Observations:
TAVA may, indeed, be under accumulation. If so, it'll be dumped on the market in a matter of days, weeks, months(?) for a couple of quick points or so.
Something most folks aren't considering, which PTUS and ALYD reminded me of...a ton of SI work, et al. has been put off while resources were allocated to Y2k. This work is in the backlog pipeline and could accrue very quickly once those resources are re-allocated.
Also, I often hear people talk of the huge customers TAVA has signed on with. I recall some years ago when I had a tiny jewelry design and import business. I had some 'huge' customers; Disney, some major department stores and the biggest of the resort players. HUGE. They will literally buy from anybody. They prowl the trade shows;
Javits, Atlanta, Dallas, McCormick--in search of little guys they can yank around and squeeze margins from, until virtually all meaningful profits are gone. At this point, TAVA is still the little guy.
FYI: Lots of nasty little outages, etc. Y2k, 4/1/99 related; Western part of U.S. Not much pub, but a hell of a lot of aggravation.
P.S. Mangan???
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