To: David who wrote (5125 ) 10/31/1997 12:39:00 AM From: Zebra 365 Respond to of 31646
Start at the top. The news release at the beginning of this thread summarizes faily well why this stock went from $1.50 to 6.00 on the Y2K play. This is a different company than most Y2K businesses because: 1.) It has a core business (and impressive client list) of working with embedded computer systems (automated factories, water treatment plants, etc) and has little or no competition in this field for the Y2K solution as opposed to the Legacy type business systems that all of the other Y2K companies are fighting over, and 2.) the Y2K will contribute to the growth of the core business while the roll-up of five companies into TAVA tavatech.com accelerates the formation of a structure that will be a stronger entity after January 1, 2000 than before, and 3.) the management of the company which is deliberate and conservative fiscally without being excessively cautious in their aggressive approach to the large task before them. The CD-ROM is the key to the ability of a relatively small company to take on this task as are the affiliations with Fluor-Daniels and others (see my post earlier today with text from the 10-KSB). Leveraging its intellectual capital, ie. the database "map" of hundreds of automated plant systems by use of the internet and the CD-ROM, TPRO is using year 2000 technology to address the Y2K problem on the factory floor. I didn't come to write a book. Actually I came to mention to those who haven't heard, that ZITL has today (Oct 30) essentially admitted to having no Y2K business and the stock ZITL is likely to get killed in the AM tomorrow. Given the current market conditions, the other stocks known as Y2K plays are likely to suffer some collateral damage and I wanted to mention it as a potential buying opportunity. David look at the Research Thread instead of this board (especially today's "market jitters bizarre") to get a background. This is a highly examined stock by some dedicated people. All informed points of view are welcome, hissy fits are dubiously optional. Zebra