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

To: John Hanzl who wrote (6292)	11/20/1997 10:45:00 AM
From: Norman Stone	Respond to of 31646

>>won't there be an implicit understanding that this revenue has a cap temporally(timewise) ? And therefore won't that be factored into the price of the stock - now? John, you have a good point. To the market, quarterly earnings are as much an index of long-term future earnings as they are sign and substance of present health. The "whale's nose" nature of Y2K activity has to figure in. But every viable company begins with a limited pocketbook, and few get the opportunity to liberally finance their development. If the long-range vision of TAVA is a good one -- if manufacturing integration has a strong and enduring upside -- then the temporary but sizeable windfall of Y2K business can be the jumpstart that few companies enjoy. In the same vein, Y2K work will be a foot in the door that TAVA has over its competitors. If the Y2K problem is so hard for industry to digest, I am sure there are other, less sensationalist manufacturing-integration measures that can be "sold" to a client only by a proven solution-provider. Consider Y2K as a massive, intimate (and self-financed) marketing campaign!