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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: John Mansfield who wrote (27668)2/9/1999 6:19:00 PM
From: threadneedler  Read Replies (2) of 31646
 
Observations:

Karl...way to hold JJ's feet to the fire on the Red Chip numbers.
Overall, a decent presentation. Very limited participation by JJ. Others did a good job. Scott still front and center, however.
2/3 Y2k revenue mix shows the necessity of pullthrough, At this point, TAVA must convince the street that there's life after Y2k.
On the plus side, great turnaround from .04 loss to .25 profit.
Consulting looks like a good potential future revenue producer. TAVA also seems in a near term acquisition mode, which may or may not be a positive. Maybe I haven't been paying attention, but CC was first I heard about the Postal service and MIT contracts. MIT certainly shows the high esteem that TAVA is held in by their peers. I was also sold on the potential of the ERP market, though there are those that would disagree. Also interesting that Europe, Pacific Rim and Latin America are well behind U.S. in remediation efforts.
Overall,however,TAVA must show the eventual disconnect from Y2k to their core business before the big boys come sniffing around.
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