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


To: Mr Logic who wrote (14734)4/13/1998 8:23:00 AM
From: msc123  Read Replies (1) | Respond to of 31646
 
Patrick LOLOL



To: Mr Logic who wrote (14734)4/13/1998 8:42:00 AM
From: Rich Dee  Read Replies (1) | Respond to of 31646
 
<Fundamentals have not changed.>
The company's exposure sure has though. You don't think that is worth anything?

<Well there is more to life than TAVA, especially over a holiday weekend!>
Unless the company had some sort of bad news to report. I'm sure shorts like you would find the time to be posting like crazy!

<...I am ready to re-short if it goes higher on no news (again).>
Why do I have the feeling that this won't be the last time. TAVA keeps going higher, and the shorts keep trying to beat the trend. Some people are a glutton for punishment.

Fundamentals will change.
Regards, Rich



To: Mr Logic who wrote (14734)4/13/1998 1:08:00 PM
From: Quad Sevens  Read Replies (1) | Respond to of 31646
 
Patrick: The fundamentals have changed. The article puts TAVA in front of an elite audience. A lot of CEOs read the magazine. A lot of CEOs with a lot of factories with a lot of sick stomachs. And not just in front of them, but right in their faces: Fortune practically endorsed TAVA. That's almost unprecedented.

Fundamental fact: Awareness of the "embedded" problem has lagged. The sooner this part of the y2k market wakes up, the better for TAVA.

Second, in the stock market we're always working with an incomplete picture. Extra information can bolster (me) or undermine (you) that picture. Efficient pricing of an equity always involves an analysis of uncertainty. I am more certain of my long position now, and you, sir, should be less certain about yours.

Or perhaps you can explain how "One of the most imaginative and useful approaches" (Fortune Magazine on Plant Y2kOne software) can "be reinvented by any half-decent consultant in a day or two according to standard project management/problem solving principles" (you, talking out of the wrong side of your shorts).

Wade

PS: Hint - It looks silly to come here now telling us you covered 60% of your short position last week. BS. Why'd ya do it? Fundamentals hadn't changed.