To: JDN who wrote (14271 ) 4/7/1998 9:10:00 AM From: Hawkmoon Respond to of 31646
JDN, Absolutely!! I personally spent 3 months looking at this stock from September to November, before buying my first position. I have met Rick Cowles and Tony Keyes, who both felt TAVA had good potential and the best product offering in the embedded systems arena, (I will qualify this by stating that Rick expressed more confidence in Gold and Silver as a sound investment due to his EXTREME concern over the Y2K utility issue). But my point is that I had to reveiw what I was hearing very carefully as I was skeptical of the company myself, at first. Now I have realized that I have underestimated the importance of TAVA to ALL manufacturing based companies looking for the most expeditious methodology to assessing their risk and resolving their vulnerabilities. TAVA's only problem was that they weren't prepared to capture more of this market share a year earlier. Had they had this additional year, they would have had more time to prepare, brief, and finally convince their clients of their vulnerabilities. Now it is quite likely that these Large firms will be grievously struck by either failures on their own systems, or even worse, those of their suppliers with fewer resources. People this is serious stuff we are talking about. We are at the cutting edge of what may be the most serious aspect of Y2K wherein if you don't have the ability to produce product, you render moot all of that other Y2K work on financial, and admistrative IS systems. I dare any naysayer to state publicly that they have proof positive that business management will have no interest in dealing with this issue, regardless of whether they have an actual problem or not. They will do it because they have a fear of the unknown and the disastrous consequences of not attempting to triage and implement contingency manufacturing plans. All the nays are interested in is making a few quick bucks from the insecurity and doubt of those who have not research this issue properly. They want your stock so that they can then go long at lower prices and at your expense. So you have to ask yourself... "Can I play this stock in a manner that will allow me to sell high and buy back low"?? I can't because I don't know when the next "killer" news release like KO will be announced. However, I do know that they will eventually come. Those who decide to sell for fear of short term loss, should all realize the opportunity cost they will face should the trend resume to the upside. Remember... if you sell and capture a tax loss, you can't buy back for 31 days or else it is considered a "wash sale". And that would play into the hands of those who want to take your stock from you on the cheap. Just my 'lil 'ol humble opinion. Catch ya all later. Regards, Ron