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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Mr Logic who wrote (27431)2/4/1999 6:55:00 AM
From: ExtraBases  Read Replies (2) of 31646
 
Logic,

I don't expect TAVA to find anything remotely as profitable as Y2K. However, margins should be greatly improved going forward (Y2K notwithstanding) with increased earnings growth. This is part of the message that JJ must make crystal clear.

If I recall correctly, before JJ arrived, Topro would except contracts with "horrible" margins. I think they even lost money on a few. (Someone kindly correct me if I am mistaken.)

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They depend in this case principally on profitability x employees.
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Such is the nature of the Y2K embedded beast. However, TAVA is building quite an asset with their "kicker" d-base. Not to mention the sweet margins on those d-base hits. High margin, low maintenance, repeat use of the same info... over... and over... and...

--Dennis

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In a year's time, give or take, TAVA has to get 500 people doing something at least as profitable as Y2K work - not the low margin stuff they were doing in the old days. If they are supply constrained, the top management focus really needs to be on this transformation, allowing middle management to maximise Y2K money. Share price growth comes from earnings. They depend in this case principally on profitability x employees.
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