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

To: Zebra 365 who wrote (11078)	2/11/1998 11:43:00 PM
From: Mike Winn	Respond to of 31646

eom = end of money.

To: Zebra 365 who wrote (11078)	2/12/1998 12:15:00 AM
From: Glass House	Respond to of 31646

eom=end of message. It is usually used for very short messages.

To: Zebra 365 who wrote (11078)	2/12/1998 2:24:00 PM
From: ThirdEye	Respond to of 31646

""Jenkins appears to see the opportunity that lies beyond. Right or wrong, a company led by such vision will never rest."" They'd better not. Over the past year the body shops doing Y2k work have been granted high multiples because the market has perceived that they have a life other than, and beyond, Y2K. The prices of KEA, MAST CBSL, IMRS, CHRZ, CA, CBR, CPWR, CSC have all surged as everyone knows. The market has shied away from tool companies by and large because their future is less certain. Already, with earnings releases in the past weeks, and almost certainly by next Q, we are(and will be) seeing how important it is to large investors that body shops show that they can maintain revenue growth and margins with a decreasing reliance on Y2K work. My point is that even with the size of the embedded system issue and the fact that TAVA will have little or no competition, they are getting out of the gate with their product and services 12-18 months behind the software shops. TAVA will have to show evidence of life after Y2K in a compressed time frame in order to keep large investors interested. That may occur through acquisitions, fine, but it's gotta happen soon.