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


To: Steve Sanchez who wrote (27266)1/30/1999 4:08:00 PM
From: James Strauss  Respond to of 31646
 
Steve:

Thanks for listing the Red Chip CC link for TAVA...

The best part of the CC was the question and answer period... TAVA Mgmt was more animated... Otherwise, they didn't mention the name TAVA once during the original presentation... I had to ask myself, "Is this the TAVA CC??" The monotone delivery by JJ was more geared towards factory Mgrs than investors... They need to emphasize Revenue and earnings growth more often... They need to speak to the individual investor...

Jim



To: Steve Sanchez who wrote (27266)1/31/1999 11:19:00 AM
From: JDN  Read Replies (3) | Respond to of 31646
 
Dear Steve: Thank you for supplying the URL for listening to the TAVA portion of the Conference. Any of you who are not already a RABID TAVAITE I implore you to go there and listen. The 1/2 hour or so contains many "nuggets" of information. I will only mention the following as it would seem to relate to the next 24 months or so of business. That is the following:
Mr. Jenkins mentioned that there is more Y2K type work available to them than they can possibly do. He has narrowed it down to 18 Fortune 500 clients which represent significant ongoing opportunities for TAVA POST Y2K. When asked how much each of these Companies can be expected to spend JJ replied, "20-40 million EACH. OK, assume $30Million each times 18 that is $540 MILLION presumably within 24 months. Lots more good info there folks. Go and listen. JDN