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


To: JDN who wrote (27726)2/10/1999 10:42:00 AM
From: Amir Feinsilber  Respond to of 31646
 
The price is being effected by very little volume--- It's going to be another interesting roller-coaster ride today--- let's hope we break $8/share though---- if we can, I think we'll see the teens by the end of next week.

-Amir



To: JDN who wrote (27726)2/10/1999 10:49:00 AM
From: jwk  Read Replies (1) | Respond to of 31646
 
>>> didnt he say something like not a lot of competition in that field and TAVA's ROOTS make them a perfect choice?<<<

Yes he did...even quipped about it. Something to the effect of getting in at the perfect time, having the info in the data base which gave them a huge advantage, and not having any real competition for the cherry picking at this time, "....not that we mind that at all!" (or words to that effect.

I made a few quick keystrokes about it when I was trying to keepup with what I was hearing on vcall.

fwiw...here's the post:

| Next | Respond | Earnings | TAVA Clubhouse |

To: John Mansfield (27651 )
From: jwk Tuesday, Feb 9 1999 5:37PM ET
Reply # of 27729

ruff notes as i listen:

50% annual growth rate going forward in several areas

lack of competitors "we're not comlaining"

we (tava)got in at a great time

our deep roots in shop floor work created unique differentiator

infastructure growth...building this along with business plan
rolled out oracle in 2 sectors, complete by end of q
getting a handle on staying on top of growth in company



To: JDN who wrote (27726)2/10/1999 10:53:00 AM
From: James Strauss  Respond to of 31646
 
JDN:

As we look towards post 2000 we can take comfort that TAVA
is already generating the bulk of its revenues from non Y2k business...

Here is the latest Qtrly revenue:

1998 1997
Revenue $29,887 $10,484

About 75% of this revenue is non Y2k... That means that without
Y2k, TAVA still did 24+++ million in revenues compared to 10.5
million last year... That's about a 128% increase... And this is before TAVA has
fully exploited their Fortune 500 relationships...

This adds up to a well executed business plan that adds up to a
great post 2000 growing revenue base...

Jim