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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Bald Man from Mars who wrote (24470)	11/4/1998 3:24:00 PM
From: JDN	Read Replies (1) of 31646

TO ALL: What Jenkins said was that in the past they had to announce the Y2K contracts to establish credentials in the field. That no longer is necessary and he has noticed every time he announces a y2k project he gets this criticism that all dies in 2,000. So from here on out they will tend to announce contract OUTSIDE of Y2K and probably give us some overall numbers such as the 26mm in orders for 1st qtr! That seems fine to me. As to the stock price, for those of you who didnt listen to the call, I have this to say. I heard NOTHING in that call that bothered me. For instance, they said the acquisition would be IMMEDIATELY accretive to earnings. When someone tried to push them on what coming qtrs would be they didnt answer directly but left me with the impression that they see no problems with the published numbers. I dont know what in the hell is going on with this stock but I for one am NOT selling and I have NEVER felt stronger about this than now. JDN

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