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

To: Karl Drobnic who wrote (31149)	5/13/1999 9:40:00 PM
From: WR	Read Replies (1) \| Respond to of 31646

Another new contract. This plant is close to where I live. We have another solar plant close by in Dagget and it blew up a short time ago. They had a big fire and last I heard the cause was a pressure valve. 5/1//99 -- CANUS Corporation through our agreement with TAVA/R.W. Beck will perform Y2k embedded processor testing for Kramer Junction Company, the operating company of SEGS at Kramer Junction, CA (Solar Energy Genenerating Station) canuscorp.com

To: Karl Drobnic who wrote (31149)	5/14/1999 12:01:00 AM
From: WR	Read Replies (1) \| Respond to of 31646

Karl, Do you think those power deals that were mentioned could be part of this deal??? WR biz.yahoo.com

To: Karl Drobnic who wrote (31149)	5/14/1999 10:03:00 AM
From: Rick Bullotta	Respond to of 31646

Maybe they coulda gotten a couple dollars more, but not anything wildly greater than the $6-10 range. I don't believe that you're accounting for the "post Y2K hangover" adequately in your analysis. Rate structures and margin will (at least for a while) decline significantly, cost of sales will go up somewhat (though TAVA will still have an advantage over its competitors in this area), and "pure software" revenues will fade out (again, perhaps not permanently, but until something of substance is in place to replace this lost revenue). Even with the explanations, the flat Q-to-Q revenue growth could also be cause for reducing future estimates. Cash, while growing, is still < $0.50 a share, and it appears that AR/DSO might be expanding (though there's not enough detail in the info release to tell). Net result = lower EPS for some period of time after the end of the year, perhaps as long as two years. As TAVA consulting ramps up, and as new products backfill the Plant Y2K One revenues, EPS will rise again, but this will not happen overnight. Any idea what kind of $$$ exposure TAVA has if a new buyer came in and TAVA chose to renege on the deal with Real? TAVA should be (and should have been) shopping this thing aggressively to CSC, CA, GE, Origin, and so on.