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

To: Ken Salaets who wrote (20291)	7/9/1998 11:58:00 AM
From: Kevin	Read Replies (1) \| Respond to of 31646

So far, the market seems unimpressed by the news...which I thought was good.

To: Ken Salaets who wrote (20291)	7/9/1998 2:49:00 PM
From: CalculatedRisk	Read Replies (5) \| Respond to of 31646

All, several times I've drawn comparisons between TAVA and DDIM. Today's PR is very similar to DDIM's PR last October ... the beginning of the end! Here are the major similarities between TAVA and DDIM: 1) Both DDIM and TAVA are consulting companies, but both feature their "product" prominently in their PR (for TAVA its PlantY2K One, for DDIM Ardes2K). 2) Their "products" are actually "how-to" methodology CDs. These are sold as part of their consulting agreements. Both companies weight the revenue of the agreement toward the product (perhaps misleading to investors, but not illegal). But most important, almost no customers just buy the CD ... the product is almost always sold as part of a consulting deal. This limits the growth potential of the Company. 3) Both companies are successful in the consulting business attracting numerous big name clients. NOTE: For DDIM I spoke with a representative of Deliotte & Touche (a re-seller of Ardes2K) prior to shorting the stock ... D&T was very positive about DDIM the Company. I have done the same research with TAVA. TAVA, like DDIM, is doing well ... but IMO, like DDIM, TAVA's stock is grossly overvalued. 3) Both companies use every "accouting trick" in the book to boost profits, while cash flow remains heavily negative. Here is DDIM's PR that I'm referring to: data-dimensions.com DDIM's price collapsed not long after this PR! I consider TAVA's PR today to be excellent news for all short sellers. Regards to All, Bill

To: Ken Salaets who wrote (20291)	7/12/1998 4:37:00 PM
From: Ken Salaets	Respond to of 31646

Like many of you, I usually check out the personal profile of the naysayers and those new to the thread, to try to gain a sense of where they are coming from, motives, etc. It is interesting to note that there is a fairly consistent pattern re the favorite stocks listed by the shorts, and in particular, the more manipulative of the bunch. The irony is that some of those companies have serious Y2K exposure, much of which will likely translate into significant liability exposure. Their ignorance and arrogance may end up costing them almost as much as they deserve. Hopefully more. gggg. K