To: Hawkmoon who wrote (13642 ) 3/28/1998 10:46:00 PM From: fma Read Replies (2) | Respond to
Ron, I've met Scott L, likable guy, and I agree with you that catering to institutional interests somewhat at the expense of us less endowed shareholders is probably a necessary evil. However, I share other's concerns that IR may be one of the weaker links in the Tava story. We are all aware on this thread , thanks largely to Cheryl, that the year 2000 problem is an onrushing comet headed straight toward our navels. The company officers are doing a superb job on the pr side of jamming presentations, educating different company boards, and forming alliances. I couldn't do it: I'm greatful that we have we have such a stellar management team -- able to do all this while managing the company and continually refining the business plan. Kudos especially to Ken Fallon(sp?) who I believe is the point guard. But ... when I compare what we get from IR vs. the information we get from conference calls and the shareholder meeting, and probably what the institutional investors are hearing, I have to think that TAVA is not yet living up to its promise of beefing up its IR department. Scott is young, staff is limited, experience relative to other managers, well .. who knows? I'm not even sure what confidence Jenkins places in Scott. What I am sure of is that this is a story that really deserves, and needs, to get out, and I wish it was being pushed by someone with a proven track record; time is short and growing shorter: when Y2k and even embedded chips are the focus of a television report, where is Tava's presence? Lots of other, imo, less deserving companies are repeatedly mentioned. In my mind, there is a distinct difference between hyping and education. Tava has educated me, but I don't think Tava has discovered the balance yet with the media. Since I have no experience either in IR or in company management this may be one of those areas that more experienced investors will straight me out on, you included. On my wish list? I would love to see Cheryl and Karl hired as media consultants to Scott. Can you imagine TMexx as a character in a spot ad, or Josef reading one of those CNBC ads like the road less traveled. lol, that would be great!
