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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: CalculatedRisk who wrote (16814)5/13/1998 2:47:00 PM
From: Jack Zahran  Read Replies (1) of 31646
 
The 10-QSB you are referring to covers the period ended 12/31/97, not the period we are discussing. For year to year comparison, we need to remove the one time IBM blip from last years report.

Let's wait for the latest 10-QSB and then do more DD based on real number comparisons minus last years IBM contract.

In the meantime, my review of the CC leads me to conclude that the core services and core software components are greatly benefitting from Y2K initiative. My exposure to the computer services industry already tells me that at least on the office side of Y2K, many projects are being queued behind Y2K remediation work. The problem is huge from an "insiders" point of view. The general public cannot understand the scope of the problem like us propeller heads who created it. Nor do they understand the business impact Y2K is already having.

TAVA and the Embedded Systems sector is now going through the same cycle as the rest of the industry, albeit two years later. However, do we say that Core is decreasing for TAVA. No, that would be a gross misrepresentation. Aligning the new clientele with reality, clearly shows that TAVA has gone where the money is going. They were there waiting for them. Now, TAVA - ahead of the pack - is preparing to handle the queued core business that will be available as remediation is completed from client to client.

Thus Y2K is adding to the core business and increasing their backlog, which is a very important measure in this sector.

JZ
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