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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Andrew H who wrote (7636)12/19/1997 7:32:00 PM
From: Jack Zahran  Read Replies (2) of 31646
 
It's going to take a few days to put this new announcement into perspective. It's so big that it is almost unbelievable, especially when you factor in the expanded info TM posted concerning the manpower that this one contract will absorb. To have a concern that there is not enough workers is exactly the beauty of this situation. The hourly rates will go up and the BMY contract will land TPRO many more worldwide contracts. If BMY is confident to announce their agreement with TPRO, then anyone choosing TPRO as their plant Y2K contractor will be so much more easier.

With TPRO being able to pick and choose the best clients and those able to pay the higher hourly rates. The other 19 pilots going on will have the pressure to sign similar contracts for the remainder of TPRO's resources before their forced on a waiting list. After that, any resources that free up and/or become available will be worth more than gold (I am talking about $210/hr like IBM currently charges for some of its people and they get it). With TPRO able to pay engineers more than they made before, you can see the mom and pop shops lining up to work for TPRO. Their will be an industry wide consolidation as TPRO eats up the best engineers around.

The TPRO story is growing much faster than our conservative estimates and more in line to what was previously considered hype.

Sleep well tonight all and congratulations to all those who weren't shaken out prematurely this week.

JZ
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