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


To: bob who wrote (29528)3/12/1999 11:41:00 PM
From: TEDennis  Read Replies (2) | Respond to of 31646
 
Aw, c'mon bob .... David isn't a trader. It doesn't make any difference to him whether the stock fluctuates 50% or more. He's in it for the long haul.

There are some of us, though, who enjoy taking other people's money occasionally. Just to keep our nation's money flowing, you see. It's part of our patriotic duty, don't you know. We should get some kind of hero's award for it.

TED



To: bob who wrote (29528)3/13/1999 12:17:00 AM
From: Emec  Read Replies (1) | Respond to of 31646
 
Hi bob! Difference is one company is the real thing and one is not. HIE will be around long after TAVA has faded into oblivion. I will begin to reduce my HIE holdings at $20 if it is around that long as an independent company. Did you happen to see HIE's latest deal?

hdm.fgray.com

This is worth $25 million annually too HIE bob. That is annually, it doesn't go away after Y2K. How about HIE beating NEOn out for the West LBPanmure bank deal?

MOKE update out on First Call!! Highlights follow

Healthdyner officially changed its name to HIE, Inc. The name change better reflects the
company;s current and long term focus.
Relationship is expanded with McKesson HBOC. McKeson HBOC recently
announced at an industry trade show that it will partner with HIE to combine the
strengths of their respective Enterprise Master Person Index (EMPI) products into one
common platform. It is our understanding that both companies will market the new,
combined product to healthcare organizations which should be available by year end.
We also believe this technology, like HIE's Cloverleaf message broker, will have uses
outside of healthcare. We project that both companies will generate in total
approximately $50 milion in annual license and servicce revenue, beginning in Year
2000 from the new EMPI solution. A recent survey in Modern healthcare (February 22,
1999) identifies EMPI as the second most presing need in integrated delivery networks.
Implementing an interface engine (like Cloverleaf) to facilitate communication is also a
top five priority.

HIE demonstrates succeess in the Banking Sector with WestLB deal. This is significant
because HIE competed head to head with New Era of Networks (NEON-$60 5/8)
which specializes in the banking and financial sectors. Although HIE had lomited
exposure to this sector, WestLB found Cloverleaf to be a superior solution. The
banking institution was able to get an extremely complicated interface running that
translates and reformats more than 300,000 records in 41 different formats in a short
period of time. We anticipate similar success stories in the near future as the financial
community becomes more aware of HIE's EAI solutions.

We reitterate our outperform rating with no change in estimates or our $15-$20 price
target.

I am in HIE for a reason bob. It is a keeper. TAVA is a flash in the pan. Even TMEX had the sense to bail a long time ago.