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


To: Karl Drobnic who wrote (16509)5/12/1998 10:42:00 AM
From: RAVEL  Respond to of 31646
 
down 1/8 on 700K...here we go.

RAVEL



To: Karl Drobnic who wrote (16509)5/12/1998 10:43:00 AM
From: Rob L.  Respond to of 31646
 
Karl, I hope the CC will mention all of this. Current ratio is better than you stated. it's 2.7. CA=25.4 CL=9.6 25.4/9.6=2.7.



To: Karl Drobnic who wrote (16509)5/12/1998 10:45:00 AM
From: jwk  Respond to of 31646
 
Totally a WAG on my part, but I'm thinking this morning's pre-CC dip is the mm's cleaning out stops with the additional effect of weakhands selling into the dip.

I've read and re-read the earnings report and think JJ will have a great CC. I just hope he's not too busy rushing off to catch a plane to do it the justice we deserve.

I expect him to expand on the week long meeting upper management had to set five year plans in motion. The market likes to know what you did for it today, but it only cares about what it thinks (believes) you wll do for it tomorrow.

We need a very solid CC performance from JJ to take TAVA to the next level of respect and valuation by the market.



To: Karl Drobnic who wrote (16509)5/12/1998 12:21:00 PM
From: JDN  Read Replies (3) | Respond to of 31646
 
Dear Karl: I just finished listening to the conference call via V-call. I got kicked off the line a couple of times (thank you aol) so I missed portions of it. What I did not hear was the TOTAL backlog as of 3/31 nor did I hear anyone ask that question. I presume they MUST have said what it was. I did hear them say they are expecting 8-10 million in new orders this month of I presume May. Second item I expected to hear and did not is the status of the Tava/Beck relationship and maybe some more info on those expected two large orders. If it was on and I missed either of these could you or someone post.
Also, I noted that they said they would make available copies of the latest ANALYST reports for anyone who requested. Would appreciate it if there were a way someone could get it and post to our research site (maybe via scanner) for all of our review. I am sure as a group we are at least as large as some of the fund investors. JDN