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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (10673)	6/27/1998 4:49:00 PM
From: poodle	Read Replies (1) \| Respond to of 18691

TAVA on CNBC:Mon, June 29, cnbc.com 12:00pm Power Lunchÿ Vern Haydenÿ American Planning Groupÿ John Jenkinsÿ Tava Technologies CEOÿ Robert Langrethÿ Medical Reporterÿ Cheryl Strauss Einhornÿ Barron's Commodities Editor Possibly at 1.00ÿ Message 5038016

To: Dale Baker who wrote (10673)	6/27/1998 6:13:00 PM
From: Bald Man from Mars	Respond to of 18691

<< With 21 million shares out, TAVA has to do $100 million revenue and net 15% in FY1999 to meet its estimates. That's more than double the trailing revenue. Do you think they can double their business with no growing pains in that short a time frame? Then do you think they can sustain $100 million revenues with continued growth sufficient to justify a PE of 30?>> If they said they had a 12.5 millions booking in May, and for the sake of simplicity, it is all turn into revenue, 12* 12.5 = 150 million ... But regardless, I am not into fundamentals, for all I care, as long as the stock I long goes up via good business execution, hype, misconception or fraud (I really don't care), it is good enough for me. So, may be TAVA is really a stock with a lot of problems. but I will ride it as far as it will take me, put on my parachute and hopefully I will get off unharmed.