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


To: Jim Wilke who wrote (11633)2/18/1998 12:44:00 PM
From: gerald tseng  Respond to of 31646
 
Jim:

If y2k business is a ?, then the transition of y2k business to core business is ??.

I think strong y2k business is realistic expectation, but I will wait and see for the benefit to their core business. The best strategy is using the profit generated from y2k, and take advantage of the high stock price to acquire to strengthen their core.



To: Jim Wilke who wrote (11633)2/18/1998 2:05:00 PM
From: Skeptic  Read Replies (1) | Respond to of 31646
 
this company is about much more than simple y2k.

It better be because there is no way that Y2K is going to generate $9 in EPS to return a current buyer's investment. If the long-term potential is what drives Tava's value, why is there so much Y2K news on this thread? As far as the long-term factory floor integration market goes, there are big competitors out there. Everyone seems to believe that they have a monopoly on this market. Success draws competition. What inherent advantage do they have?