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

To: Mr Logic who wrote (14005)	4/3/1998 10:07:00 AM
From: Josef Svejk	Read Replies (1) \| Respond to of 31646

Humbly report, Patrick, as I see it: TAVA is in a sector (embedded systems y2k) which is behind the IT y2k sector in terms of, well, everything. TAVA at this point is, to me, like CBSL/IMRS/KEA/MAST/SYNT were - months ago. Being one of a pair much resembling one another --Shakespeare One of us is right. Svejk (GL-15 applies: digiserve.com ;-)

To: Mr Logic who wrote (14005)	4/3/1998 10:09:00 AM
From: john jansen	Respond to of 31646

Booth do like Irish, so will stick to Booth. Do you think 50% of the posts should be yours? Are you having fun today. Will skip all your BS from now on.

To: Mr Logic who wrote (14005)	4/3/1998 10:18:00 AM
From: C.K. Houston	Read Replies (1) \| Respond to of 31646

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. An industry that won't be here in two years??? This is the MOST ridiculous statement I've heard in a long time. Shorts have been using this argument since they first saw Y2K as a hot sector. It was easier for you guys to get away with this argument a year or two ago, when many didn't understand Y2K ... but not anymore. Using this argument, at this point in time, is a desperation ploy. Every company currently involved with factory floor remediation is ONLY addressing mission critical systems at this point. They openly admit this in many trade publications. There will be PLENTY of business after 2000. Both in fixing non-mission critical systems PLUS basic core business. From pilot thru remediation, the typical timeframe is 22 months. Many companies haven't even started yet. There will be plenty of business. LOL Cheryl

To: Mr Logic who wrote (14005)	4/3/1998 10:34:00 AM
From: Bill Ounce	Read Replies (1) \| Respond to of 31646

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. From what I hear, alot of companies are playing Y2K catch-up, so there should be no shortage of new customers. A related question is at what point TAVA can no longer service new customers. 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. Yes and No (1) TAVA does more than just Y2K work. This is not the typical COBOL fix-it-shop. (2) It is possible that TAVA could gain long-term market share in their base industry from their Y2K reputation. Again, not like your typical COBOL fix-it-shop. A valid question is how much could they gain and how does that help their long term bottom line? (3) I think it is very optimistic to believe that all the Y2K fixes will be completed in two years. This may be more applicable to COBOL shops than TAVA. (If your manufacturing systems stay down for months, you are probably out of business.) 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. Very possible, also their could be a Y2K panic induced stock market crash that would drop all stocks, including TAVA. A dropping tide, lowers all boats. Personally, I think the first waves of panic will boost TAVA, later waves may crash the market. But there is no way to really prove this statement. :-) GOod luck. There is story behind every stock, this TAVA story is really interesting.

To: Mr Logic who wrote (14005)	4/4/1998 11:16:00 AM
From: R. Bond	Read Replies (1) \| Respond to of 31646

Patrick, Since other posters have replied to you concerning fundamentals and prospects for TAVA's work: >>......the link between price and fundamentals is already broken..........<< If I catch your drift, you are addressing the mass psychological aspects of TAVA, ie. investor sentiment. While we know there is nothing new under the sun in the markets, I'll go out on a limb and say that there is a flaw in your thinking (if the general market holds up): during the next several months you could be out of date. IMHO we have entered the beginning of the next, critical phase of Y2K for us SI threadsters. People are going to start freaking. Private investors and institutions will BE in Y2K stocks and that includes TAVA. P/E, etc., won't matter at all for a period. I think we all may be shocked by the sort of P/E's we will witness. The old timers here already know that from other Y2K stocks. The work is there for TAVA for the next few years. Perhaps they will blow it. But if TAVA can't show us some earnings during the next few quarters, I'll be surprised. Hence, price rise. >> The stock has been pumped ..........<< >>.........don't feel that it is 'early' in the story. << >>...... A 600% rise already could put people off.<< In a word: Irrelevant. Y2K hasn't been pumped yet. The entire world is going to react to this scenario. You have never seen anything like it. TAVA is not the story. Y2K is and, for a while, it will be the only story. As I've said before, the brokerage industry will not pass up a chance to flog these stocks to all manner of individual investors. Public awareness is nowt reaching the stage where they can do that. The small investor is THE growth area of the stock markets. Don't underestimate the number of 'ordinary' people out there who follow the advice of 'professionals'. They are not on board TAVA yet. I think they will be. Up until now, I don't believe we have been visited by THIS herd. The past rises may well be looked back upon as the factor that put TAVA on their radar screens. Will MM's push this baby up a lot higher on the back of widespread public fear over Y2K? Count on it. Fundamentals will be out; the story and momentum will be in. Of course we always hope that the market itself remains kind to us, as well. My guess? Throughout the coming months, if you maintain your agility, you should make a lot of money trading this stock one way or another because it won't be sitting still for long. Good luck with your trading. Finally, get up chart on Zitel. Stop drooling! Cheers, Bond