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

To: Mr Logic who wrote (27401)	2/3/1999 2:24:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Mr. Logic: DAMN--your being LOGICAL!! (haha). Ok here's at least one rub in your logic. Most likely TAVA will be aquiring NON PUBLIC companies specifically aimed at some mom and pop organizations that have a certain immediate expertise they are looking for. Non public companies come cheaper as a rule than public ones. Why--first everyone knows a piece of publicly traded stock is worth more than a private one, second the newly acquired Chiefs get in on the stock option program--uh oh here we go again on stock options. haha. As to the earnings. Unless some disaster strikes the earnings are already IN THE BAG. Tava has ANNOUNCED that they are not accepting new business UNLESS it has a post y2k carryon. That means their HANDS ARE FULL. So its just a matter of executing on the existing contracts in the backlog. As to Y2K TAVA is already in the transition phase to post y2k. Listen to the Red Chip Conference if its still available. Consulting division going from 15 to 100 people next 12 mos. HOWEVER, in my book I want them to scoop up all that EASY MONEY PROFITABLE y2k work they can. Nothing like STUFFING THE COFFERS. JDN

To: Mr Logic who wrote (27401)	2/3/1999 2:53:00 PM
From: Rick Bullotta	Read Replies (1) \| Respond to of 31646

FWIW, the "real evidence" of post-Y2K work in the "sweet spot" of the manufacturing space is already apparent to me. I like what I see with the trends in their growth areas, their interest and investment in the SCM space, and so on. Looking for a good, strong, broad-scoped yet focused TAVA moving beyond 2000. The ratios also don't make sense to me (can't work both for and against you at that wide a spread), but nevertheless, looking at SAPE has given me a very different perspective on the potential valuation of TAVA given the right corporate positioning, marketing, and transition into higher margin manufacturing-information-centric work. Keep the faith, brutha.