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

To: Bald Man from Mars who wrote (23823)	10/7/1998 9:32:00 PM
From: eleebee	Read Replies (3) \| Respond to of 31646

To all, To me the price that the stock sold for is unbelievable. I have to attribute this to the market; the general 2yk sector that places TAVA with the herd, rather than it's unique position in working with embedded systems that are not y2k compliant at the same time has a SI core business that is growing; as well as margin calls I have reread the last 10Q,10K, and the transcript of the latest conference call. I feel they are exciting, but not apparently enough to overcome the above. The consensus estimate for the first quarter is I believe 15 cents and even the infamous whisper number is 11 cents. The yearly esti- mate in the IBD is 75 cents. Even at 10X earnings this would make this a $7.5 stock. Regardless of the price now I can't see anything but a minimum double from here. How long for this to happen is anyones guess. I am not a seller at these prices. A buyer when it stabilizes. Mark

To: Bald Man from Mars who wrote (23823)	10/8/1998 12:16:00 AM
From: Captain Jack	Respond to of 31646

Baldy --- the shape of the overseas mkts and condition of the dollar at 12:15 am indicate we sink farther on Thurs,,,, much farther. Without something from the Fed and banks REAL SOON we will be in deep shit for more than a few qtrs.......... long past any Y2K issue recovery. Some companies planning on using stock to pay for remediation are seeing the price of stock fall against the cost of remediation and will wonder if it is worth it. If you were FP would you bother? and there are many companies in the same position...