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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: C.K. Houston who wrote (6289)	11/19/1997 5:33:00 PM
From: John Hanzl	Read Replies (2) of 31646

General Question - I know that the question has been posed already, but I didn't see any good responce. How does the fact that the year 2000 problem has a specific, tangible date effect the valuation of this and other y2k stocks? I understand that the problem will spill over beyond 2000, but there will be a limit to the time. Therefore - it is NOT scalable (infinitely). I also understand that Topro is alrady an established company and one that will become larger with its killer database and new clientbase. However, the really big ticket item is this y2k plant-floor eval & fix - correct? Well, even with huge revenues in say Q398, won't there be an implicit understanding that this revenue has a cap temporally (timewise) ? And therefore won't that be factored into the price of the stock - now? Forgive me if this is a dumb question, I am an engineer, not a financial wiz... Regards, John

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