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: JDN who wrote (10206)	2/2/1998 12:41:00 PM
From: Rob L.	Read Replies (1) \| Respond to of 31646

JDN, there is no correlation whatsoever between overall market movement and TPRO movement. I assume you were saying that in jest. TPRO lacks a solid and broad investor base. Sure there are a lot on this thread that own it, but how much can that really be (especially when there are 24 million shares outstanding). The big boys like Dreyfus are the ones who will eventually drive this stock. Right now there is just too much stock out there and not enough demand. 24 million shares is a ton of stock for this tiny issue. Marginability, when it comes, will help absorb some supply. I also think many are on the sidelines waiting for the earnings report. By the way, does anyone know when earnings are to be released? That must have come up at the SHM.

To: JDN who wrote (10206)	2/2/1998 1:12:00 PM
From: Nanda	Read Replies (3) \| Respond to of 31646

Jdn, should I send your EM to me back to you to cheer you up. Dont look at this thread for a few days. Only look for a few names. I did not see this thread for 4-5 days and my bookmark showed more than 400 posts. The stock is still at 6. They must announce some good earnings and/or revenue before this stock will fly. Those days are gone when a contract news was worth 3-4 points. The only news we need is the bottom dollar. Expectation of contracts hypes up everyone and when the stock doesnt move than folks get depressed. I am HOLDING my core position. This stock will be eventually a winner.

To: JDN who wrote (10206)	2/2/1998 3:11:00 PM
From: SC Anderson	Read Replies (2) \| Respond to of 31646

With all the new contracts announced at the SHM, it would seem appropriate to put out a detailed press release for each (similar to 12/19 BMS release) every 3-4 days or so. Wouldn't hurt. Just my 2 cents. Steve

To: JDN who wrote (10206)	2/2/1998 6:33:00 PM
From: vpelt	Respond to of 31646

JDN: I emailed and asked Scott to get the answer from mgt. I just met him, he gave me his card, he's the IR person and I should expect to get answers to reasonable questions. I've got to give him a chance to do his job. My oil services stocks weren't doing so well today either yet they're bringing in the dough hand over fist. Everything else is way up. As I have said before I can see TAVA going up when others are flat or going down. Until NMS not enough big players to step up to the plate. Let's see what happens after that. IMHO. vpelt

To: JDN who wrote (10206)	2/3/1998 6:44:00 PM
From: vpelt	Read Replies (1) \| Respond to of 31646

JDN: Here was your original question 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 an indicated share value of $9.60. That is not very impressive. Am I missing something here? JDN And here is Scott's response Subject: Re: A Question RE: Shareholders Mtg. Date: Tue, 03 Feb 1998 12:44:36 -0800 From: Scott Liolios <Liolios@PacificGP.com> Organization: Pacific Consulting Group To: vpelt@jetcity.com References: 1 Hello Vince, It was nice to put a face with a few of the investors, and thank you for introducing yourself. Your friend was very shrewd when reviewing the numbers. His conclusions based on what was said are somewhat accurate. It was exactly what I was thinking when the slide went up on the screen. However, in my opinion there are a few changes, assumptions and corrections that should be considered. Let me explain. First, remember that the $160 million was not what Jenkins "expects" (as your friends memo indicated), it was what he staed as a goal publicly. You will seldom see CEO put in writing a forecast publicly. Therefore they tend to be a bit conservative. Secondly, even if those are the accurate numbers, I do not believe in the multiple of 15. If I am not mistaken the ave. multiple of the S&P is greater than 20X. And at the company's growth rate and gross margins, I believe a higher multiple may be warranted. Third, If you believe the analyst reports (Emerald, Red Chip, and Hannifin project $76, $118, & 125 million for 1999 respectively.), then it is easy to see how the company can surpass $160 million by 2002. It is my opinion as an investor, the most accurate models will be shared by analyst who cover the company. Please remember that this is my opinion only, and I will try to get a comment from management. I hope this helps. Thank you for support and interest. Scott Liolios --------------------------------------------------------------------- I will post any comments I get from mgt through Scott - vpelt