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

To: waldemar cyranski who wrote (25405)	12/9/1998 7:45:00 PM
From: Hawkmoon	Respond to of 31646

Waldemar, Just my opinion, but apparently confirmed by the market this past 9 months. What I think is happening is that the Y2K sector was neglected last year deliberately by the street. Look at companies like KEA which has constantly pleased the street.... beaten up and left bleeding in the streets. Other Y2K stocks have also suffered under the misguided belief that all remediation will be done by 2000 and their business will drop off. I think we can see from the info we have on TAVA and the embedded systems issue, that there will quite a bit of work to do past the millenium. I think the other big systems integrators will reflect this trend as well as people discover the inadequacy of their current systems through Y2K and realize the need to upgrade. But more conspiratorially, and I have no evidence except a gut feeling, I don't believe the street wanted to bring too much attention to the Y2K sector until they had more information in 1999 on what the status is. Why needlessly worry investors by bringing attention to Y2K. However, I'd like to believe that 1999 will be the year that Y2K companies begin to shine once more since at least they will be growing earnings while other companies will be at risk of either having operations interrupted, or facing a profits recession from both the global economy as well as being forced to hold more parts in inventory prior to 2000. Again, my opinion. But institutional buying of any type is encouraging. Regards, Ron

To: waldemar cyranski who wrote (25405)	12/9/1998 8:17:00 PM
From: B.D.Bauden	Read Replies (2) \| Respond to of 31646

"Is the company planning a stockholders meeting or at least making some sort of contact officially with its stockholders?????" The share holders meeting will be held 14 Jan in Denver at a location yet to be determined. I'm seriously thinking about going. Anyone else planning to attend? Bruce

To: waldemar cyranski who wrote (25405)	12/9/1998 8:39:00 PM
From: Karl Drobnic	Read Replies (2) \| Respond to of 31646

Waldemar: One thing we're waiting for is execution of the Jenkins' game plan for TAVA: turn TAVA into a national systems integrator. As "just-in-time" inventory and supply chain logistics react to the continuous consolidation of manufacturing, those in the supply chain need to locate near the prime contractors factory. For example, if I sell industrial gases, my client may have a dozen specialty metal factories scattered strategically across the country. I have to locate close to those factories with my industrial gas production. I want to deal with one systems integrator (ideally), but my factories are scattered. This trend is repeated in sector after sector. So systems integration is changing from a lot of local SI's to one-stop shopping. The Y2K cash and introductions to Fortune 100 managements is accelerating this process of TAVA, but at the expense of slowing down the acquisitions that Jenkins was pursuing prior to last year. The cash should put the acquisitions back on track - eg, Mangan. With the new estimate of $400 bil. in post-2000 Y2k spending, I'll estimate that TAVA gets a 3rd year of at least $25 million in profits from Y2k. If the first 2 years cash are used to acquire $500 million in sales, which should generate at least $25 million in profits, and we add Year 3's additional $25 million, assuming that Jenkins puts all $50 million into acquistions in Year 3, we get an additional $500 million in sales - in other words, $1 billion/yr company, and making $1-$2 in EPS.