To: SKARLOEY who wrote (16352 ) 5/10/1998 8:33:00 PM From: C.K. Houston Read Replies (1) | Respond to
<Even though TAVA has so much work after 2000, will you still sell all shares at the end of 98 or have you decided to hold on longer? Not that I will make my own personal financial decision based on your answer, I am just curious. >At this point in time, I plan on being TOTALLY out of the market by, or early, 4th quarter 1998. Some may consider me to be an extremist, but so be it. It's my money. I don't care what anyone else thinks. It's what I'm comfortable with. I've done extremely well. No need to be greedy.I'm going to go in a "protect assets" mode, and bite the bullet on capital gains taxes. I'm generally a risk taker, but I measure risk. I'm just not willing to take that chance from 4th quarter '98 thru sometime in 2000. I'm gonna do the "better safe than sorry" bit. If the entire market craters, TAVA will also be affected. But, I don't see that for some time. I will DEFINITELY be back in the market when dust settles. TAVA is still where I want to be. Though I'll have a more diversified portfolio then.Regardless of pre/during/post 2000 market conditions ... I see TAVA as the beginning of a new niche/sector ... as a "consulting company" for factory floors, manufacturing & process control, systems integration ... whatever it's eventually called. (i.e., Keane with IS). There is a strong need now, and there will be a continued, strong need well beyond 2000 for TAVA's services. Anyone who questions this obviously hasn't done their homework. IMHO - TAVA is positioning themselves for acquisitions. If they play their cards right (and they seem to be doing pretty well so far), in a few years they'll be able to pick up some companies far cheaper than now. Though I anticipate more immediate acquisitions based on geographic needs within the next year. Only my humble opinion.
