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

To: Jim Wilke who wrote (16883)	5/14/1998 12:52:00 PM
From: Quad Sevens	Read Replies (1) \| Respond to of 31646

Jim: A few simple definitions: Y2k business for TAVA is any business TAVA does in addressing y2k problems for its clients. Core business is everything else. That is way the terms are used by almost everyone on the thread, by analysts, by TAVA management, and elsewhere on the planet. Replacing black boxes that are y2k noncompliant is therefore y2k work for TAVA. The "$9 in additional core business for every $1 spent in identifying the Y2K problems" is really $9 in additional y2k business--not core business--as the CC makes clear. Incidentally, Jenkins in the CC can be heard acknowledging that the core business will likely subside in the short term as clients have more pressing needs at the moment. You and I are in agreement that TAVA has a great core business story that will be greatly enhanced by the massive amount of y2k work ahead. Wade