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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: vpelt who wrote (26982)	1/24/1999 3:31:00 PM
From: John Mansfield	Read Replies (1) of 31646

<< John: And I haven't decided to sell either but I'm reconsidering my expectations. When I see management, even if it's only perceptually, taking care of themselves with little or no effort (and when promised) to beef up the PR, makes me wonder what their agenda truly is. >> You're right; I am concerned too. But I still have confidence in management. I have heard thru four past CC; have a good impression from those CC's. THe list of clients is impressive enough; there are of course other companies doing this work.., but then again, budgets for Y2k remediation keep going up month after month (look at the latest Yardeni report for IT remediation budget increases for instance). The money has to flow somewhere.... Also, keep in mind that there is a lot of hush-hush going on at large enterprises to their stakeholders; there are only very few F500 that state that they won't make it before 2000 (Chevron comes to mind). That is another reason for not hearing lots of details on these contracts. Just all MHO. Regards, John

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