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

To: Karl Drobnic who wrote (20139)	7/7/1998 7:56:00 PM
From: TokyoMex	Respond to of 31646

Merck !!!!!!!!!!!!!!!!!!!!!!!!!

To: Karl Drobnic who wrote (20139)	7/7/1998 7:58:00 PM
From: Mighty_Mezz	Read Replies (1) \| Respond to of 31646

April 17, buried in the CMED release, we learned: Recent new accounts include, among others: ... Johnson and Johnson who has begun using TAVA tools and services at several of its global affiliates,.... go2net.newsalert.com If it's a contest, my guess is JNJ. <GG>

To: Karl Drobnic who wrote (20139)	7/7/1998 8:01:00 PM
From: Rick Bullotta	Read Replies (1) \| Respond to of 31646

FWIW, I've been informed that TAVA has also been engaged by at least one Johnson & Johnson division for Y2K assessment and remediation work. Probably won't be an announcement, but still a good thing. The hits just keep on comin'! Karl, how critical do you think the post-Y2K story will be to allowing the full impact of the next couple quarters' results to crank up the share price? My guess is that most of the upwards price action will be up until 1Q and 2Q '99...that's where we can see the lofty numbers so many are looking for (in the 20's)...followed by a Y2K hangover in late '99 or early '00 (or should that be 2000, to be compliant with the four digit suggested date format), and then a recovery to something at a much more modest PE than that we'll see amidst the Y2K mania. Either way, it looks like there will only be a couple more chances in the next couple months to get in below $10. If the pipeline is gushing with new orders in July and August, and the staffing challenges are met, we probably won't see that level again for quite some time! The other place folks seem to be looking for a "hangover" is in anticipation of a big turndown in the booming ERP software segment as the Y2K "preloaded sales" effect starts to wane in '99...