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

To: ayahuasca who wrote (12530)	3/12/1998 3:45:00 PM
From: RumKola	Respond to of 31646

Mark Good response, but I think you may have spent too much time addressing the drivel that "What's his name?" put out about a "Ponzi" scheme. Clearly he doesn't understand what a "Ponzi" scheme is, or he doesn't understand how a company is unable to gain from manipulation of its stock price when it is not selling stock in the market, unless he (scuse me... she also) is a real conspiracy theorist. Whatever! Enough said since I'm sure the "What's his name?" will find cause to take personal umbrage that someone recognizes ignorance when it is so certainly apparent. To answer the usual question from skeptics: I do have a financial interest in the success of TAVA. JDP

To: ayahuasca who wrote (12530)	3/12/1998 5:44:00 PM
From: Skeptic	Read Replies (4) \| Respond to of 31646

It seems to me that every time you pose this question about the valuation you have received myriad responses. But none with any real substance. I'm looking for estimates of sales and profits from CDs, remediation services, core business, etc. These have to go beyond 2000 because of the windfall nature of Y2K. I know they're not going to be right, but at least we'll get an idea of what needs to be achieved to justify $9 per share. That way we'll know whether or not what they actually achieve is above or below expectations. Right now any Y2K news is perceived as positive. People think $1.7M of Y2K revenue last quarter was good! How do we know whether or not those results were better or worse than expectations if we don't know what the expectations are? TAVA has enormous potential- do you agrre with that? Yes, and I think that potential is recognized in the stock price. At $9 a share you see TAVA as overvalued To provide an adequate return (I'm assuming a 20% discount rate for a risky small-cap stock), it will have to be worth $22.40 in 5 years when the Y2K benefits are over. Can the core business justify that? How many customers and how many employees billing at what rate are required to justify it? I know most people don't care about 5 years from now. They're speculating, not investing. That's okay with me as long as they say so. That's why I own what I do. what, in your opinion is a fair stock price for TAVA right now? I posted a while ago that the core business is currently worth about $3 and Y2K is worth $2 in incremental earnings. This means that at $9 per share, the Y2K relationships are expected to more than double the value of the core business. In other words, this has hardly been overlooked. It remains to be seen whether Tava's obvious value for solving customer's Y2K problems will extend to general factory floor automation in their customer's eyes. P.S. Thanks for your unusually civil response.