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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (24321)11/3/1998 1:11:00 PM
From: Karl Drobnic  Read Replies (2) of 31646
 
I don't expect to see the core business work executed in the Q1 report. I want to see the work booked. We're close enough to Year 2000 now that any major factories that haven't started the assessment phase are basket cases, so we should begin to see the timeline for transitioning. The "pig in the python" should be moving right along, with remediation projects replacing inventory and assessment at the clients TAVA will retain post Y2K. And where TAVA scores the remediation contracts, there's a good shot at that becoming a permanent client. Remember that TAVA has traditionally negotiated its way from "engagement" to "engagement" rather than being in competitive bid situations.
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