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

To: Mr Logic who wrote (27476)	2/5/1999 12:36:00 PM
From: david sosiak	Respond to of 31646

Dear Mr.Logic, Do enjoy your posts,but help me out here,I'm not that smart!! Tava is in a niche market. Please tell me the name of any company better situated to capitilize in this area?? Then list for me the contracts, this imaginary company, has signed with Fortune 500 companies?? Tava has signed many contracts with Fortune 500 companies in the $18-$40 million dollar range,so far,the CEO's of these Fortune 500 companies have invested heavily in Tava. They get the picture,why don't you.I believe these CEO's are more competent than most.Furthermore,this is just one revenue stream Tava has!! Happy Investing !!! Regards, Dave

To: Mr Logic who wrote (27476)	2/5/1999 2:42:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Mr. Logic: " Most of the popular ERP systems together with i2 or Manugistics already provide integrated supply chain right back to the plant floor, so TAVA will need to be very clear what their message/market is." That doesnt seem to agree with what Jenkins has been saying, at least not in REAL TIME. I am not qualified to discuss it personally but I got the feeling from what JJ said at the Red Chip Conference that TAVA picks up where ERP leaves off and that there is plenty of opportunity for TAVA even if the current ERP situation slows down. Incidentally, I too have read many times about ERP slowdown, yet the stocks I own in that field continue to have rapidly increasing revenue. JDN