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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: RAVEL who wrote (15947)5/4/1998 9:43:00 PM
From: Hawkmoon  Read Replies (1) of 31646
 
Ravel,

Ask your mutual fund buddy why he feels more secure holding stocks that may have their manufacturing, distribution, and supply chain disrupted.

One of the misunderstood aspects of Y2K stock valuations is that most manufacturers face the prospects of having to perform triage and revamping of their operations. Ask them what would happen if their were major power disruptions nationwide. These manufacturers may not cease production altogether, but it is likely they will endure disruptions that will greatly impact their earnings.

I like TAVA as a long-term Y2K play as they have the ability to leverage their y2k business into long-term contracts with major manufacturers. This potential is being displayed through the KO/BMY discussions/announcements. Many companies may take this opportunity to invest in more modern factory infrastructure which is where TAVA core business experience can come to bare.

You may have a tough debate ahead of you, but as the news about Y2K vulnerabilities continues to spread, many people may find it safer to be invested in companies guaranteed to make money fixing it.

I would agree that many Y2K companies will find themselves out of business opportunities after 2000, but not TAVA. They will be the KEA of IIT arena. And there will be a HUGE demand for their services, if not their CD as time continues to draw short and Father Time glares down upon the procrastinators.

Finally, much has been made of how much Y2K will cost our economy to repair. Some of these are physical costs and many of these will be "opportunity costs" as our GDP growth is hampered by the collective effects of 2000. And then we must worry about Asia and Europe who may collapse as a result of the combined economic and financial pressures brought about by the conjunction of many forces.

Regards,

Ron
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