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: Norman Stone who wrote (10211)	2/2/1998 2:36:00 PM
From: Jim Wilke	Respond to of 31646

Norman, I agree that the earnings numbers are king for TAVA. A twin cousin, so to speak, for near-term gains, is the education necessary to get investors to understand what embedded y2k is all about. Posts in recent days have indicated the under performing nature of the company's PR firm. So, many on this thread have taken it upon themselves to get the "education" going. This, in my opinion is great! It is one of the key elements of what is needed to obtain the true value of this stock. As far as your good observation about the growth potential, one possible thing to consider is the management's effort to leverage their knowledge base, through the use of the CDs. I know, I know, that they have not brought in the sales we all had hoped for this quarter, but the company's original target of seeing sales was in the 3rd quarter. So I say there is some chance that the management IS looking for those unique circumstances, (y2k) and methods of getting sales, (CDs) to create the burst of sales needed to increase share value. It may not be exponential growth, but it is not strictly linear either. Also, my understanding is that the profit will be used to expand TAVA's reach, scope, and influence as a factory automation integrator after the y2k issue is over. So who knows? Maybe the future is much brighter than your comments would suggest. I for one, think the future for TAVA isvery bright indeed. The riches may not be on a fast track as this thread hoped for and implied last summer. But anyone who expects a quick buck from an investment is in need of a reality check once in a while. - Jim

To: Norman Stone who wrote (10211)	2/2/1998 3:17:00 PM
From: Jack Zahran	Read Replies (2) \| Respond to of 31646

When margin is generally available next week (some of us already have it) the price should jump a little. A study by the FRB shows that investors see margin approval as backing from the government. In many cases this appreciation is short term when there are no other supporting factors. I believe, though, that margin will cause more people to uncover the companies strategic position. This will only generate further interest and price appreciation. TPRO is more attractive as a long-term hold due to the margin it will provide. Besides the stability that investor shorting will provide during quiet periods, there is also the gaps up that cover buying will cause when investors are caught short. Brokerage houses can easily recommend TPRO now that it will provide them with margin interest as well. We can also expect more institutions to jump in.

To: Norman Stone who wrote (10211)	2/2/1998 3:28:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Norman Stone: There is a lot of sense in what you say, and in fact it COULD very well turn out as you suggest. BUT, besides the MCTAVA route there is another opportunity I see. IF the CD-ROM sales turn out as hoped this company will be INJECTED with a HUGE amount of CASH over and above its typical operations. How that cash is managed could very well effect the stock price. For instance, instead of dilution, what if they bought up and retired a third of the stock?? Or if they acquired some other companies or some order of both?? Personally, unless they have the means and ability to carry out a massive expansion I agree, too many shares outstanding and the wise thing would be to reduce the outstanding shares to something proportionate to a company witn say a 175,000,000 run rate. I still havent given up on the MCTAVA route as it seems to me once they get into licensing which now appears to be a foregone conclusion that they MUST it is just another step forward to FRANCHISING. JDN

To: Norman Stone who wrote (10211)	2/3/1998 3:07:00 PM
From: jan m.	Read Replies (1) \| Respond to of 31646

Norman--Dilution was discussed at the SHM. We were told that no more dilution was planned---we still have the warrants out there. The company is securing a bank line of credit for any future operating needs and to consolidate current outstanding debt. Management made it clear that they want to increase shareholders equity to the bottom line. They are very aware of the damage any further dilution would do to the share price. Jan