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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Terp who wrote (18198)	6/11/1998 4:29:00 PM
From: John Mansfield	Read Replies (2) of 31646

<< 'no competitors' >> Has been mentioned by some, but mostly not in a dead earnest tone. We have to understand the following: - The are a number of very large multinationals who are doing embedded y2k remediation by themselves. I know some of those companies, and people working in the field in those companies. Also, they started early (i.e. 1997 or even 1997). - The demand is simply staggering (I suggest to read the posts on the 'embedded thread', read the Roleigh Martin site etc). - The main reason I am long TAVA is that they have the best position in this market: long experience; long list of reference customers, proven and tested methodology, etc Regards, John

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