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

To: Jim Wilke who wrote (16793)	5/19/1998 9:40:00 AM
From: Jim Wilke	Read Replies (4) \| Respond to of 31646

Well? The NMS is now here. And the value keeps going DOWN. So much for all the glorious predictions of increasing value after NMS! I think the glory days of this stock are over. By the time this thing actually shows a positive EPS, y2k will be nearly upon us. Some posts have mentioned that the y2k revenue may not really come in this fiscal year at all. This means that it will show up at the end of the first quarter of the NEXT fiscal year, being reported sometime in November. By then, I suppose, the price will rise some, BUT the PE at that time will likely be much lower since PEs are based on future projections of earnings and since the uncertanties of y2k will be nearly upon us. When this company finally shows the profit, the y2k future will be actually quite short compared to the PE horizon. So the PE will be return to being based more on "core" business. I'll be here for another year and a half at least, so I'm definitely long on TAVA. I like their core business. But I wish all the early hype as well as "NMS" predictions would have been left out of this thread. You can see how much it really mattered now. It all looks rather silly. For all the talk of big companies, the financials have not shown us the money (read: healthy positive EPS). I still sense a lot of positive attitude about this company. People keep pointing to just one more quarter, but I don't buy it. I think there are stocks that fly on no news at all, and then there are stocks like TAVA that can have great news but barely budge at all or even go down. I'm not abandoning ship; I just think this thread needs a dose of realism. There's a lot of exhuberance; but the measureable bottom line is not showing the results that generate high stock value. higher value, yes. But not truely "high" value. In fact, I think that since the company is plowing the earnings immediately back into growing the company, I am not sure we will ever see a positive EPS. The profits are pumped back into company personnel, acquisitons, and other infrastructure within the company to make it grow. That absorbs the capital that could be showing up on the positive EPS radar. And we have witnessed the results of this fact. Enough for now I have to get to work. - Jim