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


To: Nanchate who wrote (24454)11/4/1998 2:27:00 PM
From: jwk  Respond to of 31646
 
not that it matters much, but here's *his* current take on things.....

To: Evan Torrie (3544 )
From: Bill Wexler Tuesday, Nov 3 1998 5:11PM ET
Reply # of 3592

TAVA is still a weak company wrapped in stock promotion fraud. Stay away from it. However, I wouldn't recommend touching it as a short right now. Be patient.



To: Nanchate who wrote (24454)11/4/1998 2:29:00 PM
From: Rick Bullotta  Read Replies (1) | Respond to of 31646
 
Un-F-ing believable!

Jenkins/Kelsall are saying ALL the right things, and backing them up with concrete examples and result, and the price PLUMMETS the instant that Q&A starts.

Go figure.



To: Nanchate who wrote (24454)11/4/1998 3:13:00 PM
From: JDN  Read Replies (4) | Respond to of 31646
 
Dear Nanchate and all: WOW! So much was reported on. Some of the Highlites that impressed me
1. Great as this qtr was, in reality the product flowing thru (much from Bristol Meyers) was DISCOUNT PRICED. They DO NOT expect this type of discounts flowing thru next qtrs.
2. After subjecting the pipeline to many restrictions they believe that they currently have $100-120 MILLION in the current pipeline and that figure has remained about the same for last 3 months.
3. They expect continual though modest (their words) growth in the profit contributions from TAVA/BECK
4. Current employee count 560 and that does NOT include the 70 people at Mangan (potential subsidiary)
5. They expect to get a job involved in the PRIVATIZATION OF A WHOLE COUNTRIES utility system. Folks, the firm I was with was involved in the Privatiztion of some small Asian countries airlines and I can tell you that work is EXTREMELY profitable.
6. Speaking of airlines they are getting into a whole expanded business line in the airport field. They named several but I didnt write them down.
7. Talk of a huge project in Venzula in the oil sector yet to start.
8. Talk of TAVA/BECK already has a team in CHINA studying their utilities. Folks, I have worked with the Chinese, regardless of what you here (I say a somewhat negative post earlier) I can tell you the Chinese dont screw around. They are TOUGH Negotiators but once the deal is done they will throw the whole Enchilada at you. This could be BREATHTAKING.

In summary, there was so much more but I just couldnt get it all down. Going to go back tomorrow and read the transcript. Also they said something about a show they put on this morning which could be viewed I think a www Wallstreetforum.com. If someone has gotten to that site please post the correct URL if I have it wrong.
Karl, I heard you but you didnt ask my standard question. ie Backlog but I am going to assume its roughly 24mm+26mm-19mm or 31mm unless someone tells me differently. Thats beginning, additional orders minus revenue for qtr.
THATS ALL FOLKS. JDN