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

To: Richard S. Schoenstadt who wrote (24627)	11/7/1998 11:01:00 AM
From: Steve Sanchez	Read Replies (1) \| Respond to of 31646

good morning richard, >>You should welcome critics and shorts - as a way to test your views >>which may be infected by those two mental states - not chase them >>away. i agree with you here. unfortunately, their arguments have either been non-existent or downright falsehoods. >>Your problem IMO is that you take everything that Tava says at face >>value. i know you're addressing john on this point, but how can one do otherwise when TAVA has a track record in saying they are going to do one thing and a quarter or two later they actually do what they said they were going to. As examples: * during one of the CC's (hope you heard or read these) they said they were being pulled towards implementing their y2k solution to the medical arena and did in fact back up what they said a quarter later by announcing the CMED alliance. * they mentioned that they wanted to do something for the small, single plant user and they've accomplished this with the latest announcement Message 6323921 * they've said "part of our strategy is to team with those types of folks [I2, Manugistics], ...". As you saw in the Sept. 23rd CC they announced an alliance with I2 as a certified implementation partner. (who is I2: i2.com the last example proves to me they are well into their plan to extend their business into the MES, supply chain, and ERP arenas. if you read the CC transcript ( siliconinvestor.com; you will see other examples that prove this to be the case. >>Rick Bulotta thinks they can make 10%. If they can then things will >>probably be ok. I don't think they can. I doubt they can make 5%. now considering this MES, supply chain, ERP business it is logical to assume that their margins are going to be higher than what you say. here is what Bulotta said when you asked him: do you have any opinions on what kind of net margins Tava can achieve after year 2k is over and done with? Bulotta's June 15th answer: "Margin also depends a great deal on the type of work being performed for the client...the closer one gets to the plant floor devices, the more "commodity-based" the services get, competing with independents at $50-75 an hour. Also, design and consulting phases of the project tend to command higher rates than the implementation phases (interestingly, with less risk as well!). As you move closer to the MES and supply chain management layer, rates move through the roof, from $125 and up (and up!). Currently, however, TAVA is still nascent in this area and any significant movement to focus on this "sweet spot" is all talk for now (though it is something I have been encouraging TAVA exec mgmt to do for quite some time)." Message 4891980 i would venture to say that TAVA has moved away from talking and is executing their plan. steve

To: Richard S. Schoenstadt who wrote (24627)	11/7/1998 11:42:00 AM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear RS: I have no reason to believe that TAVA will not earn 25 cents this upcoming qtr and exceed $1.00 per share for the year provided that the upcoming merger is accretive as Jenkins has stated it will be. I have not overestimated TAVA so far, I myself thought they would earn around 13 cents and they exceeded that. TAVA cannot control the price of the stock on a short term basis. I agree with you and have stated many times that there are TOO MANY shares outstanding for my likeing but that is the way it is. If everything was perfect we wouldnt be trading in such low single digit numbers. I have been on this board a long time and dont believe anyone would accuse me of being manipulative. I try and call em as I see em. As to Post Y2K you either have to see the opportunity or not. I see it, and I see Jenkins doing everything he has ever stated he would try and do. Y2k is only a stepping stone to the future and under even the most conservative of estimates is going to supply the company with a cash hoard they have never had before not to mention the customer Relationships. So to compare TAVA with the TPRO of even a year ago is in my opinion totally inappropriate. However, all this being said, as a significant shareholder I am as disappointed in the stock action as anyone else. But I am getting sick and tired of all the weeping and moaning and now recommend that anyone not willing to stay this the course exit now before it sinks back to 4ish again. JDN