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

To: CYBERKEN who wrote (17075)	5/17/1998 9:56:00 AM
From: Karl Drobnic	Read Replies (1) \| Respond to of 31646

CyberKen: You make a good point about "risk-averse" investors sleeping better being out. The other side is "risk-tolerant". In a risk-averse investment, I want to quantify facts and think deductively, successively eliminating chances for error. In a risk-tolerant situation, I want to think inductively, using the facts I have to draw a probable map of the journey. I'm looking for the route onto the interstate, and realize some of the trails may be dead-ends. WNDR turned into a narrow lane bridge. But that $8-$10 million in May revenues Jenkins expects indicates that Tava has found another route to the on-ramp. At this point, I'm still "risk-tolerant" with TAVA. So the next time TAVA makes a new high, I'll be shopping for some cheap puts to lock some minimum profits.

To: CYBERKEN who wrote (17075)	5/17/1998 6:42:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 31646

Both of us are guessing... Ken, I see both the forest and the trees. You have added nothing about TAVA that I have not known since I came on board here last September. The fact you think there is no competition tells me you should start looking at the individual trees. Raytheon for example is doing the embedded chip replacement work for GM,not TAVA. TAVA seems to be assigned tasks that change "week to week" per the CC, doesn't sound like they have a huge project there, another disappointment for me. But you are guessing revenues will be much greater than I think they will. Not sure why you think your guessing is better than mine. or perhaps you think you are doing something more scientific than guessing? I am guessing we will find out <g>. DocStone P.S. No, TPII is not competition. They are a scam.