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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: C.K. Houston who wrote (14492)	4/10/1998 5:08:00 PM
From: C.K. Houston	Read Replies (4) of 31646

*EAVESDROPPING:* Overvalued: Roger's 1998 Short Picks ========================================================== To: Pancho Villa (6501 ) From: Kip518 Wednesday, Apr 8 1998 7:39AM ET >>Did you sell TAVA? I reserved 3k shares today but never pulled the short trigger.<< Pancho, yes I've been lightening up for the past couple of weeks. As of yesterday I only have 1K of 7K left (most bought 5s-8s). TAVA remains one of the few longs I have left. It has turned into a great trading stock, but for the moment I'd rather play it only from the long side. Looking to reenter just over 10. -------------------------------------------------------------------------------------------------------------------- To: Pancho Villa (6709 ) From: Kip518 Friday, Apr 10 1998 12:24PM ET >>Kip: I knew a friend was long TAVA. Get out otherwise share with your friends the reasons why we should not short.<< Pancho, Fortune on TAVA pathfinder.com --------------------------------------------------------------------------------------------------------------------- To: Kip518 (6710 ) From: Pancho Villa Friday, Apr 10 1998 3:34PM ET Kip: on TAVA. I am not an expert but it may be that TAVA has found itself a nice nitch on the y2k problem as it relates to manufacturing controllers which frequently have the code hardwired into a chip. This is a field that is quite different from the mainstream mainframe/distributed computing - software based y2k problem. The fix in these cases will frequently be hardware based. They can combine a tool approach with tailor consulting to fix those machines that are equiped with controllers in their database. --------------------------------------------------------------------------------------------------------------------- Have a great weekend guys!! Cheryl

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