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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Skeptic who wrote (12124)3/3/1998 2:03:00 PM
From: Hawkmoon  Read Replies (1) of 31646
 
Skeptic,

If TAVA continues to do the amount of business that it currently engages in, I would grant credence to your scenario. However, I fully expect TAVA to utilize strength in its publicly traded stock to acquire additional IIT consulting firms in its bid to consolidate the industry.

Since many of these are private concerns with strong businesses of their own, converting their assets and market share into TAVA utilizing accretive acquistion strategies should enlarge the company's revenue stream as we move along through 2000.

Again, Y2K will be the driver that creates consolidation in this splintered consulting sector. TAVA's partnerships with leading Fortune 100 companies should ensure future business growth as TAVA accumulates the resources to handle larger projects. And the gain for these private firms is clear as well. They are able to turn their years of hard work into a publicly traded equity foregoing any hassles with seeking capital in the public markets to compete with a growing TAVA.

Regards,

Ron
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