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

To: Hawkmoon who wrote (16571)	5/12/1998 1:10:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 31646

Dish it out, but can you take it? Ron, I read the press release and listened to the CC. I can only conlcude that the PR has a completely different tone and implication than the CC. I considered the entire evdience, you just considered one piece. Now, why don't YOU re-read my post? I focussed entirely on the contribution of the CD-ROM and front end analysis to TAVA's top line. This was supposed to be the fat margin money maker. Looks like it had the same fate as DDIM's Ardes2000. Second, I stated that TAVA will continue to grow, and 15 new customers is consistent with that. Not sure why you say I didn't read or listen correctly. My only point is that we will not be seeing the fantastic growth and fat margins predicated on software sales and front end analysis. Are you saying that such fantastic growth is present?? Third, they may have 15 new customers, but is that net new customers? If it is, great, but that does not justify current valuation levels. And if it is not 15 net, than TAVA is grossly overvalued. Q3 was hyped as the big earning quarter both by longs (including me) and the company. They fell far short of these expectations, unable to even make the downward revised estimates. Call me a Cassandra, if you agree to be called Dr. Pangloss <g>. DocStone