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

To: David Miller who wrote (14000)	4/3/1998 9:08:00 AM
From: Casey	Respond to of 31646

David: << 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. >> Much as I respect Patrick's point of view, I agree with you.

To: David Miller who wrote (14000)	4/3/1998 9:50:00 AM
From: Mr Logic	Read Replies (5) \| Respond to of 31646

David, you hit the nail on the head with your view on 'story stocks'. That is by far the single biggest concern I have about TAVA stock price; the link between price and fundamentals is already broken and more buyers could push the price up further. The way I see it, TAVA stock has already had three big rallies and is about 600% up in under a year. The stock has been pumped all over the internet for nearly a year, had press releases with popular name companies and has had two sessions at the CR conference. I don't see a whole lot of new money coming in soon, and don't feel that it is 'early' in the story. Just my opinion. The comparison with YHOO and AMZN is only partly valid - the major difference is that with those stocks people are looking for the dominant players in a massively expanding industry, not a niche player in an industry that pretty much won't be here in two years. There is a lot of noise in the Y2K arena, many companies to choose from so TAVA needs to try and make itself heard. A 600% rise already could put people off.