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

To: Zebra 365 who wrote (12589)	3/14/1998 10:23:00 AM
From: John D. White	Read Replies (2) \| Respond to of 31646

I'll call your bluff pal. How about we get a neutral observer on this thread, fax him a copy of your statements that show the release of your short balance to your margin account and I will apologize to you publicly. We will need documentation of your margin balance and buying power before you shorted and then one showing the same after. I'm also glad to hear that you "don't get charged interest on stock loans". <LOL> I hope we can become good friends after this is over (assuming you admit you were wrong of course). BTW do you have a real name?

To: Zebra 365 who wrote (12589)	3/14/1998 12:58:00 PM
From: STLMD	Read Replies (1) \| Respond to of 31646

Zebra, this talk of y2k income assigned a pe of 1 flies in the face of other companies that sell service or consulting work. The best example I can give is in my area of expertise, medicine, where physician management companies have been getting pe multiples of 30-50 based on growth alone. The capital they have raised to finance these acquisitions of physician practices can be analogous to the capital raised by TAVA in y2k . With capital expended on acquisitions, TAVA's base business growth can be 50-100% per year if my estimates of gross revenues from y2k are accurate. This will then allow the company to downsize redundant overhead, increase profit margins, grow base business and thus justify the high pe multiples. Jenkins(and restated so often by Karl Drobnik) has let everyone know that this is the business plan. If no acquisitions occur, if no economies of scale occur, if no growth occurs in this market(est 15% per annum) then I agree with the pe 1 proponents. After investigating the management team and the fragmentary SI business in this country and overseas, I doubt the business plan will fail. Hope this puts an end to the "doldrums" and "doubts" during these low trading days. Stephen