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

To: JDN who wrote (17681)	5/27/1998 1:18:00 PM
From: Rick Bullotta	Respond to of 31646

Not sure I agree... CSCO, MSFT, and SCAI were other members of my portfolio, who haven't gotten whacked as bad as TAVA in the past couple weeks. Even the poster child for shortsville, YHOO, is miraculously holding its own. OTOH, we're sittin' here down 35-40% in a couple weeks, whereas most of the techs are down in the 10-20% range. That's a big difference! My feeling is that it is due to an inability to communicate...and a horribly misguided job of positioning the company. They listened to the wrong advisors and set themselves up as too much of a one-trick pony around Y2K, which is a really poor characterization of the company. I'm putting together a more coherent description of what I believe TAVA is and isn't (and what I believe investors need to know and will find quite a pleasant surprise) that I'll post up here in the next couple days, and I'll be strongly encouraging those I know in TAVA mgmt to read and consider it. Rgds, - Rick