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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Quad Sevens who wrote (12388)3/9/1998 11:20:00 AM
From: Skeptic  Read Replies (1) of 31646
 
You've never made even one slightly skeptical remark about this company. You've never corrected the wild pro TAVA hypesters/ignoramuses on the thread; you've corrected only those with a negative view.

Right on! Although your post was addressed to CK, it is equally applicable to many of the regular contributors to this thread.

90% of the factual posts on this thread substantiate the size of the market for Y2K embedded solutions and Tava's strong position in servicing this market. All of this is a given. The problem is that they have yet to profit from this situation and the window of opportunity is closing.

Tava is a very small company with a limited capacity. It makes no difference how big the addressable market is if they are at full capacity. How many Cokes or Unilevers can they handle with a few hundred engineers? If they are fully engaged doing pilots, where are they going to get the people to capitalize on the 9:1 ratio of follow-on work that has been reported?

Tava's is a great story, but the current stock price already reflects great expectations. We're tired of hearing the story. Its time for Tava to turn the story into profits.
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