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

To: Zebra 365 who wrote (8486)	1/7/1998 12:10:00 AM
From: D Edwards	Respond to of 31646

Beautiful, Z. [eom]

To: Zebra 365 who wrote (8486)	1/7/1998 2:26:00 AM
From: CYBERKEN	Read Replies (1) \| Respond to of 31646

Thanks, Zebra. Quite a nice business, which may get a terrific one-time boost from the Y2K phenomenon. Emphasis on patience for investors here cannot be overstated.

To: Zebra 365 who wrote (8486)	1/7/1998 1:49:00 PM
From: Zebra 365	Respond to of 31646

<<<But right now it is a story stock - with explosive potential if certain things happen. So far they haven't and in fact the company has disappointed everybody's expectations. There's a lot of gasoline lying around but so far nobody's lit the match. R.S.>>> Richard, you are right about this as a story stock and that the match has not been lit, but I take issue with your "everybody's expectations". At the request of a friend to whom I sent this E-Mail, I'm posting it here. I think MY Expectations are pretty clear here: <<<We do have to remember that the company will never project revenues or earnings (nobody does, lawsuit city) I hope to get some idea, probably at the time of the shareholders meeting, of how the CD sales are going ie. market penetration, of the 20,000 distributed, how many will turn into sales? I have been skeptical of the company since July, but never sold a share. I am always skeptical of all my investments. One of the things a growing company needs is Cash. Service companies rarely use debt, so we have seen TAVA use equity to finance growth. So far it has grown it's market capitalization well but the additional equity has kept the price of the stock steady, remember equity is a liability item. If the CD margins are great enough, then TAVA can grow through increased Retained Earnings without increasing debt or equity. The stock price will really move when the institutional analysts see that happening and not one minute before, IMHO. I personally think that Investor Relations may move the retail buyers a bit on a daily basis, but it is the income statement and balance sheet that will move the stock solidly up or down. Of course I'm just one of those silly doctors who doesn't understand Finance. With you all the way, Zebra