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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Quad Sevens who wrote (7967)12/27/1997 10:10:00 PM
From: Andrew H  Read Replies (2) of 31646
 
>>Well, we know one part of that post, namely "Its obvious the $28MM refers ONLY to BASE business NOT including Y2K", is not reasonable. (No offense, JDN.) <<

Wade, we have already determined that this 28MM in orders inclues Y2K business. In any case that 28MM would probably not include all of the revenues coming from BMY. The figure included orders received in the first half of fiscal 1998. The order for the 125 plants has not actually been made yet as I understand it, but it is highly likely. Also if they are figuring in the BMY order, they may only be figuring the amount of revenues they will be taking in in the next 6 months (Qs 3 and 4 of fiscal 98). If they are going to take say 1 1/2 years to do the whole job, the 28MM figure might only include a portion of the whole job, if it includes any at all. No telling.
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