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

To: Mr Logic who wrote (13997)	4/3/1998 7:37:00 AM
From: Mr Logic	Respond to of 31646

Re Monster Buyer activity and general MM activity, this article is good backround reading better to understand the way the game can work: forbes.com

To: Mr Logic who wrote (13997)	4/3/1998 7:38:00 AM
From: David Miller	Read Replies (2) \| Respond to of 31646

<<<The TAVA story sounds good to me. But not good enough to justify a $250m+ market cap, not by a long way. >> Hmmm? Shall we discuss the market cap with YHOO or AMZN? Same argument from the shorts on those boards to around 6 months ago. They got slaughtered, still are! Market cap is usually a pretty good indicator if a stock is over valued but unfortunately it does not apply to "Story Stocks" Even if TAVA turns out to only being a story stock........it's early in the story so I don't believe we have seen this stock run up to it's "Story" potential yet. At that level I would short it, NOT now still to early.

To: Mr Logic who wrote (13997)	4/3/1998 8:43:00 AM
From: big guy	Respond to of 31646

Good Morning Patrick, Hell you've got me all wrong Patrick. I haven't had anything to do with the general market in a long time. Let alone buy one of the dips. Right now I'm about seventy percent gold stocks and thirty percent Tava. One of the only stocks that I have crawled out from under my rock to buy because I think that much of it. Patrick what stocks with a truly good story don't have a market cap that runs ahead of itself to some extent. And the better and more compelling the story the greater the extent. Your not trying to break confidence, Patrick, Patrick, Patrick. These are your words out of three concurrent sentences. Not good enough Not buy along way Nobody here knows There is no proof Already seen the high And as for buying at 9 I did. And I will still have my position the day that earnings come out which is something I don't think you can say. Patrick I have no problem with you being here as long as everyone knows what you do and how you do it. The reassuring post are only annoying if your short Patrick. Why don't you cover and go long. Then they won't bother you as much. Regards Big Guy P.S In response to the next post. Mr.Fleckenstein is one of my nightly must reads. A truly honest man in these deceptive times.

To: Mr Logic who wrote (13997)	4/3/1998 9:02:00 AM
From: UntamedSquid	Read Replies (2) \| Respond to of 31646

<<I am here because of both and neither. The TAVA story sounds good to me. But not good enough to justify a $250m+ market cap, not by a long way.>> I have to disagree: 7,500 CDs @ $20,000 per CD X 85% margin = 127.5M 5,000 sites remediated at $150k per site X 50% margin = 375M Base business of 50M X 35% margin = 17.5M Take out 40M of overhead leaves 480M. Take out tax at 35% leaves over 300M in a war chest that can be used for an acquisition spree after Y2K. Given that the market is 70k to 100k sites, not including utilities, and confirmed early successes (Coke, Kraft, US Mint, BMY, Cargill, etc...), those numbers may not only be feasible but also conservative. The story is definitely worth more than $250M in market cap. The real question concerns execution. Right now, we all know TAVA is very busy and aggressively building up its list of clients. What we don't know are the current hard numbers - revenues, earnings, margins - that will ultimately drive market cap. Looking back even a quarter provides almost no guidance to the current financial performance of this fast moving dynamo. Somewhere in the research thread is an $2B annual revenue estimate for the systems integration market; the very market TAVA seeks to dominate one day in the not too distant future. What's an appropriate market cap that would represent such potential?