don't see a whole lot of new money coming in soon, and don't feel that it is 'early' in the story. Just my opinion.
From what I hear, alot of companies are playing Y2K catch-up, so there should be no shortage of new customers. A related question is at what point TAVA can no longer service new customers.
The comparison with YHOO and AMZN is only partly valid - the major difference is that with those stocks people are looking for the dominant players in a massively expanding industry, not a niche player in an industry that pretty much won't be here in two years.
Yes and No
(1) TAVA does more than just Y2K work. This is not the typical COBOL fix-it-shop.
(2) It is possible that TAVA could gain long-term market share in their base industry from their Y2K reputation. Again, not like your typical COBOL fix-it-shop. A valid question is how much could they gain and how does that help their long term bottom line?
(3) I think it is very optimistic to believe that all the Y2K fixes will be completed in two years. This may be more applicable to COBOL shops than TAVA. (If your manufacturing systems stay down for months, you are probably out of business.)
There is a lot of noise in the Y2K arena, many companies to choose from so TAVA needs to try and make itself heard. A 600% rise already could put people off.
Very possible, also their could be a Y2K panic induced stock market crash that would drop all stocks, including TAVA. A dropping tide, lowers all boats.
Personally, I think the first waves of panic will boost TAVA, later waves may crash the market. But there is no way to really prove this statement. :-)
GOod luck. There is story behind every stock, this TAVA story is really interesting. |
