TAVA Technologies (TAVA-NASDAQ) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Quad Sevens who wrote (11181)	2/12/1998 4:32:00 PM
From: John Mansfield	Read Replies (1) of 31646

<< Also, the usual business models are no good here, owing to the deadline. MSFT copied Apple, but if Gates had had only two years, he wouldn't have made it--not by a long shot. >> Right Wade you hit it on the nail. This is very important to keep in mind. Compare the runup of y2k stocks in general to e.g. the runup of a lot of internet stocks the last 2 years. There is 1 big difference: as a customer you can not postpone solving y2k; whereas you CAN postpone 'implementing that corporate intranet with another 6 months' (just an example). Most people still tend to think and argue about y2k stocks and TAVA in particular in terms more appropriate for 'normal' times, where the 'hard deadlines' for implementing new technology are not so hard after all. Other examples are in the last couple of years: implementing corporate-wide Windows on the desktop; migration to Windows NT servers; going to phone-over-ip, going to client-server etc etc. (typical corporate discussion: 'we have to do this this year; otherwise we lose competitive advantage' - 'well on second thoughts - lets wait another year or so' --- NOT SO WITH Y2K'). Conclusions for me: stock runups of y2k stocks (and TAVA) will behave differently (more violently upward that is) from other new technology/trend stocks. Regards, John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next