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

To: CYBERKEN who wrote (17069)	5/16/1998 8:49:00 PM
From: baggo	Read Replies (1) \| Respond to of 31646

Cyberken, I'm very long TAVA, but let's not be delusional. While TAVA may be at the forefront of embedded system evaluation/remediation, I'm sure there are other co's involved. Much business available. Tip of the elephant's ear. GO PACERS! Brice

To: CYBERKEN who wrote (17069)	5/17/1998 1:20:00 AM
From: Quad Sevens	Read Replies (1) \| Respond to of 31646

Cyberken, of your 2 points, a) is not true, but b) is. However, TAVA has so little competition, and the field is so wide open, that basically a) is true. However, a) and b) together cannot alone be a reason to invest. Can they? With no mention of revenues or earnings? If TAVA were at 100 now, a) and b) would still be true. Would it still be a good buy? Are you saying the story component of TAVA is so strong that "they will come" no matter what? I'd rather get a reasonable fix on earnings and revenues at this point. The days of pointing to the future as the wild blue yonder seem numbered. Management in the CC as much as said they would be giving us more guidance on this in the next qtr. With CD sales less of a wildcard on the upside (probably), I think we can start to zero in on what TAVA can earn in the next few qtrs. Wade