Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skeptic who wrote (6613)	11/28/1997 9:25:00 AM
From: DAN WONG	Respond to of 31646

to all update of asia market: Bangkok SET 395.47 -3.96 Nov.28, 1997 Bombay BSE 30 3535.52 +55.63 Nov.28, 1997 Colombo All Share 671.4 +3.8 Nov.28, 1997 Hong Kong Hang Seng 10526.92 -7.01 Nov.28, 1997 Jakarta Composite 401.71 CloSed Nov.28, 1997 Kuala Lumpur Composite 545.44 -4.80 Nov.28, 1997 Manila PSE 1771.94 +10.58 Nov.28, 1997 Seoul Composite 411.91 -21.19 Nov.28, 1997 Shanghai B Share 54.20 -0.90 Nov.28, 1997 Shenzhen B Share 97.76 -1.64 Nov.28, 1997 Singapore Straits Times 1660.59 +9.62 Nov.28, 1997 Sydney All Ordinaries 2465.1 +2.8 Nov.28, 1997 Taipei Weighted 7797.19 +35.04 Nov.28, 1997 Tokyo Nikkei 225 16636.26 +33.06 Nov.28, 1997 Wellington NZSEAO 2297.52 -0.48 Nov.28, 1997

To: Skeptic who wrote (6613)	11/28/1997 10:04:00 AM
From: Gerald Underwood	Read Replies (5) \| Respond to of 31646

Skeptic, With all due respect to your y2k bearish inclinations, I believe you would truely be better off in utilities, that is until they become deregulated or until 1999. You are apparently not familiar with the efficient market theory. If you were you could see that the market values y2k stocks very highly in spite of the insecurity you express about the y2k sector. In other parts of the technology sector for instance, very high multiple averages are common in spite of the fact that any one of the stocks may become outdated or lose drastic market share in this highly volitile sector due to technology advances. How do you know that 2 years hence that Intel will not lose market share to IBM or any one of several other chipmakers who may have breakthroughs. How do you know that Dell or Compaq will not lose market share to Network computers that are now selling under $1000? Toshiba is already discontinuing their home PC line Infinia to price competition from these lower price offerings. There are no guarantees in any stock, especially with year 2000 rapidly approaching. You have to have imagination and a certain amount of faith and luck in the launch of any new endeavor. Due to very explicit conference calls and a lot of research by members of this thread, we are in a position that is rare among stocks in the $6 range. You are lucky to get quarterly reports in most stocks of this price catagory. One of the things I find rather interesting is that almost nobody invests in other $6.00 stocks for their outstanding balance sheets or for a 5 star rating in all the other various attributes that we look for in blue chip stock purchases. Yet we have belabored every last nuance in this company's conference call and financial statements to the utmost farthing. The balance sheets have been gone over with a fine tooth comb and have not been found wanting. Don't misunderstand me, this extended analysis is beneficial and helpful in accessing the past to date fundamentals, but considering that most stocks in this price range are development stage companies, what I really focus on is genuine and hopefully rapid capital gain appreciation POTENTIAL. JMO. Gerry

To: Skeptic who wrote (6613)	11/28/1997 10:46:00 AM
From: Steve Woas	Respond to of 31646

Skeptic, I found your remarks uncharacteristically positive today. You must be having a good day! Exactly which stocks are you recommending? Steve

To: Skeptic who wrote (6613)	11/28/1997 10:50:00 AM
From: Jack Zahran	Read Replies (1) \| Respond to of 31646

What in the world are you talking about? This is a technology company. How many companies in this sector have a sure life beyond a year or two. Your asking all the wrong questions. The street runs with blood of many software companies that could not create a vision beyond that one product that launched their success. In TPRO's case, we are talkig about quarter after quarter of record revenues on their base business alone. What is their base business: Services, not software. The Y2K business is a cash windfall that will be huge for two years and promises to extend for many more years beyond Y2K with the right vision. Two years in this business are two lifetimes. If you ever worked in the Services end, you know that one contract usually leads to another with the same company. If the management gets used to working with you and they like you, then they'll keep going to you as their service provider. On top of that, TPRO wisely limits their hardware sales margin to 8-10%. That means that companies will continue to buy from them and use them to integrate new products. As they grow, so will their buying power and their margin. Do they have other successfull software products? Yes, indeed, their BevOne product is accounting for some big sales this quarter alone. This company, like any other technology company, needs to be analyzed from Quarter to Quarter and with TPRO, they've shown that they have a vision and that they can follow through on it.