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


To: Jack Zahran who wrote (12086)3/2/1998 5:27:00 PM
From: Hawkmoon  Read Replies (3) | Respond to of 31646
 
Jack,

This whole discussion of giving Y2K earnings a PE of 1 is ludricous. Jenkins has already stated that he feels every dollar of Y2K revenue will likely lead to up to $9 of core business revenue down the road in the post-Y2K economy.

TAVA also seems bent on selective and accretive acquisitions which will not only add to general revenue streams, but also open the doors to expansion into factory floor modernizations which clients may choose to implement under the umbrella of Y2K charges. Especially if this modernization leads to greater efficiencies for their production facilities and greater benefits to profitability down the road.

This is the attitude that is driving other consulting stocks such as KEA... etc, and I believe the equation applies to TAVA as well.

Just my humble opinion.

Regards,

Ron