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


To: STLMD who wrote (16762)5/13/1998 7:53:00 AM
From: Rob L.  Respond to of 31646
 
STLMD, I don't think it has anything to do with shorts or longs squeal ing. The fact is the revenue number was a big disappointment and jenkins failed to give adequate direction as to future revenue streams. he could not even provide an expected growth rate for revenue, let alone earnings. Telling people to check with the analysts is BS. The company should give better guidance and they should be more accountable. Most other companies do this. Hell JBIL always stated its revenue growth expectations as does INTC, MSFT, CPQ, etc. Backlog of $10 million/month means nothing. When will it be realized? What is the quality of the backlog? This is supposed to be the busiest time of the company's history and they show less than 10% sequential revenue growth. Comparing last year's quarter is irrelevant as this was a different company a year ago. In addition, net margins were very weak at 2.5%. Net margins were not impressive at 2.5%. This shows me that expenses are way too high.

I am long and I remain long because I personally feel revenue will begin to increase. But the company has to be more forthcoming, both with its press releases and info divulged in the CC.