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


To: waldemar cyranski who wrote (30049)4/6/1999 8:48:00 AM
From: JDN  Respond to of 31646
 
Dear Waldy: If you are in at $9 I can understand your frustration. But Rick laid out some good ideas and it wouldnt surpise me if that is where they are headed buy TIMING is everything in these matters. Now, while they are deeply emmeshed in very profitable imbedded systems Y2K work probably is NOT the right time to hit the street in a big way. I suspect (though I do not know for sure) that JJ is waiting until they have some KILLER long term contracts signed and maybe even begun before implementing the strategy that Rick suggested. JDN



To: waldemar cyranski who wrote (30049)4/6/1999 9:42:00 AM
From: Rick Bullotta  Read Replies (1) | Respond to of 31646
 
Guys, you have to remember a couple very "unique" things TAVA faces when talking about their client base...first of all, since Y2K has been the "entre" into many of the accounts, and in some, if not all cases, there are issues that require remediation or correction, many times people in the client companies are scared sh*tless about letting any such word get out. They are worried about the impact it may have on their business and the effect it may have on their relationship with their trading partners (suppliers, customers).

It is analogous to a company that does home HIV testing announcing "we are happy to have just tested celebrity so and so or baseball great so and so"...not the kind of PR most of these companies want.

As we move towards the middle-to-latter part of the year, you should see a *significant* number of "post-Y2K" followup contracts materialize. This is an addition to some of the significant engagements that TAVA Consulting has booked.

I don't have any juice with Jenkins, so I really can't help out there other than as a "concerned shareholder". And believe me, patience is not my strong suit, but I think it is precisely what is needed with TAVA...

And I will continue to harp on the issue of IR/PR. I'm still amazed that there hasn't been a change yet.

I'm usually on the conservative/cynical side of the fence, so my gut instinct that TAVA is uniquely positioned to become a nice profit machine had to overcome my own "enthusiasm inertia". Take that for what it is worth. Has nothing to do with "passion", only with a genuine belief that this company *can* make me some money over the next year or two...