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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: threadneedler who wrote (30003)	4/4/1999 6:10:00 PM
From: Rick Bullotta	Read Replies (2) of 31646

Actually, TAVA is no longer "the little guy". They're among the biggest integrators in their segment, and perhaps top two or three(the A&E and E&C guys, while having more engineers, typically have only a small percentage skilled in TAVA's domain). From what I hear, TAVA's actually the "yanker" rather than the "yankee" lately, and have found themselves turning away work that didn't meet their profile or margin expectations. Takes a lot of maturity for a company to recognize that there are "good customers" and that there are "bad customers". Always best to leave the bad ones to others, and TAVA seems to understand that now. I like TAVA's odds looking forward. I've "called the bets" of the critics and expect that the next 2-3 quarters we'll all have to show our cards...I think I saw a couple A's reflecting off JJ's eyeballs, though...<g>

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