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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: JDN who wrote (6585)11/26/1997 3:52:00 PM
From: Jim Wilke  Respond to of 31646
 
JDN, you wrote, ... after the Press Release and conference call (which I myself couldnt find more bullish) the stock did little which would seem to indicate it will take ACTUAL EARNINGS not promises to make this baby move and I guess they figure they will have plenty of time to wind up their positions before then.

This is what I have been thinking all along. Earlier in this thread, many were predicting this stock to go up like a rocket. I disagreed and offered the following reasons:

http://www4.techstocks.com/~wsapi/investor/reply-2350029

http://www4.techstocks.com/~wsapi/investor/reply-2350484

I have expected this stock to remain fairly stabile with perhaps a slow upward trend and with many little up and down excursions. I also recognize that something "big" (whatever that means) could change the mode of trading on this stock. But I think the company's actual bottom line performance, not hopes or hypes, will draw the attention of investors to pay substantially more than it is currently valued at. Even TM's "fabulous" news, (which we all think is great!!!) could not fill the void of wanting a confirmed positive bottom line.

I am bullish on this stock, like Skippard, for the long haul.

By the way, I ended my second link above looking forward to next summer for the ball to get rolling. Since the company advanced the good profitability news to the second quarter in the conference call, I would also be looking to a late winter or early spring time frame for things to pick up. And mind you ... I don't mean straight up to $45 like some here have dreamed. But I think an abrupt rise to a new plateau would occur, as we wait for the public education of the embedded side of the Y2K to really catch on.

A very blessed thanksgiving to you and all reading this thread.

- Jim



To: JDN who wrote (6585)11/26/1997 4:02:00 PM
From: Jack Zahran  Read Replies (1) | Respond to of 31646
 
JDN, at this juncture, it is clear to those who have done their DD that TPRO has a solid story and the steps they are taking are very postive. TPRO already has taken a significant run-up to now the 6 1/2 area from where it was trading this past June. If I was looking solely at the charts and some TA, I might conclude that in the absense of earnings, this stock is at its top. Any investment in TPRO I make would be considered then high risk and speculative.

It would be hard for me, if I was a broker, to recommend this security to my constituents. If the stock were to tank, my clients could take me to arbitration and win for my poor recommendation and possible misrepresentation. However, if in the near future, a solid earnings report that includes Y2K revenues were to be published the broker would feel more comfortabe recommending this security.

The information gathered so far allows us to surmise that 2nd Quarter earnings will include a significant Y2K component. This was discussed during the CC. In addition, we have been told about a 6 Million dollar order on their base business. I recall that $1.5 Million in Y2K tools have been already sold as of the CC and we expect them to close another $2 Million by the end of the quarter. In addition, two Y2K contracts will be concluded by Dec 31, 1997 allowing that revenue to be reflected on the 2nd Quarter report.

That said, we can now conclude that we can still consider ourselves early investors in this companies pending success story. When the rest of the community gets the earnings they are waiting for, many others will be chasing this stock, while we continue accumulating on our growing margin power. The herd will flock to the grove, after we have already picked the first fruits. This is a time for confidence in all the good hard work that has been put in.