Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave Twibell who wrote (19741)	6/29/1998 6:15:00 PM
From: Michael Baron	Read Replies (1) \| Respond to of 31646

<<All this commotion about Jenkins' performance today on CNBC is ridiculous. TAVA will live or die based on two things -- (1) its earnings growth, and (2) the public perception of the Y2K problem. Six months from now, nobody will even remember that Jenkins was on CNBC.>> Of course you are correct in the long run. But, there's the steak, and there's the sizzle, and if you take it upon yourself to jump into the frying pan, you better know how to sizzle with the best of them. M. ps: Maybe the blessing is in the fact that "nobody will even remember that Jenkins was on CNBC."

To: Dave Twibell who wrote (19741)	6/29/1998 6:48:00 PM
From: Stuart Schreiber	Respond to of 31646

Dave, if you've been around this thread for any length of time you know I certainly am not short. Quite the contrary, I have been one of the very bullish longs on TAVA for almost a year. I agree that eventually earnings will help determine share price. However, I also believe that the "Street" will have to assign a PE to TAVA. That is why it is so important to get the message across that TAVA most certainly has a life after Y2K and that the Y2K opportunity will make TAVA more formidable not less. The last CC presented one opportunity to make this point and today offered another opportunity. Both were miserable failures. Sorry, but that's the way I see it. Unfortunately, with stock price, perception is too often reality. stu