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


To: JDN who wrote (26969)1/24/1999 8:09:00 AM
From: threadneedler  Respond to of 31646
 
Re: Dilution:

Here's an interesting exercise. One that probably refutes my own previous post. It involves dilution. Go over your last 10 stock purchases. I did. Every one of my stocks added to their shares over the last five years, in increments from 3 to 15 million. Every one of their prices have appreciated over that same time span.
I know investing 101 makes a big deal out of buy backs and they are dandy...some of my aforementioned issues did exactly that. However, within a year or two, with one exception, (ABT), they all added substantially to their total.
I've become a little more kindly disposed toward TAVA since my last offering. I thought a piece of ignored potentially good news was when Scott told one of our SI people that earnings would be reported between February 8-10. That moves up the previously announced date by a week if I'm not mistaken. Usually, when it's bad news, earnings are delayed. If that release date is true, it bodes well for TAVA, given the shareholders gathering a week or so later. No CEO is going to want to face a bunch of disgruntled investors if he can help it. No matter how angry we are now, a plump earnings report will elevate Jenkins to sainthood status.
One more point. I think KEA is an excellent company. TAVA's chart pretty much mirrors KEA over the last year, with a few exceptions, like Friday. Remember KEA was once over 60.
No, I still think the key to TAVA is marketing and PR. Certainly for the Y2k work, but much more importantly, their post-Y2k core business. That should really be hammered on in the meeting.
It's a glass half full kinda day!