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

To: Bonzo who wrote (11701)	2/19/1998 1:22:00 AM
From: Mike Winn	Read Replies (2) \| Respond to of 31646

Joe, I just typed the following response for Kathy but she deleted her post before I got the chance to post. So here I give it to you as it applies to your question also. =========================================== Kathy, I am not twisting the facts as you have accused me of. First IMRS, a company winning a lot of Y2K business, decides to get out of this business. Why is that? Second, companies such as CBSL, MAST, SYNT never claim that Y2K business is their primary business. At first (last year), the stocks of those companies didn't go up as much as the Y2K companies because people like the Y2K hype. But now the investors are realizing that non Y2K business is more important and longer lasting than Y2K business. So now the stocks such as CBSL, MAST, SYNT are starting to move up. Sorry, I don't know much about the other Y2K stocks as I don't follow them closely. Third, TPRO is a hot air balloon as far as I am concerned. How do you see this company going to sell some CDs and then do some assessment work while the grunt work is left for the customers to take care of? That's the most bull I have ever heard. For instance, if my toilet at home cannot get flushed, how do I like if I call a plumber if he/she is going to tell me that the toilet is plugged and it's up to me to fix it myself? I will kick him/her out of the house immediately. Fourth, this TADA company has flat income in the last quarter. Why is that? Why isn't their non Y2K business growing? Why didn't they win more factory automation contracts? Now a company that is not so successful in doing regular factory automation work wants to make money in Y2K work. Do you believe that? Fifth, this TADA company makes too many claims. How can they have expertise to do Y2K assessment for all of the following: factories, utilities companies, medical companies, and may be someday nuclear plant, air traffic control systems, elevator, toaster, microwave oven, etc. etc. That's bull. Do you know how much difference there is between those systems? Sixth, all this company has for Y2K product is a CD that lists out all the non compliant components. Unfortunately, doing the assessment work for embedded systems is not that simple. You could have non compliant components within your system but you have absolutely no Y2K problem. For instance, you may not use all the features of a given component. Then you could have all compliant components in your system but you do have major Y2K problems. It's because the software that you wrote may not be compliant at all. So do you see what I am saying? Diagnosing embedded systems requires KNOWLEDGE. Just like when you get real sick, you can't sit at home and describe your symptoms to your doctor and then expect him/her to diagnose your illness for you. Then you don't need a human doctor, but you can do with an expert system running on a computer. But the fact is you need human doctors, and you need a lot EXPERTISE and KNOWLEDGE to work on embedded systems. It's not merely a simple job of listing out non compliant components on a CD. Seventh, the CEO has said a lot of companies have "engaged" TPRO to look at their problems but no company has signed any major contract yet. Why is that? Do we expect to see any contract by next quarter? Don't you think that if a company is not yet in the Y2K business by now then it's too late? I have a lot more issues but I don't want to type any more. Back to do your DD.