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Technology Stocks : Trading TAVA -- Ignore unavailable to you. Want to Upgrade?

To: Josef Svejk who wrote (58)	2/19/1998 11:02:00 AM
From: Skeptic	Respond to of 655

You have told us, in many ways and in many places, exactly why you think TAVA is a dog. I don't think Tava is a dog, but I do think that the stock is overpriced because of Y2K hype. How many people own this stock because they expect Y2K press to create panic buying? How many own it for the long-term growth in the core business? The people who understand the implications of the Y2K problem are looking for ways to make money from it. In reality, it only provides a small amount of incremental value to the remediation companies. Maybe these people should be worrying more about keeping what they already have. I'm convinced that the global equity market is due for a major decline on or shortly before 1/1/2000. I used to think it would happen a lot sooner, but the complacency in the market despite all of the recent reporting has convinced me otherwise. Everyone wants to get out, but not too soon. There's going to be a stampede once it starts. Can you please tell us what would, from your point of view, make this stock a buy? A lower price and some evidence of strong growth in their core business. Actually, I do own a small amount, but its because I see the Y2K hype working. I sold half my position on last week's run-up and plan to be completely out long before 2000. can you please point me toward a stock in your portfolio that has the kind of qualities you miss in TAVA? How about Rational Software (RATL). Excellent products in a high-growth market, good management, a strong competitive position, and low expectations due to recent disappointments.