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

To: CalculatedRisk who wrote (14164)	4/6/1998 12:28:00 AM
From: Zebra 365	Respond to of 31646

Bill, We've been on the same side in the past (ZITL) and I understand you are shopping here. I don't blame you, for most of the IT Y2K problem, it is a software solution, and we know the economic history of software prices (unless you are "lucky" enough to be MR BILL). VIAS was no surprise to me, ACLY may follow shortly. ZITL, it is but to laugh. But KEA is not a "Y2K" company, and does not belong with those others. And TAVA is not a "Y2K" company. TAVA is not going to "ramp up" personnel to do Y2K remediation, and then lay them off in 2002. They have the CD, which is really the key to a database of Vendor compliance reports on embedded chips. That CD and Database will run in some high margin revenues soon. I'm in TAVA STOCK long because I think that, as TAVA IS being identified as a Y2K company, the institutional buyers will be along after the market corrects. The new SEC regs will drive many manufacturers to buy the CD just to show they are "doing something". Engineers are the cheapest customers on earth, it will be like pulling teeth, but they will buy. And TAVA is fairly unique in this niche. As to medical devices, this is really off-topic to TAVA. I know the score there but it is not a fundamental reason to be long TAVA. TAVA doesn't do medical devices, EOM. I know you're just shopping, but this is all the DD I'm going to do for you. The bottom line is that this is a story stock, the story has not changed in the past 8 months, and the story is getting stronger. There are no Reg S shares hanging out there, and the company is maturing to the point that financing of future growth will be done by debt and not equity. Those who don't know finance, let me tell you, debt IS always cheaper than equity. And growth consumes cash. Bank debt is the cheapest, and TAVA has matured to the point that that is what they can access now. A long way from only a year ago. On past financial data this company IS overvalued. However, to short overvalued stocks one must be sure that buying pressure has disappeared, otherwise, they can always get more overvalued. So I'm still long here and comfortable that the long side is the best side here. If it gets seriously overvalued on future potential, I'll be one of the first to sell, and even go short. This is not a Religion, its just business. The other longs may castigate me here, but you should know that there are not just starry-eyed dreamers long on this stock. Now, stick around and lets make some money. Zebra