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

To: ExtraBases who wrote (27432)	2/4/1999 8:39:00 AM
From: Mr Logic	Respond to of 31646

Dennis, >> However, TAVA is building quite an asset with their "kicker" d-base. Not to mention the sweet margins on those d-base hits. High margin, low maintenance, repeat use of the same info... over... and over... and... << This is helping with Y2K earnings (great margins) as shown in the results - though the CD/Database never took off as well as originally hoped. Hard to see how it will be much of an asset after y2k though. I remember the idea about making money from the database on what clients have what equipment - but again, hard to see where you make the money. The inventory data on an individual client is owned by them anyway, and no doubt subject to confidentiality clauses.

To: ExtraBases who wrote (27432)	2/4/1999 9:27:00 AM
From: Rick Bullotta	Read Replies (1) \| Respond to of 31646

Gotta disagree. TAVA is finding work as profitable as Y2K. Do some digging into what TAVA Consulting is doing... As TAVA shifts from a "control-oriented" focus to an "information-oriented" focus in manufacturing plants, it moves into the "sweet spot" where margins tend to be 2-3X the control space. I think they are making concrete moves to shore up margin post-Y2K, and in addition, by forming ongoing customer relationships with the larger manufacturing firms through Y2K work, they are effectively reducing their cost of sales (read: increasing margin) on future work as well. I like what's going on.