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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Skeptic who wrote (7162)12/11/1997 4:15:00 PM
From: Jack Zahran  Read Replies (1) of 31646
 
Skeptic, that's where we don't agree. You are ignoring the fact that the company has demonstrated the ability to capitalize on trends and markets. When the Y2K business starts petering out, those same engineers will move on to the growing backlog of other integration work. TPRO should still keep growing at an accelerated rate. Their type of growth will be exponential. Why? The demand will continue to grow and TPRO is well on their way to monopolizing the National market. As they grow their rate of growth will continue to increase even if Y2K work starts decreasing.

I spoke with a VP at Citibank and asker her how the Y2K remediation work was affecting her companies work. Bottom line, they don't have the resources to work on anything else. What does this mean in principle? That with Y2K petering out by 2002, the backlog of core work will need to be addressed. TPRO will be intimately aware of the needs of it's clients and will have developed the history with their clients to land the contracts on the core business. If Y2K pans out as we expect then the logical conclusion is that other work will only backlog and increase TPRO's future revenue potential.

Skeptic, you can't ignore this. This area is huge. TPRO's management see's this, their vision goes beyond your 5 year requirement. Anyone thinking that revenues will decline with the end of Y2K does not understand the dynamics of this industry. Skeptic, you can't freeze TPRO's inovations at Y2K, you also need to include continued inovation, growing demand and economies of scale.
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