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


To: CYBERKEN who wrote (10693)2/9/1998 1:22:00 AM
From: Jack Zahran  Respond to of 31646
 
We already have indicators that the 2nd Quarter Gross Revenue will be about the same as the 1st Quarter. I know they hired more people, traveled more etc, so operational costs will be up there. But, since they wrote down their debt, they have significantly smaller interest payments. They also have the two Y2K pilots with the higher margin on services. So if they break even, that would be great.

Compared to last year, their gross revenue will show another record. However, Zacks has an old earnings forecast on TPRO of .04, I believe the last estimate I read was -.01. Zacks also does not show the other analyst buy recommendations. What's up with that?



To: CYBERKEN who wrote (10693)2/9/1998 8:50:00 AM
From: jwk  Respond to of 31646
 
>> I put a lot more of my interest in the CC and hope the contents will be posted here. <<

C-Ken
I agree totally with you on this. I hope management isn't too busy jetting around making new engagements to take time to carefully craft and practice key elements of the call. It is important them to be straight forward and honest, no need for any hype, .......BUT, it is also of extreme importance that Jenkins deliver a positive message in a positive tone.

Over on the IOM thread we have been in agony since the last CC. Outstanding numbers ( for having missed by a penny) and good news going forward, but the call was so poorly handled that it left analysts feeling like iom was a 98 lb. weakling gropping its way down a dark alley in the wrong part of town with its pockets stuffed with cash.

Hopefully, Jenkins and his team will be fully prepared and practiced to make the best possible use of the CC. There's a lot of room for being positive without having to engage in hype. I want them to use every bit of that positive space to our best advantage.



To: CYBERKEN who wrote (10693)2/9/1998 9:36:00 AM
From: jan m.  Respond to of 31646
 
Regarding the CC--it will be replayed for 24 hours. If anyone can't listen in live time, do yourselves a favor and call the replay number. It is impossible to post the entire CC on the thread. We should be getting the pertinant info regarding time, date ,etc, any day now. Jan