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: Quad Sevens who wrote (11924)	2/24/1998 5:12:00 PM
From: Jim Wilke	Read Replies (1) \| Respond to of 31646

Wade, I wouldn't downplay the significant "story" component in TAVA. I think it is a combination of education of the investing public about the embedded y2k problem (which has only recently been getting some decent exposure), along with the earnings announcements. I indicated long ago that I consider education as a key to the stock's performance. I believe this because without an education of what is going on, the general investor will not be savvy to why this company has a future greater than would be expected by any other systems integration firm. The earnings announcements are also essential because they show that TAVA can deliver the goods. I do believe that major contracts hold a measure of generating increased value for a while. But it seems that investors thrive with continuing announcements, not just occasional big announcements. Putting it another way, significant stories have a way of generating immediate interest for a short time, but they do not seem to produce the staying power that keeps the price aloft. Between the big announcements, the value begins to sag...and I think that is exactly what is happening now. As you well know, to some, the momentary highs and the subsequent lows are what investing is all about. But I am not of that camp. I invest for the long term, not the short. So perhaps your point is of some value to investors with a shorter time frame in mind for their investments. My guess is that the earnings announcement in 3rd quarter, which many have written will be for them a bell weather indicator, will be just the vehicle that will either justify a more permanent increased support level, or one which will send this stock's price back to whence it came. But you know, things can change. We may begin to see a continuous series of contract press releases, and I don't for a moment deny the effectiveness that would have on increasing and supporting the value. But I for one, do not expect such a continuous series of contract announcements, nor do I expect the investors to modify their fickle impatience. And so I look to the 3rd qtr earnings announcements to make some fundamental changes in the way people perceive this stock. - Jim