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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (24328)11/3/1998 3:34:00 PM
From: Karl Drobnic  Read Replies (1) of 31646
 
Remediation business: It's a gray area. If it's something a factory wouldn't have done except for being forced into it by Y2K (say a refinery valve), then it's not really core. But if it's business that has been accelerated by the Y2K assessment, then it's core, since the factory would eventually have had to do it to stay competitive. I want to see TAVA getting the kind of projects that were in the factory pipeline without Y2K, but would have gone to someone else absent Y2K. If Y2K is the wedge that opened the door, great.
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