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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Mark L. who wrote (29295)3/7/1999 12:57:00 PM
From: threadneedler  Read Replies (1) of 31646
 
TAVA assessment:

Mark:
I agree with most of your TAVA assumptions and have traded in a similar pattern to yours. There are a couple of possibilities you've overlooked, however.
Before I deal with those, let me say that Red Chip further exposed TAVA for what it currently is...a Y2k company struggling for a post-Y2k identity. Very disquieting not to hear transition specifics.
On the potential plus side: TAVA has gained a foothold into four areas that could be quite lucrative going forward. (1) Foreign Y2k remediation, which is badly trailing the U.S.and could feed the TAVA bottom line for an additional 4-6 quarters. (2) Utilities (3) Airports (4) Medical.
As for the expense drag of 700+ employees. I don't quite understand that point. If all the current employees remain, that means that they're necessary to the continued operation of the company and would only be justified if the work was there for them to perform. Besides, aren't some of these folks contract players? Of those remaining who are deemed unnecessary, wouldn't they be jettisoned to a one time charge?
One final point. Humble, little TAVA seems to garner the attention and respect of the creme de la creme of the corporate and academic worlds...ie General Motors, Chevron, MIT et al. These people seem to see something in this company and its management, that is perhaps escaping us and the Street. That's why I keep a percentage of my TAVA $$$ in the long term bucket.
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