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

To: Mighty_Mezz who wrote (14261)	4/7/1998 9:27:00 AM
From: Mr Logic	Respond to of 31646

David, >>- Do you think that TAVA is simply overbought right now, or do you agree with Wex that there is no such thing as a Y2K problem, that it's all fantasy?<< Bill and I have not discussed it, but from what I've heard I do not agree with Bill Wexler. There is a serious problem that needs to be addressed. Not addressing it could have big $ or even company failure issues. I think the scale of the problem is not well understood; the amount of non-compliance is not really very big, but a big effort to make sure you find and fix it. Like having a mouse in the house. Where I would agree with Bill is that the problem is overhyped. In regard to companies with 'fixes', I think that they are in general very overvalued and I include TAVA in that. Unless some substantial Y2K revenues and earnings begin to flow to these companies very soon, I think it will be a long way down. P.