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

To: jan m. who wrote (14920)	4/17/1998 10:42:00 AM
From: Rick Bullotta	Respond to of 31646

<<Have a little patience and we will all be rewarded>> Agreed! Now is not the time to move on! Any indications on the quarterly results? I've seen some postings indicating that TAVA's IR, while not saying anything specific, implied they'd be right at estimates...I asked a TAVA manager and he replied with a chagrined look, "Oh, we all know how THIS quarter will be..." - either tired of being asked <g> or something more foreboding...I tend to think the former! I can see no place to go but up in the long term, provided that TAVA can execute the increased volume of work profitably...it can be a bit tricky managing hyper-growth in staff size, without having to add overhead that eats into margin/profits, so the Q results should be a good indicator of whether they've got that dialed in. I'm also bullish on TAVA's position after the Y2K frenzy has subsided in a couple years...they have a very unique business model for the plant floor integration segment, one that no one else (other than the large engineering firms such as Raytheon, Lockwood Greene, etc) can touch at present for geographic coverage, and I believe that Y2K work will allow them to get into accounts they would otherwise have had a difficult time selling integration services into. If they do good work during the remediation phase, the sky's the limit for normal project work after Y2K. The most expensive part of making money in the SI business is gaining new customers, and I believe TAVA has a "free pass" to get into a lot of these large corporate accts. The standing caveat is that it all comes down to execution on the opportunity and the strategy! Out for now... - Rick Bullotta