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

To: M. Frank Greiffenstein who wrote (16674)	5/12/1998 5:08:00 PM
From: eric deaver	Respond to of 31646

Doc, I think that given the press release - both positive and negatives - and the fact that much of the speculation re: large contracts and backlog was confirmed today, the stock is now fairly priced. Only a blowout earnings report and/or dramatically increased revenues would have warranted a price increase (IMHO) we obviously got neither. I expect that they will come eventually (all indications are that revenues will increase dramatically next quarter). Therefore, if one wants to be ahead of the investment curve, one should focus on how earnings will be increased by rising revenues. Hence the fact that increased margins are very good news for longs. If you believe all of this then look for your entry point and hold on for the long haul. Eric

To: M. Frank Greiffenstein who wrote (16674)	5/13/1998 4:50:00 AM
From: JDN	Respond to of 31646

Dear Doc: But are we SURE the CD-ROM is dead? I didnt get that from those statements. I know it is delayed but seems to me any company which wishes to inventory its own equipments etc for assessment purposes on its own will have to acquire it. TAVA cant possibly handle every company in the world which might have a problem. I agree that at this point in time the CD-ROM was necessary to be sold in quantity to justify the current stock price. However, as revenues rise substantially from the remediation end along with gross profits the price ought to be justified and more. Question is when will the company have done enough for the street to fully see their potential. Perhaps this quarter? Dont know but feel confident that they will before this calender year is out. JDN