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

To: Kip518 who wrote (27298)	1/31/1999 11:02:00 PM
From: Karl Drobnic	Respond to of 31646

Yardeni's Davos comments about Y2k unpreparedness are anecdotal; JJ's comments about 85,000 items in Tava's Y2k chip database are factual. JJ said that 10-15% are non-compliant. Another 10% are suspect. These are troublesome numbers and should be taken seriously. Even allowing for a bias in the TAVA database towards non-compliant chips due to the clients they have, 10% of 85,000 chips is a long way from when the database had only 4-5000 chips. My municipal small town water/wastewater utility says it is relying on letters from vendors to ensure compliance. I'd say TAVA's database numbers indicate there is a good chance of a big mistake. I suspect that the "we checked with our vendors" attitude is widespread at a level not too far below giant corporations, and the huge growth in the TAVA database over the last year, with non-compliance holding at 10% or more, indicates there is going to be a lot of scramble at the local level.