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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Mr Logic who wrote (21314)7/29/1998 1:46:00 PM
From: John Mansfield  Read Replies (4) of 31646
 
Patrick,

- It is naive to expect that Y2k remediation will be over 1/1/2000. Remediation will continue, but at much higher hourrates and margins b.t.w. This is precisely what the large majority of investors is still thinking: about 1/1/2000 most of the work will be over; therefore we have to evaluate Y2k companies in that light. Dead wrong IMO; as can be seen from a number of articles on Y2k.

- The delivery model through licensing is used as indicated by a number of PR's. The CD delivery model is not relevant in that respect.

You have not answered the question: the main difference between autumn 1997 and now is earnings thru all the customers, as indicated in the list of PR's. You are ignoring the question.

John
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