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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Andrew H who wrote (10309)	2/4/1998 2:04:00 AM
From: John Miz	Read Replies (3) of 31646

Just a couple of comments made by Jenkins at the Emerald Conference that I thought were interesting. He stated that Fortune 100 companies are budgeting tens of millions of dollars on the embedded issue. That Tava (Topro) is being stretched right now with the amount of work available, and they, in many instances, have no competition. Companies thinking about doing a pilot program first, will have that thought "crushed out of existence" when they realize how little time is left. Judging from his comments, I believe he feels since they have little competition, but they cannot handle the load themselves, that the Cd will be the laggards only choice if they hope to get a handle on the y2k embedded issue. John

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