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


To: Jack Zahran who wrote (23459)9/23/1998 12:59:00 PM
From: michael tantleff  Read Replies (2) | Respond to of 31646
 
i thought the cc went very very well. any other thoughts on this out there?? michael



To: Jack Zahran who wrote (23459)9/23/1998 1:01:00 PM
From: Bald Man from Mars  Read Replies (1) | Respond to of 31646
 
So now, it is back to the waiting game, see if the Q1
earnings can blow pass the estimates ...
If so, 15, here we come ...



To: Jack Zahran who wrote (23459)9/23/1998 1:21:00 PM
From: Steve Sanchez  Read Replies (1) | Respond to of 31646
 
jack or anyone,

did you catch the details of when they mentioned something about Delaware North? one of the TAVA execs said something like, "we were referred to Delaware North by Keanne".

TIA,
steve



To: Jack Zahran who wrote (23459)9/23/1998 1:37:00 PM
From: jwk  Read Replies (1) | Respond to of 31646
 
>>> What is exciting is that there seems to be quite a punch being packed for the 1st quarter.<<<

.....and the first quarter is over is a week..... and we get new earnings with another cc in a month or so.



To: Jack Zahran who wrote (23459)9/23/1998 1:57:00 PM
From: Rick Bullotta  Read Replies (1) | Respond to of 31646
 
You were practically tugging JJ and Kevin along! Gunning for Scott Liolis' job? <g>

First of all, it was a very, very good CC. Lots of meat, no amateur idiot questions, and the TAVA execs sounded "on" (though Larry Hagewood probably said a few things he shouldn't have! <g>).

What I came away with is the feeling that their PR/IR effort is, indeed, horrible. There was SO MUCH substantive stuff in the CC that we simply don't hear through other avenues.

Additionally, I heard some EXTREMELY encouraging "positioning" going on in terms of where TAVA wants to take the company post Y2K. First time I've heard it clearly elucidated. Now they need to support this message with promoting the company consistently with this new strategic mission.

Still, it does all come down to earnings, and I hope they get that straightened out sooner rather than later.