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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)
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To: richard peterson who wrote (16742)5/13/1998 12:48:00 AM
From: jwk  Read Replies (1) of 31646
 
Karl asked at the end of his assessment that it not be posted here or to yahoo yet because he would like little more time to go over his numbers. I think that is reasonable.

If his general scenario is correct, i.e. the analysts just didn't follow or completely get what was being said --- ( part of the problem being the presentation ..... not totally unexpected when you have one group which is totally immersed in a subject area and another group with a less developed frame of reference. The generic term for the situation is *crosstalk*)
--- then it will be interesting to see if they are able to get it clarified and figured out by tomorrow.

There is always the sell on the event phenomenon which CK described. I think that when there is also a degree of uncertainty as to the full meaning of what was said, there also tends to be a *sell until we sort it out* reaction as well.
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