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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Quad Sevens who wrote (8071)	12/30/1997 5:34:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 31646

Wade's careful reading of press releases... Wade's careful reading of TPRO/BMY press releases should remind us that enthusiasm can be blinding. BMY is engaged in a "self-executed" y2k strategy, meaning they are planning on doing the work themselves. Jenkin's amendment that BMY work "could" employ 60 engineers for two years is artful and implies a subtle but meaningful contingency: A maximum of 60 engineers will be employed if unspecified conditions occur. We do not know what that "if" is. Let there be no doubt that BMY will make money off of BMY, and that the work will be accretive to the bottom line, as BMY is a new customer. But let us keep in mind that there are still alot of ambiguities in the TPRO situation, and only new information will guide us. My take is that if BMY doesn't use TPRO to do the hourly grunt work, that's still good. The margins for the software product are better, and TPRO makes great money every time that printer pumps out another report (one per factory floor machine!). The trick will be TPRO getting alot of orders for software analysis only. DocStone

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