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

To: Don Hutchinson who wrote (24514)	11/5/1998 12:26:00 AM
From: Andrew Cooke	Read Replies (2) \| Respond to of 31646

"With that said, I'm still long in Tava because I think these guys are going to continue delivering earnings in future qs." Ditto - if projections are even close, the earnings growth in future q's is impressive. At today's forward p/e, stock still appears quite cheap in core and y2k sector. n'es pas?

To: Don Hutchinson who wrote (24514)	11/5/1998 12:43:00 PM
From: paul e thomas	Read Replies (3) \| Respond to of 31646

TAVA continues to ignore the fact that Market Capitalization wiil depend more on the markets perception of the post 2000 prospects than on the short term results. The strong growth of Y2K revenue in the past quarter signaled to the market that the longer term opportunity for TAVA is growing rapidly. I too was disappointed by the CC as it appears to me that TAVA is not moving sufficiently fast in developing a post 2000 strategic plan. With 60% of current revenue coming from Y2K TAVA has an enormous challenge if they are to make a seemless transition to their post 2000 business. I will be cutting back my TAVA holdings until the next Conference call .