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

To: Josef Svejk who wrote (11658)	2/18/1998 5:03:00 PM
From: Starduster	Read Replies (1) \| Respond to of 31646

Josef, <<<< "P.S. The hands-on guys tell me it'll take 6 years to clean up the y2k mess in embedded systems.">>>> You've got that right, this is one BIG mess. So many are so far behind that there will not be enough people to clean it up on time. Lucky for TAVA and for all of us, I think.. Lucky

To: Josef Svejk who wrote (11658)	2/18/1998 5:34:00 PM
From: Skeptic	Read Replies (8) \| Respond to of 31646

Josef, agree or disagree, at least we're finally discussing what really matters to this stock. My view is that Y2K will generate earnings for a couple of years but these only deserve a P/E of 1 because they are certain to go away. The cumulative Y2K EPS will not come close to the $9+ needed to support the current stock price. So yes, everything comes down to the long-term opportunity. The potential market for embedded systems Y2K is much larger than Tava could ever address. This is bad! Companies will have to find other solutions which will then become potential future competitors to Tava in Y2K and systems integration. Profit draws competition, especially with a long-term opportunity. Hundreds of CEOs are talking to Tava because they are rightfully scared about Y2K. How many of them also are interested in systems integration is not at all clear. This is the crucial point that determines whether or not this is a good investment. Even if the answer is many, future competition should be a serious concern. There are many very large companies that will be willing and able to enter a growing and profitable market. What does Tava have that is proprietary or patented beyond Y2K?