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

To: threadneedler who wrote (15604)	4/28/1998 8:59:00 AM
From: jwk	Read Replies (1) \| Respond to of 31646

>> You're preaching to the choir. << Well, that's what I thought at first, but with all the short term stock price posts it seemed like the choir has lost some of their sheet music. I was just looking for some discussion or additional perspective on what seems to me to be a signifgant shift in the situation. We've had a lot of posters here (CR etc.) who made bear arguments about disk sales, revenue streams, and alternatives to TAVA's methodologies. With the rapid rise and growth of awareness of y2k implications in the legal industry (think those folks can't smell $?), and the need to create a pro-active defense against almost certain legal actions for those who don't -- the cost of a TAVA disk and/or remediation contract takes on a whole new perspective. Instead of IS managers trying to get their messages up to the suits' suites from the shop floor, legal has come busting into the CEOs' offices with a * do it and do it now * memo which can't be ignored. To me, this changes the whole equation. Taking a position of riding y2k out and trying to fix it as it crashes is undefendable from a legal perspective. There is no longer time for the lggards to get an inventory from their vendors. Buying a TAVA disk (at the least) is now a legal insurance premium. Maintaining a short position in TAVA in front of this speeding American Bar Assoc. freight train is not the way to have a nice day. Who know's what the price will do in the short term and why should it matter?