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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Zebra 365 who wrote (11847)	2/21/1998 6:15:00 PM
From: John Mansfield	Read Replies (2) of 31646

<< "There was a lot of anticipation that people would do more work in-house," Rinaldi says. >> Hi Zebra, Indeed this willl change the coming 18 months; as increasingly Y2K providers simply will be booked full; and will not accept many new clients. As a consequence, clients will have to remediate increasingly in-house; IMHO. So my bet is that Y2K stocks of vendors that are concentrating on tool sales will rise. << 'the reason I posted it here was to demonstrate that Everyone is dragging their feet on this problem, and those with factory floors are no exception.' >> Right! That is exactly what I am thinking also! : - clients only thinking of new business; enlarging market share; making new acquisitions. So CEO's still do not hear 'the cries from the trenches'. - the bulk of the technicians (programmers, project managers, engineers etc) prefer to work on hot new technology; new code; new development; new projects etc. Only a really massive increase in rates will convince masses of technical guys to go into Y2K. These is still no sign of a significant pay-gap between y2k work and all other IT work (just read the C.S.Y2K posts of Cory Hamasaki). - suppliers prefer to sell products, enlarge market share, launch new products: simply all the sexy jobs, works, projects... - goverments like to issue new ideas/initiatives that often translates into changed legislation, that translates to software changes. Changes that make Y2K remediation more difficult (I posted a statement from a Swedish government agency some time ago; stating that they will simply not issue any changes that result into additional programming work the coming 2 years - very sensible !). - etc etc John

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