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 (7444)	12/18/1997 10:52:00 AM
From: rogermci®	Read Replies (1) \| Respond to of 31646

Skeptic...Why bother? If you like the story buy it, if you don"t move on to something else and ANAL ize it to death Roger

To: Skeptic who wrote (7444)	12/18/1997 12:24:00 PM
From: paul e thomas	Read Replies (3) \| Respond to of 31646

VALUATION ASSUMPTIONS Because of copyright issues I can't give a lot of details.I based my valuation on a simple price to sales model. I calculated 1999 sales at 145mm$ and used a PSR of 2.0. RED Chip projects 1999 sales of Y2k @ 65mm$ and core control systems integration at 80MM$. They estimate 99 EPS from Y2K at .65$ and .40$ from the core business. They use a multiple of 1.0X for Y2K and 25x for core.When I first posted my valuation I expressed serious concern that Y2K will be treated as an abnormal valued only in terms of the yearly cash generated.