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

To: big guy who wrote (14116)	4/5/1998 4:12:00 PM
From: Tim J. Flick	Read Replies (3) \| Respond to of 31646

Back in the saddle again. After a week in LA the TAVA thread looks like a very small place on the earth but I am glad to be back home. Being away from the thread allowed me to clean out the cobb webbs and take a more objective look at what stage we are in. First, I took my own advice and sold my position prior to my trip to LA in the $12 1/2 area. Whenever I can't have my finger on the trigger I routinely step aside so that Murphy's law does not have a chance to work it's magic. I feel that the biggest points that hit me the hardest about Tava's current position is: 1. Upcoming earnings 2. Contract/engagement announcements. 3. Potential new monster buyers 4. The total unexpected events that nobody ever anticipates. On earnings, my best guess is that this IS NOT the quarter that everything comes together and we see a huge explosion in revenues and earnings. The best announcement that will be made with the quarterly earnings and CC will be the BACKLOG. Therefore if the earning are just ok and the backlog has not taken a quantum jump... you do not want to be long. I do not expect this, but please refer to number 4 above. If we see a monster buyer come in in the next couple of weeks, odds are good that the quarter/backlog numbers are very good. The reverse is also true here, so I will also be on the look out for that possibility. Finally, I look for a trading range to now set in and I still feel that the market as a whole is very overbought and could shed 300 to 500 points in a heartbeat. If this were to occur, the first 200 would do nothing to Tava it's the next 200 that would hit the stock hard. This time frame is the hardest for me, I want to be long the stock but I have voiced my caution. As always, these are my fearless thoughts and I am very capable of being dead wrong. Good trading to all!!!