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


To: ayahuasca who wrote (15275)4/23/1998 11:26:00 AM
From: Brian Malloy  Read Replies (1) | Respond to of 31646
 
Mark, my take on it is like this.

1. Y2K investment conference in NY next week
2. TAVA presents at a RED CHIP forum on 8 May
3. TAVA earnings come out on 14 May
4. TAVA management is being quoted in various magazines and articles such as Fortune, EE times, etc.

I think the word will continue to expand over time. Right now I am happy that the company is focused on growing the business and increasing the reach of its software. This will drive earnings seqentially quarter over quarter and year over year. This will get attention more than anything else. I tend not to trust management that is overly active in promotion as their time is very valuable and it distracts from the primary mission.

The press and people tend to focus on a major issue at a time. The topics du jour are male impotence/Viagra and Internet mania. At sometime in '98 the spotlight will shine on Y2K in a more focused way and the sector will receive coverage and deserving companies will surge. By mid 1999 into 2000 Y2K the flood lights will be on and stories and coverage will be ubiquitous and even mom and pop at the corner store will be talking about it.

10-20% moves in TAVA today is just noise to me relative to what late 98 and 1999 holds in store for TAVA and other companies in this sector .

IMHO,
Brian



To: ayahuasca who wrote (15275)4/23/1998 11:27:00 AM
From: Rob L.  Read Replies (1) | Respond to of 31646
 
Mark, firt, the recent movement on Tava's stock is nothing to be concerned about. Warrants have a lot to do with downside pressure and MM's can have a field day with the stock price. Second, volume is low so movement on the upside or downside do not mean very much and MM can exagerate movements. Third, Tava is getting its name out to the people that matter the most, its customers. If you have doubts, look at the client list. Who cares it Merril, Goldman, Barons knows/likes the stock. Look at this way: you are in before the big guys. Just think what will happen when the big guys start buying. JMO



To: ayahuasca who wrote (15275)4/23/1998 1:21:00 PM
From: E Schmidt  Read Replies (2) | Respond to of 31646
 
Mark,

>>>...and among the PUBLIC. A brand doesnt exist without public awareness.<<<

The public seems more interested in what Bill C. did or did not do with his friends. General comments are that most cannot work with their VCRs. How, with that nature of understanding tech stuff AND the popular TV news persons approach can the public understand imbedded chips for mercy sakes???

The question is mine. The comments are from the popular media.

Persons that have the ear of the popular media and the ability to talk slow and use small words need to tell the Y2K/TAVA story.

Back to lurking...

Regards,

Earl