Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: M. Frank Greiffenstein who wrote (27917)	2/11/1999 6:23:00 PM
From: B.D.Bauden	Read Replies (1) \| Respond to of 31646

Doc, I'll make a couple of quick comments then let it go. "If MSFT didn't issue a single press release (outside of earnings announcemnets), do you think the stock would ahve stayed stuck?" Everyone knows who MSFT is and what they do. How many people have ever heard of TAVA? "I am just mystified that a company with exploding gross margins, strong sequential growth, and a growing international presence cannot get its stock back into double figures." Remember the old philosophical question, "If a tree falls in the forest and no one is there to hear it, does it make a sound?". Well... If TAVA was the most valuable company on the planet and no one ever heard of them, would anybody buy the stock? Bruce

To: M. Frank Greiffenstein who wrote (27917)	2/11/1999 6:38:00 PM
From: jwk	Respond to of 31646

Doc and JSI -- My thinking is that all the shorts (and I see this as professional shorts, not mom&pops) have to do to yo-yo this is to sell enough short shares into any emerging strength in the 7-8 range. It seems like whatever buyer interest there is, gets thin in the upper 7 range and very thin in the 8's. Without a strong, deep pocket institutional buyer(s), upwards momentum is quickly vented and a drift down to the lower end of the range is all but automatic. With low volumes, a slow but steady covering of the short shares can help raise the price level back up to where the pickings are once again ripe. I think we have long term holders (by choice or otherwise) dabblers, in&out'ers, and some very happy professional shorts who for very little capital exposure and even less risk have been picking a lot of fruit off the TAVA money vine.

To: M. Frank Greiffenstein who wrote (27917)	2/11/1999 7:26:00 PM
From: Bonzo	Read Replies (1) \| Respond to of 31646

My good Doctor I beg to disagree with you. TAVA needs to court additional analyst coverage and institutional sponsership. How do they do it? They must promote (PR aimed at the broader investment community)their business to the institutional investment community. Jenkins has stated that he feels he will be able to bring at least 1 more analyst on board within the next couple of months. He feels with TAVA's M&A activity that they are essentially buying into this coverage with M&A fees. I believe, in order to interest greater institutional and Small Cap funds, that TAVA desparately needs that additional analyst coverage. One other thing. I recently read commentary by a couple of well known Small Cap Mutual Fund managers (Oakmark) that said they would not invest in a company that does not have shareholders best interests at the forefront of their growth strategy. Until TAVA shifts some emphasis from operational growth to share holder growth, (in the case of TAVA the two are mutually exclusive), the stock will continue to drift between $6-9. TAVA management should continue their aggressive growth strategy and hire a PR firm to articulate this growth story to the street. Managements problem has been one of broad and effective communication and therefore they do not seem to be up to the task of "wooing the street". Therein lies your major problem. TAVA through a party yesterday and only 3 people showed up - this after their best Quarter in company history. I'm also willing to bet that there were more people attending last years shareholder meeting than there will be this year - held Feb. 16th.

To: M. Frank Greiffenstein who wrote (27917)	2/12/1999 8:33:00 AM
From: JSI	Read Replies (1) \| Respond to of 31646

M Frank, You said >>>This idea that bad PR is the cause of TAVAs demise has grown long in the tooth on this board. It is ridiculous. If MSFT didn't issue a single press release (outside of earnings announcemnets), do you think the stock would have stayed stuck? The "bad PR theory"is just magical thinking.<<<< I have to disagree here. Microsoft wouldn't be Microsoft without name recognition. Yes, they are a household name, but how did they get to be that way? PR/Advertising/IR. This is an apples to oranges analogy, as well as which came first, the chicken or the egg? :-) YOU SIMPLY CAN'T HAVE ANY DECENT PRICE ACTION WITHOUT VOLUME. YOU CAN'T HAVE VOLUME WITHOUT EXPOSURE. YOU CAN'T HAVE EXPOSURE WITHOUT PR/IR/ADVERTISING. THIS IS NOT AN "IF YOU BUILD IT THEY WILL COME SCENARIO". JSI

To: M. Frank Greiffenstein who wrote (27917)	2/12/1999 9:40:00 AM
From: JDN	Respond to of 31646

Dear Doc: Stick with Medicine!! There's not a damn thing wrong with that balance sheet--wish my blood pressure were as good!! (ggg) Current Liabilities include nearly 5mm of Billings in Excess of Costs (meaning they got paid in advance on contracts) normally that might be a worry but current assets have an offsetting COSTS in excess of billings--meaning they have yet to bill. Now where that figure on the liability side goes next? (GOES STRAIGHT TO REVENUE AS THEY PRODUCE) So, since they have the offsett, no problem cash flow wise and thus this is GOOD not BAD. JDN