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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Mr Logic who wrote (27401)2/3/1999 2:53:00 PM
From: Rick Bullotta  Read Replies (1) of 31646
 
FWIW, the "real evidence" of post-Y2K work in the "sweet spot" of the manufacturing space is already apparent to me. I like what I see with the trends in their growth areas, their interest and investment in the SCM space, and so on. Looking for a good, strong, broad-scoped yet focused TAVA moving beyond 2000.

The ratios also don't make sense to me (can't work both for and against you at that wide a spread), but nevertheless, looking at SAPE has given me a very different perspective on the *potential* valuation of TAVA given the right corporate positioning, marketing, and transition into higher margin manufacturing-information-centric work.

Keep the faith, brutha.
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