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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: gamesmistress who wrote (12176)	7/1/1998 9:53:00 PM
From: CalculatedRisk	Read Replies (2) \| Respond to of 13949

Gina, re:TAVA and PlantY2KOne. TAVA is really in the service business - the number of CDs sold without corresponding consulting business is not meaningful. (I believe Jenkins called sales "disappointing"). IMO the press release is misleading. The statement "New orders for Plant Y2K One(TM) software tools and services ..." might as well say "new orders for services", since TAVA just tosses in the CD. My favorite hype PR from TAVA was in December, quoting: "Jenkins also noted that the Company had completed a 20,000 unit production run of its Plant Y2K-TM- One CD-ROM on November 20th and has a third run planned for January." This gives the impression that there is demand for the CD ... simply not true, TAVA keeps most of these in inventory! Get a demo of the product or talk to a user, you'll understand the slack demand. Remember PlantY2KOne is a methodology, with a database and a very limited (IMO useless) tool. It is useful for TAVA consultants ... that is about it. Any further discussion on TAVA should probably be taken to the TAVA thread. Regards, Bill