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


To: threadneedler who wrote (30040)4/5/1999 9:02:00 PM
From: Rick Bullotta  Read Replies (3) | Respond to of 31646
 
TN - When I said TAVA wasn't "a little guy", I was referring to its position relative to its competition, not relative to the totality of corporate America...

Also, I wouldn't characterize TAVA as "overwhelmed by post-Y2K business" yet, since it isn't "post Y2K". However, TAVA definitely has strategic contacts and relationships with larger manufacturing corporations that their competitors would KILL for. They are turning away some work, from what I can tell, on their own terms. They are building a client base that will be a tangible asset moving forward, and have a database of their clients' automation and information systems that will make focused marketing/sales efforts for retrofits, enhancements, and enterprise<->plant floor integration easy to rifleshot.

It wouldn't be appropriate of me to "whistle blow" on some of the clients they're landing, but a walk through your local grocery store or Walmart would cover a lot of the names.

As far as the interest from the investment community, that's a whole nutha buncha stuff. You and I both know that the technology services sector, with a few rare exceptions, is pretty flat. I think TAVA, when viewed compared to many of these so-called "comparables", has a better forward-looking picture than the ERP-and-Y2K-heavy shops.

TAVA has *absolutely* done a HORRIFIC job of telling their story, and you'll get no argument or disagreement here. And until the past 6-8 months, they were still in limbo looking for a strategic focus moving ahead. I am confident that they have it, but am still bent that they don't know how to communicate it with the energy, enthusiasm, and bravado that you'll find with the executives many of the more "exciting" small caps.

They need a kick ass IR/PR person/firm, some good marketing, a few killer success stories, and a massive evangelism road/show campaign with the goal of shedding the Y2K skin and creating/defining a whole new market for plant floor information management that they would be the defacto "gorilla" in. It can be done. I am 100% confident of this. Will it be done? Hmmm.... Wish I knew.

I can only say that the TAVA folks I know are quite pumped up these days, and I'm pretty good at seeing through bullshit. So take that for what it's worth, but I'm hanging in there for now.



To: threadneedler who wrote (30040)4/5/1999 9:49:00 PM
From: waldemar cyranski  Read Replies (1) | Respond to of 31646
 
Congratulations.....Threadneedler!....your comment and admonition for some action is the BEST I have read on this thread.... whats so scarry is that many a stock scam starts off with bla bla bla contracts galore just around the corner, friendly management, bla bla bla......and then !@$#^%*&%$#!, It certainly would benefit us all if Rick B. would take up your challenge ? How about it Ric? O.T. Capt. Jack, things are bad with TAVA, but almost as bad is the news that the Great Lakes are down almost a foot this spring.....how does that float your boat???? ggggg



To: threadneedler who wrote (30040)4/6/1999 8:42:00 AM
From: JDN  Respond to of 31646
 
Dear threadneedler: You are not being fair to Rick. First off, JJ has many times listed the clients. I dont remember all the names but if you go to the VCall site with the RedChip and qtly calls, the audioinvestor you will eventually find them. I dont remember the names other than the obvious like Chevron, GM, etc etc but I seem to recall he said something like 19 of the Fortune 50 and he expected continuing annual contracts from each. Rick is not responsible for doing your due diligence for you. As I type, I am seeming to recall something like 140 of the Fortune 1,000. Anyhow, I am satisfied that they have a substantial client base. But, it is not my job to satisfy you, that is your job. JDN