Humbly report, TM, I believe TAVA's time has come and gone. I bailed out two earnings reports ago, and although I keep a very close eye on it, having once had more than 50% of my pf in it, and having made out with it like a bandit, at present I would not touch it with a ten foot pole.
Yes, the embedded systems problem is huge, possibly worse than the IT side of things, but TAVA just doesn't seem to be able to fully capitalize on it, and their post-y2k strategy is still in limbo. I also hear rumors from the trenches that their database is not as reliable as we thought it was months ago. I seriously doubt the stock price will ever see anywhere near the highs it once did. Given the market as a whole, I am very pessimistic, no matter what the company as such does, even though their work is absolutely crucial to solving our y2k problems.
Crossing my fingers for ya on ALYD, which indeed did remarkably well today, given the fact that markets suck, Dow broke through critical support, and all one sees worldwide is an ocean of red ink.
Cheers,
Svejk abitare.it |