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

To: Tim J. Flick who wrote (14234)	4/6/1998 9:00:00 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 31646

Tim, I would be more interested in you opinion regarding the pounding Y2K stock took today. I understand VIAS spooked a number of folks, but in an inefficient(sometimes anyone) marketplace, many people realize that TAVA is still a growing story with substantial upside given the amount of news that is pending (When Scott L. gets done telling the institutions, that is.. :0\| We all know, and I think your monster buyer understands as well, that TAVA will feast upon the travails of its much larger clients whose earnings will suffer from Y2K problems. So thus, does this mean the monster buyer will sell all of those shares he accumulated at $12 or will he step in and support the stock?? I think this is more of a beartrap than a breakdown. But then again, that depends on how well Scott L. is doing his job whispering to the institutions instead of the general shareholder population. Regards, Ron

To: Tim J. Flick who wrote (14234)	4/6/1998 9:39:00 PM
From: Richard M. Jimmink	Respond to of 31646

Tim, You are right, the NASDAQ scenario is a major factor on the downside today. The market divergence was created by a false sense of 9000 on the NYSE and Microsoft leading the NASDAQ down. This divergence was an indicator of indecision by many Mutual Funds. IMHO. RMJ

To: Tim J. Flick who wrote (14234)	4/6/1998 11:09:00 PM
From: Raj Ramaswamy	Read Replies (1) \| Respond to of 31646

Tim, You, IMHO, are wrong on two counts. First TAVA is increasingly being positioned more as a Y2K stock in very unique niche (non-IT). Next 2 years atleast there is assured market and potential very good earnings which will only add to bottom line for later expansion & leveraging their systems integration business beyond 2000. Secondly the "monster buyer" you have been saying all long & if true, will NOT sell off in such a hurry -- just because techies are correcting. He/They must know the unique value of TAVA in Y2K arena; so it is not some "been there, done there" stock which will swing with market forces & institutions get in/get out. Again, IMHO, the monster buyer (again if it is true), will bail out when fundamentally something changes (bad) in TAVA's business model. And this we won't know until June (4th quarter)1998. Going by your analogy, even SYNT/CBSL/MAST/IMRS should tank. I very much doubt for these and indeed, for TAVA as well. Today's action looks more like people were stopped out at 12 1/4, resulting in snow-balling. Or maybe MM's were trying to get cheap shares with some imminent announcement....who knows..!!! Raj

To: Tim J. Flick who wrote (14234)	4/7/1998 12:18:00 AM
From: James Strauss	Read Replies (2) \| Respond to of 31646

Responsibility... >>>If I can only be 60 to 70% right I feel that my call was worthwhile. Investing is a serious business that just to buy and hold is not the way I manage my money... right or wrong it's the way I do business.<<< ********************************************************************** Tim: I don't disagree with what you say... I do a certain amount of timing myself... There are many people reading these threads that don't have the experience to trade in and out... They are much better off selecting a good long term investment and buying the dips... This way their average cost is lower when a stock starts to move up... Investors that held and bought on dips in the great growth stocks like DELL,, MSFT, INTC, etc., have done very well without trying to time the stock moves... TAVA offers such an oppty for investors willing to hold and buy the dips... I respect your investing and trading knowledge... Please keep in mind the wide range of people's experience that read these threads... Perhaps if you prefaced some of your comments with "For Traders Only", you may save a good number of people from being whipsawed in and out of the stock... I addressed you, rather than some of the other shorts, because I think you don't want to hurt the little guy... You'll make your money either way... Even though each investor/trader is responsible for their own actions, the more experienced among us have a special responsibility to the less experienced that read these threads... Jim