TAVA Technologies (TAVA-NASDAQ) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: EyeDrMike who wrote (16589)	5/12/1998 4:59:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 31646

Agreed, EyeDoc.. Yes, the point was to leverage the y2k work into longstanding relationships. But you are focussing on expansion of the core business, and my argument is a valuation based argument. Only Wade Ramey gets it so far! Once again: I am arguing that TAVA's stock price run up is based on expecations of ramping sales of a high margin product, the CD-ROM. Sales have been tepid, and the Wonderware deal DOA. If the expected CD ROM sales don't materialize, then the investment thesis and the valuation have to be wrong. TAVA will grow their core business, I agree with that 100%. But does the stock price fairly reflect that growth rate in core business? I don't think so, but I am willing to consider other views. DocStone

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next