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

To: gerald tseng who wrote (17541)	5/22/1998 4:33:00 PM
From: Stuart Schreiber	Read Replies (2) \| Respond to of 31646

This is my perspective of the last two weeks and the drop in stock price. 1) Earnings were a disappointment resulting in selling 2) The CC was a disappointment resulting in selling 3) A large institution pulled out resulting in substantial selling 4) Because of #'s 1,2 & 3, many had margin calls or were stopped out. 5) The usual market psychology resulted in further selling The result was a drop of more than $4 or about 30%. What has really changed besides the stock price? I still think TAVA is positioned to capitalize on YK2 and grow their core business. I believe TAVA has all the work they can handle and it now becomes an exercise in the company's ability to manage. Unfortunately, we recognized the embedded chip problem before almost anyone. The response to this problem by government and business has been nothing short of negligent. The result could be catastrophic. I believe TAVA needs a wake-up call. They must exploit their unique position. This is not hype but reality. IR and PR must be aggressive, not reactive. TAVA must take the lead. If it means losing a few clients, so be it. In the long run it will payoff. TAVA needs to show the world what an embedded chip is; what it does; and what will happen if it's not fixed. TAVA has a once in a lifetime opportunity. Now is not the time to be conservative. TAVA should not be a secret but, rather, the solution. It's time to stand up and shout, not sit and be quiet. Thanks for letting me vent. I'll be gone for a couple of weeks to the island of Margarita and some wind surfing. Good luck, stu