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Pastimes : Don't Ask Rambi
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To: Rambi who wrote (11268)7/1/1998 8:50:00 PM
From: Jacques Chitte  Read Replies (1) of 71178
 
Some of the smartest people I lurk upon at SI are moving in on TAVA as short meat. So I figured I'd give you a "heads up". I think Y2K has disappointed the Big Mo crowd. They're too busy trading the internet thing to pump Y2K again.
The only Y2K company I'd look at currently (from the long side) is Keane. They have real proven people&product, and they'll still be in business after the champagne stains fade. Also, they have hundreds of contracts. The whole Y2K scene is full of companies who claim to have a fix for some corner of the problem. The most spectacular is ZITL. But take a look at DDIM. I think TAVA is headed the same way.
I hazard an opinion that you can make good money shorting/putting TAVA.

I've decided (once I salvage dead money from CUBE) that I'm buying nice conservative companies. Intc, Klac, Mo, Ba.
But first, a little correction if y'all please...
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