Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skeptic who wrote (11646)	2/18/1998 4:45:00 PM
From: Josef Svejk	Read Replies (3) \| Respond to of 31646

Humbly report, Skeptic, as I understand it, your problem with TAVA is, that core business is so what, and y2k business will be another spurt of a so what, ergo, what's the big deal? What about after this blip of a y2k, you say, am I right? OK. The longs here, such as myself, hear the management tell us (backed by SEC filings of nearly every word) that the y2k business (whatever it will be, but they indicate that it woun't be just so what), will get TAVA in the door of the cream of the crop of corporations around the globe. All the big ones have to deal with embedded systems y2k one way or another. TAVA is, or shortly will be, on their radar screen, as a possible provider of what they desperately need. Sure there's competition in TAVA's core business arena. However, there is no real competition in embedded systems y2k, so who else do you see capitalizing on this opportunity to cozy up to companies which - without y2k - may not even have been interested in talking to you? Who else is having meetings with hundreds of CEOs, and laying the groundwork - like TAVA is - for later capitalizing on a nice big chunk of the systems integration pie - while dealing with the pressing problem of y2k? My humble opinion is, therefore, that Y2k will get us in their factory, power plant, and hospital, and we'll stay to integrate their systems when that's done. Svejk (GL-15 applies: digiserve.com ;-) P.S. The hands-on guys tell me it'll take 6 years to clean up the y2k mess in embedded systems.