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Technology Stocks : TAVA Technologies (TAVA-NASDAQ)

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To: JSI who wrote (26852)1/21/1999 9:07:00 AM
From: JDN  Read Replies (1) of 31646
 
Dear JSI: I think I basically agree with your comments. The only thing I would add is that I do not expect JJ to put any "Spin" on something that would not be absolutely true. I do believe that Jenkins must not have much experience as the top dog in a public company. We as shareholders have, IMHO, the RIGHT to know anything material happening to the company. For instance, taking the negative, if there is a substantial change in the Mangan transaction he should have made a release on that. In my mind, the mere fact of the huge delay is substantial change, and if its being recast as a Pooling of Interests (which is basically a stock swap) that also is material. Yet, not a peep. On the other hand, taking the positive, I think it is HIGHLY unlikely something good hasnt occurred since the Conference Call outside of the PR we just received. Whether or not HE PERCEIVES additional Y2K contracts as important or not is IRRELEVANT--we have a right to know of them. JDN
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