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


To: deltarider who wrote (6196)11/18/1997 11:54:00 AM
From: Jack Zahran  Read Replies (1) | Respond to of 31646
 
Thump9, TPRO already landed at least one new contract through its alliance relationships per the recent conference. In addition, CD revenue is coming in and TPRO has already informed us that their Y2K revenue will effect their 2nd Quarter (right now!) instead of waiting for the 3rd. This is the real thing baby! We are in the midst of tremendous growth. I think once all the Short MM's have finished covering the stock will pop up. With the current volume it looks like by the end of the week the stock should start shooting up.

We can also expect margin power in a 1 1/2 to 2 weeks. Wow!



To: deltarider who wrote (6196)11/18/1997 12:03:00 PM
From: Steve Woas  Read Replies (1) | Respond to of 31646
 
Thump9,

DDIM has lots of competition. TPRO does not. Right now TPRO seems to have a monopoly and competiton is not likely to be forthcoming.



To: deltarider who wrote (6196)11/18/1997 12:38:00 PM
From: Raj Ramaswamy  Respond to of 31646
 
thump9,

The main difference between DDIM's CD and TPRO's CD, is the very nature of business itself. It is like comparing apples & oranges. DDIM's CD is just a CD version of numerous Y2K conversion methodologies floating in the market for IT side of business. One of my friend who has been in the team that reviewed DDIM's CD said it is not all that impressive -- just a process flow documented for a typical IT Y2K conversion work.

However TPRO's CD is much more than that. It ties the clients to their (TPRO's) Parts/embedded chips Y2K compliance database. It basically identifies which chips on the factory floor's are Y2K complaint or not. Think if the same process is attempted manually...! Cross-checking each type of chip in process controls with respective vendors (some of them may not be around anymore) and finding alternate chip/part which is Y2K complaint..! It is a huge daunting task particularly for companies that have multi-plants.

So TPRO's Y2K model is unique and almost I would say indespensable for factory floor problems. And above all they have no competitors as yet and anybody coming in now would be (in Mr. Jenkins' words) atleast 6 months late and that would be TOO LATE.

Raj