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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Robert T. Quasius who wrote (15744)4/30/1998 11:07:00 PM
From: Karl Drobnic  Read Replies (5) of 31646
 
If TAVA gets slammed on the earnings report, it is an all out buy. The Coke (?) contract has to be worth north of $60 mil. I further speculate Coke will not mess around wasting TAVA's valuable time asking them to buy hardware, so assume that the revenues are mostly service revenues, i.e., high margin. Since these are already contracted, SGA expenses will be reduced. And since Coke will view Y2K as an opportunity to take market share from frazzled Pepsi, assume Coke wants the work done fast. So we are looking at up $1 EPS from the Coke contract over the next 12 months. And if it's only $.75? Hey, this is only one contract. There are bigger fish in the Sea of Tava. I'm very confident of my $20-$25 share price target -for 1998. Maybe Tava will be "Top Stock Pick of 1999", too.
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