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

To: threadneedler who wrote (29511)	3/12/1999 10:50:00 AM
From: M. Frank Greiffenstein	Respond to of 31646

Anticipation... TN, I think a lot of the disappointment with TAVA has to do with the "failure" of the software product. The CD-ROM "failed" in the sense that it did not bring the revenues and fat profit margins a lot of people (me included) expected. It was that expectation that fueled this stocks rise from pennies to $15. I got out at that level when it became clear that the CD-ROM was not making it. Once again, it was a case of buy the anticipation sell the news. In TAVAs case, the news was small growth in CD-ROM sales. Like its brethren on the y2k-mainframe side, TAVA again proved that y2k is a manpower issue and not a software tool issue. Remember Zitel? The street is just looking at TAVA as a low margin services company, and a small one at that. But TAVA is rising to the challenge and increasing manpower. TAVA is also getting a fatter premium for y2k work than regular engineering work. And the CD-ROM is making money, just not the hundreds of millions touted by a few of the insane hypsters here. JJ is increasing this companies staff and prospects quietly. Remember when JJ said he wanted to keep the company small, under 500? Well, he is over that now and still growing. JJ wanted to lull the competition into complacency...unfortunatley, his spell also affected the Street <g>. DocStone

To: threadneedler who wrote (29511)	3/12/1999 12:21:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Threadneedler: I have said it before, and I said it directly to JJ. That is he needs to hire a first rate NATIONAL PR firm that has the experience in increasing shareholder value and the CONTACTS to force the financial industry to at least recognize that TAVA exists. We who have been on this thread know a heck of a lot about TAVA because we have had some excellent individuals search and root around for years now to get the facts. The typical investor and/or analyst in my opinion would not go to the effort we have. If he hires the right firm, they will have a game plan as to how to accomplish it and if JJ went along with it most likely it would succeed. The imbedded systems OPPORTUNITY has brought TAVA to the HIGHEST levels of the Greatest Firms and Governments not only in USA but to a degree in the World. Witness the recent partnership with DaimlerBenz over airports. Tava didnt have to go to them--they came to TAVA, it that doesnt say it all nothing will. Tava will be a screaming success in my opinion, whether we, as shareholders have to await the proof of that through earnings or whether the market begins to recognize that in the near future lies solely in the hands of Mr. Jenkins and his top management. Personally, I think that it is always best to have a continually increasing stock value even if it gets ahead of itself, as I regard stock the same as cash. Its a negotiable instrument which can be used to acquire things. So the higher the price of the stock the less shares needed to be offered in an acquisition. Now, whether or not JJ shares that view I cannot say. My take on the fellow is that he is conservative to a degree that is painful. On the other hand, I also believe you can take what he says to the bank. I have the utmost trust in his honesty etc. but like everyone else on this thread, I probably would like him to be a little more daring in his comments. JDN

To: threadneedler who wrote (29511)	3/12/1999 2:00:00 PM
From: david sosiak	Read Replies (1) \| Respond to of 31646

Dear threadneedler, The points you are missing are these. The Long Term Capitol Fund which we are all aware of took huge short position against among other thing Gold and Y2K companies,before they crashed and burned. These positions are slowly unwinding. The Y2K data base,of the SEC does not/not reflect the the perception that Y2K spending has been completed at all. Take your pick of any Fortune 500 company listed there and you see for yourself.In fact pick a company from each sector and see what I mean. They haven't fully expensed their Y2K spending! The 'Street" would have you believe differently,that Y2K is no big deal,we're dealing with it,etc,etc.but people on this thread,know, this is nonsense. Since, the release of the 160 page Senate Report,wherein the belt way,collided head on with Wall/Main St,John Q.investor gets the picture,finally,about the dire consequences of Y2K. The spin doctors are already trying to erode the simple recommendations,contained in the report,stockpiling food and water,for a couple of days,having a tank full of gas,taking extra dollars out of the bank etc..WHY? Because they realize these simple logical recommendations could create an serious problems for our infrastructures can you imagine that!!! The oil patch has wakened up. They see higher prices,through supply and demand problems,other sectors will too. We've all seen the local adds for Pentium3-4 computers,offered at such ridiculous prices,Why?? The simple answer is the big box guys know,they have to dump this stuff now because,even many of these aren't compliant. You can see this in the fine print,many of these systems are "Y2K ready",that means they are ready to become compliant,if you the buyer is prepared to pay to make them compliant! So, the Y2K problem gets bigger and bigger. We know isn't over yet,because us poor suckers haven't paid for it yet and we will.Companies aren't ready yet either.They've decided to use the fix on failure approach,which maybe for them,is the best solution,which makes Tava more money down the road,with higher profitability and margins. The problem the street has with companies like Tava is they don't want the average Ma & Pa investor in this stock,they want it all for themselves and they want you and I to buy from them,at their prices. As you are probably aware the street has conducted Y2K readyness plans,however,we will all receive notices from our on-line brokers,shortly asking us about our equipment.If you don't provide this,you will not/not be able to trade.Expect this to happen in the next two months,when this info gets out,then, watch out!! Please let me know when you are required to provide the above info. Now, back to the regularly,scheduled Tava launch.Buckle Up!! Regards, Dave