SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hawkmoon who wrote (12468)3/11/1998 12:03:00 AM
From: GoodQ  Read Replies (2) of 31646
 
For those who are serious on valuation analysis (i.e. no one assigns PE=1 to ANY company), It was discussed lenghtly last fall. I am sorry I don't have the skill to post the threads and you will have to go back to read them. Fair warning, there were also many hypes in either direction.

Basically, Valuation assigned on core business and growth rate were consistent with serious investors and fund analyses. The open issues were the Y2K portion which you will have to use your own judgement based on your understand of this Y2K problem and TAVA potentials. I believe the following statements also applies:
1. Tradition valuation model don't apply since they were developed for companies which will have a long stream growth/income rate. Y2K company are known to have a characteristic of spike-up income for a few years and than such cash rich company will transform into something else.
2. The short term profit due to Y2K (income) is difficult if not impossible to project.
3. No one can tell what the company will transform into post 2000 at this time.
4. One can, however, SUBJECTIVELY project income for the next few quarters, and assign his/her PE and arrive a valuation.

I am sure we will be discussing this again after 3rdQ data. GQ.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News