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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: Larry Brew who wrote (25458)	12/10/1998 11:40:00 PM
From: Nanchate	Read Replies (2) of 31646

"Reports of my death have been greatly exaggerated" -Samuel Langhorne Clemens Reports of TAVA's death have been greatly exaggerated... The mood of many shareholders has been one of great frustration, and that frustration is very real. Emotion does not change the facts of what this company is really accomplishing. (Albeit it would be better if we could actually hear what those recent accomplishments are!) It is important to go back and reevaluate why this stock was first purchased and ask the question, "Have the Fundamentals changed?" (I believe they have not and are in fact stronger than they were when I first purchased TOPRO) >If there were some who bought this stock in the hope of quick gains they are no doubt sorely disappointed. Along with the lack of what seems to some shareholders as a blatant disregard for the value of the stock makes for poor shareholder moral. Some things to keep in mind: >Y2K, as well as Russell Small Caps have been bludgeoned for quite some time now. >Today we saw a sell off in the Market which was possibly related to a raised probability for the Impeachment to proceed to the Senate. Instability and unknown factors. > Tax Loss selling going on, but I believe the majority of selling has already taken place. Some procrastinators may not have yet done so. >Traditionally it is best to buy when you see blood in the streets. (This may be easier said than done for most.) Some new observations: TAVA has had some new reorganization in the company which allows for faster decision making. TAVA has been divided into three areas: -TAVA East Coast -TAVA Midwest -TAVA West Coast Each of these areas no longer are required to get initial OK from HQ. They have been entrusted with the ability to go ahead with the contracts and submit the P&L directly into the new integrated Oracle system as they receive them. This will greatly expedite the business plan and accounting creating a more efficient business model. TAVA continues to hire and that hiring doesn't seem to be slowing down. That is a good sign that they are growing and that they are generating substantial business. The people that TAVA seems to be hiring are not Y2K folk, but highly technical Systems Integration people which are able to handle high complexity. These people don't seem to be simple monkeys hired to ferret out Embedded chips throughout factories and then, once the work is done, discarded. Instead the hired are some of the most talented Engineers in their field. Quality employees. That also tells me TAVA is not as short sighted to put everything into Y2K. They have an agenda to parlay this BILLION dollar industry of Y2K work into growing their own core business well beyond the Year 2000. The Street has turned a deaf ear to this issue for now and seems to be sticking with the Blue Caps as the Individual Investors run the Internets beyond realistic valuations. Reality and sobriety must return to the market. I suspect and hope it will happen as we enter January 99. Nanchate

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