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

To: RAVEL who wrote (23907)	10/10/1998 1:29:00 PM
From: Captain Jack	Respond to of 31646

RAVEL --- A buy out even from this level at around 7 by any of those you mentioned would be great as the value would only increase. The probability is extremely low --- like NIL! As the companies in the core are related they are also seperate entities. Too spread out to be of interest to a large company,,, other than to sell the companies off into a strong mkt and possibly keep 1 or 2. Post Y2K I do not think the mkt, and esp the related fields are going to be real strong. I am sure at nearly any price most holders would like to trade for shares in nearly any of those you mentioned. The GEs,IBMs, and etc of the world will go up while TAVA will and the ride will be more fun,,, just not as profitable any more..

To: RAVEL who wrote (23907)	10/11/1998 2:11:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 31646

The NERC report gives some insight in the work TAVA/Beck might be doing right now. Also, in an interview with Roleigh Martin he poses the interesting issue that MANY utilities will have to work with 'band aids' for years to come. The life cycle of typical products is 15 years; so each year only 1/15 of all installations can be replaced (with additional work some more). So TAVA will probably have enough Y2k related work for several years; the whole idea that after 2000 this Y2k business is gone (what 99% of the investment community is thinking right now) is ridiculous.

To: RAVEL who wrote (23907)	10/12/1998 10:26:00 AM
From: Rick Bullotta	Read Replies (1) \| Respond to of 31646

Highly unlikely you would see a price remotely near $15 in the event of any acquisition of TAVA. Service companies haven't typically even garnered 1X revenues. Look at the prices TAVA (then TOPRO) paid for its constituent companies. More like $5-7 would be reasonable. I agree with you that TAVA is a ripe target, and I maintain that GE is a very realistic suitor. Do not be at all surprised to see some activity on that front! I would seriously doubt anyone like ITWO, ORCL, PSFT, Raytheon, or Keane would be interested in TAVA as an acquisition. And IBM would be a long shot. CSC and GE make a bit of sense. Unlike software companies or other techs, where the upside is theoretically unlimited, a service company can bill no more than the # of employees it has, at the more-or-less market-established rate, so revenues are very well known. Still a potential for a two-bagger, which in this climate, isn't all that horrible!