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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: michael tantleff who wrote (23460)9/23/1998 4:59:00 PM
From: paul e thomas  Read Replies (1) of 31646
 
Michael I agree CC was positive mostly because there were concrete examples of how their Y2K foot-in-the -door was translating in Systems Integration business. I continue to believe the market will undervalue TAVA for another 6 months because institutions are going to wait until they have a better fix on how to value their post 2000 business.As far as any financial results are concerned the key figure to me was the sequential revenue growth of 28% in which most of the growth came in the last 2 months of the quarter. This conference call was 5X more professional than the last. I plan to add significantly to my small current position with the intent of holding long term.
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