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

To: JDN who wrote (28243)	2/16/1999 4:53:00 PM
From: fma	Read Replies (1) \| Respond to of 31646

Shareholder Meeting 4 (final) Goal of full implemnation by 7-1- 99 for Oracle. Goal - Improved Investor Exposure Analst Coverage (had six contacts last year) working on it, but nothing to report about adding analysts. Office of Corporate Communication as Support Resource. Access to Capital Debt and Equity to Support Compnaie Growth. Want to refiance out of Tandem Debt by June 30. Kevin Fallon Lots of turn away work, having to learn to say no is something we are learning to do and we will have to continue to say no more. Looking for ongoing relationships. Priority. Creating shareholder value as we head into the 21st century. Exciting Initiatives Expanding geographic and industry scope Strengthening Core Manufacturing Sytems Integation business Accelerating Tava consulting Devleoping Proceedures and Practices Optimizing Processes and strengthening alliances and partnerships Strong Emphasis - Company motto. TAVA is Uniquiely positioned to dominate supply chain integration Giant Scope in Oil and Gas, Debis leading Airport management business, RW-Beck increasing in 1999 and forward. ARC kenote Addrewss 2/8/99 Orlando FL. outlined the key challneges for manufacturers this year. Tava is involved in every area Move to IT and Web enabled organization and culture Become Y2k compliant (sorry folks, this is one of the slides they flew by on) 19-20 US offices, latin American and Asia offices just taking off. Targeted industry areas: Paper and Pulp, automovitve, aeospace, airports, chemicals, refining oil and gas, utilities, food and beverage, metals and mining, pharaceutical, semiconductor, electronics. Stepping stone into Tava's future. 40 people in Houston, new Emeron contract (no details given) due to acquisition with Mangan. Big new area of focus for the data base (I don't have the slightest idea what I am writing here) Object building. Scripts can be made from the backend business of the data base with revenues proceding to following years because of the flexibility of the object building blocks. 50 percent reuse in year 2, 30 percent in year 3. Another large new area: Accelerating TAVA CONSULTING Market. Apparently there is an opportunity to consult with companies on strategizing Key Performance Indicators reflecting on the effectiveness and efficiency of a plant. TAVA consulting can go into any combination of four target areas to generate reports for managment on how to optimize plant operations and scheduling. TAVA consulting off to the races. Expanding pipeline. Enterprise Resources Planning market will grow to 50 billion by 2002. Up from 11 billion in 1997 APS market includes MES II will be 14 billion by 2002. I2 leading company Advanced Planning and Scheduling new major area for TAVA expansions. TAVA consulting with I2. Plan it Source it side in the integrated supply chain approach (Customers to cash). Skill Base Enterprise Resource Palnning ERP systems Advanced Planning and Scheduling APS systems Object oriented technologies are creating a market for solution assemblers. Growing awareness that supply chain (including plant centric operations) can use the data base potentials Products and Practices Development Group Plant 1 product may be tied to a ecommerce site Linkage between customers and vendors using a back door to the data base. Vendor and suppliers integration well beyond year 2000. Thats it. I don't know what all the stuff at the end means. Kevin waving his arms enthusiastically and Baltimore office coordinator sitting next to me grunting appreciatively at this part of presentation. Overall impression (me)- lots of promise. Bright people. Not a clue about PR and IR relations. Internet investors are a necessary evil and not to be trusted very far. Naive. Company is growing faster than their wildest dreams, little boys looking back at a perfect figure eight pattern on unblemished powder snow saying "We did it, we did it". Protective and wanting to hold information close to their chests, still more closed than open. Fearful of criticism although not fearful of competition and pretty cocky about their own skills and market place (confident, maybe brash). Forward looking. They are going to convert a lot of Y2k work to ongoing systems integration. Kevin is probably most open to ideas about getting the message out beyond the engineering community. Doug Kelso is being reluctantly dragged in that direction. The least favorite entree on John Jenkin's plate. They need a high powered firm to develop investor relationships, their social skills just arent that great although not bad for an engineering firm. I did not have the bouyant feeling I left the last SHM with. Things are good, they aren't great. They still have no realistic plan to attack their abysmal shareholder price other than hard work, having faith, and relying on studies to make recommendations. The committment to get the word out still isn't really there. fma