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

To: Bonzo who wrote (16816)	5/13/1998 1:44:00 PM
From: Craig Rogers	Respond to of 31646

Joe: I appreciate your informed post. I wish I had the stock savy that you and most on this board have, but I don't. I just have a enough sense to know that Tava is the only game in town and it's a Big game and that they will come through. Craig

To: Bonzo who wrote (16816)	5/13/1998 2:42:00 PM
From: JDN	Read Replies (1) \| Respond to of 31646

Dear Joe: An excellent rebuttal. I am impressed!! JDN

To: Bonzo who wrote (16816)	5/13/1998 5:29:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 31646

Trailing revenues compared to expectations, a solid investment principle... Joe writes: <<Trailing revenues? Now that you sell we are going to finally focus on trailing revenues? Since when did anyone buy this stock based on trailing revenues? Its future earnings potential that I continue to maintain my position and add to it going forward.>> That's a distortion of my point Joe. I am comparing the most recent trailing revenues to our expectations of what trailing revenues would be when we first started prognisticating. What is wrong with that? For example, Red Chip (which you, I and others touted as proof, don't deny it) projected 18 million in revenue for Q3, consistent with the company's beliefs. TAVA fell 7 million short of that. You think enough of Red Chip to go to their conference. Why do you suddenly deny the improtance of Red Chip projections? Joe, it is a common vanity of people to believe that because they met a CEO face to face that somehow they understand him and have some advantage that other investors don't have. Sorry, but a pleasant lunch with a CEO means nothing to me. CEOs are supposed to be positive and upbeat. Jenkins was positive and upbeat about Q3/98 during the CC last October, and all his optimism didn't get TAVA even close to projecitons. I am sure he is a fine CEO and honorable man. But the issue is real world execution vs. expectations. DocStone