After Y2K.... The TAVA Vision
For those new to the thread or shopping for a "Y2K" company, this is to let you know that there is more here than Y2K. This is a system integration company that is using the Y2K situation as a springboard into something larger. I strongly recommend that you take the time to read the transcript of the last conference call, available on the TPRO Research Site.
The CEO of TAVA is turning it around, and is intent on bringing more information integration to the clients that they serve. They may leave some Y2K dollars on the ground rather than hurt their core business. If you are looking for a momentum stock, i.e. one that runs up only on hope only to crash before you can take profits, this isn't going to be it. This Stock will run up, perhaps dramatically , on the next earnings report or sooner but the difference is, it's not likely to fall back down then, because it is building on a solid foundation.
Here are the words of the CEO, John Jenkins, from the recent conference call. In answer to a question of wheter there will be Y2K business after January 1, 2000,
<<<.....the projects that will evolve out of this, it'll be a triage effect of what do I have to fix now, what can I Band-Aid, limp across the line and fix later on. The other part of this that we keep coming back to is that the forcing function of Y2K is that the business system people will be awakened to the value of the information that exists at the shop floor level, the control there, and there'll be a lot of work done, we believe, to pull that information up into the business systems, which is a theme we've been pounding for years and hasn't previously been well received. So the whole Y2K experience is going to open that up dramatically as well.>>>
This is why you aren't seeing weekly "contract announcements" which might pump up the stock price temporarily. They have more work to do than pump up the stock and they see the Y2K thing only as a source of more revenue and contacts to ramp up the core business. As big as it will be, the Y2K remediation is just a tactic to implement the real vision, of growing this business into the premier integrator of automated factory systems, and of bringing that factory floor information into the front office in a usable way.
Just my point of view
Zebra |
