Why don't you check out TAVA and CHRZ. CHRZ seems more robust, but TAVA seems the best value. TAVA addresses the manufacturing sector, which is further behind than most industries, and their new orders for Y2K software and services was $20M in Jun Q, and $25M+ in Sept Q--and that was only for initial inventory and assessment.
They have a master consulting contract with Chevron, which recently revealed it will spend $200M to $300M in total, won't make the deadline for all systems, and has spent only $40M so far.
But CHRZ is getting into ERP, and has almost 10 times the staff as TAVA, which has around 500 now. Based on forward earnings, TAVA looks the cheapest (5 times forward earnings), but CHRZ seems the safest, as their Y2K revenue component is much less than half total revs and shrinking, while TAVA's is half revs, and growing.
It's easy to trash DDIM, especially if you want it to go down, like Staff, who sounds like a short. Just remember: CHRZ, CBR, KEA were all small companies like DDIM before they became big. The demand for IT consulting won't stop, and will expand dramatically. There's plenty of room for DDIM. |
