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

To: M. Frank Greiffenstein who wrote (7151)	12/11/1997 3:25:00 PM
From: Skeptic	Read Replies (2) \| Respond to of 31646

DocStone and Jack: Never have I lumped TPRO in with all of the other Y2K stocks. Still, the company will benefit from a large but temporary increase in demand for its services as a result of Y2K. I've said before that the real winners will be the ones that can leverage Y2K into enhanced business opportunities beyond 2000. KEA is doing this as well as anyone and TPRO has a viable strategy for doing it also. But all of these companies cannot benefit together. They're all ramping up to meet a huge surge in demand for their products/services. When the demand subsides, there will be a huge surplus of supply that will put many of the marginal players out of business (I'm not referring to TPRO!). Remember, I did give TPRO $0.50 in earnings in 2002 from their core business alone and then 15% growth thereafter. So don't accuse me of implying that they will go out of business. A lot of companies would be thrilled to go from breakeven to $0.50 EPS in five years. If there was no Y2K problem, TPRO would likely be happy with this result. Even if they are successful in leveraging Y2K, it would be crazy to assume that sales and earnings won't slow down as the Y2K demand subsides.