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

To: vpelt who wrote (10114)	2/1/1998 1:55:00 AM
From: Mike Winn	Read Replies (2) \| Respond to of 31646

>>> I spoke to Fallon after the presentation and asked of any consideration for a poison pill to thwart unwanted takeover. He stated that it would be highly unlikely that an unwanted suitor would emerge because the synergies coupled with the cost of takeover wouldn't make sense or be financially sound. He didn't rule out a friendly takeover (don't jump to conclusions; I was asking speculative questions and he no way indicated TAVA is seeking any buyers). Again the question: Is there a poison pill? Answer: No and probably not necessary. So that means nobody is interested to buy this hot air balloon? Oh oh, they will be sorry as this company will become the next Microsoft. So MW if you want to know more specifics there are offices all over the country. One must be near you so go check it out yourself. In your self proclaimed boring life you may find it interesting. You mean that with my ownership of a mere 1900 shares of this hot air balloon, I have to go to all the trouble of doing DD for you guys/gals? If you guys/gals can chip in a few ten thousand shares for me, then I will have a lot of incentive to do DD, hype, spamming, etc. for you guys. Promise the PR will be more effective than Scott and Co.

To: vpelt who wrote (10114)	2/2/1998 8:38:00 AM
From: JDN	Read Replies (2) \| Respond to of 31646

Dear vpelt: The only negative I get from your report (if I am correct that in fact it is a negative) is that you say Jenkins feels they will have a SUSTAINABLE 10% net profit after 2,000. Earlier I read that Jenkins expects 160,000,000 in sales around then. 10% is only 16,000,000 and assuming we have around 25,000,000 shares outstanding by then that is only 64 cents a share. Using a multiple of say 15 (a discount from the indicated growth rate due to small cap nature of company) and one only arrives at an indicated share value of $9.60. That is not very impressive. Am I missing something here? JDN