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

To: James Strauss who wrote (28400)	2/18/1999 2:49:00 PM
From: Rick Bullotta	Read Replies (1) \| Respond to of 31646

Well put, Jim. I've learned to be a lot more patient with my investments these days. I have a pretty good sized pile of TAVA at present, and have no plans to sell it at fire sale prices. The fundamentals are very good (albeit not well communicated!) and the strategy is in place and underway for much, much more than Y2K business growth. The I2 announcement was EXTREMELY significant. Realize that for each $$$ of product revenue in a supply chain implementation there are $3-10 of service revenue!!! And when you get into the large, untapped arena of plant to enterprise integration (which TAVA is very uniquely position to exploit), you're talking BIG BIG upside. This is just a shakeout, like before, with all the over-margined running for cover. TAVA works a bunch of two month cycles (hey, do ya think it has anything ta do with options expirations? <g>) and has gone through proportional rise and fall cycles just like this one before. Look at November, January, etc... By March or April this will be back in the high single digits, purely on strong fundamentals.