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Technology Stocks : Trading TAVA -- Ignore unavailable to you. Want to Upgrade?

To: Skeptic who wrote (159)	2/24/1998 10:13:00 AM
From: Jack Zahran	Read Replies (1) \| Respond to of 655

overrating the value of Y2K Statements like this are what trouble me. They are blanket statements that fly in the face of the current realities. The Y2K opportunity is larger than many have thought and in general is being grossly under-estimated. The trivialization of the Y2K problem is what has turned it into an emergency, with many companies only now realizing how real it is. The question is, can a company capitalize on this window of opportunity? The answer will be different for each company. In TAVA's context it is clear to me that they are covering their bases well. Notice the revenue capturing mechanisms they have and are putting in place: 1. Y2K Toolkit that can be used independent of TAVA services, with TAVA receiving revenue on every component checked. 2. A services component with a. TAVA providing the manpower b. TAVA sub-contracting the services (especially in the International arena). 3. TAVA providing the core product to other industry partners (Power Utility, Medical) As far as their own services, they will be growing their workforce by 50% (close to 150 additional engineers) in the next 9 to 12 months. Each Engineer will quickly jump into high-margin revenue generating work. Unlike the Office Y2K problem, TAVA does not have a problem finding Engineers due to their National exposure. (If I could only find 1 Cobol programmer in the next month I'll be ecstatic.) If we stay away from generalizations, a clearer picture can be painted of TAVA's potential. I do not believe what applies to the Office side of Y2K works on the Embedded systems side as far as analysis goes.

To: Skeptic who wrote (159)	2/24/1998 10:22:00 AM
From: Bill Ounce	Read Replies (1) \| Respond to of 655

Bill Wexler TAVA prediction ( < $3 ) Message 3513352 "Just for fun, I already shorted (and covered) TAVA for a profit. My guess is that it will trade below 3 within 12 -18 months." Note: Bill Wexler is the 'genius' that started the 2000 Date-Change Problem: Scam, Hype, Hoax, Fraud thread (https://www.siliconinvestor.com/subject.aspx?subjectid=15277) My personal guess it that TAVA could trade around $3, but with a Y2K panic induced crash to dropping the DOW to 4,000 first :-)