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


To: S.C. Barnard who wrote (26077)1/1/1999 9:32:00 AM
From: S.C. Barnard  Read Replies (1) | Respond to of 31646
 
CNBC embedded chip explanation now!

CNBC y2k investment questions coming in next!



To: S.C. Barnard who wrote (26077)1/1/1999 10:14:00 AM
From: JDN  Read Replies (2) | Respond to of 31646
 
Dear SC: A caller asked about whether socalled Y2k companies have anything to do after year 2,000. The guests answered that most of these companies have alternative strategies for business after that. Course I think he was talking mostly about programming type companies. As to the small towns, counties etc. I would presume that their imbedded systems problems would be limited and once they fail they themselves or their equipment suppliers will replace any faulty microprocessors so I wouldnt look there for any significant business for TAVA. I do think however that capital improvement budgets in manufacturing will be substantially expanded once this is all behind us and remember TAVA is first a Factory Integrator so I would suspect there will be plenty of Core business for them. The 64,000 question if higher stock prices is your desire (it is mine) is can TAVA change its business model to include HIGH MARGIN core business. JDN