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

To: Captain Jack who wrote (23964)	10/13/1998 9:25:00 PM
From: baggo	Read Replies (1) \| Respond to of 31646

short ideas,pro-TAVA? SI Inbox (1) \| Folders Bookmarks \| People Hot \| New Subjects Options \| Profile Portfolios: - [Create a New Portfolio] Talk : $5 and Under : Tokyo Joe's Cafe / Societe Anonyme/No Pennies \| Previous \| Next \| Edit your message \| To: TokyoMex (6171 ) From: Brice A. Guckien Tuesday, Oct 13 1998 9:19PM ET Reply # of 6175 other short ideas: BEARX thought this was interesting SI Inbox (1) \| Folders Bookmarks \| People Hot \| New Subjects Options \| Profile Portfolios: - [Create a New Portfolio] Talk : Coffee Shop : Ask Michael Burke \| Previous \| Next \| Respond \| To: Michael D.Burke (33811 ) From: Michael D.Burke Tuesday, Oct 13 1998 11:54AM ET Reply # of 33860 To all, Good news. Gartner Group, which rarely does anything right, finally hit one in the bull's eye. They came out with an IT Budgets Survey today that estimated that 44% of IT budgets will be spent fixing the Y2K problem in 1999. Although budgets will be flat, a bullish assumption given lower eps, a huge chunk will be diverted to fixing what they already have, not in buying new equipment for operations. This is absolutely disastrous for boxmakers, chip makers, chip equipment and non-Y2K software cos. The impact on the Internet scam stocks is harder for me to figure. If Y2k impacts advertising, it would be a bit more obvious. So, though I am betting that Keane gets an order or two out of this mess, long puts on most tech stocks still looks like the smart way to bet. Good Luck, MB Next Previous \| Previous \| Next \| Respond \| View 2 replies to this message View SubjectMarks Bookmark this Subject Discussion \| People \| MetaCrawler Subject Titles Only Full-Text This Subject Only Send questions and feedback to webmistress@techstocks.com Terms of Use Next Previous \| Previous \| Next \| Edit your message \| View SubjectMarks Bookmark this Subject Discussion \| People \| MetaCrawler Subject Titles Only Full-Text This Subject Only Send questions and feedback to webmistress@techstocks.com Terms of Use