Re: Revenue Growth
Rick, one year. When TAVA does return to "core business" they will be returning to a much broader and higher quality client base. In addition, TAVA has already undertaken a diversification away from Y2K and core business with their last press release regarding a product marketing alliance with Coors-Wilborn for the paper industry. It would be nice to know how large a market this is and what the competition looks like. However, no one seems really focused on post Y2K because no one has mentioned that TAVA is jointly developing, higher margin, proprietary products for this industry. Going forward, I wouldn't be surprised to see future partnerships announced for other industries further leveraging their technology resources. TAVA post Y2K will be a much different company than you remember, a World Wide business with a broader revenue base, proprietary products, systems integration, and several key (domestic/international) partnerships imo. However, they must continue to execute their strategy without a major mis-step otherwise, like a house of cards, the whole thing could come tumbling down. TAVA is and always has been a SPECULATIVE BUY. TAVA should eventually trade in the low teens again (pre-Y2K).
Cya |
