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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: JDN who wrote (24504)	11/4/1998 7:45:00 PM
From: Karl Drobnic	Read Replies (3) of 31646

JDN: I decided not to ask the backlog question as I listened because I feared it would set off a complex answer about bandwidth, etc, when so much else in the call was crystal clear. The example about Y2K winning TAVA $20-25 million in future airport SI work made very clear that TAVA has a high growth future post-Y2K. TAVA/BECK contributions rising another 20% puts TAVA/BECK full year contribution to EPS at about $.10/share. That Bristol-Myer's hits to the database just showed up in Q1 speaks volumes about the avalanche of billable hits still to come. That Mangan will be immediately accretive is more pennies to the bottom line. $100-$120 million of proposals in the pipeline. Unisys about to hand TAVA Venezuala oil. A whole country to integrate in the utility business. TAVA making more efficient use of contractor labor so that it can put its own personnel on high rate billable labor. Another strong improvement in the balance sheet fundamentals, with a bank credit facility in preliminary approval. And a down day for the stock price. A bit more of this, and we can start thinking about a share buyback.

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