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

To: JDN who wrote (12573)	3/13/1998 10:52:00 AM
From: Mr Logic	Respond to of 31646

JDN, exactly right. You would need (and TAVA should have) a business plan that takes them forwards at least five years. They need to figure out what they are going to do for new/existing customers, make some estimates - based on what they see happening today - of their likely future business. They can then plan the business around this, developing new products, hiring and training etc.. To (not) answer your question, I haven't looked at TAVA closely enough (not sure I can) to work the numbers out but there seem to be enough people on this board close enough to the company to make realistic estimates. If you split out direct y2k effects it is a great help to your investment decision. You get a better picture of the underlying business and strength of the company. I would think that within about 6 months from here there should be enough revenue and earnings history to make initial extrapolations. I'll be open about my position - I believe that many y2k stocks are overvalued, am short on one and looking for other candidates to sell short in about 6 months. I would not be short or long TAVA now, there is not enough information to make a proper judgement IMO. The fact that I am monitoring TAVA among others is no reflection on the company. I intended only to browse at this thread but I thought Skeptic was making some good points. Obviously if I am looking to short in future I want TAVA stock price to go as high as possible. P.

To: JDN who wrote (12573)	3/13/1998 11:01:00 AM
From: John Miz	Respond to of 31646

Watch closely the language companies use when discussing y2k issues they need to resolve before year 2000. They use words like, "mitigating" the consequences. If you read message boards devoted to discussing the impact of y2k, experts more familiar with the problem than I are saying rather than trying to fix all the problems, companies must now be y2k "ready". Knowing that at this late stage, it's to late to fix all the problems, but the most critical systems must be addressed first. But if they forget or miss something, they must be "ready" to deal with the consequences. And have a plan in place to deal with them. So it sounds to me like there will be plenty or work do after 2000 and beyond. Company management teams are now insisting all technical resources address y2k ahead of all other issues. John