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

To: bob who wrote (6159)	11/17/1997 8:59:00 PM
From: jan m.	Respond to of 31646

Bob---I'll be Dancing In The Streets! Jan

To: bob who wrote (6159)	11/19/1997 3:07:00 PM
From: Skeptic	Read Replies (4) \| Respond to of 31646

Moving this conversation over from the "2000 Date Change" thread Read the research thread! People put in a lot of time just to answer questions like yours! Make sure you read the conference call. I've just started looking at TPRO and have been following the posts for several days. I'd like to read everything on these threads, but that's not practical. Almost everything I've seen recently is completely one-sided. Challenging you bulls on the fundamentals is the fastest way to get the information I'm looking for. My personal feelings on Y2K are that it is very real and very serious, but that its not worth more than a few dollars to most of the Y2K stocks because of its temporary nature (in a discounted cash flow valuation analysis, even 5 years is temporary). I'm looking for companies that are using Y2K to leverage their core businesses for greater earnings well beyond 2000. This quote from the conference call is the kind of thing I'm looking for: "...the forcing function of Y2K is that the business system people will be awakened to the value of the information that exists at the shop floor level, the control there, and there'll be a lot of work done, we believe, to pull that information up into the business systems, which is a theme we've been pounding for years and hasn't previously been well received. So the whole Y2K experience is going to open that up dramatically as well."