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


To: Bald Man from Mars who wrote (18026)6/4/1998 9:30:00 PM
From: Steve Woas  Read Replies (2) | Respond to of 31646
 
"Which y2k stocks besides TAVA do you think has good
potential ??? "

That's easy: IMRS & SEEC

Both were beat up so badly they were bleeding in the street. Both have lots of cash and smart people running the company.

Good Investing,

Steve



To: Bald Man from Mars who wrote (18026)6/4/1998 11:04:00 PM
From: Karl Drobnic  Respond to of 31646
 
Which Y2K stocks?: On the software side of Y2K, I've been hearing that the big business is booked. While there is still a lot of work to do, the new business is with smaller players - the city school district, etc. I haven't really checked it out. But the implication is that Y2K companies will now have to work harder to book business, and the business may be lower margin. It makes Tava look that much better as an investment since the Boise Cascade contract shows that there is still big business to be booked on the embedded chip side of Y2K. The continuing spate of mega-mergers also indicate company confidence about the state of Y2K readiness on the software side, since the mergers make no sense if the Y2K software solutions aren't well-advanced.



To: Bald Man from Mars who wrote (18026)6/5/1998 8:03:00 AM
From: Terp  Read Replies (2) | Respond to of 31646
 
What other y2k stocks do I like? Well, I am only playing TAVA, but the good companies I keep an eye on for the direction of y2k stocks are KEA, SYNT and Computer Horizons. I agree with Tim, with KEA going the wrong way, they are all essentially in trouble. We need a spark to turn this thing around. Don't just look at TAVA and hope their earnings improve to get the stock going. Just look at the earnings on some of these companies. Wasn't it just last week that ISLI had revenues up 225%? Stock went nowhere. Bottom line is, the whole sector has to improve. Individual performances won't be enough.