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


To: kfdkfd who wrote (23950)10/13/1998 2:02:00 PM
From: Rick Bullotta  Read Replies (1) | Respond to of 31646
 
Complimentary to current business yes, future, no. I would prefer to see TAVA shifting away from the low margin stuff. I'm not down on this acquisition, by the way, just surprised, as I was expecting a more interesting company - keep your ear to the ground, as I think there are a couple other (positive!) surprises coming from TAVA in the next couple weeks!

"Non-bid" doesn't necessary translate to "wildly profitable". Witness the carnage at companies like AZPN with their service segment...

The situation is simple supply and demand - there are lots and lots of qualified people for the plant floor stuff, driving rates and margins down. But very few qualified to do what TAVA consulting is proposing to do.



To: kfdkfd who wrote (23950)10/13/1998 2:54:00 PM
From: Rick Bullotta  Respond to of 31646
 
C'mon guys...I have a couple K share buy order out there, but no one's sellin' or no one has inventory...help me out here! <g>