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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: Tim J. Flick who wrote (14134)4/5/1998 4:48:00 PM
From: C.K. Houston  Read Replies (3) of 31646
 
Tim,

<Therefore if the earning are just ok and the backlog has not taken a quantum jump... you do not want to be long.>

Tim, Tim, Tim .... tsk, tsk, tsk. "You do NOT want to be long??" What are you saying? That people who bought in TAVA at 13-14 will not see a good return on their investment 6 month, 9 months ... or a year from now?

I've always respected your input ... but this just sounds kinda ridiculous to me. Now if you were referring to people who want a BIG return FAST ... within the next 6 weeks ... I understand what you're getting at. But, longs?????

I agree that this quarter (ending eom March) will NOT be monster earnings. ANYONE WHO'S BEEN AROUND FOR A WHILE REALIZES, AND HAS ACKNOWLEDGED THAT. Wonderware delaying their product roll-out until Jan/Feb, with 30,000 bundled TAVA CD's. Put us behind a bit. We won't see the return on that investment until THIS quarter (ending June).

But NMS listing and new contract announcements could change the picture ... short term - make things happen faster.

I was actually hoping that TAVA would pull-back to 12 so I could pick up more. Finally decided, it wasn't worth taking the chance to wait. So I bought at 12-5/8 & 12-3/4. Told my friends to do the same ... and sit on it ... until at least September. Did I tell them the wrong thing??

Quarter ending in June will be GANGBUSTERS ... imho.

<Therefore if the earning are just ok and the backlog has not taken a quantum jump... you do not want to be long.>

What do you refer to as "long"?? Please explain yourself further.

Cheryl
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