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

To: jwk who wrote (10552)	2/6/1998 6:55:00 PM
From: Jack Zahran	Read Replies (1) \| Respond to of 31646

TIA, TAVA is a System's Integration company first. In fact, their transformation into the largest SI company is in-line with the trend by manufacturers and others to outsource their non-core competency work. This phenomenon that started with the "right" sizing trend in corporate america, is now showing up in Tava Technologies market place right on schedule. There exists a couple of market studies done, I believe, in 1995 that forecast this outsourcing trend within Tava's sector. The fact that Tava Technologies management has recognized this trend is seen by their accretive acquisitions during the past couple of years. The short term downside to their quick growth as the largest national independent systems integrator, was the large amount of debt that they carried, in addition to the dilution of stock that paying down this debt caused. What we have seen in the last few months is a combination of paper being released in the market from companies that help finance their growth and individuals that were bought out by security offerings. I believe today was a watershed day, absorbing much of the heaviness of that old paper. TAVA was able to maintain itself above 6.5 in the midst of heavy selling due to heavy buying. I can only conjecture that some serious risk analysis work down by a multi-national manufacturer has shown great advantage in acquiring TAVA Tech, it's actually cheap, to buy 12 Million and one shares would cost a big company a fraction of the cost of their remediation work.

To: jwk who wrote (10552)	2/6/1998 6:58:00 PM
From: Gerald Underwood	Read Replies (1) \| Respond to of 31646

You might find some articles of interest along this line at isa.org Gerry