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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Mighty_Mezz who wrote (8000)	12/29/1997 5:18:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 31646

External vs. Internal Spending... A fascinating chart in BW. The increase in y2k spending increases after 2000 rather than declines. However, the chart implies that the Gartner estimates are WAY WAY OFF. That chart also implies that the majority of y2k spending will be with normally budgeted IT dollars and internal staff. Implications for investing? Alot of companies will be hurt on the bottom line because of all this time and money spent on fixing old code. Y2k systems integrators, at least the better known ones like KEA, CPWR, ISLI, CHRZ and IMRS should do fine in 1998, but the dollar pie is much smaller than I imagined. Alternatively, we could question the source for that chart. How did the writer come by those estimates? What kind of assumptions did the chartmaker have when projecting y2k outsourcing into 1998 and beyond? Today I bought more TPRO, TSK and CPWR. Y2k investors are going to have one helluva year. DocStone

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