11/3/1998 7:39:00 AM
From: Al Dorsa	Respond to of 31646

Re: the timing of the CC. When I talked to Scott, he mentioned there were "scheduling difficulties"...

To: crc who wrote (24303)	11/3/1998 7:56:00 AM
From: JDN	Read Replies (2) \| Respond to of 31646

Dear Chris: It will help IF the earnings are good, the momentum may carry into the CC which I presume will be good. JDN

To: crc who wrote (24303)	11/11/1998 3:51:00 PM
From: crc	Read Replies (1) \| Respond to of 31646

I have been trying to estimate the impact of the MEP agreement on Tava's earnings and have tentatively come up with this crude formula: (F x U x C x N) / D = EPS F = number of "MEP facilities" that use CD U = number of "unique items" per MEP facility C = average cost per report N = net profit margin D = number of diluted shares EPS = earnings per share from MEP firms only For F - I am tentatively planning to estimate 5% of the 380,000 firms will use Tava's CD. I think the resulting figure of 19,000 is a fairly conservative figure. For U - I invite all input from the thread. For C = I am assuming $100 per report until Karl or someone else can provide us with a more accurate number from a MEP source. For N - I invite all input. Several months ago, I believe there were gross profit estimates in the .8 to .85 range but my memory is those figures did not include the decision to give the CDs away for free. Given this variable, I am not sure how to get down to a decent estimate of actual net profit margin. For D - I am planning to use 26 million as an estimate for the number of diluted shares after the acquisition of Mangan, Inc. I invite all suggestions from the thread on - a.) how to improve on this crude formula. b.) your thoughts on what estimate should be used for any given variable. Chris