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Strategies & Market Trends : Sonki's Links List -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (93)	4/21/1998 9:41:00 PM
From: j g cordes	Respond to of 395

Sonki.. I'm sure you know there are very active TAVA threads, one led by CK Houston. As earnings approach you ought to be able to get a sense of current hysteria. Jim

To: Sonki who wrote (93)	4/22/1998 2:05:00 AM
From: ANANT	Respond to of 395

sonki: thanks for the money link. We will try to understand and try to use it On tava: I am going thro all the recent threads. As I go thru I am trying to summarize as follows. + Tava ( 400 emp) is a a leading provider of automation and information technology solutions to industry, announced the signing of a licensing agreement with Colorado MEDtech, Inc. (NASDAQ:CMED) for TAVA's Plant Y2kOne-TM- products for year 2000 compliance of biomedical devices used in hospitals, clinics, and extended care facilities. TAVA has contracts with AMGN, J&J, BA etc Next Monday there is a security analyst meeting "Y2K Millenium Bug Investment Conference" April 27-28".in NY- A TAVA customer Krft foods will be presenting Next e will be May, 1998 stk closed @ 13 expected to go to a 20 in next few months and looking for a 8-bagger by 2000. I see lot of euphoria 1000shrs($13K investment) expect to go to a $100K See yahoo link for tava quote.yahoo.com Institutional investors participation in TAVA increased by 5% recently Tava's exp. e for 99 is .89 compared to the pe of KEA 71 the price of TAVA should be 59 IMHO: This looks to me as a unique co. to solve y2k problems of integrated embedded systems as opposed to others which are software cos. These systems involve lot of hardware and process control systems. I would like to look at STKSMRT to see which mut. fund has its largest holding. I shall look at this in the morning as it is getting late. May be we can get into this with an initial 1000 shrs (13K) and wait for a month till the e time in May. Thanks for involving me into this study. I think I need lot more time. Good night.

To: Sonki who wrote (93)	4/22/1998 8:14:00 AM
From: ANANT	Read Replies (1) \| Respond to of 395

sonki: Continuation of Tava analysis Inst. Inv. participation as reported on 12/31/97 stocksmartpro.com WLA is anticipating good next tuesday and gth outlook good 35% for 98. increase 36% in this qrt e. to .99 up .02 above expec. 1998 gth 35% ML , dlj upgraded the stk. We may consider WLA short term options for a pop. WLAEQ ( may185) 4.5/8 / 5.5/8 1189 out. int WLAEQ (July185) 11.1/4 / 11.1/2 1580 out int I like July options as the split takes place in May 28. WCOM will announce e tomorrow morning. we may consider short term options. LDQEI (may/45) 7/8 ( 3/4 / 7/8) 15929 LDQFI (Jun/45) 1.7/8 ( 1.5/8 / 1.7/8) 20119 May be May options should be good. I do not know? LU: e .14 up .05 noe being bid at 77 on instinet may be late for short term opt or consider leaps. it is a great we shoulg have leaps in this. psft also has great e. have a great day.