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

To: B.D.Bauden who wrote (22460)	8/20/1998 1:37:00 AM
From: mchip	Respond to of 31646

To start, nothing but the impending earnings announcement will move the price of TAVA to any sustainable level. The hype on this thread is unbelievable. A look at both sides: Short Side: 1. Embedded systems: most of these devices can't be `fixed' or "remediated", they require replacement or reprogramming by the OEM, or `tricks' in the software that control the devices. 2. Plant Y2Kone Software: an over-hyped inventory program 3. Plant Y2Kone Database: information one can get from the manufacturer. 4. 4MIL Debenture with all assets for the company as collateral. Warrants granted in 12/1998 and 7/1999. 5. Little if none Insider buying. 6. Prolific use of SEC 8-K for promotion 7. TMEX showing up just before the big increases begin. (I wonder who was selling at 6 7/8 today!) Long Side: 1. Embedded systems: there are a lot of elevators, escalators, building controls and plant devices out there. 2. Plant Y2Kone Software: an industry standard (lots of F1000 companies) 3. Plant Y2Kone Database: Core business before Y2K was embedded systems. 4. 4MIL Debenture: easily paid off when the money comes in from reported contracts. 5. Little if none Insider buying. They have enough. they are buying houses and cars and gifts 6. 8-K's show a respectable client list 7. TMEX showing up just before the big increases begin. Just some thoughts. I currently have no position in TAVA(I'm waiting for earnings) Ok. I was short. covered for a 30%+ gain. Main reasons. Short side 1-6. Reason for covering. Long side 6. If I had known TMEX was gonna jump back in I would have gone long around 5 and covered for 7(his short term target) I'm sure david sosiak will want to respond to this post. I ask you not to David, since all you will tell me is that I am a "Wexlar" or WexLIAR follower and I "have no idea what Tava is all about", you would be wrong on both.