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

To: Raj Ramaswamy who wrote (13944)	4/2/1998 10:40:00 AM
From: Mark3000	Read Replies (1) \| Respond to of 31646

Secondly I hear rumours of "secondary offering" , I repeat, only RUMOURS....for financing increased recruitments of engineers etc. I don't know how far this is true, but I would think, Mr. Jenkins would make sure the stock is at much higher level (17-20 range) before he does anything in those lines. and where would you be hearing these rumors?

To: Raj Ramaswamy who wrote (13944)	4/2/1998 11:58:00 AM
From: fma	Read Replies (2) \| Respond to of 31646

Raju Don't think you can blame Karl's statement about retracement to TAVA's short term correction. He was the reporter of a pattern already established, but if you look at his predictions for today, he calls for a rise in TPRO tomorrowcast.com based on bollinger bands. So one right, and one probably wrong. I too saw the rumor about a private placement, I believe from Toyko Mex's cafe site yesterday or Tuesday. TMEX said he heard a possible placement at 17 to add engineers. Also am aware of Jack's information, so don't know at this point. I know I will hear the moans once again from the regulars of whining about IR when the stock is down, but it still makes no sense to me to talk of private placements and lament how many companies are unaware of the embedded chip problem when TAVA's IR department seems so unable to get the story out to its own shareholders. I heard John say he was going to beef up IR, maybe he meant the institutional end of things, and I don't have any beef with that. But: 1. What is with NMS? Are we supposed to derive any interpretation regarding how long this is taking other than to blame the FEDs. 2. How many CD's are being bought now vs. given away. 3. What was the response to the recent WSJ ad. 4. What is the percentage conversion pilot to full scale operation. 5. What is the status of alliance with Beck, Keane , Wonderware, Fluor. 6. What is the number of plant sites (generic) being worked on. 7. What number of plant sites have now been designated compliant. These questions don't require naming of companies - just providing some basic information. It was my understanding at the SHM that John recognized IR's weakness, and committed to "beefing up" efforts. As an SI addict, I haven't seen it, and that's why I, imh (and probably erronious)o, think we are unable to sustain drives for more than a day or two (at this juncture). I am equally sure this will be corrected, and waiting another four weeks, or four months, is not going to amount to a hill of beans in the heights to which this stock will reach. Frank

To: Raj Ramaswamy who wrote (13944)	4/2/1998 4:22:00 PM
From: Karl Drobnic	Read Replies (1) \| Respond to of 31646

Raju: I don't think I can "kill" a TAVA rally. My "footprint" comment was meant to be reassuring to those who are nervous about these very substantial profits we're holding. The greater a profit gets, the greater the temptation becomes to jump out on a decline. One way to cope psychologically is to average up after the big runs occur. Let the run "run", measure the distance, and buy a bit more on the 40% pullback. The breakeven point on the entire position will rise, but will still be substantially below the new entry price. This is a conservative way to ride a winner. It also becomes an easy exit strategy in the future. Sell the most expensive block first, etc. until you're left with the original block (the cheapest, taxed highest) to give to the grandkids (someday).