Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew H who wrote (6107)	11/16/1997 9:10:00 PM
From: Karl Drobnic	Read Replies (1) \| Respond to of 31646

I've hammered on the theme of leverage these past few months - TPRO will be as good as its ability to leverage its database. Bringing on Owens to license other SI's is one more smooth move that will pour high-margin cash into TPRO. If rates for engineers from other SIs pop upward like TPRO's rates ($75/90 to $160/hr with no increase in wages), then SIs will be willing to pay large fees for the license from TPRO. I also think Jenkins told us where the cash surplus will be deployed - acquisitions. TPRO is likely to buy larger SIs, swelling sales in the base business. I suspect TPRO will buy other things also, since bankruptcy in Year 2000 is going to put a lot of good plant on the auction block at fire sale prices. TPRO will know which are the plums, which are the culls.