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

To: Stuart Schreiber who wrote (17543)	5/22/1998 5:26:00 PM
From: Erwin Sanders	Respond to of 31646

<<TAVA needs to show the world what an embedded chip is; what it does>> Amen. If it does, it will do wonders for not only TAVA's stock price, but also for WIND's. WIND is the leading RTOS vendor for embedded systems. Its management has operated flawlessly and it is perceived by some to have the potential for total domination of the RTOS (real-time operating system) world (just like MS has dominated the OS for PCs.) It just announced its 17th consecutive quarter of beating earnings and revenues. And guess what? The stock price keeps dropping. One gets the feeling that embedded systems is just too hard for analysts and the market to understand. Will this continue to be the case? What would be wonderful would be if our own Cheryl and Allen Benn (from the WIND thread) got together and did an educational blitz for the benefit of these dumb analysts. By the way, you should read Prof. Benn's eloquently put thoughts on the future of embedded systems (on the WIND thread) - quite inspiring. Erwin

To: Stuart Schreiber who wrote (17543)	5/23/1998 7:55:00 AM
From: Manfred	Read Replies (1) \| 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" I don't know if a large institution pulled out (if so, I would like to know why since they are usually in for the long term. You forgot, imho, the most important point: short selling. TAVA is the victim of a big short attack imho. Besides, I agree that TAVA must be much more aggressive. WHy don't they demonstrate to the press to what a failure of an embedded chip can lead? Manfred