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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (12141)	6/30/1998 9:40:00 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 13949

Paul, TAVA is my #1 short right now. This Company is seriously overvalued based on unrealistic expectations for their PlantY2KOne product. BTW, sales of PlantY2KOne have been terrible. In reality this is a consulting company, not a product company. You may also want to consider that TAVA's earnings are suspect and that their cash flow is strongly negative: exchange2000.com Regards, Bill

To: paul e thomas who wrote (12141)	7/1/1998 8:00:00 AM
From: Nanda	Read Replies (2) \| Respond to of 13949

PAUL, TAVA fell the same amount it went up when they announced that ceo will be on CNBC. I sold all calls of TAVA after listening to the interview and got out with 60% profit. I dumped the money in CMND which went up 3/4 yesterday. Now I own 32,000 CMND. I have 100% confidence in recovery of this company which tumbled due to stupid conference and problem with analysts. The fundamentals are still strong and I have same feeling about this one when I started buying IMRS,CBSL,MAST and SYNT in their infancy days. I also bought some CTSH as I like the game plan. The resurgence of y2k stocks should continue with occasional profit taking. I always take a cue from the performance of KEA which I consider a bellwether stock and it is flying.