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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (3870)10/10/1997 3:59:00 PM
From: Jack Zahran   of 31646
 
JDN, I think it is becoming clear that TPRO is taking conservative steps, since Y2k Revenue has not materialized yet. To be sure, they will have other options soon. But, there 10K observations were made based on current situation. We will have to wait and see how the Y2K revenue stream affects their decisions.

We must not let the Y2K issue distract us from their core business. They are still expanding their core business and taking steps to increase their volume to effect a larger profit margin in their non Y2K product sales. This can only come with increased growth to their core business.

In addition, the Y2K CD release, while increasing their revenues and their average margin, also will create a demand for engineers. TPRO needs to expand their staff to handle the new oppurtunities that the Y2K analysis will generate. They have stated in the past that they anticipate higher margins from the greater hourly charge for Y2K Remediation work that they can demand.

All this new business will grow TPRO's client base in their core business well beyond the year 2000. The efficiences that they will realize in scale will allow them to provide products and services at a reduced cost to their clients while their margins will only improve. They will become intimately familiar with their clients Plants and be able to expand their core offerings to their ever growing client base.

With respect to this growing client base, we cannot ignore the other large revenue generating services that TPRO can provide, namely, supply chain management. This area has only been lightly researched on this thread, but it is significant even now. I expect that their future acquisitions will include companies that have demonstrated supply chain management services as one of their core competencies.

Jack
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