SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Captain Jack who wrote (25456)12/10/1998 11:16:00 PM
From: Larry Brew  Read Replies (1) of 31646
 
John, << Tava, making up their mind about business >>
I read the recent 10q, 10k, and 8k. This is how I see Tava. A struggling company in the information and controller business awakens
to the fact that many embedded chips in the automation of equipment
throughout their customer base are going to create system failures.
Their customer base is impressive. If I were Tava, my 1st concern
would be liability to my customers. They begin by putting their own
house in order. y2k compliant. Now to resolve their client's problems
and cover their ass on legal issues. This began in 1997. Suddenly
the core business is 2nd fiddle to y2k business. Opportunity opens
as they broaden the y2k solutions beyond their clients. Vertical
integration seems it can broaden their position to the core business.
Acquisitions are made to fill these gaps. Openly they admit that
comparing pre-y2k Tava with the current Tava is nothing short of
difficult. It comes down to are the acquisitions going to be accretive
to earnings or burdens of debt. JMO. Ask a question, then check the
filings. I think it's all there. The biggest question mark I have is
that they are basing revenues on book and not bill. This zapped one
other y2k I own, and is of concern. On a positive note, they've a
built in customer base thanks to their core business.
Larry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News