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

To: Karl Drobnic who wrote (15063)	4/18/1998 7:27:00 PM
From: paul boudreau	Read Replies (1) \| Respond to of 31646

There was a small blurb in today's Barron's about the y2k problem at Denver airport, page 10 I think. We are in the midst of the greatest bull market in history. Although there are sure to be some scary corrections along the way there will not be a bear market until about 2008. You can thank the baby boomer's reaching their peak spending years for the action. Read "The Roaring 2000's" or The Great Boom Ahead" by Harry S. Dent if you want to see the proof of why this will be a reality. The former is just out and is an update on the latter which came out about 4 years ago. He convinced me that he knows what he's talking about. I can't wait for that conference call in about a month. I think that there will be a lot more heavy hitters listening in this time than there was last time. If we have NMS status by then we should reach 20, with a few more funds picking up on the potential of this dynamo.

To: Karl Drobnic who wrote (15063)	4/18/1998 10:56:00 PM
From: Zebra 365	Read Replies (2) \| Respond to of 31646

I've got to come down on the bear side here a little, too. I mean that for the general market. TAVA is a story stock and in the stages of forming a base on that story. TAVA will not correlate well with the S&P 500 over the next two years so it is being used as a diversification tool in my portfolio. That means I'm long and buying on dips. I usually ignore the general market and don't try to time it, but I do try to prepare for it. That means that I try to not buy "market stocks", that's what index funds are for. I do agree that, at this stage, the chances of a significant correction are great. Mutual fund cash is very low, and the last bears are turning bullish. Moreover, general earnings growth is weaker than last year but the market prices are stronger. I think TAVA is a strong stock, a growing company, and still a good buy. But it still involves a great deal more risk than GE, if someone points that out, they should not be censured. You don't have the opportunity to get a 4-bagger (my results so far) out of low-risk stocks. Someone once said, "In the stock market you generally get what you pay for, try to get more, and you generally get what's coming to you." In the case of TAVA, you get a large potential upside, and you pay for it in dollars and risk. It's still a good deal for me, and the news only gets better. But as to the rest of the market, I have to agree with Tim, I'm raising cash. I don't think current valuations are sustainable given current earnings. Zebra