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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: JDN who wrote (29537)3/13/1999 10:02:00 AM
From: Mark L.  Read Replies (2) of 31646
 
Are you aware that Jenkins has said REPEATEDLY that at the moment they are ONLY doing those things necessary to KEEP THE DOORS OPEN of their current clients, and that AFTER 12/31/99 they would go back and complete the Niceties?

I am aware that he has said this. I didn't mean to imply that after 1/1/00 the business will be turned off like a spigot. What I said was that the "tail" on TAVA's work is shorter than that of other Y2K companies despite their efforts to extend it.

A lot depends, in my judgement, on the pace of the acceptence of their "real time" work as well as Utilities and Airport opportunities.

Agreed.

However, there's a point I'd like to make that is not directed at you, nor necessarily at the current posters on this thread. But I think it's still important.

When the supporters of Y2K companies were initially making their pitch as to why these companies were great investments, one of their points was that Y2K work was different from other business opportunities: it was not optional. Companies would have to spend the money whether they liked it or not. I note that, as we approach 1/1/00, and the looming question is the amount of new-type business these companies will have, the supporters no longer mention this point.

The first quarter of 2000 will be an interesting period--not just for TAVA but for all US companies. I expect an increase in inventories prior to 2000 for all companies on the supply chain all the way to retailers. Then companies will have to burn through those inventories. It will be interesting to see the ripple effect as demand slackens. I'm sure I won't be the only one looking at published national inventory levels to get a fix as to whether this will be a subtle or serious problem.
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