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

To: lbs who wrote (21468)	7/31/1998 3:03:00 PM
From: gamesmistress	Read Replies (1) \| Respond to of 31646

>>Tava was on a road show yesterday. Unfortunately, I spoke to an analyst who saw >>them and he was very, very unimpressed with management. Did he say why?

To: lbs who wrote (21468)	7/31/1998 3:03:00 PM
From: trade4livin	Respond to of 31646

lbs: I show Lord Abbott & Co went from 663K shares to 918K shares as filed on 3/31/98. Percent holding of 4.43% You are correct on TCW. They went from 1003K shares to 816K shares as filed on 3/31/98. Percent holding of 3.94% With a 3/31 filing, my data may be stale. How current is yours? Regards.

To: lbs who wrote (21468)	8/3/1998 11:57:00 PM
From: Karl Drobnic	Respond to of 31646

lbs: Agreed that 87,800 is a tiny position for Vanguard Capital. That's the good news. If TAVA delivers, that number can go up substantially with a fund like Vanguard. I'd rather see lots of small positions taken by big funds than huge positions already established since small positions indicate that the fund is watching and waiting for the company to deliver. Large positions indicate that the fund is watching and waiting for the time to take profits. And if Vanguaurd goes away, it will be quickly absorbed. TCW going away is a much more difficult proposition.