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

To: threadneedler who wrote (17542)	5/22/1998 4:35:00 PM
From: Alastair McIntosh	Respond to of 31646

Thought from food There may be some limited requirements for code (software) remediation other than the century rollover. However, I don't think this will significantly help TAVA. TAVA identifies problem "embedded" controllers. If an embedded device is replaced due to century rollover problems it will presumably be replaced with a device that accounts for the leap year problem. It is not likely that many devices are century compliant but not leap year compliant. I checked Allen Bradley's (a large "embedded" device supplier) list of products and did not see any that are century compliant but not leap year compliant. Al

To: threadneedler who wrote (17542)	5/22/1998 4:36:00 PM
From: RAVEL	Respond to of 31646

I've heard 9/9/99 will also be troublesome - looks a little like infinity....doesn't it??? I've been trying not too watch the price action. Two quarters from now we'll all be very happy campers. I've done a quick model and came out with 6/99 numbers for tava of $1.00 using very conservative assumptions and not including TAVABECK,CMED,SOLUTION PROVIDERS,1200 SITE MASTER CONSULTING AGREEMENT, AS WELL AS ANY NEW BUSINESS. I would assume Hanefin has done the same. It's almost impossible to guess at these possible numbers. I'd expect numbers to come up following next Q's earnings release...as well as more coverage. Only my opinion RAVEL

To: threadneedler who wrote (17542)	5/22/1998 5:55:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

Threadneedler, Good comments! I think that Y2k and it's consequences will last at least for the coming 4 years. This is one of the reasons why Y2k stocks are languishing at the moment. This has to do with 'denial' by the financial community regarding Y2k, IMO. It is a reasoning along the following lines (just think an average stock broker for instance, who might be thinking the following): - 'Y2k is not a real big deal; all those IT guys are clever guys and must be working on it for a long time now; they must make it; - I can not be wrong - bought a mortgage; I am advising all my clients that stocks are the best long term investment; etc etc; - (subconciously...) Because I can't be wrong, Y2k can't be a big deal; - Although some minor things might go wrong around 1/1/2000; - But still Y2k remediation work will be finished around 1/1/2000; - So all those Y2k companies will only have some 20 months to realize projected high P/E; and then their growth will be over; - So Y2k companies are a bad investment - So I won't invest in them or sell them '. Well you see some assumptions in this stockbroker's reasoning is simply not correct. From all articles that I have read so far; it is clear that Y2k remediation will be far from over on 1/1/2000. Regards, John