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

To: mchip who wrote (27454)	2/5/1999 8:58:00 AM
From: Rick Bullotta	Respond to of 31646

Here's the "loose correlation": 1) 10,000 foot view of Jenkins' & Fallon's "redefined TAVA", given the thrust in TAVA consulting, similar to SAPE's mission... 2) Revenue picture similar with about a 12-18 month offset... 3) Both looking to have a "product angle" inside of their service offerings... By no means do I suggest they are the same at present...rather, SAPE provides "the other endpoint" for comparison versus a low-end control systems integrator. I place TAVA somewhere in between, so a valuation between $1 and $70 makes sense <g>. SAPE is also riding the Internet/e-commerce hype train. I have some ideas for helping TAVA get into this from a slightly different angle post-Y2K that I'll be discussing with them... Point of discussion on SAPE was to provide those two points of triangulation, without which, you can't draw a line. It also provides a reference point for the potential valuation of a service/consulting company. Regards, - Rick