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


To: JDN who wrote (24504)11/4/1998 6:52:00 PM
From: Captain Jack  Respond to of 31646
 
your broker is correct.... mine was expecting it to happen 10 min after eps announced--- but it did have help.



To: JDN who wrote (24504)11/4/1998 7:45:00 PM
From: Karl Drobnic  Read Replies (3) | Respond to of 31646
 
JDN: I decided not to ask the backlog question as I listened because I feared it would set off a complex answer about bandwidth, etc, when so much else in the call was crystal clear. The example about Y2K winning TAVA $20-25 million in future airport SI work made very clear that TAVA has a high growth future post-Y2K. TAVA/BECK contributions rising another 20% puts TAVA/BECK full year contribution to EPS at about $.10/share. That Bristol-Myer's hits to the database just showed up in Q1 speaks volumes about the avalanche of billable hits still to come. That Mangan will be immediately accretive is more pennies to the bottom line. $100-$120 million of proposals in the pipeline. Unisys about to hand TAVA Venezuala oil. A whole country to integrate in the utility business. TAVA making more efficient use of contractor labor so that it can put its own personnel on high rate billable labor. Another strong improvement in the balance sheet fundamentals, with a bank credit facility in preliminary approval. And a down day for the stock price. A bit more of this, and we can start thinking about a share buyback.



To: JDN who wrote (24504)11/5/1998 9:34:00 AM
From: freddie  Respond to of 31646
 
Dear JDN,

Yes, I've been messing with TAVA for 5 quarters. Traded the heck out of it. I have some profit, but not near as much as I think I should have. My stomach churns all the time with this one.

As for brokers giving TA, mine isn't smart enough to even offer an opinion. I use his house strictly for research.

Let's hope things fall into place with TAVA in the next 3-6 months. I've bought the story, now it's time to deliver.

regards,

freddie