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


To: Rick Bullotta who wrote (27436)2/4/1999 8:39:00 PM
From: ExtraBases  Respond to of 31646
 
Rick,

<<<
Gotta disagree. TAVA *is* finding work as profitable as Y2K. Do some digging into what TAVA Consulting is doing... As TAVA shifts from a "control-oriented" focus to an "information-oriented" focus in manufacturing plants, it moves into the "sweet spot" where margins tend to be 2-3X the control space.

I think they *are* making concrete moves to shore up margin post-Y2K, and in addition, by forming ongoing customer relationships with the larger manufacturing firms through Y2K work, they are effectively reducing their cost of sales (read: increasing margin) on future work as well.
>>>
I can live with that kind of disagreement. :-) Actually, I will be pleasantly surprised! Perhaps my conservative side is showing. <g> Until we set our clocks back again, I only have 24 hours in a day to do my digging... how about some sort of hint from TAVA.

Although, I am quite confident that their margins will dramatically improve, I prefer not set the bar too high and see how the battle plan unfolds. Additionally, since we'll be the leading intergrator, we can squeeze out a couple more points. :-)

<<<
I like what's going on.
>>>
I agree. ;) Quite an exciting future, IMO.

Rick, many thanx for sharing your insight with us here.

--Dennis