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: Lee Reed who wrote (22453)	8/19/1998 8:41:00 PM
From: KenM	Read Replies (1) \| Respond to of 31646

Stay calm and let earnings lift this stock.

To: Lee Reed who wrote (22453)	8/19/1998 9:23:00 PM
From: cardcounter	Read Replies (1) \| Respond to of 31646

agreed... the verbal wars won't decide the price of this stock... so save it for your PM's to each other... if you have newz or real analysis post it.. this other stuff is getting tiresome..

To: Lee Reed who wrote (22453)	8/19/1998 9:51:00 PM
From: Captain Jack	Respond to of 31646

Lee -- there are many reasons why TAVA could be a great investment. Just as many as why it may be a bad one. I am long (and in the red) at this time and did not buy it this time as a solid investment. Better than throwing the dice but IMO it is a gamble. Great co with week mgmt and no IR/PR. Much depends on earnings AND revenue this qtr and a lack of unbacked promises. Seems they should be able to deliver. Many here are in deeper, long and short, than they can afford by the sounds of some of the posters... not mental --- nervous. Hell, it is only money and if anyone is playing in this mkt with this stock with money they may ever need maybe they are crazy! We are all trying to make a buck,,, someone will be correct,,, longs? shorts? does being wrong make someone less of a person --- NO again as the only people that are never wrong are those that do nothing! It just pays to be correct more often..... I see more stress than mental problems, so we must all be patient. I also see a ton of baiting--- and it is being taken by a couple.... that is human,,, grin or frown and move on...

To: Lee Reed who wrote (22453)	8/19/1998 11:00:00 PM
From: Charliss	Respond to of 31646

Hi Lee, Welcome. >>> I do not appreciate the verbal abuse...I find especially offensive, the pejorative use of the term "mental problem" <<< I am with you here on this one, Lee. Anyone with any experience as an advocate or a psychotherapist would be not only infuriated by all this, but saddened as well- as would any woman or man secure enough within not to engage in attack, especially at the level you have cited, when opinions and commitments vary. This thread has been a real study in fear, anxiety, and ego. I like TAVA. I have been in it for almost a year now. When it finally started moving, I wanted it to continue up without any interruption. Of course, like any stock, it didn't do this. Yet, I have never lost any money in it, except on paper or in my own mind. While I have not been a heavy or a frequent trader in TAVA, I have always sold it higher and bought it lower- and then again, the same. That is the nature of this stock. I would like to someday just leave it alone and watch it grow and grow. I think this will happen. If I am wrong, so be it. This is a big world, and I don't think any of us will suffer from lack of another opportunity- unless lack is the position we come from psychologically or spiritually, which often seems to be the case here on this thread. The role of emotion in the market is not always understood....for one thing, anyone who approaches the market in the way they live their daily lives is bound to lose both money and peace of mind. You can well imagine how several posters on this thread probably live their lives... Best, Charliss

To: Lee Reed who wrote (22453)	8/20/1998 2:18:00 AM
From: Mark L.	Read Replies (1) \| Respond to of 31646

"To All: I am attempting to weigh the pro's and con's of TAVA as a potential investment. To this end, I appreciate both the bullish and bearish view." I'll try to give you both sides. Pro's: 1) The company has a good product in a legitimate area without any current competition and none on the horizon that I'm aware of. Without question, revenues are soaring, and profits should be substantial. 2) I do not agree with others who say that management is subpar. The current management has taken a disparate array of businesses and consolidated them into a new company and is capitalizing on the Y2K problem. Management will be posting much better numbers than a year ago. I don't really see how you can criticize a management that will be showing a big improvement over its predecessor. 3) In terms of post-Y2K, the company had an existing non-tool business, and they are leveraging the Y2K-One product so that it will help in that business. This should work in two ways: companies that have never heard of them are now aware of them (I have seen this firsthand) and they are gathering data about factory floor operations from the companies with whom they have current contracts that should allow them to make customized proposals after 2000. 4) I gather that there are technical and momentum reasons for investing in the company, but this is not my area of expertise. Cons: 1)The company has a valuation which assumes a multiple should be applied to Y2K earnings. In other words, the current market cap is saying that the Y2K earnings are not an isolated phenomenon and that TAVA can continue to make substantially more money than they made prior to Y2K. This is by no means a certainty. 2) Management does have at least one weakness. They have had significant difficulty controlling SG&A expenses in the past, and they have made a pledge to keep their current staff on board after 2000. So, if they don't get the revenues, the picture post-2000 will be very ugly. 3) The company's cash flow picture to date has not been great. There is an overhang of unamortized software development costs that will have to be applied against the expected revenues over the next few quarters. 4) The company has been strapped for cash in the past and has had to resort to non-standard financing. This is very significant for some people but means nothing to me--except insofar as it indicates how challenging the core business is without the Y2K phenomenon. Just for the record (so you can judge my prejudices), I have a substantial short position in the stock. Best of luck in whatever decision you make. For whatever it's worth, there are both longs and shorts who have made good money on this stock.