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Strategies & Market Trends : Roger's 1998 Short Picks
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To: CalculatedRisk who wrote (5574)3/27/1998 12:08:00 AM
From: Quad Sevens  Read Replies (2) of 18691
 
<<< The whole premise of TAVA is a joke (i.e.
one company can solve all Y2K embedded system problems) >>>

There you go again. No one is saying that. TAVA longs have been saying--rightly--that no company other than TAVA has tackled the embedded y2k problem in such a significant way. And they've got a big head start, making competition pretty much a nonissue.

The gross margins on TAVA's CD ROM methodology are extraordinarily high--around 80-85%. That methodology can be replicated ad infinitum. There is great promise here, though we have yet to see concrete financial results (which is why I sold half my position at 14 yesterday). TAVA can help ANY company with tools and access to their extensive database (via the internet). The number of clients TAVA can help (using its own engineers) with a complete front-end assessment and inventory is of course much smaller; the number TAVA can help with full-blown remediation is of course very small.

TAVA currently has pilot projects with 60 different companies. Some of the names are mighty impressive: Coca Cola, Bristol-Meyers, Unilever, GM, ... with more to come.

Wade

PS: <<< but most of the people who invest in Y2K are naive - both technically and with regards to investing >>> Granted, we have our fair share of these on the TAVA thread.
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